Alliance Payroll / Checkr Integration Guide

Welcome to Checkr!

This guide will walk you through the Checkr / Alliance Payroll integration process.The help center is a great resource for any questions that may not be covered in this guide. If you have any questions not covered in the help center, submit a request.

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• Prerequisites
• Enable Checkr Setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks - for an Applicant
• Order Background Checks - for an Employee
• Checkr Features

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Prerequisites

The following items are required to enable the integration:

• Admin access in Checkr and Alliance Payroll

Enable Checkr Setup

1.  Within Alliance Payroll, select on Configuration.
   
   
   
2. Select Application Configuration.
3. Select Integrations.
4. Select to Connect to Checkr.
   
   
5. If you already have an account, select Sign In to connect. If you don’t have a Checkr account, create an account to get started.
   

Create a Checkr account

To create an account:

1. Select Setup a Checkr account.
2. Enter your contact/business information.
   1. Select Continue.
3. Enter your business payment information.
   1. Select Continue.
   2.  Invoices are sent out at the beginning of each month.
4. SelectSubmit Account for your account to be authorized.
   1. Checkr will verify your information and notify you in 1-2 business days via email.

Account Hierarchy

With Account Hierarchy you can set up Company or Cost Center Codes (nodes) within the Checkr dashboard for background checks. Nodes can be used to assign different locations, teams, or groups that order background checks within your organization. Assign a package to a node and it will appear on your invoice. Invoices will show the background checks ordered by each node. Once created, when ordering to order a background check:

Once your Checkr account has been set up and Account Hierarchy is enabled, within Alliance Payroll:

1. Select on Configuration, Application Configuration 
2. Select Checkr Segmentation next to the Checkr description to access the Account Hierarchy Setup.
   
   
3. Select your AllPay Codes for Checkr
4. Select Sync with Checkr & Save to activate
   
   
   

Order Background Checks - for an Applicant

1. Within your Alliance Payroll dashboard select Onboard.
2. Select Applicants to view your candidates.
   
   
   
   
3. Select a candidate to run a background check.
4. Within the applicant menu, select Order a Background Check.
5. Select Checkr and the background check package.
6. The progress of the background check process will be shown in the Background Check section of the applicant menu.
7. Once a background check is ordered, candidates receive an email from Checkr to provide their information and complete the candidate's background check process.
8. The status of the report will be available within your Checkr dashboard. Checkr will also keep you updated via email on the status as it completes. Checkr’s help center provides additional information on how to interpret a background check. Some background checks results are available within 24 hours. Most background checks are completed within 3-5 business days, but can take longer depending on the location or depth of the search.

Order Background Checks - for an Employee

1. Within your Alliance Payroll dashboard select HR
2. Select Background Checks
   
   
   
3. Select an employee to run a background check.
4. Select Add.
5. Select Checkr and the background check package.
6. Select Save the New Record to order the background check.
   
   
   

Checkr Features

Additional Checkr account features available:

• • Background check invitation links
  • Full background check report results
  • Cancel an invitation
  • Adverse Action initiation and processing tools
  • Checkr settings 
    • New and existing user management
    • Billing information
    • Email notification preferences
  • Candidate Stories