Welcome to Checkr!

This guide will walk you through the Checkr / Harri 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 Harri, please email support@harri.com for additional assistance.

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Prerequisites
Create a Checkr account
Existing Checkr customers
New Checkr customers
Define user roles and permissions in Harri
Map Background Checks to Positions
Manual Background Checks
Automatic Background Checks
Account Hierarchy
Order Background Checks
View and run Background Checks in SpeedyScreen
Use Checkr Geos with Harri
Checkr Features
Use the Checkr Dashboard
Checkr’s Candidate Experience
Resources

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

The Checkr integration allows you to add a background check into your hiring workflow. This automates and ensures consistency that all (defined) employees have passed background checks.

Prerequisites

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

Admin access to Harri
The Background Check Service added to your Harri dashboard

Work with your Harri Customer Success Manager to add the Checkr Background Check Service to your Harri dashboard.

Create a Checkr account

Partner integrations require a Checkr account creation process that differs from that for standalone Checkr accounts. If your company does not yet have a Checkr account, one must be created before integration with Harri.

To create an account for use with Harri:

Click Settings in the right hand nav to open the left hand nav.
In the left hand navigation bar, under Settings for Checkr’s Spot, click Background Checks.

Click Connect.

In the window that opens, click Sign up to create a Checkr account, or Sign in with Checkr if the account is already enabled.

Existing Checkr customers

In the Sign In to your Checkr Account modal that opens, click Sign in with Checkr.

Use your Checkr account’s email address and password, and click Log In.

Once logged in, click Click to Connect to complete the process.

New Checkr customers

If you don’t yet have a Checkr account, you must first create one for use within Harri.

To create an account for use with Harri:

From the Sign In to your Checkr Account, click Sign up.

In the Create Account window that opens, enter your name and company contact information, and click Continue.

Your Full Name: This name will be added as the first Admin for your Checkr account.
Company Name: Your company’s name, as you wish it to appear in any emails sent to candidates from the account.
Email Address: Your email address. This will also be used as the default billing and adverse action From: address in the Checkr account. Log into your Checkr account to change this information.
Phone: Your contact phone number.
Password: Enter a password for your personal Checkr account.
Employment Location: Select your company’s state from the pulldown menu.
Estimated Monthly Volume: Select the number of background checks you expect to run each month.

Next, enter payment information for the account, and click Continue.

Note: Invoices for background checks will come directly from Checkr, and not from Harri. You will not be charged until you request your first background check. (Payment information may be edited on the Checkr Dashboard after the account has been created.)

You will be asked to provide your Credit Card information, including the Card Number, Security Code, Expiration date, and Zip Code.

The list of Packages listed on the Payment Information page vary by account. These Packages and their pricing are pre-negotiated for Harri users. If you require packages and screenings not available to your account by default, please reach out to sales@checkr.com for assistance.

Finally, use the Verification window to 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. Enter the following information for your account:
- Legal Business Name
- Industry
- Doing Business As
- Tax ID
- Purpose
- Number of Employees
- State of Incorporation
- Company Website
- Tax Classification
- Mailing Address
- Phone Number

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 Harri and you, and you may begin ordering background checks through the Harri platform.

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will contact you by email.

Define user roles and permissions in Harri

Next, define Roles and Permissions for use with Checkr.

Click Roles & Permissions under the Settings for Checkr’s Spot menu in the left hand navigation bar.

Please note: Be certain to add a new Admin to the account, to serve as backup in the event of the unavailability of the initial Admin.

Click Create a New Role to define user roles within Harri.

Add a Role Name.
Use the Access pulldown to select permissions.
Use the Harri Permissions check boxes to assign permissions to the role. Note: Checkr background check options appear listed under the Manage Applicants section.

Permissions:

Request background checks: Grants the user’s ability to move a candidate to the Background Check AMS column and the ability to select Background Check package type(s), if the brand has more than one package option to select from.
View background checks results: View detailed Background Check statuses and access full Background Check report
Bypass background check: Ability to progress a candidate in onboarding process that has not completed or has not been sent a request for a Background Check
Manage background check settings: Admin setting to define which positions will require checks and the flow (automated or manual) that will be associated with the checks.
View Candidate Notes: (This option is not specific to background checks.) Grants the ability to view notes on the candidate’s profile.
Manage Candidate Notes: (This option is not specific to background checks.) Grants the ability to add notes to the candidate’s profile.

Map Background Checks to Positions

Once connected, map the background checks you wish to run to the positions for which they will be run.

Harri allows you to determine whether background checks will be run automatically or manually per role. Use the top section of the Background Checks page to select positions for which background checks must be manually initiated. Use the bottom section of the page to select roles for which background checks will be initiated automatically upon the candidate accepting the position.

Manual Background Checks

Use the Category and Position pulldown menus to define positions for which background checks must be manually run. Use the + icon to add additional positions. Click Save to save your changes.

These background checks must be initiated manually by the hiring manager.

Automatic Background Checks

To define the positions for which background checks will be automatically initiated after the candidate has signed their offer, toggle the Send background checks automatically after offer E-signing option on.

Next, select Employees, Category, Position, and Package for each position.
Use the + icon to add more positions.
Click Save to save your changes.

When the automatic setting is enabled, the Background Check column will be placed after the Offer Letter Column in the AMS for the selected Positions.

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 Background Checks

For positions which are set up to require Harri users to order background checks, moving a candidate into the Background Check column will prompt the user to select the Background Check package that they want to run. Once they have selected a package and sent the invitation, the status of the Background Check will be visible in the candidate card.

View and run Background Checks in SpeedyScreen

From the SpeedyScreen, users with permission to Request Background Check can send a new request for a background check.

When a candidate has been issued an invitation to the background check, a new section will populate on the candidate’s SpeedyScreen in Harri, called Background Check.

The Background Check section in SpeedyScreen displays the following information:

Package: The Background Check Package used for the Candidate.
Screenings: Checkr Screenings included in the Package.
Request By: User that requested the Background Check.
Requested Time: Timestamp the request was sent.
Last Updated: Most recent timestamp of information received in Harri from Checkr.
Status: Background Check Report status, as submitted by Checkr.

Once a screening has been completed, users with permissions to View Background Check Results will see a link to View Full Report. Click this link to open the Report in your Checkr Dashboard.

Use Checkr Geos with Harri

Once you have connected your Harri account with your Checkr account, Checkr Geos will be automatically populated in Harri.

When candidates are issued a Checkr invitation, the Geo associated with that job’s address will be applied if it has been defined within the Checkr account.

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:

Resources

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

Harri / Checkr User Guide

Prerequisites