UZIO / Checkr Integration User Guide

Welcome to Checkr!

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

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• 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
• Use the Checkr Dashboard

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Getting started

The following items are required to enable the integration:

• Checkr: Admin access 
• UZIO: Access to the integrations page and permissions to hire and onboard employees. If you don't have access, please contact your UZIO admin account holder. 

Create a Checkr account

If your company does not yet have a Checkr account, one must be created before integrating with UZIO.

To create an account for use with UZIO:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to UZIO.
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 UZIO. (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 UZIO and you to begin ordering background checks through the UZIO platform.
5. Once you have connected to Checkr, you will be redirected back to UZIO.

Connect to Checkr

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

1. Please log in to the UZIO Employer Platform. 
2. Select Integrations from the left vertical menu. 
3. Once you click on ‘Integrations’, it will redirect you to the ‘Integrations’ page that displays the list of all integration points. 
4. Search for “Checkr” and click the “Connect” button available next to the Checkr tile. 
5. Once you click on “Connect”, it will redirect you to the Checkr-hosted Sign-Up / Sign-In flow. 
6. If you are already a Checkr customer, select “Sign In” to connect your Checkr account to UZIO. 
   • If you have successfully signed in, you will see that you are connected with a green “Connected” icon and an option to “disconnect the connection in red will appear below the “Connected” icon.
7. If you are not an existing Checkr customer, Sign Up to create a Checkr account. A step-by-step of this process is outlined in the following section, “Create a Checkr Account”. 
   • If you have successfully created an account, you will see a “Verification In progress” status and it may take 24-48 hours for Checkr to credential your account. 
   • Once credentialed and authorized to run background checks, both you and UZIO will be notified. 

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 2 billing cycles after setup. 

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

1. The “Background Checks” page will be available under HR Tools in the left vertical menu. 
2. This is a central page to see and manage all background check requests. Here you will be able to easily conduct background checks for your existing and new employees. 
3. Once you click on the “Run Background Check” button available at the top right of the page, it will open a Run Background Check popup window. 
4. If account hierarchy has been enabled for your Checkr account, it will provide you an option to select the node and its associated background check packages. 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.
5. Nodes, Package, Country, and State are all required fields. The city is optional and can be typed in.
   • Checkr background checks rely on work location information to determine which disclosures and authorizations to use in pre-employment screenings.  
6. If account hierarchy is not set up in your Checkr account, you will directly get an option to select the background check package as required. 
7. Once all the required details are entered, you will click on the “Send Invitation” button. You will get a confirmation message and a "Background check invitation required" will be submitted to Checkr. 
8. This initiates the invitation process by Checkr with the candidate to authorize Checkr to conduct the background check. 

For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

Order background checks

After the connection is successfully established, to order a background check within UZIO, please follow the steps below. You can order background checks from two places within the platform. 

Prospective Employees: 

1. When adding a prospective employee, you will get an option to initiate a background check verification. If you’re not ready to proceed with this step, this can be done later through the “Background Checks” page from the left menu. This process is outlined in the following section. 

Ordering Background Checks: 

1. The “Background Checks” page will be available under HR Tools in the left vertical menu. 
2. This is a central page to see and manage all background check requests. Here you will be able to easily conduct background checks for your existing and new employees. 
3. Once you click on the “Run Background Check” button available at the top right of the page, it will open a Run Background Check popup window. 
4. If account hierarchy has been enabled for your Checkr account, it will provide you an option to select the node and its associated background check packages.
5. Nodes, Package, Country, and State are all required fields. The city is optional and can be typed in.
   1. Checkr background checks rely on work location information to determine which disclosures and authorizations to use in pre-employment screenings.  If account hierarchy is not set up in your Checkr account, you will directly get an option to select the background check package as required. 
6. Once all the required details are entered, you will click on the “Send Invitation” button. You will get a confirmation message and a "Background check invitation required" will be submitted to Checkr. 
7. This initiates the invitation process by Checkr with the candidate to authorize Checkr to conduct the background check. 
8.  Report ETA, real-time statuses, and other details can be seen in the background checks grid available on the page. 

Review background checks

To monitor background checks in UZIO, please follow the steps below. 

5. Click on “Background Checks” available under HR Tools in the left vertical menu. 
6. All background check requests will show up here with the real-time report status. 
7. Alternatively, you can also view the background check status for a prospective employee by clicking on their name on the profile page next to job details. 
8. A background check request initially has an “Invitation Sent” status, which changes to “Pending” when an employee shares their authorization with Checkr to conduct a background check. 
9. Once a background check report is available from Checkr, UZIO will display the report’s respective status. 
10. The “View in Checkr” action will appear in UZIO. Clicking on this action will redirect users to the candidate’s active background check verification available in Checkr. 
11. 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?

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.

Resubmit a background check

In case you encounter any errors while raising a background check request with Checkr through the ‘Background Checks’ page, available under HR Tools or in the “Hire and Onboarding” journey while hiring a potential candidate, a self-explanatory error message will appear to provide information about the error situation and retry mechanism. 

At any point in time, you can directly visit the “Background Checks” page available under HR Tools and follow the three steps below. 

1. Simply click on the “Run Background Check” button
2. Select the candidate details for whom the background check needs to be resubmitted 
3. Enter details and submit your request to Checkr

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
• Begin the adverse action process
• Candidate stories: Better understand the past and present
• Checkr settings 
  • Manage account users
  • Set up payment information