JazzHR / Checkr Integration User Guide

Welcome to Checkr!

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

_________________________________________________________

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

_________________________________________________________

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

Prerequisites

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

• Access to JazzHR, with admin rights 

Add Checkr to JazzHR

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

Enable Checkr setup

To initiate integration, go to a candidate’s profile. Scroll down to the Background Checks section and click Create/Connect a Checkr Account. You can also find the link to enable Checkr in the JazzHR Marketplace under Background Checks > Checkr.

Clicking Create/Connect a Checkr Account 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 JazzHR.
• 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 JazzHR.

To create an account for use with JazzHR:

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 JazzHR. (Payment information may be edited in 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 JazzHR and you, and you may begin ordering background checks through the JazzHR 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 JazzHR and Checkr accounts are connected, return to a candidate’s page, and click Select Package.

In the window that opens, select options for the check, and click Request Background Check.

Once the background check has been ordered, the status of the report will be listed in the JazzHR 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 JazzHR 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.