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 Checkrs Account Hierarchy
- 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.
- 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.)
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:
To order a background check,
- Select a candidate
- Navigate to the Private tab
- Fill in the work location of the candidate
Note: Work location is required to ensure the correct disclosure forms are sent to the candidate based on the compliance laws in different states
- Select the Background Check Package to run, and click Export to Checkr.
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 Checkr Customer Success 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 Checkr's Account Hierarchy
The Greenhouse integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the Greenhouse 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 within Greenhouse, 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 through Greenhouse.
- 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 Account Hierarchy User Guides.
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
- Create customizable packages and add-ons
- Checkr settings
For a quick overview of the Checkr Dashboard, please see Getting started with Checkr.