This article explains some differences between Checkr's discontinued positive adjudication matrix (PAM) and Assess Lite.
Note
All customers will have Assess Lite by 2024.
Labels
The magenta Consider label is now an orange Review label.
A new Eligible label applies for reports with records that don’t disqualify a candidate. Assess Lite hides Eligible records by default. You can expand Eligible records as needed.
Candidate list
The Status column shows the stage of the invitation, such as sent, pending, or complete. The report result determines which label the Assessment column shows:
- Clear
- Eligible
- Review
Report
After you enable Assess Lite, a broad definition appears with each charge. When Assess Lite labels a record Eligible, it explains why.
Guidelines
Quickstart templates
With quickstart templates, you can select from five common adjudication guidelines to help expand your hiring funnel and encourage fairness:
- Non-convictions
- Non-felony marijuana possession
- Non-felony drug possession & paraphernalia
- Vehicles and traffic events not resulting in death or DUI
- Less-than-misdemeanor severity
Lookback period guidelines
With lookback period guidelines, you can do the tasks below:
- Specify lookback period years for the Statutory category and its seven subcategories across three severities:
- Less-than-misdemeanor
- Misdemeanor
- Felony
- Bulk edit by the subcategories below:
- Custody & Support
- Public Nuisance
- Safety & Zoning
- Fish & Game
- Animal Ordinances
- Gambling
- Miscellaneous Citations
Review guidelines & download
After you set your guidelines, you can save and publish them as usual. You can download your guidelines in a CSV file in the Review section.
Adjust how Eligible records appear
You can set whether and how Eligible records appear. Assess Lite hides these records by default.
Assess Lite is free.
With Assess Lite, you can configure guidelines for the Statutory category. If you previously used the Statutory subcategories with your PAM rules, those rules will be automatically migrated to Assess Lite on 9/19/23. So there is no need for you to rebuild them from scratch.
Categories other than Statutory are unavailable in Assess Lite, and you can't recreate them. Contact Checkr to explore upgrading to Assess Standard, which has access to 55 categories.
Assess Lite has lookback periods for only the Statutory category. If you need to filter by more categories, consider upgrading to Assess Standard.
The export is primarily for your record keeping. You don't need the export to create settings in Assess Lite. If you upgrade to Assess Standard, you might want to refer to your PAM settings to make your new guidelines.
Choose from five of our most adopted quickstart guidelines that focus on fairer evaluations. If a record is not relevant, you can label it as Eligible and minimize it from view by selecting "Hide from report."
- Non-convictions
- Non-felony marijuana possession
- Non-felony drug possession & paraphernalia
- Vehicles and traffic events not resulting in death or DUI
- Less-than-misdemeanor severity
- Custody & support
- Public nuisance
- Safety & zoning
- Fish & game
- Animal ordinances
- Gambling
- Miscellaneous citations
Review and set Assess Lite guidelines
Assess Lite compares your guidelines to state or county criminal records in a candidate's report. Assess Lite then assigns your eligibility label to each individual record.
Review Assess Lite guidelines
Quickstart guidelines
Assess Lite helps you with starter guidelines that align with best practices and Equal Employment Opportunity Commission (EEOC) guidance for considering criminal records. These guidelines apply to all records.
Records that searches find in the categories you select have the Eligible status.
Quickstart templates have the sections below:
- Non-convictions
- The record has not resulted in a conviction, possibly for a reason below:
- A jury found the defendant "not guilty."
- The court dismissed the case because of lack of evidence.
- In certain locations, the court ordered deferred or alternative adjudication.
- Under the Fair Credit Reporting Act (FCRA), non-convictions are reportable for up to seven years. Many states further restrict reporting by consumer reporting agencies (CRAs) and use by employers.
- The record has not resulted in a conviction, possibly for a reason below:
- Less-than-misdemeanor severity
- These lowest-level records, such as infractions, typically result in fines.
- These records can result in convictions and non-convictions. These records can appear for up to seven years where reportable.
- Non-felony marijuana possession
- As more states legalize marijuana use, several states and cities have started lowering employment barriers for people with low-level marijuana convictions.
- Marijuana possession can result in either a conviction or non-conviction. Under the FCRA, non-convictions are reportable for up to seven years from the record filing date. Convictions are reportable indefinitely.
- Non-felony drug possession and paraphernalia
- This category combines severity and the drug categories below. If the severity is lower than a felony, these categories will be labeled as Eligible.
- Possession
- Intent to possess
- Possession of paraphernalia
- Possession without prescription
- These records can result in convictions or non-convictions. Under the FCRA, non-convictions are reportable for up to seven years from the record filing date. Convictions are reportable indefinitely. State, city, and county laws might further restrict reportability.
- This category combines severity and the drug categories below. If the severity is lower than a felony, these categories will be labeled as Eligible.
- Vehicles and traffic events not resulting in death or DUI
Set your Assess Lite guidelines
Determine how to show Eligible records
You can set how the Checkr Dashboard shows records that your guidelines assess as Eligible. The settings below that you enable apply to all assessed records for your account.
-
Show Eligible records with an icon: The locations below show records assessed as Eligible:
- Candidate Portal
- Checkr API
- Checkr Dashboard
- Report PDF
-
Hide Eligible records in the Dashboard: By default, you have to select "Show more" in the Checkr Dashboard to show records with the Eligible status. Records with the Eligible status appear in the locations below:
- Candidate Portal
- Checkr API
- Report PDF
-
Remove Eligible records: No location below shows records assessed as Eligible:
- Candidate Portal
- Checkr API
- Checkr Dashboard
- Report PDF
- Hide Eligible records from pre-adverse action: When you begin the adverse action process, you can't select records assessed as Eligible to include in the pre-adverse action notice.
- Auto-engage candidates with Eligible records: Automatically engage candidates whose reports are assessed as Eligible.
Add new Assess Lite guidelines
Assess Lite guides you through adding Checkr-designed quickstart templates.
Select Add to automatically assess those records as Eligible.
Review previous guidelines
You can review the settings for each published version of your guidelines.
In a guideline, open the menu and select View Versions. A window shows all published versions of the guideline with the user name and publication date.