Welcome to Checkr!
This guide will walk you through the Checkr / Tithe.ly integration process, and outline how to use the Checkr dashboard for the background check process.
The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to Tithe.ly, please fill out a support request for additional assistance.
_________________________________________________________
- Prerequisites
- Add Checkr to Tithe.ly
- Configure integration settings in Checkr
- Order background checks
- View background check statuses
- Use the Checkr Dashboard
_________________________________________________________
This guide describes how to set up Checkr to use within Tithe.ly, such that Tithe.ly admin users can sign up for or sign into Checkr, and initiate and view Checkr background checks from within the Tithe.ly interface.
Prerequisites
The following items are required to initiate Tithe.ly / Checkr integration. Please ensure you have the following before proceeding.
- Access to Tithe.ly as an admin and authorized user
Add Checkr to Tithe.ly
First, enable Checkr from within Tithe.ly. You must have admin access to both Checkr and Tithe.ly to complete this process. If you are not the Tithe.ly account admin, please contact Tithe.ly support at support@tithe.ly.
New Checkr customers
If you’re new to Checkr, Tithe.ly will create a Checkr account on your behalf.
After logging into Tithe.ly, select People then Background Checks from the sidebar menu. If you’re a new Checkr customer click Setup.
Tithe.ly will launch the Checkr account creation process.
Creating a new Checkr account from within Tithe.ly will automatically connect the integration.
Existing Checkr customers
If you have an existing Checkr account, click Sign in as shown in the image below. You will then be prompted to log into your Checkr account.
Note: To connect Checkr to the Tithe.ly integration you must sign in as a Checkr Admin.
Configure integration settings in Checkr
Once the Checkr account is created and connected, Tithe.ly users can set a default background check package. This package is the default collection of screenings run on volunteers added to Tithe.ly’s people platform. The package can be updated on the background check page at the time ordering or in the integration settings page.
Tithe.ly presents a “background check expiration” date to its customers. By default, background checks expire in Tithe.ly one year after the completion date. Tithe.ly admins can update the expiration interval in Tithe.ly’s integration settings page.
Order background checks
After successfully creating a new Checkr account, the Tithe.ly admin enters payment info in Tithe.ly (if none exists). Once payment info is entered, the Tithe.ly admin can order a background check.
The Tithe.ly admin can order a background check directly after setup or by returning to the People > Background Check page.
To order a check from the background check page, click Add New, then Get Started.
Search for the existing person to run a background check for.
After selecting the person, you may edit the default package then click order background check.
Once the background check is ordered in Tithe.ly, Checkr sends a background check invitation to the volunteer.
View background check statuses
Tithe.ly displays invitations and report statuses within their platform. All Checkr background check details are available in Checkr by clicking View in Checkr.
To learn more about what the statuses mean in Tithe.ly, please contact Tithe.ly support at support@tithe.ly
Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations.
Use the Checkr Dashboard
While the Tithe.ly integration allows users to order background checks and view their status, the following features are available only from within Checkr:
- Full background check report results
- Adverse Action initiation and processing tools
- Checkr settings
For a quick overview of the Checkr Dashboard, please see Getting started with Checkr.