Welcome to Checkr!
This guide will walk you through the Checkr / Breezy HR integration process and outline how to use the Checkr dashboard for the background check process.
The Checkr Help Center is an excellent resource for questions that may not be covered in this user guide. If you have Breezy-specific questions not covered in this guide, please email firstname.lastname@example.org for additional assistance.
This guide describes how to set up Checkr to use within Breezy HR so Breezy HR users can initiate, view, and process Checkr background checks from within the Breezy HR interface.
The following items are required to initiate Breezy HR / Checkr integration. Please ensure you have the following:
- Access to Breezy HR, with admin rights
Add Checkr to Breezy HR
To complete this process, you must have admin access to both Checkr and Breezy HR.
Enable Checkr setup
First, enable Checkr from within Breezy HR. To initiate integration, click the Systems Settings gear in the upper right-hand corner of Breezy, then click Integrations.
Next, scroll down to the Background Screening section and select the settings next to Checkr Background Checks. Then, click Enable.
Clicking Connect Checkr will open a window asking you to Sign Up or Sign In.
- If you are already a Checkr customer, select Sign in to connect your current Checkr account to Breezy.
- If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information.
Connect Checkr and Breezy HR
After creating a Checkr account, sign into the account, and click to connect your Checkr and Breezy accounts.
Order Background Checks
Once your Breezy and Checkr accounts are connected, follow the below steps to create a new position:
- Click Positions/Pools from the options on the left-hand
- Click Add Position
- Fill out the fields for Details, Applications, Pipeline, Scorecard, Promote, and Hiring Team
- Click Save & Activate or Save as Draft
- Click Yes Please or No Thanks
- Click Add Candidates
- Click Import by Resume or add the candidate's resume information manually
- Click Continue
Next, click on the newly created Candidate Profile page, and select More > Run Background Check to initiate a background check for the selected candidate.
Or, in the upper right corner of the page, click the Run Background Check icon, select a background check option from the window that opens, and click Send.
Once the background check has been ordered, the report's status (pending or completed) will be listed on the Breezy Candidate Profile page. Select Other > Background Checks to review the status of the report.
Once Complete, click on the results to open the report in the Checkr Dashboard. (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
The Breezy integration allows you to order background checks and view their status through the integration or the Checkr dashboard. The following features are available only from within Checkr:
- Background check invitation links
- Full background check report results
- Adverse Action initiation and processing tools
- Checkr settings
For a quick overview of the Checkr Dashboard, please see Getting started with Checkr.