Welcome to Checkr!
This guide will walk you through the entire Checkr process, including how to set up your Checkr account on the RockRMS 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 that are specific to RockRMS please join their slack channel, https://www.rockrms.com/slack, for further assistance.
Table of Contents
- Configuring Checkr
- Sign up
- Setup Webhook Inside Checkr
- Connect Checkr and RockRMS
- Set your background check provider to Checkr
- Order background checks
- How to view the background check results
The first option for running background checks on individuals is Checkr. Once configured, Rock will default to using Checkr for background checks on individuals who have never had a background check run. You can easily set which program you want to act as default, however, Checkr is the first option. First, let's look at the steps to take to set up your Checkr account.
The first step of the process is to sign up for a Checkr account. Let’s begin by logging into your www.rockrms.com account, and then click on the menu in the top right corner with your name on it. Next, click on "My Account".
Beneath your profile image and biographical information on the left side of the page, you'll see the organizations your account is associated with. Click on the organization you wish to set up with Checkr - in this case, we’ll be setting up an account for our example church, Example Pointe.
Below the organization logo and list of Team Members (again on the left side of this new page), you'll see a section labeled "Checkr Account". Click Create New Checkr Account. (If your organization already has a Checkr account, click Use Existing Checkr Account instead.)
Next, you will be taken to the Checkr website to create a Checkr account.
Partner Integrations require a Checkr account creation process that differs from that for standalone Checkr account. If your company does not yet have a Checkr account, one must be created before integration with RockRMS.
To create an account for use with RockRMS:
- 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 RockRMS. (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.
Tip: 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 RockRMS and you, and you may begin ordering background checks through the RockRMS platform.
Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.
Once your account is set up, your organization page in the RockRMS site will update with an Account ID and Access Token (see below).
Organization Page on rockrms.com
Setup Webhook Inside Checkr
Checkr Account Settings
Type your Rock URL appended with /webhooks/checkr.ashx in the Webhooks URL field, select Live, then click Add. Finish by selecting the subscriptions shown in the above screenshot.
Connect Checkr and RockRMS
Now that Checkr is active, it's time to link your account to Rock.
Go to the Checkr screen located at Admin Tools > System Settings > Checkr, and enter your Access Token from the RockRMS website in the Checkr Access Token field. Click Save.
The Background Check Types list is automatically downloaded when you enter the access token.
If you want to download an updated Background Check Types list, click Update Packages.
Checkr Background Checks
Checkr is now active by default in Rock. You can view Checkr's status in the Background Check Providers screen, located at Admin Tools > System Settings > Background Check Providers.
Background Check Providers Screen
(The Access Token should already be filled in for you at this point since you provided it earlier.)
Set your background check provider to Checkr
The final step is to set your background check provider to Checkr if it isn't already set to default. To do this, click Enable as Default in the Checkr Background Checks section of the Checkr screen. Now you're ready to use Checkr to perform background checks on individuals.
Enabled Background Check Types
Note the Enable as Default Background Check Provider button. This button allows you to set Checkr as your default background check provider.
Order background checks
To order a background check,
- Click People > New Family
- Fill out the candidate's information
- Click Next > Finish
- Click Actions (upper right-hand corner)
- Click background check
- Choose a campus (there is an option to add a Reason)
- Click Submit
- Choose a package from the drop-down menu (there is an option to add a Note)
- Click Submit
How to view the background check results,
- Click Admin Tools > System Settings > Checkr
(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.
Use the Checkr Dashboard
The following features are available only from 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.