After Customer Success credentials your account, they email your designated account admin with an invitation to log in to the Checkr Dashboard. After the admin logs in, they can configure your account to fit your business needs.
To set up your account, the admin does the tasks below:
- Enter contact and billing information
- Add and manage users
- (Optional) Configure screenings and your Positive Adjudication Matrix
Enter contact and billing information
Use the Account settings page to add email addresses for the purposes below:
Note
Some Checkr clients choose to use a shared inbox for most of these fields so that multiple people in your company can respond to these notifications.
- Support email: Candidates use this address to contact you if they need to submit evidence of rehabilitation or other context during the adverse action process.
- Billing email: Checkr uses this address to contact you about invoices and other billing communication.
- Adverse action email: This address sends 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 is undeliverable to a candidate (for instance, if they have a mistyped email address on file).
- Technical contact: This address is the primary person who will communicate with Checkr about technical issues or updates to the Checkr API.
- Compliance contact: This address is the primary person who will communicate with Checkr about compliance issues or updates. Checkr also posts the results of candidate disputes to this address (for example, if we changed the information on a report).
For more information about these fields, refer to Define email addresses for notifications on the Account settings page in the Checkr Help Center.
Add and manage users
Use the Users tab of the Account settings page to invite new users to your account.
Invite new users by entering their email address and clicking Invite. After you invite candidates, you can change their permission level using the role menu. Assign multiple roles to individual users to customize their dashboard access.
To learn more, refer to How do I invite or delete new users in my account?
Note
Your account should have multiple admins in case one gets locked out of the account.
Configure screenings and the Positive Adjudication Matrix
Use the Screenings settings page to manage your programs, packages, geos (work locations), and Positive Adjudication Matrix.
- Geos (work locations): Work locations allow you to group candidates, screenings, or users by location and help Checkr to determine the proper compliance rules to apply. For more information, refer to Geos: Segment candidates based on location in the Checkr Help Center.
- Programs: Programs allow you to group screening packages by job role (or, for staffing firms, for a certain client's requirements). Creating defined programs helps you ensure that the right screenings are executed for each job requirement. For more information, refer to Programs: Manage groups of similar candidates in the Checkr Help Center.
- Positive Adjudication Matrix: You can define which types of charges you want to display on your background checks. You can filter charges by charge severity (misdemeanor versus felony), dismissal status, and time since the disposition’s date. This process makes your hiring process more efficient and more compliant by filtering out charges that you don’t want to consider when hiring. After the charges are filtered, reports show the charges with the Clear status rather than Consider.
For more information, refer to Positive Adjudication Matrix: Reduce bias and increase efficiency in the Help Center’s Features section. Work with your Checkr Customer Success manager to enable this feature for your account.
Live versus test environments
Checkr provides two environments for each new account: Live and Test. You can toggle between your the two environments in Account settings.
The Test environment is provided to test API integrations. It is not designed for use by dashboard-only customers, and will not provide test data for any calls originating within it. Any reports ordered from within the Test environment of the dashboard will result in the creation of a Test candidate with a Pending report. No emails will be issued inviting the candidate to participate in a background check. No screenings will be initiated, and the report will never progress beyond Pending.
By default, all Checkr Test environments provide three candidates, which will also appear in Dashboard-only accounts. Contact information for these three candidates, including their name, will differ by account. Their Social Security numbers are consistent for all Checkr Customers.
Test environment candidates will have the Social Security sumbers 111-11-2001, 111-11-2002, and 111-11-2010.
If you're using the Checkr API in addition to the Dashboard, refer to Using the test environment in our API documentation for more information about working with these three test accounts.