Welcome to Checkr!
This guide will walk you through the entire Checkr process, including how to set up your Checkr account on the Greenhouse 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 questions not covered in this guide that are specific to Greenhouse, please email firstname.lastname@example.org for additional assistance.
Table of Contents
- Add Checkr to Greenhouse
- Order Background Checks
- Use the Checkr Dashboard
Getting started with Checkr on Greenhouse
This guide describes how to set up Checkr to use within Greenhouse, such that Greenhouse users can initiate, view, and process Checkr background checks from within the Greenhouse interface.
The following items are required to initiate Greenhouse / Checkr integration. Please ensure you have the following before proceeding:
- Access to Greenhouse, with admin rights
Enable Checkr setup
To enable the integration, login to your Greenhouse dashboard. From the main screen, click on More (the three dots next to ‘All Candidates’, circled in red below) and select Integrations.
From the left-hand navigation menu, select Candidate Background Checks and click Checkr.
Clicking Connect 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 Greenhouse.
- 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
If your company does not yet have a Checkr account, one must be created before integration with Greenhouse.
To create an account for use with Greenhouse:
- Click Sign Up when prompted.
- Enter your name and company contact information, and click Continue.
3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Greenhouse. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. 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.
Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Greenhouse and you, and you may begin ordering background checks through the Greenhouse platform.
Credentialing is instantaneous for most accounts; if we cannot verify your information immediately, our team will manually review your account, which typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.
Order background checks
Once your Greenhouse and Checkr accounts are connected, click on Candidates and then on the candidate you wish to order a check for. You should see the Candidate profile page:
Click on the Private tab and select a package from the drop-down menu. Click ‘Export to Checkr’ to complete the order. The Private tab will be updated to reflect the latest status of the report.
The candidate will then receive an email from Checkr directing them to a Checkr-hosted website to provide the information Checkr needs to run a check.
Once the candidate has completed their forms and process in the screening, the background check status will be displayed inside of the Private tab for your review.
Clicking on the “Checkr Report” link will bring you back into the Checkr interface to review the full report and perform any necessary adverse action:
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 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.
Drug Screening: If you would like to order drug screening from your account, please contact email@example.com to get set up. (This typically takes 3-5 business days.) Checkr offers both 5-panel and 10-panel drug tests with collection. Once your account is set up, you can order drug screenings for candidates like any other background check.
Use the Checkr Dashboard
The Greenhouse integration allows you to order background checks and view report status; however, some features can only be accessed from the Checkr dashboard:
- 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.