After you've been credentialed, Checkr Customer Success will issue an email to your designated Admin for the account, inviting them to log into the Checkr Dashboard. Once logged in, this account admin may configure your account to fit your business needs.
To set up your account:
- 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 an email address for Support, Billing, Technical Contact, Compliance Contact, and Adverse Action.
For more information on these fields, see Define email addresses for notifications on the Account Settings page in the Checkr Help Center.
Note: Some Checkr clients choose to use a shared inbox for most of these fields, enabling multiple people in your company to respond to these notifications.
- Support email: Used by candidates to contact you if they need to supply evidence of rehabilitation or other context during the Adverse Action process.
- Billing email: Used by Checkr to contact you about invoices and other billing communication.
- Adverse action 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).
- Technical Contact: Your primary point of contact to communicate with Checkr about technical issues or updates to the Checkr API.
- Compliance Contact: Your primary point of contact to communicate with Checkr about compliance issues or updates. Checkr will also post the results of candidate disputes to this email (for example, if we changed the information on a report).
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. Once invited, you can change their permission level using the role drop-down menu. Assign multiple roles to individual users to customize their Dashboard access.
To learn more, see How do I invite or delete new users in my account?
Note: It’s important to have more than one Admin on your account. If one Admin gets locked out of the account, the other Admin can unlock them.
Configure Screenings and the Positive Adjudication Matrix
Use the Screenings Settings page to manage your Programs, Packages, Geos, and Positive Adjudication Matrix.
- Geos: Geos allow you to group candidates, screenings, or users by location, and help Checkr to determine the proper compliance rules to apply. For more information, see 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 lets you ensure that the right Screenings are executed for each job requirement. For more information, see Programs: Manage groups of similar candidates in the Checkr Help Center.
- Positive Adjudication Matrix: allows you to define which types of charges you want to display on your background checks. Charges can be filtered by charge severity (misdemeanor vs. felony), dismissal status, and time elapsed since the disposition’s date. This allows you to make your hiring process more efficient and more compliant, by filtering out charges that you don’t wish to take into consideration when hiring. Once filtered, these charges (while still listed) will appear as Clear, rather than Consider, on your Reports.
For more information, see 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 vs. Test Environments
Checkr provides two environments for each new account: Live, and Test. You may toggle between your Live and Test environments using the two buttons in the top left of the Dashboard.
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 Numbers 111-11-2001, 111-11-2002, and 111-11-2010.
If you are using the Checkr API in addition to the Dashboard, Please see Using the Test environment in our API documentation for more information on working with these three test accounts.