Oorwin / Checkr Integration Guide

Welcome to Checkr!

This guide outlines the Checkr/Oorwin integration process and how to order background checks.

• Getting started
• Create a Checkr account
• Connect to Checkr
• Account hierarchy
• Order background checks
• Review background checks
• Checkr’s candidate experience
• Resubmit a background check
• Non-US background checks
• Use the Checkr Dashboard

Getting started

The following items are required to enable the integration:

• Admin access to Checkr and Oorwin

Create a Checkr account

If you don’t have a Checkr account, one must be created before you can utilize the integration with Oorwin. 

To create an account: 

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Oorwin.
2. 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.

3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Oorwin. (Payment information may be edited on the Checkr dashboard after the account has been created.)

4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Oorwin and you to begin ordering background checks through the Oorwin platform. 

5. You will be redirected back to Oorwin. In your configure settings in Oorwin, you will see a pending Checkr approval message until your account is credentialed.
6. Once the account is approved, you will be able to start using Checkr with Oorwin.

Connect to Checkr

To initiate the integration between Checkr and Oorwin, please follow the steps below. 

1. Login to your Oorwin account. 

2. From the dashboard home, select the top left-hand corner icon. From the menu, navigate to “General” and select “Marketplace”. 

3. Once “Marketplace” is selected, you will be redirected to the Oorwin marketplace. Once here, you can select “BGV” from the left navigation of categories. 

4. Once “BGV” is selected, you will see a Checkr tile. Click on the “three dots” icon and select “Configure”. 

5. From the “Configure” page, select “Add BGV” in the top right corner. Once selected, you will be redirected to the Checkr hosted Sign-In / Sign-up Flow. 
   1. If you already have an existing Checkr account, select Sign In. 
   2. If you don’t have a Checkr account, select Sign Up to create a new account. 

6. Once the Sign In / Sign Up process is complete, you will be redirected back to the Oorwin Platform, specifically back to the “Configure” page where you can see the account you’ve added. 
   • If you choose to sign in to Checkr, the account status will reflect “Connected & authorized”. This means your account has been authenticated by Checkr and is ready for use within Oorwin. 

• If you choose to sign up for Checkr, the account status will reflect “Connected & Not Authorized” In Oorwin as you will need to wait until your account has been credentialed and authorized by Checkr before you can use it. This typically takes 24-48 hours and you and Oorwin will both be notified once your account is ready for use. 

7. Next to the account you’ve added, there will be a “three dot” icon. If you wish to Add Users or Logout from the account, you can do so by clicking here. 
   1. Add User: This option allows you to select which users you want to have access to the integration. Toggle permissions on and off using the access toggle. 
   2. Logout: This option allows you to disconnect from Checkr. 

Create a Checkr account

If you don’t have a Checkr account, one must be created before you can utilize the integration with Oorwin. 

To create an account: 

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Oorwin.
2. 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.

3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Oorwin. (Payment information may be edited on the Checkr dashboard after the account has been created.)

4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Oorwin and you to begin ordering background checks through the Oorwin platform. 

5. You will be redirected back to Oorwin. In your configure settings in Oorwin, you will see a pending Checkr approval message until your account is credentialed.
6. Once the account is approved, you will be able to start using Checkr with Oorwin.

Account hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to appear when you order a background check. You can use nodes to designate different locations, teams, or groups that order background checks within your organization. Checkr requires you to assign packages to nodes after you create them. Your Checkr invoice shows which node ordered which package.

Each time you order a background check, you select which node to order the check from, and then select from a list of packages available to that node. Invoices show the background checks that each node ordered within 2 billing cycles after setup. 

To order a background check with an account hierarchy and nodes:

1. Fill in the candidate's work location as you normally would for a background check.
2. Select which node to order from.

The list of packages appears based on the node you select. Select the background check package you want to order. If no packages appear, you must assign the appropriate packages to that node in your Checkr Dashboard before proceeding.

For more information about nodes and how to configure your account, refer to the Help Center articles below: 

• Set up payment information 
• Find a candidate in the adverse action process
• Manage account settings

Order background checks

Once your Oorwin and Checkr accounts are connected, you will be able to request a background check. Step by step can be found below. 

1. From the dashboard home, select the top left-hand corner icon. From the menu, navigate to “GRM” and select “Employees”. 

2. The “Employees” page will show a list of all employees. Find the employee you wish to initiate a background check for and select the “three dots” icon next to the employee. 

3. From the dropdown, select “Initiate BGV’. You will then be asked to “Select BGV Tool”. From the Checkr tile, select “Initiate”. 

4. In the "Invite Candidate" module, enter the following candidate information: 
   1. Country 
   2. State 
   3. City (optional)
   4. Node (if applicable)
   5. Package
   6. Email
5. Select "Submit" 

Once submitted, you will see an “Invitation sent” confirmation pop-up, letting you know the candidate was invited to the background check. 

Review background checks

Option 1 

1. From the dashboard home, select the top left-hand corner icon. From the menu, navigate to “GRM” and select “Employees”. 
2. The “Employees” page will show a list of all employees. Find the employee you wish to initiate a background check for and select the “three dots” icon next to the employee. 
3. From the dropdown, select “Initiate BGV’. You be brought to the BGC Tool page and the Checkr tile will have additional information.
   1. The tile itself will reflect the status of the BGC, i.e. Invitation Created, Invitation Completed, etc. 
   2. You will also see an “eye” icon with the label, “View List”. 

4. If you select the eye icon, “View List”, you will see a module open that displays all BGCs that have been run on the employee, the report status, and a “View Candidate” link which brings you to the Checkr dashboard.  
   1. After the report status changes to Complete, select the report in the Checkr Dashboard and review the details. 

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

Option 2

To review a list of all the background reports, please follow the steps below. 

1. From the employees dashboard, you can select the badge icon in the top right corner titled, “Check BGV Initiated List”. 

2. Once you click on it, you will be prompted to select Checkr as your BGV Tools. 

3. Once Checkr is selected, you will be able to see all background checks that have been initiated. The following information is shown: 
   • Name 
   • Email
   • Package Name
   • Status
   • Initiated By
   • Initiated Date
   • View

4. You can also select the “Expand” Icon, which will allow you to break out the background checks by candidate, employees, and onboarding. 

Checkr’s candidate experience

Checkr's candidate experience overview describes the candidate experience of the background check process. It provides information to answer common questions and resolve common issues.

Resubmit a background check

Oorwin submits the ordering of more than 1 background check within their platform. To initiate more than 1 BGC on an employee or candidate, please refer to the section, “Order Background Checks”, as the steps required are the same. 

Non-US background checks

Oorwin submits the ordering of non-US backgrounds within their platform. To initiate a non-US background check, please refer to the section, “Order Background Checks”, as the steps required are the same. 

Checkr defines international background checks as background checks run on candidates living and working outside of the United States. 

Checkr currently offers the following international searches for candidates with work locations outside the United States:

• International Criminal Search
• Adverse Media Search - might happen automatically in countries without criminal searches
• Identity Document Verification
• Global Watchlist
• Education Verification
• Employment Verification

Use the Checkr Dashboard

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

• Order a candidate's report
• Adjudicate a candidate’s report
• The adverse action process: Deciding not to move forward with a candidate
• Candidate stories: Better understand the past and present
• Checkr settings 
  • Manage account users
  • Set up payment information