Finale Health / Checkr Integration User Guide

Welcome to Checkr!

This guide outlines the Checkr/Finale Health 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
• Superadmin access to Finale Health

Create a Checkr account

If your company does not yet have a Checkr account, one must be created during the integration process with Finale Health. Refer to the “Connect to Checkr” section below for instructions on beginning the Checkr account setup process from within Finale Health.

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 Finale Health.
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 Finale Health. (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 Finale Health and you to begin ordering background checks through the Finale Health platform.

Connect to Checkr

1. As a Finale customer, log in to your Finale dashboard. 
2. From the top horizontal menu, navigate to the “Applicants” module. 
3. At the top of the “Applicants” Module, the Checkr status will be displayed. If you are not connected to Checkr, please select the “Connect to Checkr” button in green.

4. Once “Connect to Checkr” is selected, a confirmation popup will appear and you should select “Connect” if you wish to proceed with the connection.

5. Once “Connect” is selected, you will be redirected to the Checkr-hosted sign-in / sign-up flow. 
   • If your company does not have a Checkr account, one must be created before completing the integration with Finale. Select Sign-Up. 
   • If you already have a Checkr account, you can connect your existing account by selecting Sign-In. 
6. Upon a successful sign-in / sign-up, you will be redirected back to the “Applicants” module. Please review the Checkr status at the top of the module to determine if your account is authorized to run background checks. 
   • Please note, if you signed up for a brand new Checkr account, your account will need to be credentialed by Checkr, which typically takes 24 hours to complete before you can start running background checks through Finale. 
   • Once credentialed, both you and Finale 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, 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, Finale Health and the invitation flow will ask the user to select the account hierarchy (i.e. the customer’s preferred node) and select the preferred 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 Articles.

Order background checks

3. Once your Finale and Checkr accounts are connected, return to an Applicant’s module, locate your preferred applicant for the background check, and click the Background Check button.
4. Select your preferred node (if applicable), package, and email in the window that appears. Once populated, click Submit. 
   • Please note, that the work location’s country has already been pre-set based on the applicant's address.
5. Once the background check has been submitted, the background check invitation has been sent to the applicant for completion. 
6. To review the background check status, you can select the “Background Check” button again. The status of the report will be listed in the Checkr hosted popup. 
7. Once the report is complete, you can select “View Report,” which will redirect you to your Checkr dashboard so you can review the report in full.

Review background checks

3. Login to your Finale dashboard and navigate to the Applicant’s module. 
4. To review the status of the background check, locate your preferred applicant and you can select the “Background Check” button. The status of the report will be listed in Checkr hosted popup.
5. Once the report is complete, you can select “View Report” which will redirect you to your Checkr dashboard to review the report in full.

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, Finale Health allows the user to try to submit a background check again in the event that it fails. Please follow the steps under “Order Background Checks” to resubmit a background check for your crew 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
• The adverse action process: Deciding not to move forward with a candidate
• Candidate stories: Better understand the past and present
• Checkr settings 
  • Manage account users
  • Set up payment information