This guide describes how to set up Checkr to use within Greenhouse, such that Greenhouse users can initiate, view, and process Checkr background checks from within the Greenhouse interface.
This article contains information on the following:
- Disable GoodHire integration
- Enable Checkr setup
- Order background checks
- Use Checkr's Account Hierarchy
- Use the Checkr Dashboard
- Frequently Asked Questions
The following items are required to initiate Greenhouse / Checkr integration. Please ensure you have the following before proceeding:
- Access to Greenhouse, with admin rights
Disable GoodHire integration
Please submit a ticket to Greenhouse Customer Support using the subject line “GoodHire to Checkr migration”. They will respond and ask you for a customer verification code and org-wide account access. It’s important to note you will need Site Admin permissions in order to grant org-wide account access. Once you have confirmation from Greenhouse that they have deleted the API key, you may set up the Checkr integration.
Enable Checkr setup
To enable the integration, log in to your Greenhouse dashboard. From the main screen, select Integrations.
From the left-hand navigation menu, select Candidate Background Checks
Clicking Connect will open a window asking you to Sign Up or Sign in. Select Sign in to connect your current Checkr account to Greenhouse.
Order background checks
Once your Greenhouse and Checkr accounts are connected, click on Candidates and then on the candidate you wish to order a check for. You should see the Candidate profile page:
To order a background check,
1. Select a candidate
2. Navigate to the Private tab
3. Fill in the work location of the candidate
Work location is required to ensure the correct disclosure forms are sent to the candidate based on the compliance laws in different states.
4. Select the Background Check Package to run, and click Export to Checkr.
The candidate will receive an email from Checkr directing them to a Checkr-hosted website to provide the information Checkr needs to run a check.
Once the candidate has completed the screening process, the background check status will be displayed in the Private tab for your review.
Clicking on the “Checkr Report” link will bring you back into the Checkr interface to review the full report and perform any necessary adverse action.
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.
Drug Screening: If you would like to order a drug screening from your account, please contact Checkr Customer Support to get set up. (This typically takes 3-5 business days.) Checkr offers both 5-panel and 10-panel drug tests with collection. Once your account is set up, you can order drug screenings for candidates like any other background check.
Use Checkr’s Account Hierarchy
The Greenhouse integration allows users to set up different “nodes” inside their Checkr account to display in the Greenhouse background check ordering workflow. Nodes can be used to designate different locations, teams, or groups that order background checks within your organization. Checkr requires you to assign packages to nodes once they are created and will then display which node ordered which package on your Checkr invoice.
Each time you order a background check within Greenhouse, you will be asked which node to order the check from and select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within two billing cycles after setup.
To order a background check with Account Hierarchy and nodes:
- Fill in the work location of the candidate as you usually would for any background check through Greenhouse.
- Select which Hierarchy node you would like to order from.
The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you must assign the appropriate packages to that node in your Checkr dashboard before proceeding.
Use the Checkr Dashboard
The Greenhouse integration allows you to order background checks and view report status; however, some features can only be accessed from the Checkr dashboard:
- 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.
Frequently Asked Questions
How do I know which version of the GoodHire/Greenhouse integration I have?
You use the Greenhouse Assessments integration if background checks are started under the Assessments tab on a candidate profile. If background checks are run when a candidate is marked as hired or run as a stage, you are using the legacy integration.
Can I set up the Checkr integration with Greenhouse without disabling my existing GoodHire integration?
The GoodHire integration must be disabled before the Check integration is activated.