GloballyHired / Checkr Integration User Guide

Welcome to Checkr! 

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

Article content

• About this guide
• Getting started
• Create a Checkr account
• Connect to Checkr
  • Connect to Checkr in GloballyHired's Account Settings
  • Connect to Checkr in GloballyHired after sending a job offer to talent
• Ordering background checks on GloballyHired
• Review background checks
• Checkr's account hierarchy
• Checkr's candidate experience
• Resubmit a background check
• Use the Checkr Dashboard
• FAQs

About this guide

GloballyHired is a next-generation, on-demand recruiting platform where hiring teams can directly source, interview, and compliantly hire W-2 professionals as contingent or permanent employees.

Transcending conventional hiring barriers, GloballyHired offers employers direct pathways to fill temporary, interim, fractional, and direct hire roles swiftly and efficiently, bypassing the need for traditional recruitment intermediaries.

Combining the hiring speed of freelance job platforms with the best aspects of traditional staffing services, GloballyHired represents a strategic leap forward, empowering the on-demand hiring of professional roles.

Checkr is an integration partner with GloballyHired that offers businesses and organizations comprehensive background check services for individuals hired through GloballyHired’s platform, ensuring a secure and thorough screening process.

Getting started

The following items are required to enable the Checkr integration with GloballyHired:

• Admin-level access to Checkr (see instructions on User Permissions).
• Admin-level access as a user on GloballyHired.

Create a Checkr account

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

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

Connect to Checkr

There are two ways to connect to Checkr in GloballyHired:

• Via Account Settings
• After sending a job offer to talent

Connect to Checkr in GloballyHired's Account Settings

1. Log into your GloballyHired account.
2. Click your profile photo in the top right corner of the screen.
3. Select Account Settings.
   
4. Select the "Security & Privacy" tab on the left side of the screen.
5. Click the "Connect" button in the Integrations section, next to Checkr. This will direct you to Checkr’s authorization page in a new tab.
   
6. Click "Sign In" on the authorization page (located below the "Start sign-up" button) to connect an existing Checkr account. If you don’t have a Checkr account yet, follow the steps under Create a Checkr account.
7. Select "Connect my account" to establish the connection between GloballyHired’s application and your Checkr account. 
   • This will take you back to the "Security and Privacy" tab on your Account Settings. You'll notice that the "Connect" button next to Checkr has been replaced with a "Disconnect" button, indicating a successful integration.
     
8. Once integrated, you can begin ordering background checks for your talent on GloballyHired (refer to the steps under Ordering background checks on GloballyHired).

Connect to Checkr in GloballyHired after sending a job offer to talent

1. After sending an offer to the talent on GloballyHired, you will be directed to a confirmation page. Click "Connect to Checkr" to integrate.
   
   
2. You will be directed to the "Security & Privacy" tab of your Account Settings. 
   
3. Click the "Connect" button in the Integrations section next to Checkr. This will direct you to Checkr’s authorization page in a new tab.
4. Click "Sign In" on the authorization page (located below the "Start sign-up" button) to connect an existing Checkr account. If you don’t have a Checkr account yet, follow the steps under Create a Checkr account.
5. Select "Connect my account" to establish the connection between GloballyHired’s application and your Checkr account.
   • This will take you back to the "Security and Privacy" tab on your Account Settings. You'll notice that the "Connect" button next to Checkr has been replaced with a "Disconnect" button, indicating a successful integration.
6. Once integrated, you can begin ordering background checks for your talent on GloballyHired (refer to the steps under Ordering background checks on GloballyHired).

Ordering background checks on GloballyHired

There are three ways to initiate a background check on the GloballyHired platform:

• After sending a job offer to talent (on the confirmation page)
• Within the offer details under "My Hires"
• Within the role details under "My Hires" (once talent has accepted the offer)

After sending a job offer to a talent

1. If your GloballyHired account is already connected with Checkr, the Invite Candidate form appears after you select the "Connect to Checkr" button (located on the confirmation page upon sending a job offer).
   
2. The form will auto-populate the talent’s email. Select the desired background check package and optionally enter the talent’s phone number.
   
3. Click "Submit" to send the talent the background check request. 

Within the offer details under "My Hires"

1. Navigate to the top navigation and click My Hires.
2. Select the "Offers" tab to view all existing offers.
3. Click on a specific offer to talent to view details.
   
4. Above the offer details, select the "Initiate Background Check" button. This will direct you to complete the Invite Candidate form.
   
5. The form will auto-populate the talent’s email. Select the desired background check package and optionally enter the talent’s phone number.
   
6. Click "Submit" to send the talent the background check request. 

Within the role details under "My Hires" once talent has accepted the offer

1. Navigate to the top navigation and select the My Hires tab.
2. Select the "Roles" tab to view all existing roles. Then, select a specific role to view details.
   
3. Above the role details, click the "Initiate Background Check" button.
   
4. The form will auto-populate with the talent’s email. Select the desired background check package and optionally enter the talent’s phone number.
   
5. Select "Submit" to send the background check request to the talent. 

Review background checks

1. Go to the top navigation and select the My Hires tab.
2. In My Hires, you can view all initiated background checks and completion statuses for talent in two ways:
   • "Offers" tab: Click to view a specific offer and locate the "Background check report(s)" section under the Offer terms.
     
   • "Roles" tab: If the offer was accepted by the talent, click to view their specific role and locate the "Background check report(s)" section under Overview.
     
3. If 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?

NOTE: If you do not have admin-level permissions granted on GloballyHired, you'll only be able to view the type of background check conducted and its completion status. To view the details of the background check report, you need admin permissions on GloballyHired and to be added as a user on the connected Checkr account with permission to access the report. Additionally, it's crucial to ensure that the email address used to add you as a user on both GloballyHired and Checkr matches and belongs to the domain of the main account holder on GloballyHired.

Checkr's account hierarchy

The integration allows you to set up different "nodes" inside 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 a node to order from. Then, you choose 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, please follow the steps within “Order Background Checks.” During the ordering process, GloballyHired asks the user to select their preferred node/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, refer to the following Help Center articles: Payment & Billing, Adverse Actions, and Manage Account Settings.

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

GloballyHired allows users to try to submit a background check again in case it fails. Please follow the steps under Order Background Checks to resubmit a background check for your new hire.

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

FAQs

1. I can see the background check was completed on GloballyHired. Why can’t I pull up the report to view the results?

It is rare, but there are two potential causes:

1. Limited permissions on GloballyHired: Without admin-level permissions on GloballyHired, you can only view the type of screening conducted and the completion status. Detailed information from the background check report is restricted.
2. Mismatched User Permissions Between GloballyHired and Checkr: To access and view the background check report, you need both the necessary permissions on GloballyHired and to be added as a user on Checkr with viewing access. It is crucial to ensure that the business email address used for your user account on both platforms match and aligns with the domain registered on your GloballyHired account. This ensures seamless access to view the detailed results of the background check.

2. Why does GloballyHired use Checkr?

GloballyHired partners with Checkr to offer background check services for individuals hired through its platform. Checkr specializes in conducting background screenings, thus ensuring a secure, compliant, and thorough verification process. This collaboration allows businesses and organizations using GloballyHired to access reliable and detailed background checks through Checkr's extensive expertise in the field.

3. What is GloballyHired?

GloballyHired is a next generation on-demand recruiting platform where hiring teams can directly source, interview, and compliantly hire W2 professionals as contingent or permanent employees.

Transcending conventional hiring barriers, GloballyHired offers employers direct pathways to fill temporary, interim, fractional, and direct hire roles swiftly and efficiently, bypassing the need for traditional recruitment intermediaries.

Our platform features advanced recruitment tools, including on-demand interview scheduling, instant job offers, automated candidate references, talent ratings, background checks, and more, streamlining your hiring journey.

Combining the hiring speed of freelance job platforms with the best aspects of traditional staffing services, GloballyHired represents a strategic leap forward empowering the on-demand hiring of professional roles.

4. Who do I contact about questions regarding Checkr’s different background check packages?

For a full list of Checkr’s default packages, refer to Available packages and add-ons. For pricing information, visit Checkr’s pricing page or contact our customer support. In addition to the cost of the background check, reports might incur passthrough fees.

5. Who do I contact about questions regarding a background check that is in process or recently completed?

Checkr customers can reach out directly to Checkr’s Support Team via the web form for questions regarding compliance, status updates, billing, and Checkr platform specific questions. Checkr’s webform guarantees that issues are routed to the appropriate team for faster assistance. 

Additionally, Checkr’s Candidate Portal is available for candidate’s to check the status of their background check.