Welcome to Checkr!
This guide describes the requirements and steps necessary to get your Salesforce instance up and running using Checkr.
If you have any questions not covered in this guide that are specific to Salesforce, please go to https://help.salesforce.com/
_________________________________________________________
- Prerequisites
- Enable Checkr setup
- Install Checkr Package
- Configure Named Credentials
- Add the Background Check component
- Order A Background Check
- Add missing candidate information
- Review A Background Check
- Checkr Features
- Use the Checkr Dashboard
- Checkr’s Candidate Experience
- Resources
_________________________________________________________
This guide describes how to configure and set up the Checkr integration in the Salesforce platform. Once the integration is complete, Salesforce users will be able to request and view Checkr background checks from the Contact Record page.
Prerequisites
The following items are required to initiate the Salesforce / Checkr integration. Please ensure you have the following before proceeding.
- Admin access to the destination Salesforce Org
- The latest installation link to the Checkr package
- Checkr-provided Named Credential values
- Named Credential URL
- Username
- Often the namespace for the org
- Password
- This is a Checkr-generated alphanumeric access key
Enable Checkr setup
Configure the integration to allow your Salesforce users to request background checks from the Salesforce Contact Record page.
To configure the integration:
- Install the Checkr package using the installation link.
- Enter the provided values on the Named Credential setup menu.
- Add the Checkr Background Checks lightning component to the Contact Record page.
Install Checkr Package
To integrate Checkr into Salesforce, first install the Checkr package to your Salesforce Org.
- Click the following link:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tf1000001qVeIAAU - Log into your Salesforce Org using your admin user credentials.
- Select the installation option appropriate for your Org:
- Install for Admins Only
- Install for All Users
- Install for Specific Profiles
<<image>>
After a few moments you will see the Installation Complete pop up window! Click Done to continue to the Installed Packages page in the setup dashboard.
<<image>>
Configure Named Credentials
Next, set the credentials necessary for authentication. (Note: You must be a Salesforce admin to set up named credentials for the Checkr integration.)
- From the main Salesforce dashboard click the settings icon () in the upper right corner of the page.
- Click Setup.
- From the setup dashboard click in the search field in the left hand sidebar. Enter “name” then click Named Credentials under Security.
- Click Edit for the “Checkr” credential listed in the Named Credentials menu.
<<image>>
- In the Named Credential Edit: Checkr screen, replace the URL, Username, and Password with the credentials provided by Checkr, then click Save.
<<image>>
Add the Background Check component
Finally, add the Background Check lightning component to the Contact Record page. (You must be a Salesforce admin to complete this process.)
- From the main Salesforce dashboard click the menu icon ().
- Select Contact from the modal menu.
- Click on an existing contact record or create a new contact record.
- From the Contact Record page click the icon (upper right corner) and click Edit Page.
- You will see the Lightning App Builder interface. On the left hand Lightning components menu, scroll down until you see the Checkr Background Check Panel under the Custom group.
- Drag this component onto the page preview where appropriate (right hand menu shown in example), and click Save.
<<image>>
- From the Page Saved window that opens, click Activate.
<<image>>
- From the Activation window, click Assign as Org Default or assign as appropriate to your users.
- Click Save on the assignment confirmation window.
- Click the Back button on the upper right Lightning App Builder interface to return to the contact record and review your new Background Check lightning component.
<<image>>
Order A Background Check
Use the Background Check lightning component in the Contact Record page to request a background check for the selected contact.
From the main Salesforce dashboard click the menu icon () then select Contacts from the menu.
<<image>>
Open a Contact Record by clicking the contact’s name.
<<image>>
Click New in the Background Checks pane.
<<image>>
From the Background Check Invite window, select the Geo (if available), Program (if available) and Package from the options associated with your Checkr account, then click Send Invite.
<<image>>
Your background check invitation has now been sent! You will see the background checks and their statuses in the Background Check lightning component as they update.
<<image>>
Add missing candidate information
Checkr pre-populates a background check using existing information in the Candidate record. If the candidate information is not valid, or if a piece of information is missing, an error message will be posted.
<<image>>
Edit the Contact Record to correct the error, then reissue the background check invitation.
Review A Background Check
When the background check’s status changes from Invited to Pending, results will be visible in the Checkr dashboard. Click the package name from the Background Check lightning component to be redirected to a login page for the Checkr dashboard. Enter your login credentials to view the completed report.
<<image>>
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:
- An overview of the candidate process
- General information about the background check process, including exceptions and disputes
- An overview of the Checkr Candidate Portal
- An introduction to the Candidate Experience team
- A list of some of the most common candidate questions
- Links to the most frequently used pages in the Checkr Help Center
Resources
For a quick overview of the Checkr Dashboard, please see Getting started with Checkr