Make / Checkr Integration User Guide

Welcome to Checkr!

This guide outlines the Checkr / Make integration process and how to order background checks. If you have any questions that are not covered in this user guide, visit the Checkr Help Center. You can also submit a support ticket to the Checkr Support Team.

Content within this user guide

• Getting started
• Connect to Checkr
• Create a Checkr account
• Account hierarchy
• Order background checks
• Review background checks
• Checkr’s candidate experience
• Use the Checkr Dashboard
• Make's Help Center

Getting started

The following permissions are required to enable the Checkr / Make integration:

• Admin access to Checkr and Make

Connect to Checkr

To initiate the integration between Checkr and Make, follow the steps below:

1. Log in to your Make account.
2. Add a Checkr module to your scenario.
3. Select "Create a connection." If you add a module with an "instant" tag, click "Create a webhook," then "Create a connection."
   
   
   
   
4. In the "Connection name" field, enter a name for the connection.
5. Select whether or not you want the connection to connect to a Sandbox environment. If you wish to connect or create a live account, select "No."
6. Select "Save." This will trigger the Sign in/Sign up pop-up. 
   
   
   
   
7. Select "Sign in" if you have an existing Checkr account. If you need to create a new account, enter your information and select "Get Started." 
8. Once complete, you'll be directed back to the Make platform.

Please note the following scenarios and steps: 

• If you signed in to an existing Checkr account, you can now edit your scenario and add more Checkr modules.
• If you signed up for a Checkr account, you must wait 24-48 hours for your account to be credentialed. Once credentialed, both you and Make will be notified, and you can begin building your scenario.
• If your connection requires reauthorization at any point, follow these connection renewal steps.

Create a Checkr account

If your organization already has a Checkr account, select "Sign in" to connect your existing Checkr account to Make. If your company does not yet have a Checkr account, one must be created before integration with Make.

To create an account:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Make.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from Make. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both Make and you to begin ordering background checks through the Make platform.
5. Once complete, you will be redirected back to Make. You will see a pending Checkr approval message in the "Configure Settings" section of your Make account. This pending message will remain until your account is credentialed. Once the account is approved, you will be able to start using Checkr with Make.

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 each node ordered within two 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 usually 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 Make and Checkr accounts are connected, you can create custom Checkr scenarios (i.e., workflows) by choosing from a series of triggers, actions, and searches. A trigger is an event that launches the workflow, an action is an event.

To get started, you will build your Checkr scenario. There are 11 modules (actions, triggers, & searches) that can be implemented to support the ordering of background checks. 

1. Create a Candidate (Action): creates a new candidate
2. Get a Candidate (Action): returns information about the selected candidate
3. Create a background check invitation (Action): creates a new background check invitation 
4. Get a Report (Action): returns information about the report
5. Get a Report's ETA (Action): returns an existing report's ETA
6. Get an Invitation (Action): returns information about the section invitation
7. Watch Events (Trigger): triggers when an invitation or report event is sent via API
8. List Nodes (Search): lists all nodes
9. List Packages (Search): lists all packages
10. Search Candidates (Search): searches for or lists all candidates
11. Search Invitations (Search): searches for or lists all invitations

These 11 modules can be used in different variations within your scenario builder, and how you implement the modules will depend on which apps you have connected and your parameters. It is up to the end user to determine how they want to leverage the modules and their capabilities.

How to access your Scenario Builder

1. Log in to Make.
2. Select "Create a new scenario" in the upper, right-hand corner of the screen. You can also select "Scenarios" in the navigation pane on the left-hand side. This will take you to the "New Scenario" screen.
   
   
   
   
3. Select the large "+" button.
   
   
   
   
4. Select Checkr from the list that appears.
5. Select your preferred module.
   
   

If you haven’t already logged in or created an account, you must do so by clicking “Create a connection.” Once connected, you will be able to continue adding modules.

If you have any questions or concerns, please consult the Make Partnership Team on recommended settings for your specific ordering process. You can also create a support ticket via Make.

Review background checks

You can monitor the status of background checks from within Make, as well as within any app you have connected to Checkr using Make’s scenario builders. 

To monitor the status of a background check within Make, select the "Checkr - Get a Report" module. A tile will populate with the following information: 

• Report ID
• Report URI
• Status
• Result
• Package
• Timestamps
• Candidate ID
• Adjudication status
• Includes Canceled
• ETA
  
  
  
  

After you order a background check, the report status appears in the Make module “Get a Report.” 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, check out the Review reports section of the Help Center.

Checkr’s candidate experience

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

Use the Checkr Dashboard

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

• Order a candidate's report
• Adjudicate a candidate’s report
• Begin the adverse action process
• Candidate stories: Better understand the past and present
• Checkr settings 
  • Manage account users
  • Set up payment information

Make's Help Center

Make offers the following help center articles related to Checkr: 

• Checkr Landing Page
• Connect Checkr to Make

Helpful Make Terminology: 

• What is a scenario?
  • A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
• What is a module?
  
  • Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
• What is mapping?
  • Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.