The Candidates page provides access to all candidate information included in your Checkr account, and allows you to manually add new candidates and initiate new background checks, as needed. Use this page to:
- Search for candidates by keyword, status, or background check program
- Issue invitations to single or multiple candidates
- Order a background check manually
- Review individual reports
Search for Candidates
Use the Candidates page to search for and manage your candidates. The default view includes search parameters and a list of all candidates at any stage in the background check process in your company’s Checkr account.
You can search for candidates by Keyword, Status, Adjudication, Geo, Packages, Program, Tag, Report Date, Invitation Status, and Date of Brith. To see all search parameters, click the show advanced filters in the lower right corner of the search panel.
Note: Use the Keyword field to search for candidates by metadata added using the Checkr API. Both the key and the value may be used as search parameters. For more information, see Candidates in the Checkr APIs.
The list of candidates appears just below the search panel. Click Date to sort candidates by the date their background check was initiated. Click a candidate in the list to view their report.
Click Export to CSV to download a CSV file of generated reports for the selected date range. When complete, a link to download the file will be sent to the email address listed for your account.
The Candidates page also allows you to create a manual order, or invite more candidates by email.
Invite candidates by email
Use the Invite Candidates option to generate invitations to individual or multiple candidates for selected Packages.
- Click Invite Candidates.
- Select a Geo (if enabled), a Package, and a Program (if enabled), then enter up to 25 email addresses to which the invitation will be sent.
Click Send Invitations, and emails with an invitation link will be sent to the listed candidates. By default, Checkr will resend the invitation every day for seven calendar days until the candidate either completes the background check authorization or unsubscribes from the invitation. Contact Checkr Customer Support to change the number of days invitations will be sent.
Note: When you invite a candidate, their name will appear in the Candidates page with Invitation Sent as their status. Once the candidate has accepted the invitation and completed the background check, you may click into and view their Report from this page.
Manually order reports
The Candidates page also allows you to manually enter candidate information necessary to run a background check. Use this option to generate a background check without requiring the candidate to enter their information through Checkr’s Candidate Portal.
Note: Manual orders require your certification that proper authorization has been obtained from your candidate(s) and are therefore not enabled by default. Contact Checkr Customer Support to enable manual orders.
To order a background check manually:
- From the Candidates page, click +Manual Order.
- In the window that opens, select a Package, Geo, and Program (if enabled), enter the candidate's information, and click Continue.
- In the panel that opens, select whether or not you want to send the completed report to the candidate, select the checkbox to confirm that you have collected the candidate's authorization to run the background check, and click Submit to initiate the report.
Authorization Certification Required: By law, it is your responsibility to collect a candidate’s consent to run a background check. Checkr requires clients submitting candidate information manually to certify that they have complied with applicable consumer reporting laws and regulations governing the timing of requesting a background check. Manual orders will not be accepted unless you check the box underneath the certification language. For more information on collecting proper consent, see Disclosure and authorization: gaining consent to run background checks in the Checkr Help Center.
Review reports
Use the Candidates page to click down into a specific report.
To view a report, click Go to report for the selected candidate.
Report views are available as soon as a report has been created. You’ll be able to review the PII entered, any exceptions presented to the candidate, and selected background check information (including package and date created). Candidates with no reports will show a status of no report and candidates with multiple reports will show a drawer that opens to all of their reports.
For more information, see Reports.