Miter / Checkr Integration User Guide

Welcome to Checkr!

This guide outlines the Checkr / Miter 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
• Miter: Administrator Access 
  • Only Administrators can view the Checkr integration and choose to set up / deactivate the integration. 

Create a Checkr account

If your company doesn't yet have a Checkr account, one must be created during the integration process with Miter. Refer to the Connect to Checkr section below on how to begin the Checkr account setup process from within Miter.

Once you’ve been directed to a Checkr page during the sign-up process, you can either sign in to an existing account or create a new one.

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Miter.
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 Miter. (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 Miter and you to begin ordering background checks through the Miter platform.

Connect to Checkr

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

1. Login to your Miter account.
   

2. Navigate to the Integrations page within Miter.
   

3. Once within Integrations, Navigate to the “HR” tab and select Checkr.

6. Click on the “Setup” button. 
7. This will bring you to a secondary set-up page for Checkr. Select “Set up Checkr”.
8. This will open the Checkr-hosted sign-up / sign-in flow. Once you’ve finished signing up/ signing in, you will be redirected back into Miter. 
9. Once back in Miter, you will see a message that you are either pending “credentialing” if you chose to sign up for a new Checkr account or, you will see that you’ve successfully signed in and you can start ordering background checks.

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. Navigate to the “HR” dropdown on the left side panel of your Miter Dashboard. Select “Team”. 
2. From within the “Team Member’s page, select the profile of the team member you want to request a background check for. 
3. Click on the “Background Checks” tab. 
4. Within this tab, select the  “Create new background check” button. 
5. Select the node (if applicable), package, and state of the team member to run the background check for. 
6. Once complete, select “Confirm Purchase” and this will initiate the background check for your selected team member. 

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 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 and your account has been credentialed by Checkr, please follow the steps below to order a background check within Miter. 

1. Navigate to the “HR” dropdown on the left side panel of your Miter Dashboard. Select “Team”. 

2. From within the “Team Member’s page, select on the profile of the team member you want to request a background check for. 
3. Click on the “Background Checks” tab.

5. Within this tab, select the  “Create new background check” button.
6. Select the node (if applicable), package and state of the team member to run the background check for. 
7. Once complete, select “Confirm Purchase” and this will initiate the background check for your selected team member.

Review background checks

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

2. To monitor the status of a background check, you can navigate into the profile of the team member you ordered the background check for.
3. From there, you can click on the specific background check and view updates to the report status, assessment result, and/or the hiring decisions made.

After you order a background check, the report status appears in the Miter candidate profile. After the report status changes to Complete, select the report to view the report details via the Checkr Dashboard 

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

Within Miter, you can retry the process to create a background check simply by selecting the “create background check” button again. You can create as many background checks as you would like. 

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