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.

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 Workable, please email support@workable.com for additional assistance.

_________________________________________________________

• Prerequisites
• Add Checkr to Workable
• Enable Checkr setup
  • Create a Checkr account
• Order Background Checks
• Use the Checkr Dashboard

_________________________________________________________

Workable  / Checkr User Guide

This guide describes how to set up Checkr to use within Workable, such that Workable users can initiate, view, and process Checkr background checks from within the Workable interface.

Prerequisites

The following items are required to initiate Workable / Checkr integration. Please ensure you have the following before proceeding.

• Access to Workable, with Super Admin rights

Add Checkr to Workable

First, enable Checkr from within Workable. You must have admin access to both Checkr and Workable to complete this process.

Enable Checkr setup

To initiate integration, click the profile icon in the upper right of Workable to access Integrations. Locate and click on Checkr from the list of integrations.

Clicking Start Background Check 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 Workable.
• If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your credentialing information.

Create a Checkr account

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

To create an account for use with Workable:

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.

3. 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.
• Note: 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 Workable and you, and you may begin ordering background checks through the Workable platform.

Credentialing 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 Workable and Checkr accounts are connected, follow the below steps to order a background check.

To order a background check,

• Click the magnifying glass button in the toolbar (this button will appear in the Offer stage)
• Select a Package

You can run a background check in another stage by clicking the three dots in the toolbar and selecting the background check option.

When consent is given, you will receive a notification from Workable that your credit card has been charged and the background check is in progress. (Billing is handled by Workable, please reach out to support@workable.com for any billing related inquiries.)

Should your candidate fail to give consent within 6 days, you will receive notification from Workable that your credit card has not been charged and the background check has expired. You will be able to request a new background check for the same candidate.

You will be notified by Workable when the background check is complete and the results will appear on the candidate’s profile.

Once the background check has been ordered, the status of the report will be listed in the Workable candidate dashboard. Once Complete, click on it to open the report in the Checkr Dashboard, and review details. (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

While the Workable 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
• New and existing user management
• Email notification preferences

For a quick overview of the Checkr Dashboard, please see Getting started with Checkr.