Secureframe / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr / Secureframe 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 Secureframe, you can review the Secureframe Help Center or reach out to their support team for assistance.

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• Prerequisites 
• Add Checkr to Secureframe
• Enable Checkr setup 
  • Create a Checkr account
  • Connecting an existing Checkr account
• Order Background Checks
• Use the Checkr Dashboard

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This guide describes how to set up Checkr to use within Secureframe, such that Secureframe users can initiate and view Checkr background checks from within the Secureframe interface. 

Prerequisites

The following items are required to access the Checkr integration within your Secureframe account. Please ensure you have the following before proceeding.

• Access to Secureframe with admin rights

Add Checkr to Secureframe

Enable Checkr setup

To initiate the integration navigate to the Integrations tab on the far left of the site. From there you’ll see Available Integrations - Locate the Checkr integration and click “connect”

From here you’ll be taken to the Checkr App within Secureframe where you have 2 options:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Secureframe.
2. If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information.

Creating a Checkr account

If your company does not yet have a Checkr account, one must be created before you can turn on the integration within Secureframe

To create an account simply select “Sign up With Checkr” and you’ll be taken through our guided sign-up.

1. Enter your name and company contact information, and click Continue.
   
   
2. Enter payment information. Invoices for background checks will come directly from Checkr, and not fromSecureframe. (Payment information may be edited on the Checkr dashboard after the account has been created.)
   
   
3. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks
   Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
   
   
4. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Secureframe and you, and you may begin ordering background checks through the Secureframe platform.
   Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
   
   
5. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

Connecting an existing Checkr account

First, enable the Checkr Integration from within Secureframe. You must have admin access to both Checkr and Secureframe to complete this process. 

Order Background Checks

Once you’ve connected your Checkr account with Secureframe, return to your dashboard and select which Personnel you’d like to order checks for. You can customize your onboarding settings and select which background check package you’d like to order from the dropdown.

Once the background check has been ordered, the status of the report will be listed in the dashboard. 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 Secureframe 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 
• New and existing user management
• Billing information
• Email notification preferences

For a quick overview of the Checkr Dashboard, please see Getting started with Checkr.