Reports are central to the Checkr user experience. Use the Reports page to:
- Report status and exceptions
- Engage a candidate
- Adverse action
- Order a second report for a candidate
- Continuous checks
- Manage reports
- Delete candidate data
Checkr generates legally compliant background reports that include records returned for your selected screenings. Reports follow a simple, linear, color-coded format to enable your adjudication team to quickly and easily review the information they include.
Use the Candidates page to search for and read candidate reports. Click anywhere in a candidate row to open the report and review the personally identifiable information (PII) entered, exceptions presented to the candidate, and the report status and findings.
To open a report, click Go to report for the selected candidate.
Reports have the sections below:
- Candidate information: Find basic information about the candidate.
- Report information: Find information about the report that was run, including the initial and subsequent ETAs as well as an option to add a tag to the report or download a PDF copy. If the candidate used the Checkr-hosted flow, you can also download a PDF copy of the authorization and disclosure forms.
- Actions: Find completed actions in this candidate’s adverse action process, if any, and take one of the three available next steps with the candidate:
- Engage the candidate.
- Start the pre-adverse action process.
- Cancel the adverse action process if the post-adverse action email hasn't been sent yet.
- Exceptions: Find items that might make it difficult to match records to a particular candidate’s personally identifiable information.
- Screenings and statuses: Find all screenings processed for a given report with color-coded formatting indicating individual screening results. Click the status icon to open a window with supporting detail for a screening’s result.
Reports list the status of each package individually and include a summary status, both at the top of the page and in the report summary.
The candidate received the invitation link but hasn't responded yet, and the report hasn't begun.
The report is processing. Most reports take 2-3 days to finalize, but some can take longer, often for a reason below:
The report finished processing and is ready for you to review.
The report completed with no records found.
The complete report has information for you to consider. This information might include the examples below for your adjudicators to review:
The candidate contacted Checkr to dispute information in the complete report. Adjudication can't continue while a report has the Dispute status. If you started an adverse adjudication before the dispute, you must restart it if the candidate still doesn't qualify after the reinvestigation. The compliance contact on your Checkr account receives an email after the investigation, which can take up to 30 days.
The report stopped processing because of missing information or incomplete searches. Checkr contacted the candidate to submit additional documents, after which the report will continue. After a period of time, the report status automatically changes to Complete or Canceled. If you want the report to complete in its current state, you can use the Complete Now feature.
Some screenings have Suspended status indefinitely.
Some incomplete reports show a Consider status if they contain information that merits the Consider status. For example, if the MVR has the Suspended status but the county check has Consider, the overall report status is Consider.
After some time, the report automatically changes to Complete status and screenings cancel. If you want the report to complete in its current state, you can use the Complete Now feature.
The candidate received the invitation link but didn't complete it in the allotted time. To continue with the candidate, you must send a new invitation. By default, invitation links expire after 7 days. Work with your Checkr Customer Success Manager to change the number of days your candidates have to respond to an invitation.
Exceptions occur when candidate-submitted information can't be verified. This information might include the candidate's name, birth date, Social Security number, driver license number, or other information they submitted.
When an exception occurs, Checkr automatically emails the candidate a link for securely submitting documents. To resolve exceptions, Checkr asks candidates to submit the required documents within 7 days. If the candidate submits the required documents within 30 days of receiving the request, the suspended report can update and process. After some time, the report automatically changes to the Complete status and screenings cancel. If you want the report to complete in its current state, you can use the Complete Now feature.
The report includes details about the exception in an Exceptions section, which shows the information below:
- What information was requested
- A statement confirming that a request was sent to the candidate
- A link to submit the required documents
- The request date
- The date that the report will suspend with no response from the candidate
Checkr reviews submitted documents within 24 hours. After all exceptions are resolved, the report continues processing. The Exceptions section shows this status update with a green checkmark and the exception alert dim. If a document is rejected, this section shows the reason.
For more information, refer to Exceptions: Addressing data discrepancies in reports in the Checkr Help Center.
If a candidate doesn't receive the Checkr automated email to correct the exception, you can help in one of the ways below:
- You can upload documents on the candidate's behalf.
- You can retrieve the link from the candidate's report and send it to them.
- You can refer the candidate to the Candidate Portal to submit their information.
After you review the report and decide to continue with the hiring process, click Engage in the report's Actions section. The Engage feature allows you to capture important metrics, such as the ones below:
- How many reports resulted in a hire
- How many reports resulted in an adverse action process and are pending review
- Historic adjudication decisions
The Engage feature is used for reporting purposes only. The candidate doesn't receive a notification, and the report doesn't change.
When a report contains information that might conflict with your company’s hiring practices, click Pre-adverse action in the Actions section to begin the adverse action process. The process follows Checkr’s best practices, as your account settings customize them.
Before you can begin adverse actions, your account must have both the adverse action and support email addresses or phone numbers. For more information, refer to Define email addresses for notifications.
To begin the pre-adverse action process, use the steps below:
- In the report's Actions section, click Pre-adverse action.
- Select the charges that prevent you from moving forward with the candidate. Select all that apply. You must select at least one.
- Confirm the number of days after which the post-adverse action notification will be sent. To review the pre-adverse action email that the candidate will receive, click Preview email.
- Click Send pre-adverse action notice.
- In the confirmation window, click OK to send the notice, and then click Done to confirm.
The default Checkr adverse action process includes the steps below:
- Checkr sends the pre-adverse action email to the candidate.
- The waiting period begins and lasts 7 days by default.
- If the waiting period ends with no response from the candidate, Checkr sends the post-adverse action notice to the candidate.
When Checkr detects that a candidate lives (current postal code) or works (assigned work location) in Los Angeles City or New York City, we automatically provide customers with our individualized assessment adverse action flow. We do this to help you meet your adverse action responsibilities in those cities where "showing your work" is required. The tool allows you to: (1) show your work in a free form text field (alters the copy of the pre/post notices); (2) upload the city-issued assessment forms for LAC/NYC (we link to them); or (3) skip the individualized flow altogether. We currently allow the skip functionality because this "show your work" requirement has some exceptions written into the law (for example: the number of employees).
For more information, refer to Individualized assessment: How to make hiring decisions when reviewing adverse information in the Checkr Help Center.
The adverse action process cancels in one of two ways:
- The candidate can respond with a dispute, which changes the report status to Dispute and cancels the adverse action process.
- If the candidate provides compelling information to you, the employer, you can stop the adverse action process by clicking Cancel adverse action.
If a candidate provides compelling evidence that makes you reevaluate the information from the report, click Cancel adverse action to end the process. The Cancel button appear in the Actions section where the Engage and Pre-adverse action buttons were before you began the adverse action process.
Canceling the adverse action process cancels the post-adverse action email and allows you to engage the candidate.
For more information, refer to The adverse action process: Deciding not to move forward with a candidate in the Checkr Help Center.
You can order a new report for an existing candidate. At the top right of the report, click Order new report. You can then select a package for the new report and request a new report for this candidate.
New reports use only the candidate information entered for the original report and can't include packages that require additional information. For example, if the first report didn't require the candidate’s driver license information, you can't select an MVR package for the new report.
To protect against accidental report duplication and related charges, Checkr limits you to three reports for a single candidate in a 24-hour period. For more information, refer to Can I request multiple reports for a candidate? in the Checkr Help Center.
To run the same report for a candidate at set intervals, use Checkr subscriptions.
Subscriptions allow you to run recurring reports on a candidate.
To use subscriptions, you must first obtain evergreen consent from the candidate. This one-time consent informs the candidate that you'll run ongoing background checks. Many companies include this information in their initial authorization form, but others use a new disclosure each time. Check with your counsel for state-by-state guidance.
After you obtain evergreen consent, click Subscriptions below Candidate information and define the subscription:
- Select the checkbox to certify that you have received evergreen consent from the candidate, and then click Add subscription.
- Use the menu to select a package.
- Enter the monthly interval when the subscription will run. To run a package annually, enter 12.
- Enter a date for the subscription's first occurrence. The first occurrence is the date when the first subscription-generated report will be initiated. The Next occurrence field automatically populates based on the monthly interval you specified.
- Check your work, and click Save. To add more subscriptions, click Add more subscriptions and complete the information for each new row.
Subscriptions run as batch jobs every 24 hours. Your subscriptions are guaranteed to be run within 24 hours of your selected run date.
After you enable subscriptions, you can track candidates with active subscriptions from the candidate's page in the dashboard. From the Search section, click to show the advanced filters and select Monitor type: Subscription.
From the dashboard, you must manage subscriptions individually. You can't mass subscribe or unsubscribe candidates from a subscription using the dashboard, but you can using the Checkr API.
You can create subscriptions only for candidates in the United States.
Continuous checks complete a monthly criminal or MVR check for pointers to new records that might result in a report. Unlike a subscription, which generates a full report at a defined cadence, continuous checks generate a full report only if new reportable information is found.
Checkr offers two types of continuous checks:
- Continuous crim: Monitor criminal records for changes in a worker's record. For more information, refer to Continuous crim: The new standard of safety.
- Continuous MVR: Monitor MVRs for changes in a worker's record. For more information, refer to Continuous MVR: The new standard in driver safety.
After you engage a candidate and obtain evergreen consent from them, use the Checkr Dashboard to enroll them in continuous checks.
If you're new to continuous checks, work with your Checkr Customer Success Manager to enroll multiple candidates simultaneously.
Enroll a candidate using the steps below:
- From the Candidates page, select the candidate to enroll. Note that the candidate must have completed a criminal or MVR screening before you can enroll them in continuous checks.
- From the candidate's page, enable Continuous crim or Continuous MVR, as appropriate.
- Select the checkbox to certify that you obtained evergreen consent, and click Enable.
It is your legal obligation to manage your list of candidates enrolled in continuous checks. You must obtain the required consent before enrolling them, and you must remove them from the service when they begin an adverse action process or are removed from your platform.
Work with your legal counsel to ensure that your continuous check process remains compliant with all applicable laws and regulations.
You can use continuous checks only for candidates in the United States.
Unenroll a worker from continuous checks
When a candidate is no longer part of your workforce, it's your responsibility to manually unenroll them from continuous check.
To unenroll a candidate, use the steps below:
- Log in to the Checkr Dashboard.
- Open the Candidates page.
- Select the candidate with a completed report to unenroll.
- Disable the continuous check in the candidate's report.
If you begin an adverse action process for the candidate using the Checkr Dashboard, they unenroll automatically.
Work with your legal counsel to establish a working protocol for managing your unenrollment process.
Checkr allows you to add tags to a report, download a shareable PDF, and review the actions taken during report generation.
Adding tags allows you to easily search for reports in the Checkr Dashboard. After you add tags to a report, a Tag filter appears on the Candidates page.
The Dashboard allows you to download two PDF types for each report: a report summary and a report PDF. Click Download PDF from the report information, and select the appropriate file from the menu:
- The report order summary provides a summary of the report, including the candidate-submitted PII, the packages and screenings that the order includes, the screening status, and custom report settings. The order summary doesn't include records returned for the report or other generated report information.
- The report PDF provides a shareable copy of the completed report. You can send this PDF to the candidate or to others in your company.
The Reports page provides a history of actions taken during the generation of a report, from initiation through engaging the candidate or using the adverse action process.
Click Show report log at the top of the report to open a list of these actions and the time and date that they occurred.
Delete candidate data
When a candidate asks you to, you can use both the Checkr Dashboard and the Checkr API to request that Checkr delete candidate data.
When requested, Checkr removes the candidate’s email address and phone number from candidate records.
After deletion, the candidate can no longer access the Candidate Portal, and the candidate’s data will be deleted for the requesting customer account.
To delete candidate data from the Checkr database, use the steps below:
- Open the candidate's report.
- In the candidate information, click Delete candidate data. Confirm that you received and verified the candidate’s request to delete their data.
- To confirm the request, click Delete candidate data.