TrustCloud/Checkr Integration User Guide

Welcome to Checkr!

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

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

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Before starting

The following items are required to enable the integration:

• Admin access to Checkr and TrustCloud

Enable or Create a Checkr account

To enable Checkr from within the TrustCloud platform, please follow the steps below: 

1. Login to the TrustCloud Platform.
2. Navigate to the “Systems” page from within the “Program” tab. 

3. Within the Systems page, search for “Checkr”. Add the system if not already added by clicking “Add System”.

4. Within the Checkr system page, you can find the option to set up the Checkr integration. Click “View Integrations” & then select “Proceed”.

5. This will navigate you to the Integrations page in the TrustCloud platform in a new tab, wherein you can search for the “Checkr” integration. 

6. To begin the connection process, choose a name for the connection and select the “Connect to Checkr” button on the bottom right-hand corner of the screen.

7. To begin the connection process, choose a name for the connection and select the “Connect to Checkr” button on the bottom right-hand corner of the screen. 

8. You will be redirected to the Checkr Hosted Sign In / Sign Up screen. 
   1. If you already have an account, select Sign In to connect.
   2.  If you don’t have a Checkr account, begin creating an account to get started and select Sign Up. 

9. Once you have completed either the Sign In or Sign Up flow, you will be redirected back to your TrustCloud Integrations Page. Here you will see Checkr under your “Active Integrations”.  

Order Background Checks

To order background checks, a Checkr customer must order a background check directly from their Checkr dashboard. TrustCloud does not support the ordering process within their platform. TrustCloud will receive completed background check report information from Checkr Accounts. 

Review a background check

TrustCloud only receives completed report information from Checkr accounts. To view completed report information within TrustCloud, please follow the steps below: 

1. Navigate back to the Checkr System Page tab within TrustOps. TrustOps is the core compliance management product of the TrustCloud Platform.
2. Within the Checkr systems page, you can review all of the tests currently being run with your Checkr account. 
3. Select “View Resources”. Here you can see all of the background checks that have a  complete status from within your Checkr account. The details will show the following: 
   • Report ID
   • System (Checkr)
   • Requestor’s Name (NA)
   • Candidate Name
   • Candidate Email 
   • Work Location
   • Report URL
   • Created At Timestamp
   • Completed At Timestamp

4. Using the button, “Refresh Records”, customers can select this button to refresh the data feed and TrustCloud will pull an updated list of records from Checkr.

Use the Checkr dashboard

While the integration allows users to view completed backgrounds, the following features are available only within Checkr: 

• Order background checks
• Background check invitation links
• Cancel an invitation
• Full background check report results
• Adverse Action initiation and processing tools
• Checkr settings 
  • New and existing user management
• Candidate Stories

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.