Workable / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr / Workable integration process and outline how to use the Checkr dashboard for the background check process. If you have any Workable-specific questions not covered in this guide, please email support@workable.com for additional assistance.

Article content

• Getting started
• Create a Checkr account
• Order background checks
• Checkr account hierarchy
• Checkr’s candidate experience
• Use the Checkr Dashboard

Getting started

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

• Admin access to both Checkr and Workable

Create a Checkr account

If your company does not yet have a Checkr account, one must be created before integrating with Workable.

1. To get started, select the profile icon in Workable to access Integrations. Locate and select Checkr from the list of integrations.
2. Select Start Background Check to sign in or create an account for use with Workable.

   

   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Workable.
   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 Workable. (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 Workable and you to begin ordering background checks through the Workable platform.

Order background checks

To order a background check within the Offer stage in Workable:

1. Select the magnifying glass in the toolbar.
2. Select a background check.
   • A background check can be ordered in another stage by selecting the three dots in the toolbar and selecting Background Check.
3. If you have set up an account hierarchy in Checkr, you will be requested to add the 2-letter state code (e.g. AL for Alabama) and your account hierarchy node.
4. Workable will show the background check packages that are available to order. Select a background check for the candidate and click Place your order. 
5. Candidates will receive an email to complete the Background Check. 

The report's status will be listed in the Workable candidate dashboard. Once Complete, select the report to review details.

For more information on reports and report statuses, refer to How do I interpret a background report?

Checkr's account hierarchy

The integration allows you to set up different "nodes" inside their Checkr account to appear when you order a background check. You can use nodes to designate different locations, teams, or groups that order background checks within your organization. Checkr requires you to assign packages to nodes after you create them. Your Checkr invoice shows which node ordered which package. 

Each time you order a background check, you select a node to order from. Then, you choose from a list of packages available to that node. Invoices show the background checks each node ordered within 2 billing cycles after setup. 

To order a background check with an account hierarchy and nodes, please follow the steps within “Order background checks.” During the ordering process, Workable asks the user to select their preferred node/package for ordering.

The list of packages appears based on the node you select. Select the background check package you want to order. If no packages appear, you must 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, refer to the following Help Center articles: Payment & Billing, Adverse Actions, and Manage Account Settings.

Checkr’s candidate experience

Checkr's candidate experience overview describes the candidate's experience with the background check process. It provides information to answer common questions and resolve common issues.

Use the Checkr Dashboard

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

• Order a candidate's report
• Adjudicate a candidate’s report
• The adverse action process: Deciding not to move forward with a candidate
• Candidate stories: Better understand the past and present
• Checkr settings 
  • Manage account users
  • Set up payment information