|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.|
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 by keyword, status, or background check type
- Initiate background checks
- Issue invitations to single or multiple candidates
- Order a background check manually
- Review individual reports
Search for candidates
Use the Candidates page to search for and manage your candidates. The default view includes search parameters and a list of all candidates at any stage in the background check process in your company’s Checkr account.
You can search for candidates by Keyword, Status, Adjudication, Node Name, Node ID, Compliance Geo, Packages, Monitor Type, Report Date, Invitation Status, and Date of Birth. To see all search parameters, click the show advanced filters in the lower right corner of the search panel.
Note: Compliance Geo is calculated based on Work Location.
Candidates are listed below the search panel. Click Date to sort candidates by the date their background check was initiated. Click a candidate in the list to view their report.
Click Export to CSV to download a CSV file of generated reports for the selected date range. When complete, a link to download the file will be sent to the email address listed for your account.
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.
- Checkr-Hosted Apply Flow allows you to initiate background checks for multiple candidates simultaneously, by issuing an email invitation to those candidates to enter their PII, and participate in the process.
- Manual Orders allow you to initiate single background checks by manually entering candidate PII yourself.
Once the candidate has accepted the invitation and completed the background check, you may click into and view their Report from the Candidates page.
Checkr recommends the Checkr-Hosted Apply Flow over manual orders. The Checkr-Hosted Apply Flow helps you to remain compliant with FCRA suggestions by offering Checkr best practices recommendations for both the PII requested from the candidate, and the forms and disclosures presented to them.
IMPORTANT: Prior to using the Checkr-Hosted Apply Flow, review the specific copy included on each page presented to your candidates. While Checkr provides template language designed to cover the most common background check compliance rules and regulations, by law, candidate consent is ultimately your responsibility. Work with your legal department to ensure that you maintain compliance with any laws specific to your company’s practice. If you have specific language changes you’d like incorporated into your candidate workflow, contact Checkr Customer Support.
For more information on issuing invitations to candidates, see Order a Report in the Checkr Help Center.
Invite single or multiple candidates
Use the Invite Candidates option to generate invitations to individual or multiple candidates for selected Packages.
- Click Invite Candidates.
- Enter a Node from which the invitation will be sent. (This field accepts both Node Name and Custom ID, and will auto-complete when you start typing.)
- Select a Work Location. After a Node and Work Location have been selected, all Packages assigned to that Node will be listed. For Admin users, all Packages will be listed.
- Select a Package.
- Enter up to 25 email addresses to which the invitation will be sent, and click Send Invitations.
Emails with an invitation link will be sent to the listed candidates. By default, Checkr will resend the invitation every day for seven calendar days until the candidate completes the background check authorization. Contact Checkr Customer Support to change the number of days invitations will be sent.
After you invite a candidate, their name will appear in the Candidates page with Invitation Sent as their status. This status will remain for 7 days, or until the candidate responds. After 7 days, their status will change to Expired.
Manually order reports
The Candidates page also allows you to manually enter candidate information necessary to run a background check. Use this option to generate a background check without requiring the candidate to enter their information through Checkr’s Candidate Portal.
Note: Manual orders require your certification that proper authorization has been obtained from your candidate(s) and are therefore not enabled by default. Contact Checkr Customer Support to enable manual orders.
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 will be listed. For Admin users, all Packages will be listed.) Enter the candidate's information, and click Continue.
- In the panel that opens, select whether to send the completed report to the candidate, select the checkbox to confirm that you have collected the candidate's authorization to run the background check, and click Submit to initiate the report.
Authorization Certification Required: By law, it is your responsibility to collect a candidate’s consent to run a background check. Checkr requires clients submitting candidate information manually to certify that they have complied with applicable consumer reporting laws and regulations governing the timing of requesting a background check. Manual orders will not be accepted unless you check the box beneath the certification language. For more information on collecting proper consent, see Disclosure and authorization: gaining consent to run background checks in the Checkr Help Center.
Use the Candidates page to click down into a specific report. Report views are available as soon as a report has been created. Reports include the candidate’s PII, any exceptions presented to the candidate, and select background check information (including package and date created). Candidates with no reports will show a status of no report and candidates with multiple reports will show a drawer that opens to all of their reports.
For more information, see Reports.