Use the Packages page to do the tasks below:
- Send invitation links to candidates
- Add screenings to packages
- Delete packages
- Assign nodes to packages
Only users with the correct permissions can access the Packages page. If you need access to this page, work with your admin.
You should design a package (or group of screenings) based on the specific duties of the position. For example, you might want to include a motor vehicle record (MVR) report for all new hires but employment verifications only for certain hires.
Packages also define the number of aliases from the SSN Trace to use for subsequent screenings. Work with your legal team and Checkr Customer Success manager to determine how many candidate aliases you want to check for. For more information, learn about which screenings packages include.
Send invitation links to candidates
Each package shows the screenings it includes and provides a link you can send to candidates to initiate the background check process. You can include links in your website, job listings, or emails to individual candidates. When a candidate opens the link, they enter personal information, receive required disclosures, and authorize the background check itself.
If your account has Account Hierarchy enabled, you must use the Order background check button. Invitation links are unavailable for Account Hierarchy.
Note
To test the links, paste them into a web browser. If a Page Not Found error appears, your account lacks authorization to invite candidates. Contact Checkr Customer Support to authorize your account.
After your candidate enters their personally identifiable information (PII), Checkr does the tasks below:
- Capture and store candidate information.
- Show the required disclosure and authorization forms.
- Add state-specific documents.
After the candidate consents to the background check, the Candidates page shows their background check.
Important
Before using invitation links and the Order background check button, review the specific copy on each page your candidates will read. By law, candidate consent is ultimately your responsibility. As a courtesy, Checkr provides templates for the most common background check compliance rules and regulations. Work with your legal team to ensure that disclosures and authorizations are compliant for your business needs in the locations where you operate. If you want to incorporate specific copy changes into your candidate workflow, contact Checkr Customer Support.
For more information about issuing invitations to candidates, refer to a resource below:
- Order a report in the Checkr Help Center
- Candidates in the Checkr Dashboard user guide
Add screenings to packages
You can add screenings to an existing package from two locations:
- Anywhere in the Checkr Dashboard using the Order background check button
- From the Packages page in the Checkr Dashboard
Order background check button
Use the steps below to add screenings to a package:
- At the left of the Checkr Dashboard, select Order background check.
- Select the candidate's location (optional) and package (required).
- Click Select add-ons.
- Select the screening type to show specific screenings.
- Review pricing, and then select a specific screening with the Add button.
- Select Continue.
- Select the checkbox to confirm your permissible purpose for a background check.
- Enter up to 25 email addresses to receive the invitation.
- Select Send Invitations. The listed candidates will receive an email with the invitation link.
Packages page
Use the steps below to add screenings to a package:
- Open the Packages page of the Checkr Dashboard.
- Select the pencil icon on the package you want to edit.
- Select Add on the screening you want to add. If you want to save this package for later use, select the Save package for next time checkbox and name the package.
- Select Save.
Delete packages
If you no longer need a package, you can delete it using the steps below:
- Open the Packages page of the Checkr Dashboard.
- Select the Actions column of the package you want to delete.
- Select Delete, and then confirm that you want to delete the package.
Assign nodes to packages
If your account has Account Hierarchy enabled, you can assign nodes to packages. Use this feature to standardize and streamline the packages your organization uses.
Child nodes inherit packages from their parents in addition to packages you add directly to them.
To assign new nodes to or remove nodes from a selected package, use the steps below:
- Select a package, and then select Assign nodes.
- Use the Search Node List field to search for nodes in your hierarchy. You can search by name or by custom ID. To show only nodes currently assigned to the package, select the Show only selected nodes checkbox.
- Select the nodes you want to assign to or remove from the package.
- Select Yes to confirm and save your changes.