Note: This is the Erecruit/Checkr Integration Guide for recruiters ordering background checks for candidates. If needing the user guide for admins on how to configure the integration see Erecruit / Checkr Integration Guide (for Admins)

Welcome to Checkr!

Once you have successfully signed up and on-boarded with Checkr, the integration process can begin! This guide describes the requirements and steps necessary to get your Erecruit instance up and running using Checkr.

If you have any questions not covered in this guide that are specific to Erecruit, please contact Erecruit for additional assistance. If you have questions that are Checkr-related, please contact your Customer Success Manager or contact Checkr Customer Success.

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Getting started with Checkr on Erecruit

• Overview
• Checkr Integration
• Prerequisites
• Step 1: Define the Background Check Package for each Position
• Step 2: Initiate the Background Check
  • Manually initiate background checks
  • Automatically initiate background checks
• Step 3: Review Background Check Results
• Available Checkr Background Check Screenings
  • Using Checkr Apply Flow
  • Using Estaff365 Onboarding

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Getting started with Checkr on Erecruit

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

Checkr Integration 

The Checkr integration helps to streamline your background check process by using data already entered in Erecruit to pre-populate required candidate information. Checkr also helps you remain compliant by providing standardized forms and options for your candidate experience.

Erecruit’s Candidate, Match, and Position 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 Checkr-hosted candidate experience. The Checkr Apply Flow provides the following features by default:

• Fields in which candidates may enter (or edit, if provided by Erecruit) their Personally Identifiable Information, and consent to their background check.
• 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 Candidate Portal, in which candidates may check for status updates and connect with the Checkr Candidate Support team.

Prerequisites

The following items are required to initiate Erecruit/Checkr integration:

• From Erecruit: An Erecruit account with admin rights so you can configure the Checkr integration for your users. If you have not configured your Erecruit instance to use Checkr yet, please refer to the Erecruit Integration Guide.
• From Checkr: Admin access to the Checkr Dashboard.

Step 1: Define the Background Check Package for each Position

To enable the Checkr/Erecruit integration, you must first define Checkr background check Packages for your open positions.

Note: The Checkr Background Check Requirement will be added automatically to both the new company and the new position after their creation, following the Copy Scenarios defined in the Requirement Definition.

1. From the Erecruit dashboard, click menu > Add New > Company to create a new Company. 
2. Then, select menu > Add New > Position to create a new Job Position. 

Note: If a Requirement appears listed that is not appropriate for the Position, delete it before placing candidates against the Position.

Next, select the appropriate Checkr Package for each Position. (Recruiters or Hiring Managers should define the background check Packages to be used for each open Position.)

1. Go to Search > Positions, and select a Position for which a background check will be required.
2. In the right-hand menu of the Position page, under Related, right-click Requirements to open the Requirements modal.
3. Click the ‘...’ icon beside Background Check - Checkr Integration (the requirement definition created in Configure Requirement Definition in the Erecruit/Checkr Integration Guide), and select Edit Details.
4. From the External Settings tab, select the Package to run for the Position.
5. Click Save.

Package selection can be completed for the Requirement defined at the Company level, so that it will copy down to the Position with the Background Check Package already defined. 

If you require only one Package per Company, we recommend selecting the Package at the Company Requirement level. If you believe you will require more than one Package per Company, we  recommend defining the Package at the Position level.

Step 2: Initiate the Background Check

Once you’ve defined the Package for each Position, the Checkr Background Check Requirement (including the configured Package) will be included automatically.

After Background Check Packages are assigned to each Position, initiate the background check by creating a new Match on a Position. 

Note: The time at which background check may be initated varies by your selected candidate PII collection flow:

• Checkr Apply Flow: Using the Checkr Apply Flow to collect candidate PII and consents, the background check Requirement can be initiated at any time, as long as the candidate email address is defined for the Candidate. 
• Estaff365 Onboarding: Using the Estaff365 Onboarding product to collect candidate PII and consents, the background check Requirement can be initiated only after the candidate completes onboarding and their PII has been synced from Estaff365 to Erecruit. 

Manually initiate background checks

To initiate a Requirement manually, from the Match page, right-click on the Requirements item in the right-hand panel to open a preview modal of the Requirements list. For the Checkr Background Check Requirement, click the ‘...’ icon, and then “Initiate”. The Requirement status will update from “Unconfirmed” to “Processing”.

To initiate many Requirements at once, from the Match page, click on the Requirements item in the right-hand panel to open the Requirements list page. Select the Requirements you want to initiate and select “Initiate” from the right-hand panel.

Automatically initiate background checks

To initiate Background Check Requirements automatically, refer to the Workflows section of the Integration Guide.

Step 3: Review Background Check Results

Results are returned to Erecruit in the form of Requirement statuses. These statuses appear in Erecruit as soon as they are available in the Checkr Dashboard.

The descriptions of each Erecruit status is listed below:

Available Checkr Background Check Screenings

Screenings are different background searches available to background checks. Checkr provides several screening types within the Erecruit integration.

Using Checkr Apply Flow

By default, all screening types default to use the Checkr Apply flow, unless otherwise specified for your implementation.

Using Estaff365 Onboarding

If you use the Estaff365 Onboarding product, work with your Checkr Customer Success representative to configure your integration. 

Please note: Using the Checkr API to order screenings, other than the Checkr Hosted Apply Flow, is available only for packages containing criminal screenings or Motor Vehicle Report screenings.

This table lists the candidate information required to initiate the corresponding screenings. 

For more information on interpreting and working with reports, please see the Checkr Dashboard User Guide in the Checkr Help Center.