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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. |
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The Candidates page provides access to all candidate information included in your Checkr account, and allows you to manually invite new candidates or initiate new background checks. Use this page to:
- Search for candidates
- Initiate background checks
- Invite candidates by email
- Manually order background checks
- Review reports
Search for candidates
Use the Candidates page to search for and manage your candidates. The page lists all candidates at any stage in the background check process for your company’s Checkr account.
To show all search parameters, click Advanced filters.
Note
Compliance Geo is calculated based on work location.
The list of candidates appears below the search fields. To sort candidates by their background check date, click Date. Select a candidate in the list to read their report.
To download a CSV file of generated reports for the selected date range, click Export to CSV. When the report completes, the email address on your account receives a link to download the file.
Initiate background checks
The Candidates page also allows you to create a manual order, or invite candidates by email using the Checkr-hosted apply flow:
- The Checkr-hosted apply flow allows you to initiate background checks for multiple candidates simultaneously. You can send email invitations for candidates to enter their personally identifiable information (PII) and participate in the process.
- With manual orders, you can initiate a single background check by manually entering the candidate's PII yourself.
Note
After the candidate accepts the invitation and completes the background check, you can open their report from this page.
Checkr recommends the Checkr-hosted apply flow over manual orders. The Checkr-hosted apply flow helps you to comply with Federal Credit Reporting Act (FCRA) suggestions by offering Checkr best practices recommendations for both the PII requested from the candidate, and the forms and disclosures that they read.
Important
Before using invitation links and the Checkr-hosted candidate workflow, review the specific copy on each page your candidates will read. Checkr provides template copy for the most common background check compliance rules and regulations, but by law, candidate consent is ultimately your responsibility. Work with your legal department to ensure that you maintain compliance with laws specific to your company’s practice. If you have specific copy changes you’d like incorporated into your candidate workflow, contact Checkr Customer Support.
For more information about issuing invitations to candidates, refer to Order a report in the Checkr Help Center.
Invite single or multiple candidates
Use the steps below to generate invitations to individual or multiple candidates for selected packages:
- Click Order background check.
- Enter a node from which the invitation will be sent. This field accepts both node name and custom ID, and autocompletes when you start typing.
- Select a work location. All packages assigned to that node appear. For admin users, all packages appear.
- Select a package, and select optional screenings.
- Enter up to 25 email addresses to receive invitations.
- Click Send Invitations. The candidates receive emails with an invitation link.
By default, Checkr resends the invitation every day for 7 calendar days until the candidate either authorizes the background check or unsubscribes from the invitation. To change the frequency of resending invitations, contact Checkr Customer Support.
Manually order reports
The Candidates page also allows you to manually enter candidate information to run a background check. With this option, candidates don't have to enter their information through Checkr’s Candidate Portal.
Note
Manual orders aren't enabled by default because they require you to certify that you obtained proper authorization from your candidate. To enable manual orders, contact Checkr Customer Support.
Use the steps below to order a background check manually:
- From the Candidates page, click Manual Order.
- In the window that opens, enter a node, select a work location and a package. All packages assigned to that node appear. For admin users, all packages appear.
- Enter the candidate's information, and click Continue.
- Select whether to send the completed report to the candidate.
- Select the checkbox to confirm that you collected the candidate's authorization to run the background check.
- Click Submit.
Authorization Certification Required: By law, it is your responsibility to collect a candidate’s consent to run a background check. Checkr requires clients manually submitting candidate information to certify that they have complied with applicable consumer reporting laws and regulations governing the timing of requesting a background check. You must select the checkbox below the certification to create a manual order. For more information about collecting proper consent, refer to Disclosure and authorization: gaining consent to run background checks in the Checkr Help Center.
Review reports
Use the Candidates page to open a specific report. For the selected candidate, click Go to report.
Reports are available as soon as they're created. You can review the candidate-submitted personally identifiable information (PII), exceptions, and selected background check information including package and date created.
If a candidate has no reports, the status says "no report." If a candidate has multiple reports, you can open all of them.
For more information, refer to Reports.