Trakstar / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr / Trakstar 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 Trakstar, please email hire@trakstar.com for additional assistance.

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

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This guide describes how to set up Checkr to use within Trakstar, so that Trakstar users can initiate, view, and process Checkr background checks from within the Trakstar platform. 

Prerequisites

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

• Access to Trakstar with admin rights 

Enable Checkr setup

Any Trakstar account superuser can get your account connected by following the steps under Settings > Advanced Settings > Apps & Integration.

Go to your Settings page by clicking the Settings wheel icon.

From the Settings menu, click Advanced Settings and scroll down to Apps & Integrations. 

Click Apps and Integrations and scroll down to Background Checks. Click Checkr > Enable Checkr to kick off the connection to Checkr.

• If you are already a Checkr customer, select Sign In to connect your current Checkr account to Trakstar.
• If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information.

Create a Checkr account

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

To create an account for use with Trakstar:

1. Click Sign Up when prompted. 

2. Enter your name and company contact information, and click Continue.
   

3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Trakstar (payment information may be edited on the Checkr dashboard after the account has been created).

4. 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 Submit to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Trakstar and you, and you may begin ordering background checks through the Trakstar 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 Trakstar and Checkr accounts are connected, you will see a new tab inside your Trakstar Candidate Profiles.

1. This tab allows you to send the candidates for their background check, and review the results once they're back.
2. To send a new background check, click "Send for Background check."

Note: All user types except for Hiring Team Members will have access to this tab and the data inside of it.

Once you select to send for a background check, you'll pick which background check you'd like to order (this comes from your Checkr account):

Once the results are in, you'll see a summary inside the Trakstar candidate profile directly.

The status of the report will be listed in the Trakstar candidate page. 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 Trakstar 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
• Create customizable packages and add-ons
• Checkr settings 
• New and existing user management
• Billing information
• Email notification preferences

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