Pinpoint / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr / Pinpoint integration process, and outline how to use the Checkr dashboard for the background check process. 

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• Before starting
• Create a Checkr account 
• Order Background Checks 
• Use the Checkr Dashboard

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Before starting

The following items are required to initiate the Pinpoint / Checkr integration.

• Admin access to both Checkr and Pinpoint to complete this process. 

Create a Checkr account

If your company does not yet have a Checkr account, one must be created before integrating with Pinpoint.

1. To get started, go to a candidate’s profile. Scroll down to the Background Checks section and select Start Background Check. To create an account for use with Pinpoint:
   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Pinpoint.
   2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
2. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Pinpoint. (Payment information may be edited on the Checkr dashboard after the account has been created.)
3. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Pinpoint and you to begin ordering background checks through the Pinpoint platform. 

Order Background Checks

To order a background check:

1. On the candidate’s page, and select Background Checks.
2. In the window that opens, select on the dropdown menu icon and then select Checkr Background Check from the dropdown. 
3. Complete the background check form accordingly, select the background check package, select Submit
4. Once the background check has been ordered, the status of the report will be listed in the Pinpoint candidate dashboard. Once the background check is complete, select View Report 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 

Use the Checkr Dashboard

While the Pinpoint 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