|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 finely tune your team’s adjudication process by displaying only charges relevant to your hiring standards in completed reports.
By default, Checkr reports show all charges for the candidate, including dismissed and ancient charges. Charges that appear cause the report to have a Consider status, even if those charges are irrelevant to your hiring practices. Use the adjudication matrix to filter out charges that aren't under consideration in your hiring process so that your adjudicators can focus on only reports that 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 whether these rules exist. If so, your adjudication practices can easily transfer to the Checkr adjudication matrix to standardize your adjudication process. If not, work with your legal department to define rules for use in the Checkr Dashboard.
Assigning nodes to your adjudication matrix simplifies the background check process and reduces errors.
Adjudication matrix filters apply only to National Criminal Checks, County Criminal Checks, and State Criminal Checks.
For more information, refer to Positive Adjudication Matrix: Reduce bias and increase efficiency in the Checkr Help Center.
Enable the matrix
The adjudication matrix must be enabled before use. After the matrix is enabled, use it 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.
After the matrix is enabled, you can click Edit to configure it, or click PDF to download a PDF of your customized configuration to share with others on your team.
Define an adjudication matrix
The adjudication matrix allows you to define which reportable records appear in your Checkr Dashboard. By default, Checkr shows all legally reportable offenses returned by your packages. These results includes all discovered records from package’s screenings search parameters and legally defined timeframe.
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 appear, both by category and by individual charges.
By default, this option is deselected for all categories and Checkr won't report dismissed charges in any background report. This option is disabled by default to better promote fairness when considering background checks. Although 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 versus felonies
For better individualized assessment, the adjudication matrix allows you to set different reporting standards for misdemeanors (including less-serious offenses) and felonies.
Use the menus to define which charges Checkr background checks will include:
- Show dismissed: Show dismissed records for the selected charge.
- Report none: Hide all instances of this charge type. Use this option to hide minor infractions or violations that are irrelevant to job duties and wouldn't prevent you from engaging with a candidate.
- Last [x] years: Show the offense if the final disposition date is within the defined number of years.
- Report all: Show 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 show all revision history.
Assign nodes to the matrix
To manage the adjudication matrix available to the individual nodes in your account, you can assign nodes to matrices. When processing reports, Checkr uses the first adjudication matrix it encounters when moving from the report’s assigned node up its parent chain.
Multiple nodes can be assigned to each matrix, but only one matrix can be associated with each node. To assign nodes to a matrix, use the steps below:
- Click Assign Nodes.
- Select the nodes you want to use for the selected matrix.
- Click Save, confirm your changes, and click Close to make changes.
For more information, refer to Assign nodes to packages in the Packages page of the User Guide.
Display filtered records
Use the checkbox on the Screenings settings page to define whether a separate section of the report shows records that the adjudication matrix filtered out. This option allows you to streamline the adjudication process while maintaining a complete report record and applies to all reports for all nodes assigned to you.