|Please note: These Account Hierarchy User Guides are for our customers who have Account Hierarchy Management enabled. If your account is not yet using this feature, please refer to our Checkr Dashboard User Guides.|
Use Checkr Dashboard’s built in Analytics to review and evaluate your background check process. Use this page to:
- Define filters for your reports
- Review the number of reports ordered and their turnaround times
- Analyze your Adverse Action metrics
- Review your Positive Adjudication Matrix's impact
- Review candidate exception numbers
- Review turnaround times by court location
These tabs include charts that break down your specific background check information, including volume, turnaround time, top candidate charges, adjudication breakdown, and exception types. This information can be used to fine tune your Adjudication Matrix to increase efficiency within your teams.
Analytics charts can be shared by clicking the sprocket icon at the far right of the tab to download as PDFs or CSVs.
Note: Ensure that your team consistently clicks the Engage button when finalizing the status of a candidate. If Engage is not selected, the data used to generate these charts will be inaccurate.
Each tab provides filters which allow you to customize your charts.
Click on Filters and use the pulldown menus for each filter to select how the filter will be applied (using options such as “is equal to”, “is blank”, “contains”, or “doesn’t end with”). Then click in the field and enter freeform text or choose from the available pulldown options, entering as many values as required. Click Run to regenerate the chart.
Note: If multiple instances of a single filter are used, the Dashboard will return data that matches both filters.
Available filters vary by chart, and may include:
- Date: The date on which the Report was ordered.
- Date (completed): The date on which the Report was completed.
- Package: The Package used in the Report.
- Screening Type: The Screening Type used in the Report.
- Account Name: The Account Name used in the Report.
A detailed view of the data can be viewed by clicking on a datapoint within the chart. This will open the Details page, which displays a table of raw data used to generate Reports. Click on Download Results to export the table to the following formats:
- TXT (tab-separated values)
- XLSX Excel Spreadsheet (Excel 2007 or later)
The Overview tab provides the following charts:
- Reports Ordered / Reports Ordered by Day: The number of Reports ordered during the selected time period.
- Days Average Turnaround / Turnaround Time By Week: The average turnaround time for the Reports ordered. Turnaround time for a Report is calculated from Report creation (candidate clicks Submit from an invitation link, client submits a manual order, or client initiates a Report using the Checkr API) to Report complete (Report returns with status Clear, Consider, Suspended, or Completed (for credit Reports only)).
- Distribution of Report Turnaround Time In Days: The percentage of completed Reports by turnaround time.
- Ordered Report Status Breakdown: The total number of Reports for the selected period, broken out by status.
Overview charts can be filtered by Date, Geo, Package, Program, Screening Type, and Account Name.
These charts help you understand your background check process in terms of volume and turnaround time. An increase in turnaround time or unusual peaks and valleys in Report volume may indicate issues with your background check process.
If you notice unusual spikes or trends in these Reports, drill down into the factors that might cause them. Are there variations by hiring department? By candidate pool? Or by work location?
The Adverse Action tab offers the following charts:
- Adjudication Breakdown: The percentage of Reports returned Clear: Engaged or No Action, or Consider: No Action, Engaged, or Adverse Action, in relation to the total number of Reports adjudicated for the selected time frame.
- Adjudication Breakdown Over Time: The number of Reports processed for the selected time period, broken out by adjudication result.
- Top Criminal Charge Categories for Adverse Actions: The number of criminal charges, broken out by category, selected, and not selected for Adverse Action.
- Top Failed MVR Rules for Adverse Actions: The number of MVR rules failed, broken out by selected and not selected for adverse actions.
- Adversable Screenings Leading to Adjudication Decisions (Non-Criminal/Non-MVR): The number of Screenings returned as Consider, broken out by action taken (no action, engaged, or Adverse Action).
- Adverse Action by Candidate Profile: The percentage of candidates with an Adverse Action by charge type and conviction status.
- Fair Chance Opportunities: The adverse rate by charge type and conviction status.
These charts can be filtered by Date and Package.
Use these charts to determine which charges are most frequent for your candidate pool and which most often result in Adverse Actions. This information can then be used to determine if your Adjudication Matrix should be adjusted to better streamline the adjudication process. It can also be used to determine if your team is evaluating candidates fairly and consistently across different geolocations.
For instance, you can click Engaged in the Adverse Action by Candidate Profile chart to view the profile of candidates with a Consider status who you decided to hire. This information will allow you to fine tune your adjudication criteria and improve engagement with your talent pool. If you find that certain offense types consistently yield Engaged candidates, use the Positive Adjudication Matrix (PAM) to filter them out from returned Reports and thereby reduce the number of Reports requiring manual review. For example, if marijuana possession is rarely used as a reason to process an Adverse Action, change your PAM settings to de-emphasize this charge.
The result is a better candidate experience, improved hiring rates, and alignment with Checkr’s Fair Chance mission.
The Positive Adjudication tab provides the following charts:
- Charges Caught By Matrix: The total number of charges hidden by the Positive Adjudication Matrix.
- Charges Caught By Matrix Over Time: The number of County, State, and National Criminal charges filtered out of Reports by your Adjudication Matrix over time.
- Charge Categories Caught By Matrix: The number of County, State, and National Criminal charges filtered by your Adjudication Matrix, sorted by category.
- Reports Saved From Consider: The total number of Reports saved from Consider status.
- Reports Saved From Consider Over Time: The number of Reports returned Clear, rather than Consider, due to your Adjudication Matrix settings.
These charts can be filtered by Date and Package.
Use these charts to determine which are your most common charge categories and how many Reports were marked Clear rather than Consider as a result of your Positive Adjudication Matrix settings.
This information can help you determine how your Positive Adjudication Matrix affects the number and type of charges that require your team’s review. Charges filtered by the Matrix do not change the Report status to Consider and are not passed on to your team for review.
For example, you might decide that a charge of fishing without a license is irrelevant for a delivery person position. Change the settings in your Adjudication Matrix to filter these charges out of consideration for that position’s background check package. Once filtered, Reports returned for the position that include a charge of fishing without a license will be marked Status: Clear and will not require your team’s review.
The Candidate Experience tab provides a range of charts designed to visualize candidate experience metrics. All charts in this section may be filtered by Date, Geo, Package, and Program.
General Exception Information
These charts aggregate the most common exceptions presented to your candidates, helping you to troubleshoot the application process and messaging. Use these Reports to help determine if:
- The number of exceptions presented to candidates is on the rise.
- A single exception is most frequently sent to the majority of candidates.
- Suspended Reports are commonly the result of a specific exception.
A high volume of exceptions might be resolved by changing the messaging in your candidate workflow. For example, you might suggest that candidates more carefully review their applications for typos or that they use the Checkr Candidate Portal to ensure that they have submitted the information necessary to resolve any exceptions in their process.
- Total Exceptions /Top Exception Type Breakdown: The total number of exceptions, with the top five exception types broken out as a percentage of the whole.
- Exception Types Over Time: The number of top five exception types by week.
- Exception Types Segmented By Status: The top five exception types for the selected time frame, broken out by current status: Pending, Resolved, or Suspended.
SSN Trace Exception
Use these charts to predict anomalies and risks in onboarding for your candidates, especially by geography. These additional insights help deliver increased productivity and operational efficiency.
The Checkr Dashboard provides the following SSN- and geo-related charts:
- SSN Traces, Exception, and Exception Resolutions: The total number of SSN Traces, SSN Exceptions, and SSN Exception Resolutions.
- Total SSN Traces by Day: The changes in volume of SSN Traces over time.
- SSN Exception Types by Day: The changes in volume of SSN Trace exceptions over time.
- SSN Resolutions by Day: The changes in volume of SSN Trace exceptions and resolutions over time.
- SSN Resolutions by Type: The number of exception resolutions by type per day.
- Exceptions by Geo: Top 5 / Full Results: The number of exceptions by Geo and by type per day.
- Thin File Exception Rate by Geo Over Time: The number of exceptions by type and by Geo for the following exception types: thin file, data mismatch, Death Master File hit, and invalid issuance year.
- Data Mismatch Exception Rate by Geo Over Time: The rate at which candidate data resulted in a mismatch exception by Geo over time.
- Death Master File Hit Exception Rate by Geo Over Time: The rate at which candidate SSNs matched SSNs in the death master file.
- Invalid Insurance Year Exception Rate by Geo Over Time: The rate at which candidate data resulted in an invalid insurance year exception by Geo over time
Motor Vehicle Records
Motor Vehicle Record report. provide line and bar charts which display the effects of your custom MVR rules, allowing you to fine tune these rules to optimize your hiring funnel.
The Checkr Dashboard provides the following MVR-related charts:
- Motor Vehicle Reports: The total number of MVR Reports Ordered, MVR Reports Marked Consider, and MVR Reports Engaged.
- MVR Reports Cleared By Day: Graphs the number of Reports automatically marked Clear according to your custom rules per day.
- Consider Reports by Day: Graphs the number of Reports marked Consider by your custom rules per day.
- Consider Rate Over Time: Graphs the number of Reports marked Consider over time.
- Engage Rate Over Time: Graphs the number of candidates Engaged after having a Report returned as Consider, over time.
- MVR Reports By Geo: Top 5 / Full Results: Charts the number of MVR Reports ordered, and marked Clear, Consider, and Engage by your account's Geos.
The Geography tab offers the following charts:
- Criminal Search Average Turnaround Time In Days by State: A US map showing the average time needed to complete a criminal search by state.
- Criminal Search Average Turnaround Time In Days by County: A US map showing the average time needed to complete a criminal search by county.
- Criminal Search Average Turnaround Time and Volume by County: The average time needed to complete a criminal search by county.
These charts can be filtered by Date, Geo, Package, Program, and State.
Use these charts to better understand the time required to complete criminal background checks by state or county. Mouse over a state or county to display turnaround times specific to the selected geographic area.
Use this information to better set expectations with candidates when estimating how long their background check may take. Note that county searches often take longer than other Screenings and may create unexpected delays for an individual candidate’s background check to complete.