Welcome to Checkr!
This guide will walk you through the Checkr / Breezy HR integration process, and outline how to use the Checkr dashboard for the background check process.
The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to Breezy, please email support@breezyhr.com for additional assistance.
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- Prerequisites
- Enable Checkr setup
- Create a Checkr account
- Connect Checkr and Breezy HR
- Account Hierarchy
- Order Background Checks
- International Packages
- Domestic Package with International Verifications
- Checkr Features
- Use the Checkr Dashboard
- Checkr’s Candidate Experience
- Resources
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This guide describes how to set up Checkr to use within Breezy HR, such that Breezy HR users can initiate, view, and process Checkr background checks from within the Breezy HR interface.
Prerequisites
The following items are required to initiate Breezy HR / Checkr integration. Please ensure you have the following before proceeding.
- Access to Breezy HR, with admin rights
First, enable Checkr from within Breezy HR. You must have admin access to both Checkr and Breezy HR to complete this process. You must also be on a BreezyHR paid plan
Enable Checkr setup
Admins can enable the integration in their recruiting preferences.
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Click the gear icon ⚙️ in the left sidebar.
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Hover over Recruiting Preferences and click Integrations.
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Scroll to Background Screening.
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Locate Checkr and click Enable.
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Follow the prompts to sign into (or create) your Checkr account and connect it to Breezy.
Clicking Connect Checkr will open a window asking you to Sign Up or Sign In.
- If you are already a Checkr customer, select Sign in to connect your current Checkr account to Breezy.
- If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information.
Create a Checkr account
Partner integrations require a Checkr account creation process that differs from that for standalone Checkr accounts. If your company does not yet have a Checkr account, one must be created before integration with Breezy.
- Click Sign Up when prompted.
- Enter your name and company contact information, and click Continue.
- Enter payment information. Invoices for background checks will come directly from Checkr, and not from [Partner Name]. (Payment information may be edited on the Checkr dashboard after the account has been created.)
- Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
- Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
- Enter payment information. Invoices for background checks will come directly from Checkr, and not from BreezyHR. (Payment information may be edited on the Checkr dashboard after the account has been created.
- Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
- Enter payment information. Invoices for background checks will come directly from Checkr, and not from [Partner Name]. (Payment information may be edited on the Checkr dashboard after the account has been created.
- Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
- Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both [Partner Name] and you, and you may begin ordering background checks through the [Partner Name] platform.
- Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.
- After your account is credentialed your Checkr admin can log into Checkr to further configure your Checkr account to fit your business needs
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 Background Checks
Hiring Managers can request a background check from a candidate’s profile.
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Open the candidate’s profile.
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Click the More dropdown near the top-left corner of the screen.
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Click Background Checks to open the Background Checks tab.
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Click Send Background Check.
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Choose an option from the Node dropdown (these are set up in your Checkr account).
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Choose an option from the Background Checks dropdown.
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Select the work location country.
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Select the work location state, for US-based positions.
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Enter the work location city, for US-based positions.
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Click Send.
You can check the status of the background screen, and find the results, in the Background Checks tab of the candidate’s profile.
Note: The candidate’s first and last name, email address, and work location are required to run a background check. Special characters in the name fields will prevent the background check from running (e.g., - , / *).
Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations.
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
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