Welcome to Checkr!
This guide will walk you through the Checkr / WizeHire 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 WizeHire, please fill out a support request for additional assistance.
_________________________________________________________
- Prerequisites
- Add Checkr to WizeHire
- Enable Checkr setup
- Create a Checkr account
- Account Hierchy
- Order Background Checks
- Use the Checkr Dashboard
_________________________________________________________
This guide describes how to set up Checkr to use within WizeHire, such that WizeHire users can initiate and view Checkr background checks from within the WizeHire interface.
Prerequisites
The following items are required to initiate WizeHire / Checkr integration. Please ensure you have the following before proceeding.
- Access to WizeHire with admin rights
Add Checkr to WizeHire
First, enable Checkr from within WizeHire. If you already have a Checkr account, you must have admin access to both Checkr and WizeHire to complete this process.
Enable Checkr setup
To initiate integration in WizeHire, go to the Integrations Page and search for Checkr and click Get Started With Background Checks
- If you are already a Checkr customer, select Sign In to connect your current Checkr account to WizeHire.
- If you are not a current Checkr customer, select Sign Up to create a Checkr account
Create a Checkr account
If your company does not yet have a Checkr account, one must be created before integration with WizeHire.
To create an account for use with WizeHire:
- Click Sign Up when prompted.
- Enter the required company information and accept the Checkr Customer Agreement
- Click Continue at the bottom
Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. When your account is ready, you will receive an email from Check and the tile in WizeHire will update to say Connected.
Account Processing:
Account Connected:
Account Hierarchy
The integration allows users to set up different "nodes" inside of 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 which node to order the check from, and then select from a list of packages available to that node. Invoices show the background checks that each node ordered within 2 billing cycles after setup.
To order a background check with an account hierarchy and nodes:
- Fill in the candidate's work location as you normally would for a background check.
- Select which node to order from.
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, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.
Order Background Checks
All background checks ordered through the WizeHire integration will be billed on your WizeHire account. If you need to order a background check outside of WizeHire and use the Checkr Dashboard that background check will be billed on a separate invoice from Checkr. You can make sure your billing info is updated in Checkr from your Account Settings or see this article for help.
Once your WizeHire and Checkr accounts are connected, return to a Candidate’s Profile:
- Click on the Screening Tab
- Scroll to Background Checks
- Select the Package from your drop-down and click Order
Once the background check has been ordered, the status of the report will be listed in the WizeHire candidate dashboard. You can see updates on the ETA of the report and the status from the 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 WizeHire 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
- Begin the adverse action process
- Checkr settings
For a quick overview of the Checkr Dashboard, please see Getting Started with Checkr.