|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 Screenings Settings page allows you to define and manage your Adjudication Matrix. Use this page to:
Checkr’s Adjudication Matrix allows you to fine tune your team’s adjudication process, by displaying only those charges relevant to your hiring standards in completed Reports.
By default, Checkr Reports will display all charges against the candidate, including dismissed and ancient charges. All charges displayed will trigger a Consider status, even those that are irrelevant to your hiring practices. Use the Adjudication Matrix to filter out those charges which are not under consideration in your hiring process, allowing your adjudicators to focus only on those Reports which genuinely require consideration.
Most companies’ hiring divisions will have a background check adjudication matrix in place, either explicitly or implicitly through their hiring practices. Check with your HR department to determine if these rules exist. If so, your adjudication practices can be easily transferred to the Checkr Adjudication Matrix to standardize your adjudication process. If not, work with your legal department to define rules for use within the Checkr Dashboard.
Assigning Nodes to your Adjudication Matrix simplifies the background check process and reduces errors.
For more information, see Positive Adjudication Matrix: Reduce bias and increase efficiency in the Checkr Help Center.
Enable the matrix
The Adjudication Matrix must be enabled before use. Once enabled, use the Matrix to define which charges will be filtered from your background checks.
To enable the Matrix, first contact Checkr Customer Success to enable it for your account. Then, go to Screenings Settings > Adjudication Matrix, and click Get Started in the dialog that appears.
Once enabled, click Edit to configure your matrix, or click PDF to download a PDF of your customized configuration to share with other members of your team.
Define an Adjudication Matrix
The Adjudication Matrix allows you to define which reportable records are displayed in your Checkr Dashboard. By default, Checkr will display all legally reportable offenses returned by your Packages. This includes all discovered records that fall within a Package’s Screenings search parameters and legally defined time frame.
Note: Staffing companies with multiple clients, or companies who adjudicate different role types with different criteria, can assign Nodes to Adjudication Matrices to set different adjudication filters for each client or role.
Go to Screenings Settings > Adjudication Matrix, and click Add new matrix to create an Adjudication Matrix for your Account.
Hover over a charge type for its definition.
Checkr allows you to define whether dismissed charges are displayed, both by category and by individual charges.
By default, this option is deselected for all categories, and Checkr will not report dismissed charges in any background report. This option is disabled by default to better promote fairness when considering background checks. While it is legal in most jurisdictions to report dismissed records, in most cases adverse actions and hiring decisions should not be based on these records.
To show dismissed records, select the Show dismissed option for the category or for individual record types.
Misdemeanors vs. Felonies
The Adjudication Matrix allows you to set different reporting standards for misdemeanors (including less serious offenses) and felonies, for better individualized assessment.
Use the pulldown menus to define which charges will be included in Checkr background checks.
- Show dismissed: Displays dismissed records for the selected charge.
- Report none: Hides all instances of this charge type. (Use this option to hide minor infractions or violations that are not relevant to job duties and would not prevent you from engaging with a candidate.)
- Last [x] years: Display the offense if the final disposition date falls within the defined number of years.
- Report all: Displays all offenses within your Package’s scope that Checkr is legally allowed to report.
After customizing your adjudication matrix, click Save to return to the Adjudication Matrix overview page.
Review audit history
Checkr also provides a complete audit history of all changes made to the Adjudication Matrix. To review changes, scroll to the bottom of the page, and click the Edited by user at timestamp link to see all revision history.
Assign Nodes to the Matrix
Assign Nodes to Matrices to manage the Adjudication Matrix available to the individual Nodes in your account. When processing reports, Checkr will use the first Adjudication Matrix it encounters when moving from the Report’s assigned Node up its parent chain.
Multiple Nodes may be assigned to each Matrix, but only one Matrix may be associated with each Node.
- Click Assign Nodes.
- Select the Nodes you wish to use the selected Matrix.
- Click Save, confirm your changes, and click Close to make changes.
For more information on the options available in this modal, see Assign Nodes to Packages in the Home page of the User Guide.
Display filtered records
Use the checkbox on the Screenings Settings page to define whether or not to display records filtered out by the Adjudication Matrix in a separate section of the Report. This allows you to streamline the adjudication process while maintaining a complete record of the Report.
This selection will be applied to all Reports for all Nodes assigned to you.