Welcome to Checkr!

This guide will walk you through the Checkr / PushPay 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 PushPay, please contact PushPay directly for additional assistance.

_________________________________________________________

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

_________________________________________________________

PushPay / Checkr User Guide 

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

Prerequisites

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

• Access to PushPay, with admin and background check rights 

Add Checkr to PushPay

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

Enable Checkr setup

To initiate integration, log into PushPay and navigate to the System Settings in the upper righthand corner. Select ‘Integrations’ and you will land on a page that gives the options of integrations available to you. It will prompt you to fill out a form to allow PushPay and Checkr to setup the integration between the platforms so that you can run background checks. 

Once the integration is setup, you’ll be able to login to PushPay and run a background check from with the recruiting platform.

Create a Checkr account

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

To create an account for use with PushPay:

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Create Account.
3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from PushPay. (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 volunteer/hiring/employment purposes.

Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both PushPay and you, and you may begin ordering background checks through the PushPay 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 PushPay and Checkr accounts are connected, return to a volunteer’s page, and click Actions - Order Background Check

In the window that opens, select options for the check, and click Order.

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

Account Hierarchy

The PushPay integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the CCB background check ordering workflow. Nodes can be used to designate different locations, campuses, teams, or groups that order background checks within your church organization.

Setup for Account Hierarchy is simple, follow these directions to create your nodes and Account Hierarchy setup in your Checkr account. Once you have saved these settings, any time you order a background check inside of CCB, you will be asked which node you would like to order from, and all packages on your account will display for ordering. Invoices will also show the background checks ordered by each node within 2 billing cycles after setup. 

Checkr has an optional feature called "Account Hierarchy." Your ChMS supports this feature if you choose to enable it in Checkr. 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.

If you choose to enable the Account Hierarchy feature, when you order a background check from ChMS, the following will be displayed:

Estimated Date of Completion

Checkr now offers an estimated date of completion for background checks. We will display this in the ChMS so you have a sense of when to expect a report status update.

The Estimated competition date will be displayed on the background check tab.

Read this article from Checkr for more info.

Note: If you do not see the Account Hierarchy settings in your Checkr account, please contact Checkr Customer Support to have it turned on.

Use the Checkr Dashboard

While the PushPay 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 
• New and existing user management
• Billing information
• Email notification preferences

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