Zapid Hire / Checkr Integration User Guide

Welcome to Checkr!

This guide outlines the Checkr/Zapid Hire 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 access to Checkr
• Admin access to Zapid Hire

Connect to Checkr

1. Log in to your Zapid Hire account. 
2. From the left navigation menu, select the “Account” dropdown, then select “Integrations”.
   
3. Navigate to the “Apps available for integration” and locate the Checkr tile.
4. Select "Connect".
   
5. A module will appear, where you can sign-in to an existing Checkr account or sign-up for a new Checkr account. Complete the prompts within the module.
6. Once complete, you will land back on the Integrations page. Upon a successful connection, the Checkr tile will now show “Connected”, with an option to disconnect.
   
7. You can now proceed with ordering background checks. 
   • Please note, if you choose to sign-up for a new Checkr account, your account will require credentialing from Checkr.

Create a Checkr account

If your company does not yet have a Checkr account, one must be created during the integration process with Zapid Hire. Refer to the Connect to Checkr section for how to begin the Checkr account setup process from within Zapid Hire.

Once you’ve been directed to the 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, Sign In to connect your current Checkr account to Zapid Hire.
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 Zapid Hire. (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 Zapid Hire and you to begin ordering background checks through the Zapid Hire platform.

Account hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to appear when they 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, please follow the steps within Order Background Checks. During the ordering process, Zapid Hire asks the user to select their preferred node (if applicable) and package for ordering.
The list of packages appear 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

1. Login to your Zapid Hire account.
2. From the left navigation menu, select "Applicants".
3. Select the applicant you would like to run a background check for. 
4. Once selected, a panel will appear for the candidate on the right side of the dashboard. 
5. Select the Checkr icon.
   
6. A module will appear titled, “Invite Candidate”. Populate the module with the candidate’s information.
   
7. Once you are ready to invite the candidate to the background check, select “Submit”. 
8. A confirmation message will appear indicating “Invitation Sent”. You can close the module, your background check has been initiated.
   

Review background checks

1. To review a background check, select "Applicants" from the left navigation menu. 
2. Select the applicant you would like to review. 
3. Once selected, a panel will appear for the candidate on the right side of the dashboard. 
4. Select Checkr. 
5. The Applicant’s report history will populate. 
   • Here you will be able to review all background checks run on the candidate. 
   • The report status will appear under the "Report History" section. Once the report has been completed, you can click the blue date link to open the report in the Checkr Dashboard or you may select "Download Report" to download the completed report directly.
     

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

Resubmit a background check

Zapid Hire allows the user to try to submit a background check again in 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.