Track.Church / Checkr Integration User Guide

Welcome to Checkr!

This guide outlines the Checkr / Track.Church 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:

• Admin access to Checkr 
• Admin access to Track.Church + background check permission level 

Create a Checkr account

If your company does not yet have a Checkr account, one must be created during the integration process with Track.Church. Refer to the “Connect to Checkr” section below on how to begin the Checkr account setup process from within Track.Church.

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 Track.Church.
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 Track.Church. (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 Track.Church and you to begin ordering background checks through the Track.Church platform.
5. Once you have connected to Checkr, you will be redirected back to Track.Church.

Connect to Checkr

1. As a Track.Church customer, log in to your Track.Church dashboard. 
2. Click Setup. 
3. Click Background Checks. 
4. You’re now on a Setup BG Check page. Select “Connect to Checkr.”
5. You will be redirected to the Checkr hosted Sign Up / Sign In screen. Please follow the steps to start the sign-up / sign-in process.
6. Once completed, you will be redirected back to the Track.Church dashboard and the “Setup BG Check” page. This page will reflect whether or not your account is enabled to run background checks. 
   • If you’re a brand new Checkr customer, Checkr will have to credential your account before you can run any background checks. This typically takes 24 hours and once approved, both you and Track.Church 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'll select which node to order the check from, 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, please follow the steps within “Order Background Checks.” During the ordering process, Track. Church asks the user to select a node and package for ordering. 

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 Center Articles.

Order background checks

1. As a Track.Church customer, log in to your Track.Church dashboard. 
2. From the left navigation, select the “People” dropdown. If the church member already exists in the system, you can select “lookup” to find the member. Or, you can select “Create New” to add a member. 
3. Select the member you want to run a background check for. From the member’s profile, select the “Background Check” tab. 
4. Select “Order Background Check”. This will open a pop-up.
5. Within the pop-up select the preferred node (if applicable) and the preferred package. 
   • Track.Church will indicate which packages can and cannot be run through the integration in the package dropdown. Depending on the package you wish to run, you may be required to order the report through the Checkr Dashboard.

6. Click Submit. 
7. A background check has now been initiated. You will be able to monitor the background check’s progression from the member’s profile.  

Review background checks

1. As a Track.Church customer, log in to your Track.Church dashboard. 
2. From the left navigation, select the “People” dropdown. You can select “lookup” to find the member. 
3. Select the member you want to review.  From the member’s profile, select the “Background Check” tab. 
4. Here, you will be able to review all of the background check information for this church member. The information presented includes Background Check Status, Requested At, ETA, Completed At, and View Report. 
   • By selecting the “view report”, you will be redirected to view the full report in the Checkr dashboard. 

After you order a background check, the report status appears in the Track.Church member profile. After the report status changes and the completed timestamp is populated, 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

• Yes, Track.Church allows the user to try to submit a background check again in case there is a failure. Please follow the steps under “Order Background Checks” to resubmit a background check for your church member. 

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