Gusto / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr / Gusto 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 Gusto, please contact Gusto Support at this link or Checkr Support at this link. 

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• Prerequisites
• Add Checkr to Gusto
• Connect or Create a Checkr Account
• Order Background Checks in Gusto
• Review Background Checks in Gusto
• Use the Checkr Dashboard

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This guide describes how to set up Checkr to use within Gusto, such that Gusto users can initiate and view Checkr background checks from within their Gusto account. 

Prerequisites

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

• Access to Gusto as a Full Access Admin or Hire & Onboard permissions

Add Checkr to Gusto

First, enable Checkr from within Gusto. If you already have a Checkr account, you must have admin access to both Checkr and Gusto to complete this process. 

Connect or Create a Checkr Account

To enable the integration, go to People on the left-hand navigation and click on Hire and Onboard > Tools

• Click on the Background Check tile under Tools
• Follow the instructions to add Checkr and background checks to your hiring process
• If you are already a Checkr customer, you will be prompted to Sign In
• If you are not a current Checkr customer, select completing the account set-up with creating a new Checkr account.

Account creation in Gusto includes setting up your Company Policy for background checks and also allows you to map your Gusto roles to specific background checks.  

Once complete, you will be able to immediately order a background check in Gusto. 

Account Creation Complete:    

Order Background Checks in Gusto

All background checks ordered through the Gusto integration will be billed on your Gusto account. If you need to order a background check outside of Gusto 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. 

Background Checks can be ordered when you add a new employee or send an offer letter. 

1. Click Add New Employee and select either with offer letter and background check or with background check only
2. Follow the offer letter process, entering all the new employee information 
3. You will be able to change your default background check package on step 4

Once the background check has been ordered, the new employee will receive an email to start the background check. Checkr will manage collecting all new employee information, compliance disclosures, and collecting consent. 

Review Background Checks in Gusto

You can monitor the status of background checks from the Background Check tile in Hire & Onboard Tools and once complete you will be able to see the report status and full report in Gusto.

Once Complete, you can review the Report Status and Assessment of the information found. By using Gusto, your account automatically has Fairness Filters enabled. Details on these Fairness Filters can be found in Gusto in Additional Resources, having these enabled does not remove any information found from the background check but will apply an Assessment of the report to let you know that what was found on the report is marked as Eligible because of the Fairness Filters. 

If you need to disable these filters, you can do so by logging into your Checkr account and turning off the Assess Fairness Filters, you can also contact Checkr Support.

You can view the status of the background check in Gusto and will have access to the full report for 30 days. After 30 days, the full report will no longer be accessible in Gusto but you can always access your reports in your Checkr Account. 

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 Gusto integration allows users to order background checks and view their status, the following features are available only within Checkr: 

• Adverse Action initiation and processing tools
• 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.