Welcome to Checkr!

This guide will walk you through the Checkr / KeldairHR 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 KeldairHR, please email support@KeldairHR.com for additional assistance.

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• Prerequisites 
• Create a Checkr account 
• Order Background Checks 
• Checkr Features
• Use the Checkr Dashboard
• Checkr's account hierarchy
• Checkr’s Candidate Experience
• Resources 

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Prerequisites

The following items are required to initiate KeldairHR / Checkr integration. Please ensure you have the following before proceeding.

• Admin access to both Checkr and KeldairHR. 

Create a Checkr account

To initiate integration, scroll down to the Integrations section and click Learn More. 

If your company does not yet have a Checkr account, one must be created before integration with Keldair HR.

To create an account for use with Keldair HR:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Keldair HR.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from Keldair HR. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both Keldair HR and you to begin ordering background checks through the Keldair HR platform.
5.  

Order Background Checks

Once your KeldairHR and Checkr accounts are connected, click Processing Requests to create a new Workflow.

When creating a new Workflow, click +Add Custom Step > Use Integration and choose Checkr.

To order a background check,

• Click Jobs
• Select a candidate from the available list 
• Click Stages 
• Choose a package

Once the background check has been ordered, the status of the report will be listed in the KeldairHR candidate 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. 

Checkr Features

Use the Checkr Dashboard

While the 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
• New and existing user management

Checkr's account hierarchy

The integration allows you to set up different "nodes" inside their Checkr account to appear when you order a background check. You can use nodes to designate different locations, teams, or groups that order background checks within your organization. Checkr requires you to assign packages to nodes after you create them. Your Checkr invoice shows which node ordered which package. 

Each time you order a background check, you select a node to order from. Then, you choose from a list of packages available to that node. Invoices show the background checks each node ordered within 2 billing cycles after setup. 

To order a background check with an account hierarchy and nodes, please follow the steps within “Order Background Checks.” During the ordering process, KeldairHR asks the user to select their preferred node/package for ordering.

The list of packages appears based on the node you select. Select the background check package you want to order. If no packages appear, you must assign the appropriate packages to that node in your Checkr Dashboard before proceeding.

For more information on account hierarchy, nodes, and how to configure your account, refer to the following Help Center articles: Payment & Billing, Adverse Actions, and Manage Account Settings.

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the candidate's experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact our support and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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