Welcome to Checkr!
This guide will walk you through the Checkr / SAP SuccessFactors integration process, and outline how to use the Checkr dashboard for your background checks.
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 SAP SuccessFactors, please contact SAP SuccessFactors Customer Support for additional assistance.
- Prerequisites
- Configure a Job Requisition
- Account Hierarchy
- Order a Background Check
- International Packages
- Domestic Package with International Verifications
- Review Background Check Status
- Checkr Features
- Use the Checkr Dashboard
- Checkr’s Candidate Experience
- Resources
- About the SAP SuccessFactors / Checkr Integration
This guide describes how to set up Checkr to use within SAP SuccessFactors, such that SAP SuccessFactors users can initiate, view, and process Checkr background checks from within the SAP SuccessFactors interface.
Prerequisites
The following items are required to initiate SAP SuccessFactors / Checkr integration:
- From SAP SuccessFactors: An SAP SuccessFactors account with admin rights so you can configure the Checkr integration for your users.
- From Checkr: Access to the Checkr Dashboard, with admin rights.
Configure a Job Requisition
Use SAP SuccessFactor’s Recruiting page to set up a Job Requisition to include Checkr background checks.
First, sign into SuccessFactors as an Admin, and select Admin Center > Recruiting.
From the Job Requisitions page that opens, click the Job Title you wish to set up.
In the Job Requisition Detail page that opens, scroll to the bottom of the page, and select the Checkr Package ID to be required for this requisition. (Your Checkr packages will be configured by the Checkr Customer Success team before your integration is complete.)
Save Changes to update the Job Requisition.
Account Hierarchy
The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, 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.
- 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 Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.
Order a Background Check
Next, order a background check for specific candidates for the job requisition.
Click the Candidates tab, then click one of the candidate’s names.
From the Candidate Profile page that opens select Take Action > Move Candidate.
(Use the checkboxes next to the candidates’ names to select multiple candidates simultaneously.)
In the Move Candidate popup that opens, select Background Check from the dropdown to move the Candidate to the Background Check step of the pipeline. Click Apply Updates.
The candidate view will open with the Background Check tab selected. From the right side of the screen, select Take Action > Initiate Background Check.
Click Confirm to order the background check, then Notify Candidate to issue an email invitation to the Candidate asking them to provide the required consent and information to run the screening(s). By ordering a Background Check, you certify that you have a permissible purpose for doing so and are in compliance with applicable laws (such as “Ban the Box” laws).
International Packages
Checkr defines international background checks as background checks run on candidate’s living and working outside of the United States.
Checkr currently offers the following international screenings for candidate’s with work locations outside the United States:
- International Criminal
- Adverse Media Search - may be enabled to automatically run if criminal not available
- Identity Document Verification
- Global Watchlist
- Education Verification
- Employment Verification
Domestic Package with International Verifications
If your candidate works in the United States but has out-of-country history, for example attended school internationally, request a package that includes an education verification with out-of-country history enabled. Checkr currently offers an out-of-country history setting that can be added to any domestic criminal search or verification.
The option can be applied for candidates who will perform their work inside the US, but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include:
- Education Verification
- Employment Verification
Review Background Check Status
Refresh the Candidate profile to view the Background Check portlet. From this portlet, click View Report to open the report in the Checkr Dashboard.
For more information on interpreting and working with reports, please see the Checkr Dashboard User Guide in the Checkr Help Center.
Checkr Features
Use the Checkr Dashboard
While the 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
- Adverse Action initiation and processing tools
- Checkr settings
For a quick overview of the Checkr Dashboard, please see Getting started with Checkr
Checkr’s Candidate Experience
The checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.
The overview includes:
- An overview of the candidate process
- General information about the background check process, including exceptions and disputes
- An overview of the Checkr Candidate Portal
- An introduction to the Candidate Experience team
- A list of some of the most common candidate questions
- Links to the most frequently used pages in the Checkr Help Center
Resources
About the SAP SuccessFactors / Checkr Integration
JobApplication data is used to initiate invitations to your candidates to participate in the background check process.
- The candidate’s email address is used to send the invitation.
- The candidate’s Personally Identifiable Information (PII) is used to pre-fill the following invitation fields:
- First Name*
- Middle Name
- Last Name*
- Date of Birth
- Zip Code
- Email*
- Cell Phone Number (or Home Phone Number if Cell Phone Number is blank)
Invitations are issued through Checkr’s Apply Flow, which provides a hosted candidate experience. The Checkr Apply Flow provides the following features by default:
- Candidate-editable fields in which the PII required to initiate a background check may be entered.
- Presentation of your FCRA mandated disclosures and authorization forms for the candidate to read and acknowledge.
- Presentation of “A Summary of Your Rights under the Fair Credit Reporting Act” for the candidate
- An option for the candidate to receive a copy of their background report
- A link to Checkr’s Applicant Portal for the candidate to check for status updates and connect with the Checkr Candidate Support team
For a quick overview of the Checkr Dashboard, please see Getting started with Checkr