Engyj (DBA Saba, Inc ) / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr | Engyj integration, and outline how to use the Checkr dashboard for the background check process. 

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• Before starting
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Checkr’s Candidate Experience
• Review A Background Check
• Resubmit A Background Check
• Use the Checkr Dashboard
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Before starting

The following items are required to initiate the Engyj | Checkr integration. 

• Admin access to Checkr and Engyj

Create a Checkr account

If your company does not yet have a Checkr account, one must be created before integrating with Engyj.

To create an account for use with Engyj:

1. Login to your Engyj account. 
2. From the left navigation menu, select Administrative Settings, Preferences and then select Company. 
3. Within the Company Settings select Connect Checkr. 
   
4. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Engyj.
5. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
6. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Engyj. (Payment information may be edited on the Checkr dashboard after the account has been created.)
7. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Engyj and you to begin ordering background checks through the Engyj platform.

Account Hierarchy

The integration allows users to set up different nodes inside of their Checkr account to have displayed in the background check ordering workflow. Nodes can be used to designate different locations, teams, or groups that order background checks within your organization. Checkr asks you to assign packages to nodes once they are created (optional)  and will then display which node ordered which package on your Checkr invoice. 

Each time you order a background check, you'll be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

Once your Engyj and Checkr accounts are connected,  navigate (using the left navigation sidebar) to the Jobs page. Background checks are defined at the Job level, so find the job you would like to set a background check requirement for and select the pencil icon, labeled edit. 

The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you can assign the appropriate packages to that node in your Checkr dashboard.

For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

Order Background Checks

1. To order a background check, navigate (using the left navigation sidebar) to the Jobs page. find the job you would like to set a background check requirement for and select the pencil icon, labeled edit. 
2. From the Job specific page, scroll down to Checkr Packages and select Connect Checkr Package. 
3. Once selected, you'll be asked to select a Checkr Node and Checkr Package. 
   1. If you haven’t set up Checkr nodes within your Checkr account, you'll only need to select a Checkr Package. 
4. Once you’ve selected your preferred node and package for the job, select Save at the bottom. 
5. Next, you'll need to navigate to Company Settings and ensure you have selected a location for your business. 
6. From the left navigation menu, select Administrative Settings, then Preferences and then select Company. 
7. This will bring you to the Company Settings page. 
8. From within Company Settings, select your State from the State dropdown menu. 
9. Select Save at the bottom of the page. 
10. Now the settings part is complete and you can run a background check on any candidate for a job that has configured the background check portion. 
11. From the left navigation menu, select Applicants. 
12. Once on the Applicants page, use the top menu to Filter By and select the job. Select Apply. 
13. Select a candidate. 
14. An applicant card will populate. 
15. Select, Start Background Check. 
16. A module will populate with the following message: Are you sure to start Background Check for [name of applicant]?
17. Select Yes 
18. This will initiate the background check ordering process and an invitation will be sent to the candidate. 

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

Review A Background Check

Once the background check has been ordered, the status of the report will be shared in the candidate card. 

1. From the left navigation menu, select Applicants. 
2. Once on the Applicants page, you can use the top menu to Filter By and select the job. Select Apply. This will return all candidates for a specific job. 
3. Select a candidate. 
4. A candidate card will populate. 
5. Navigate to Checkr Details within the candidate card for the following statuses: 
   1. Checkr ETA 
   2. Checkr Report Status
   3. Checkr Report Result 
   4. Checkr Adjudication Status 
   5. Link to Checkr dashboard 

Once the report status is  Complete, you are able to select on the report link to open the report in the Checkr Dashboard, and review details. 

For more information on reports and report statuses, see How do I interpret a background report.

Resubmit A Background Check

The platform hosts a Start Background Check button on the candidate profile. Once a background check has been initiated, this button goes away and all report details can be found in the Checkr Details portion of the candidate card. 

If there’s an issue with the background check and an error is returned, Engyj will re-enable the Start Background Check button on the candidate card and a user can re-initiate another background check.

Use the Checkr Dashboard

While the integration allows users to order background checks and view their status, the following features are available only within Checkr: 

• Background check invitation links
• Full background check report results
• Adverse Action initiation and processing tools
• Checkr settings 
  • New and existing user management