Welcome to Checkr!
This guide will walk you through the Checkr / Teamtailor integration process, and outline how to use the Checkr dashboard for the background check process.
The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to Teamtailor, please fill out a support request for additional assistance.
Teamtailor / Checkr User Guide
This guide describes how to set up Checkr to use within Teamtailor, such that Teamtailor users can initiate and view Checkr background checks from within the Teamtailor interface.
The following items are required to initiate Teamtailor / Checkr integration. Please ensure you have the following before proceeding.
- Access to Teamtailor, with admin rights
Add Checkr to Teamtailor
First, enable Checkr from within Teamtailor. You must have admin access to both Checkr and Teamtailor to complete this process.
Enable Checkr setup
To initiate integration, go to the Teamtailor Marketplace by clicking the marketplace icon in the upper right corner of your dashboard. Click on the Background Checks section, find Checkr and click Activate.
Clicking Activate will open a window asking you to Sign In and Connect your Checkr Account or Sign Up for a new Checkr Account.
You will also need to add custom fields of Social Security Number, Date of Birth and Zip Code to your candidate profiles inside of Teamtailor. For more information on how to do this, please visit this Teamtailor help article.
Order Background Checks
Once your TeamTailor and Checkr accounts are connected, return to a job profile to add a Trigger to kickoff a background check at your chosen workflow stage.
Select the default package you would like to run for candidates and if you would like to always send them a copy of the background check report.
Now, as you move candidates through the recruitment funnel in Teamtailor, the Checkr trigger will send an invitation to the candidate's email where they can accept to partake in the Checkr background check.
The background check will then run automatically once the candidate has accepted the invitation. During the invitation and background check, the candidate card in Teamtailor will be updated on where the process is at.
Once the background check has been ordered, the status of the report will be listed in the Teamtailor candidate profile. Once Complete, click on it to open the report in the Checkr Dashboard, and review details. (For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)
Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations.
Use the Checkr Dashboard
While the [Partner] integration allows users to order background checks and view their status, the following features are available only within Checkr:
- Background check invitation links
- Full background check report results
- Adverse Action initiation and processing tools
- Create customizable packages and add-ons
- Checkr settings
For a quick overview of the Checkr Dashboard, please see Getting started with Checkr.