TeamSnap / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr / TeamSnap integration process, and outline how to use the Checkr dashboard for the background check process.

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• Before starting
• Create a Checkr account
• Order Background Checks
• Use the Checkr Dashboard

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Before starting

The following items are required to initiate TeamSnap  / Checkr integration. 

• Admin access to both Checkr and TeamSnap to complete this process. 

Create a Checkr account

1. If your company does not yet have a Checkr account, one must be created before integrating with TeamSnap.
2. To initiate integration, go to the Directory. Scroll down to the candidate's section and select Start Running Background Check.
3. To create an account for use with TeamSnap:

   

   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to TeamSnap.
   2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
      
   3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from TeamSnap. (Payment information may be edited on the Checkr dashboard after the account has been created.)
   4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both TeamSnap and you to begin ordering background checks through the TeamSnap platform.

Order Background Checks

1. Once your TeamSnap and Checkr accounts are connected, return to the Directory to order a background check.
2. Select Start Background Check for a candidate. 
3. Choose an email address for the candidate and select Use Selected Email. 
4. Select a Package and select Order Background Check. 
5. Once the background check has been ordered, the status of the report will be listed in the TeamSnap Directory page. When the background check is complete select the report and review the details. For more information on reports and report statuses, see How do I interpret a background report.

Use the Checkr Dashboard

While the TeamSnap integration allows users to order background checks and view their status, the following features are available only within Checkr:

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• Checkr settings 
  • New and existing user management