BambooHR / Checkr Integration User Guide

Welcome to Checkr! 

This guide will walk you through the Checkr / BambooHR integration process. The help center is a great resource for any questions that may not be covered in this guide. If you have any questions not covered in the help center, submit a request.

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• Prerequisites
  • BambooHR Access 
  • Create A New Custom Level
• Connect to Checkr
• Create a Checkr account
• Removing the Legacy Integration
• Removing Legacy Custom Statuses
• Installing the New App
• Account Hierarchy
• Order A Background Check
• Checkr Features
• Additional Resources
• International Searches
• International Verifications

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Prerequisites

The following is required to enable the integration:

• Admin access in Checkr and BambooHR

BambooHR Access

Connect to Checkr

1. Navigate to Account Settings, select the Apps section and install the Checkr App
   
   
   
   
2. Enter your BambooHR account subdomain*.
   1. *The subdomain is the first part of your BambooHR URL. For example, if your BambooHR URL is https://companydomain.bamboohr.com, your subdomain would be companydomain
      
      
      
      
3. If you already have an account, select Sign In to connect to BambooHR. If you don’t have a Checkr account, create an account to get started.

Create a Checkr account

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

To create an account for use with BambooHR:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to BambooHR.
2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
   
3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from BambooHR. (Payment information may be edited on the Checkr dashboard after the account has been created.)
   
4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both BambooHR and you to begin ordering background checks through the BambooHR platform. 

Removing the Legacy Integration

If using the BambooHR - Legacy integration and wanting to update:

1. Log in to Checkr
2. Select Admin tab
3. Select Integrations
4. Select Application Details below BambooHR
5. Select the garbage can icon and delete the integration

Removing Legacy Custom Statuses

To delete the custom statuses within BambooHR:

Navigate to Settings Hiring and click on Candidate Statuses.

Delete the following statuses:

• Background Check Initiate
• Background Check in Progress Checkr 
• Background Check Complete - Consider
• Background Check Complete - Clear

Installing the New App

If you are already using Checkr in BambooHR and need to update the integration,

1. Log in to Checkr
2. Log in to BambooHR, select App Settings
3. Select to Install the Checkr app
4. Select install the Checkr integration
5. You will need to log in to Checkr before you can initiate the installation.

Account Hierarchy

With Account Hierarchy you can set up Cost Centers (nodes) within the Checkr dashboard for background checks. Nodes can be used to assign different locations, teams, or groups that order background checks within your organization. Assign a package to a node and it will appear on your invoice. Invoices will show the background checks ordered by each node. Once created, when ordering to order a background check:

• Fill in the work location of the candidate
• Select the node
• Select the background check package

Your list of available packages will automatically generate based on the node you select. Select the background check package. If you do not see any packages, you will need to assign a package to that node in your Checkr dashboard.

Order A Background Check

1. Select the gear icon on the candidate record in BambooHR.
2. Select Run Background Check.
   
3. Enter the following information:
4. Candidate email address
5. Country
6. State
7. Select Background Check Package
8. Select Send Background Check 
   
9. The background check status will show on the candidate's profile
10. Authorized users can select to view the report in Checkr or cancel the request.
11. When a request is canceled or expires, you will have the option to run another background check after 72 hours.
12. The status will still be visible to Hiring Leads and Collaborators that do not have access to request a background check.
    
13. You can track the history of the background check under the History subtab within the Notes tab on the candidate profile. BambooHR will track when the request is sent and by who, if the request is canceled, and when the request is complete. Click on the link to open the report in the Checkr dashboard, and review details.