PURR / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr/PURR integration process and how to order background checks.

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• Getting started
• Connect to Checkr
• Create a Checkr account
• Account hierarchy
• Order background checks
  
• Review background checks
  
• Resubmit a background check
  
• Checkr’s candidate experience
• Use the Checkr Dashboard

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Getting started

The following items are required to enable the integration:

• Admin-level access to Checkr and PURR

Connect to Checkr

If your company does not yet have a Checkr account, one must be created during the integration process with PURR.

1. Log in to your PURR account. 
2. On the dashboard, navigate to Candidates on the left menu. 
3. Locate and select a candidate that you would like to initiate a background check for. 
4. On the candidate profile, under Character Check > Background, Click “Connect Checkr”. 

5. Once selected, the “Connect to Checkr” window will open; from there you can sign in to an existing Checkr account or create a new Checkr account.

• If you are already a Checkr customer, select Sign In with an existing Checkr account to sign in to your current Checkr account and connect to PURR. 
• If you are not a current Checkr customer, refer to Create a Checkr account for next steps.

6. Once you have connected to Checkr, you will be redirected back to the candidate profile in PURR.

Create a Checkr account

If your company does not yet have a Checkr account, one must be created during the integration process with PURR.
Once you’ve been directed to "Connect to Checkr" during the integration 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 PURR.
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 PURR. (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 PURR and you to begin ordering background checks through the PURR platform.

Account hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to appear when you order a background check. Nodes can be used to designate different locations, teams, or groups that order background checks within your organization. Checkr requires you to assign packages to nodes once they are created, and will then display which node ordered which package on your Checkr invoice.

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 account hierarchy and nodes, follow the steps within Order background checks. During the ordering process, PURR asks the user to select their preferred node/package for ordering.

The list of packages appears based on the selected node. 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

To order a Checkr background check through PURR, please follow the steps below. 

1. Log in to your PURR account. 
2. On the dashboard, navigate to Candidates on the left menu. 
3. Locate and select a candidate that you would like to initiate a background check for. 
4. On the candidate profile, under Character Check > Background, Click “Run Now”.
5. Once selected, the “Invite Candidate” window will appear, where you can complete the form for the candidate.
6. Once the form is complete, select Submit. 
7. The “Invitation Sent” window will appear stating "The candidate was invited to the background check." You can close this window and return to your workflows.

Review background checks

To review an applicant’s Checkr background check through PURR:

1. Log in to your PURR account. 
2. On the dashboard, navigate to Candidates on the left menu. 
3. Locate and select a candidate that you would like to review. 
4. On the candidate profile, under Character Check > Background, you will see the background check report status and the option to “View Report”.
5. Selecting "View Report", will display all background checks that have been initiated or completed for the candidate. Within each box, you will see both the overall report status and individual screening statuses.
6. If you would like to view the report in full within Checkr, select “View” and you will be redirected to the Checkr Dashboard.

For more information on reports and report statuses, refer to How do I interpret a background report.

Resubmit a background check

PURR allows the user to try to submit a background check again in the case there was a failure. Please follow the steps under Order background checks to resubmit a background check for your candidate. 

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.

Use the Checkr Dashboard

While the integration allows users to order background checks and view their status, the following features are available only within Checkr: 

• 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

For a quick overview of the Checkr Dashboard, please see Getting started with Checkr.