FreshTeam / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr / Freshteam 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 Freshteam, please fill out a support request within Freshteam for assistance.

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• Prerequisites
• Add Checkr to Freshteam
• Create a Checkr account
• Ordering background check for a candidate
• Viewing your Candidate assessment background check status 
• Viewing reports & Using tags to filter candidate background checks
• Use the Checkr Dashboard

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Prerequisites

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

• Access to Freshteam as a Premium user with admin rights 

Add Checkr to Freshteam

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

1. Go to Settings > General Settings > Integrate with other Apps > Apps 
2. You can search for “Checkr” from the search bar on the page or you can find it under "All" in the Browse by Category Section. 
3. Here, you will find "Checkr”, click on the Install button next to it, to initiate the integration. 
4. It will take you to the configurations page

Create a Checkr account

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

To create an account for use with FreshTeam:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to FreshTeam.
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.
   
3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from FreshTeam. (Payment information may be edited on the Checkr dashboard after the account has been created.)
   
4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both FreshTeam and you to begin ordering background checks through the FreshTeam platform. 
   
5. Connect Freshteam: Here 2 parameters are required:
   1. Domain Name: Your Freshteam domain URL will be auto-populated   
   2. API Key: You can find your API key by clicking on your profile icon at the top-right corner of the screen. Know More
      
6. Configuration: Here, provide the list of roles that will be able to initiate the BG check (see below). Click Install to complete the installation!

Now you have Checkr Integrated with Freshteam!

Ordering background check for a candidate

To order Checkr background verification through Freshteam, simply follow the following instructions 

1. Click on recruitment tab --> Select a job --> Select candidate --> Click on Checkr icon on the right 
2. Checkr tab will slide out, then fill in the candidate PI data along with the Checkr background check you want to run
3. Once all the data is filled click on "Order BG Check" This will enable the background check for the package selected 

Below images show the various steps:

Image 1: Filling basic details to initiate background verification 

 Image 2: Selecting the Checkr background verification package 

Viewing your Candidate assessment background check status 

Administrators or users with access permissions to adjudicate can view the background check status within Freshteam. There are a total of 3 color codes used to define the stage of the background check: 

Green: Approved

Yellow: Pending

Red: Consider

You can view the candidate background check status one of two ways.

1. From the Comments tab in 360 view, this tab shows the detailed scope of things around the candidate background check along with other background check related information.

The above image shows the candidate background check status in candidate 360 view

2. You can also view the status directly from the Checkr Dashboard by selecting View Full Report. You must have the correct Checkr User permissions to access.

Viewing reports & Using tags to filter candidate background checks

Enabling background verification also creates tags in the process. Tags can be used to filter candidates who are in various stages of the process. There are two candidate tags that are created, Checkr-Complete and Checkr-Pending.

See below for a quick preview of this feature and a reference table for available Tags.

Checkr and Freshteam Status Mapping reference table: 

Use the Checkr Dashboard

While the Freshteam 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
• New and existing user management

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