This article will help you:
- Add and manage users in Checkr
- Configure more powerful, advanced features like programs, geos, and the Positive Adjudication Matrix
- Review and interpret Checkr's analytics
Note: This article is designed for users with the admin role in Checkr and is part 2 of a series. The previous Getting Started article covered the basics of ordering reports, managing candidates, interpreting reports, and handling Adverse Actions.
If you haven't yet read our Getting Started Guide for Dashboard users (users with roles such as requester, adjudicator, or just-plain user), check out that article first.
Set up your email addresses
As part of your account setup, select an email address for Support, Billing, Technical Contact, Compliance Contact, and Adverse action.
As an admin user, go to Account Settings to set these up.
- The Support email is the email address that will be used for candidates to contact you if they need to supply evidence of rehabilitation or other context during the Adverse Action process. Many teams use a shared inbox for this, so multiple people on your side can respond to your candidates.
- The Billing email is the email that will be used for Checkr to contact you about invoices and other billing communication.
- The Adverse action email is the email used to send pre- and post- Adverse Action notices on your behalf to candidates. It's also the address that will receive undeliverable notices if an Adverse Action notice isn't deliverable to a candidate (for instance, if they have a mistyped email address on file). Many Checkr clients choose to use a shared inbox for their adverse action email, so multiple people on your side can check the inbox and handle undeliverable adverse actions.
Important: Make sure that the email address you select is an email address at your company, not a Checkr email address.
- The Technical Contact is the main point of contact on your side to communicate with Checkr about technical issues or updates.
- The Compliance Contact is the main point of contact on your side to communicate with Checkr about compliance issues or updates.
One of the main things you'll do as an Admin is invite new users and manage existing ones.
To manage users, go to Account Settings > Users.
After you invite a new user by entering their email, you can change their permission level from the role drop-down. Users can have multiple roles concurrently, such as adjudicator and requestor.
Assign users to specific geos if you don't want them to have access to all candidates.
To learn more, see "How do I invite or delete new users in my account?"
Within the Account Settings section, Admins have control over other administrative features.
- From the Invoices tab, you can see your invoices from Checkr, and download them as CSVs or PDFs.
- From the Payment tab, you can enter bank account or credit card information.
- From the Developer Settings tab, you can access your API Keys and Webhook URL if your account is authorized for API production access
- From the Integrations tab, you can see your active integrations with setup instructions.
Within the Screenings Settings section, Admins can use Checkr's more advanced features.
This is a Getting Started Guide, so we won't dive deep into advanced features, but as your background check process gets more sophisticated, you'll want to take advantage of Checkr's advanced features to gain efficiency while staying compliant.
- Geos: Geos allow you to segment candidates by location for better packaging and reporting. You can assign certain screenings or certain users to specific Geos, and they also help Checkr to determine the proper compliance rules to apply. Geos should reflect the candidate's work location (such as a certain office location, or a market where you frequently hire).
- Programs: Programs allow you to group screening packages by a certain job role (or, for staffing firms, for a certain client's requirements). Creating defined programs lets you ensure that the right screenings are always executed based on the job.
- Positive Adjudication Matrix: There are likely certain charges that you shouldn't take into consideration when hiring, based on age, severity, relevance, and other factors. To make your hiring process more efficient and more compliant, the Positive Adjudication Matrix allows you to filter out certain charges from reports. In other words, they will show as Clear instead of Consider.
Analytics & Reporting
Checkr allows you to download information from the Dashboard as a CSV. Once you've filtered information in the Dashboard, click Export to CSV. Then select the date range for your report, and Checkr will deliver the CSV to the requesting user's email address.
For more insights, however, you'll want to use the Analytics section available to admins. Analytics provide you with detailed visibility into a number of key performance indicators and insights to make business decisions in real time.
Use filtering tools to adjust your dashboards based on date ranges, geos, programs, packages, and screenings.
If you need to dive deeper, you can drill down into dashboards to download the raw data (for the dashboard overall, or for a given set of filters).
Advanced features and analytics let you grow with Checkr over time. Even if you're not ready to use them right now (after all, this is a Getting Started Guide), we hope you'll revisit them over time to improve your background screening process!
If you have questions, need tips, or want to get access to advanced features, email email@example.com to get in touch with our Customer Success team.