Bullhorn / Checkr Integration User Guide

Welcome to Checkr!

Once you have successfully signed up and on-boarded with Checkr, the integration process can begin! This guide describes the requirements and steps necessary to get your Bullhorn instance up and running using Checkr.

If you have any questions not covered in this guide that are specific to Bullhorn, please email support@bullhorn.com for additional assistance. If you have questions that are Checkr-related, please contact your Customer Success Manager.

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Prerequisites
Enable Checkr Setup
Manual Workflow
Invitation Workflow
Add Checkr tab to Candidate view layout
Account Hierarchy
Order A Background Check
Individual Background Checks
Review A Background Check
Checkr Features
Use the Checkr Dashboard
Checkr’s Candidate Experience
Resources

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This guide describes how to integrate Checkr with Bullhorn, such that Bullhorn users can request and view Checkr background checks from within the Bullhorn interface.

Prerequisites

The following items are required to initiate the Bullhorn / Checkr integration:

From Bullhorn:

A REST-enabled Bullhorn instance. This can be confirmed by Bullhorn support.
Your Bullhorn Corporate ID. This is typically a few-digit number like “12345”. (It is not the same as Client ID, which is a long string with numbers, dashes, and letters.)
A Bullhorn username and password for Checkr to use for API integration. The minimum credentials needed for this account are to View/Edit Candidate Information.
A Bullhorn account with admin rights so you can configure the Checkr integration for your users.

From Checkr:

Access to Checkr dashboard, with admin rights.
An authentication token, which Checkr will provide to you after you have confirmed your Bullhorn instance is REST-enabled, and have provided Checkr with your Bullhorn Corporate ID and username/password information for the API account.

From you:

Your desired integration workflow (Invitation vs Manual).

Enable Checkr Setup

Please work with your Checkr Customer Success Manager to ensure your Bullhorn integration is activated by Checkr. Your Checkr Customer Success Manager will ask you for your Bullhorn Corporate ID as well as the username and password for a Bullhorn account that will be used by Checkr’s integration. They will also ask you to confirm that your Bullhorn instance is REST-enabled.

Within two business days of receiving this information, your Checkr CSM will provide you an authentication token, which you will use to enable the Checkr integration within Bullhorn.

Your Checkr Customer Success Manager will also ask you to choose between the Invitation Workflow or the Manual Workflow. These workflows are described below:

Manual Workflow

Report Type: Criminal, or Criminal + MVR Note: When packages are selected requiring more than a MVR or Criminal Check + MVR, Checkr will present the Invitation flow rather than the Manual flow.
Description: Recruiter uses the fields provided by Checkr to enter candidate Personally Identifiable Information (PII) required to initiate the background check. The candidate is not contacted by Checkr for this information.
Disclosures and Consent: Certified by recruiter with a checkbox when ordering the report.
Background Check Begins: Immediately.

Invitation Workflow

Report Type: Any.
Description: Checkr emails the candidate directly to collect required PII, distribute disclosures, and gather consent to run the background check.
Disclosures and Consent: Gathered from candidate through the candidate’s invitation responses.
Background Check Begins: After candidate successfully responds to invitation with requested information.

Within two business days of having received your preferred workflow (Invitation or Manual), Checkr will activate your integration with the desired behavior.

Add Checkr tab to Candidate view layout

From within the client’s Bullhorn installation, select Admin > View Layout.

Select Private Label: Checkr Inc
Select Field Map Entity: Candidate
Click Custom tabs > Add New, and enter:

Name: Checkr
Enabled: select
URL: https://integrations.checkr.com/partners/bullhorn.html?token=<authentication_token_provided_by_Checkr>

As described above, this authentication token will be provided upon confirmation that your Bullhorn instance is REST-enabled, and receipt of your Bullhorn Corporate ID and username/password information for the API account.

Partner Name: Checkr
User Types: Select appropriate user types

Click Save to save changes and create the Checkr tab.

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the background check ordering workflow. 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 will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup.

To order a background check with Account Hierarchy and nodes:

Fill in the work location of the candidate as you normally would for any background check.
Select which Hierarchy node you would like to order from.

The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you will need to 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 A Background Check

Checkr allows you to request background checks from within Bullhorn for individual candidates. To initiate a background check, at minimum, a candidate’s first name, last name, and email must be populated in Bullhorn. To complete the background check, you will also be required to provide additional candidate information, including their Middle Name, Zipcode, Date of Birth, and Social Security Number. You will also be required to confirm that the candidate has consented to the background check, and has received and reviewed any necessary legal disclosures.

(If you prefer video learning, log into Checkr's Learning Center to watch a short video.)

Checkr provides two means to capture this required information:

Invitation: In this workflow, Checkr will email the candidate a secure link to acknowledge disclosures and to provide consent, as well as any additional required information to run the background check. In the form sent to the candidate, the following fields will be pre-populated with any information that exists in Bullhorn: First Name, Last Name, Email, Middle Name, Zipcode, Date of Birth, and Social Security Number.
Manual: In this workflow, you (the Bullhorn user) manually provide the information required to initiate a background check. This information includes the candidate’s Middle Name, Zipcode, Date of Birth, and Social Security Number. You must also confirm that the required forms and disclosures have been reviewed by the candidate, and that they have provided their consent for the background check to be run.

The manual entry workflow supports both criminal-based background checks and packages that contain background checks and a motor vehicle report (MVR). This workflow reduces the turnaround time required for a report by eliminating the time required for the candidate to review and complete the invitation. If Manual workflow is enabled, but a report requiring more information than a criminal background check is selected, you will be notified that the Invitation flow will automatically be used for that report.

Note: The option used by your organization will be chosen by your administrator and configured by Checkr.

Individual Background Checks

To initiate a background check for a candidate , select Menu > Candidates to open the Candidates list page.

Click the name of the candidate for whom a background check should be initiated to open their profile page, then click the Checkr tab.

Select the required Geo, Program, and Package to initiate the background check. Checkr will list the screenings included in the Package, and request confirmation to proceed.

If the Manual flow is enabled and a supported package is selected, fill in any additional required fields and click Order Report.

NOTE: While Middle Name is not a required field in Bullhorn, it is required for an accurate background check. Please click the “No Middle Name” checkbox only for candidates that do not have a middle name.

If Invitation flow is enabled or an unsupported package is selected, click Send Invitation.

Once complete, Bullhorn will display the results of the background check in the candidate’s Checkr tab.

International Packages

Checkr defines international background checks as background checks run on candidate’s living and working outside of the United States.

Checkr currently offers the following international screenings for candidate’s with work locations outside the United States:

International Criminal
Adverse Media Search - may be enabled to automatically run if criminal not available
Identity Document Verification
Global Watchlist
Education Verification
Employment Verification

Domestic Package with International Verifications

If your candidate works in the United States but has out-of-country history, for example attended school internationally, request a package that includes an education verification with out-of-country history enabled. Checkr currently offers an out-of-country history setting that can be added to any domestic criminal search or verification.

The option can be applied for candidates who will perform their work inside the US, but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include:

Education Verification
Employment Verification

Review A Background Check

Completed reports may be viewed both within Bullhorn, and from the Checkr dashboard. To view reports within Bullhorn, go to the candidate’s profile, and click the Checkr tab. Bullhorn will display a list of reports ordered for the candidate, and their status.

For more information on the status listed, please see What does the status of the report indicate? in the Checkr Help Center.

Click View Report to be redirected to a login page for the Checkr dashboard. Enter your Checkr login username and password to view the report’s details. Click Download PDF to download a PDF version of the report.

Checkr Features

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:

Background check invitation links
Full background check report results
Adverse Action initiation and processing tools
Checkr settings

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

Checkr’s Candidate Experience

The checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

Resources

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

Prerequisites