Welcome to Checkr!

This guide will walk you through the entire Checkr process, including how to set up your Checkr account on the Zenefits platform, how to use the Checkr dashboard, and how to review background check reports.

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any other questions that are not covered in this guide, please contact Zenefits Customer Support for additional assistance.

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• Prerequisites
• Add Checkr to Zenefits
• Setup Background Checks for your Account
• Enter your Business Information
• Order background checks
• 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 Zenefits, such that Zenefits users can initiate, view, and process Checkr background checks from within the Zenefits interface.

Prerequisites

The only prerequisite to integrate Checkr into your Zenefits account is that you have a Zenefits account, are logged in as an Admin, and are using the Zenefits desktop app (background checks are not currently available on mobile).

Add Checkr to Zenefits

Follow these easy steps to run background checks within Zenefits.

Setup Background Checks for your Account

1. From the Zenefits Home Screen, click Hiring located in the middle of the page:
   

2. Find the Background Checks setup section:

3. Next, click Start > Continue.
4. Choose the type of background checks you would like to perform (Standard Only, Premium Only, or Either Option).
5. Click Continue.

6. Next, choose if you would like to require background checks for all new hires (Yes or No).
7. Click Continue.
8. Choose who should have access to your employees’ background check results (Company Admin or Company Admin & Direct Manager).
9. Click Continue.

10. Next, choose if you want background checks to include motor vehicle reports (Yes or No)?
11. Click Continue.
12. Choose if you would like to make motor vehicle reports mandatory for all background checks (Yes or No)?
13. Click Continue.
14. Choose the option to run or cancel the background check when Zenefits cannot obtain a motor vehicle report (Run the Background Check Anyway or Cancel the Background Check).

15. Next, you will be prompted to fill out your company’s information.

Enter your Business Information

To finish setting up your account to run background checks within Zenefits, you will then be promoted to:

1. Enter your name and company contact information, and click Continue.
2. Next, verify that the information is correct, and click This is Correct.

3. Enter payment information. Invoices for background checks will come directly from Zenefits.
4. Click Submit after entering the payment information and click This is Correct.

5. To complete setup, your company’s signatory must read Checkr’s terms of agreement, and accept them by signing below.

Click Confirm to complete account set up.

Order background checks

Once you have completed the background check setup process, you can now run your first background check. Within the Hiring menu, add a new Candidate by clicking on Hire or Add an Employee Now.

To order a background check,

1. Complete the Contact Info, Job Details, Offer Details, and Payroll Settings. (Click Next after each section.)
2. Choose the type of Background Check during the Additional Options section.
3. Choose to send the Invitation either Now via email or Later using link.  

Once the background check has been ordered, the next screen will have a link to track the progress of the candidate. The Hiring section of the Zenefits platform will also have the status of requested background checks.

(For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)

Most background checks will be completed within 2-3 business days, 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.

Checkr Features

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 our support 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.