Welcome to Checkr!

This guide will walk you through the Checkr / Able integration process. The help center is a great resource for any questions that may not be covered in this guide. If you have any questions not covered in the help center, submit a request.

_________________________________________________________

• Prerequisites
• Create a Checkr account
• Order A Background Check
• Review A Background Check
• Checkr Features

_________________________________________________________

Prerequisites

The following items are required to initiate the integration:

• Admin access to Checkr and Able
• Able will provide you with an authentication link to enable the connection. Note: Integration will not be activated until Able is implemented and live.

Create a Checkr account

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

To create an account for use with Able:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Able.
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 Able. (Payment information may be edited on the Checkr dashboard after the account has been created.)
   
4. Click Next which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Able and you to begin ordering background checks through the Able platform.
   

Order A Background Check

1. Within your Able dashboard, select Applicants.
2. Select the applicant name.
3. Select + New Onboarding Request. 
4. Within the Order Workflow, select the Checkr Screening Package from the drop-down menu.
5. Select on Send Workflow.
6. The background check status will update to Ordered and is visible in Applicants under Background Screening.
   
7. Once a background check is ordered, applicants (candidates) receive an email from Checkr to provide their information and complete the candidate's background check process.
8. The background check status will update once the candidate provides their information. Checkr will also keep you updated via email on the status as it completes. Checkr's help center provides additional information on how to interpret a background check. Some background checks results are available within 24 hours. Most background checks are completed within 3-5 business days, but can take longer depending on the location or depth of the search.

Review A Background Check

Packages/Services will display the individual screenings ordered within a background check package and their statuses:

• Green is clear.
• Gray is pending.
• Red is consider.

To view the report:

• Select View to access a PDF of the full report from within Able. 
• Select Take Action to review the report in Checkr.

• Date In is when Able receives the screening results.
• Date Out is when the results were shared. 

Checkr Features

Additional Checkr account features and useful help center information for getting started:

• • Order a background check
    • Available searches
    • Cancel a background check
    • Adverse Action
    • Background check FAQs
  • Checkr account settings
    • Manage your account
  • Checkr's Mission
    • Candidate stories

Welcome to Checkr!

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

_________________________________________________________

• Prerequisites
• Add Checkr to AETI
• Create a Checkr Account
• Order Background Checks
• Monitor Background Checks
• Resubmit Background Checks
• AETI User Permissions
• Use the Checkr Dashboard

_________________________________________________________

Prerequisites

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

• Access to AETI, with admin rights 
• Access to Checkr, with admin rights

Add Checkr to AETI

First, enable Checkr from within AETI. 

1. From within Quadra, navigate to the Quadra administration area. To get to the administration area, the user can select their user name in the top right corner and select “Administration” from the drop-down. 
2. Once in the Admin Area, the left-hand sidebar will present various modules. 
3. Select the option “Drivers > Connect to Checkr” from the sidebar menu.
4. Once on the “Connect to Checkr” screen, click the “Connect to Checkr” button, displayed next to the connection status, to start the Checkr signup/sign-in process. 
1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to AETI.
2. If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information
5. Upon successful signup/sign in the user will be redirected back to a success message in Quadra.                               
6. Accessing the “Connect to Checkr” screen again will show a connected status and willow disconnecting.                               

Create a Checkr account

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

To create an account for use with AETI:

1. 1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to AETI.
   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.
      
2. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from AETI. (Payment information may be edited on the Checkr dashboard after the account has been created.)

3. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both AETI and you to begin ordering background checks through the AETI platform. 

Order Background Checks

Authorization Types

Before you can order a background check, authorization types must be set up and linked to Checkr packages. Please note, “authorization types” is a concept specific to  AETI, and instructions on how to set up authorization types can be found below. 

Setting up Authorization Types eliminates the need to select a background check package further down in the initiation of a background check, as the user will select an authorization type rather than a package. When ordering a background check, the user will select the authorization type and the authorization type has a 1:1 relationship with a Checkr package, Therefore, the Checkr package is always implied when selecting an authorization type.

1. Once your Checkr account is connected within AETI, on the “Connect to Checkr” homepage, you will see the following alert, “To order background checks, Authorization Types must be linked to Checkr Packages”. 
2. To get to Authorization Types, you can select the hyperlink from within the above alert OR you can navigate to the left navigation menu, select the “Drivers” dropdown and select “Authorization Types”.                                       
3. From the “Authorization Types” page, admin users can set up authorization types by selecting “Add Authorization Type”.                             
4. Once you’ve selected “Add Authorization Type”, you will be prompted to populate the following fields: Authorization Type, Tier (i.e. nodes from within Checkr), Checkr Package, and Re-authorization Days.                                     
5. Select “Save Authorization Type”.

Once your AETI and Checkr accounts are connected, you can begin running background checks. 

Ordering a BGC for a new driver

1. To order a background on a new driver, click the “Add Driver” link above the drivers grid. 
2. Once on the “Add Driver” screen, enter in first name, last name, and email, and select an “Authorization Type” that is linked to a Checkr package.
3. Click the “Add Driver” button to add the driver and order the background check.

Ordering a Background Check for an Existing Driver

1. To order a background check on an existing driver, choose “Edit” from the action drop down on the drivers grid. 
2. Once on the “Edit Driver” screen, scroll down to the authorizations grid. 
3. Click “Add Authorization” and choose the “Authorization Type” that is linked to a Checkr package.                                       
4. The background check status will change to “Order Background Check”.     
5. Click the “Edit Driver” button to save the driver and order the background check. 

For both the Add & Edit scenarios outlined above, work location may be specified for a driver by entering a zip and looking up city and state. If a zip code is not provided for a driver, the system will use the city and state on the driver’s Quadra account record. 

Monitor Background Checks

1. Users may use the “Status” columns on the driver's grid, driver details, or edit driver screens to monitor the status of a background check.
2. Users may view additional information by clicking on the status and opening the background check detail popup.                                 
3. Additional information includes Checkr package ordered, invitation dates, and/or report dates/. 
4. If a user has “Administer Client” permission, they may also view the Checkr report link to the Checkr dashboard. 

This report link can be clicked on to open the report in the Checkr Dashboard and review additional report 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. 

Resubmit Background Checks

1. To resubmit a background check that encountered an error, choose “Edit” from the actions drop down on the drivers grid. 
2. Once on the “Edit Driver” screen, scroll down to the authorizations grid. 
3. Locate the failed background check with a background check status of “Error”.
4. Click “Resubmit Background Check”
5. Finally, click the “Edit Driver” button at the bottom of the screen, any driver changes will be saved, and the background check will be submitted to Checkr. 

AETI User Permissions

1. Users with “Administer Client” permissions and access to the driver's module may “Connect to Checkr” using the OAuth flow outlined in section 1. 
2. Users with “Add Driver” and/or “Edit Driver” permissions may submit background checks once their Quadra client account is connected and credentialed on Checkr. 
3. Users with “Add Driver” and/or “Edit Driver” permissions may view background check statuses. 
4. Users with “Administer Client” permissions may also view the Checkr report link. 

Use the Checkr Dashboard

While the AETI 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
• 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.

This integration guide has all of the information you’ll need to complete the Checkr/AllianceHCM integration process. It includes instructions for creating a Checkr account, enabling the Checkr/AllianceHCM integration, ordering background check reports, and reviewing completed reports.

---

• Before starting
• Create a Checkr account
• Order Background Checks - for an Applicant
• Order Background Checks - for an Employee
• Review a completed report
• FAQ

---

Before starting

To enable the integration you must have admin access to both Checkr and AllianceHCM to complete this process.

1. To enable the integration, select on Configuration.

2. Select Application Configuration at the top of the screen, then Integrations. 

3. Next to Checkr, select Connect.

4. If you’re already a Checkr customer, select Sign In to connect your Checkr account to AllianceHCM.
5. If you’re not a Checkr customer, add your company information and select Sign Up.

Create a Checkr account

To create an account for use with AllianceHCM:

1. If you’re not a Checkr customer, add your company information and select Sign Up to create a Checkr account, and complete your information.
2. Next, enter your payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from AllianceHCM. (Payment information may be edited on the Checkr dashboard after the account has been created.)
3. Select Finish Sign Up to submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both AllianceHCM and you to begin ordering background checks through the AllianceHCM platform.
4. Once your account has been created, if your Checkr account is enabled for segmentation, it’s possible to assign background check packages to company codes or cost center codes (Nodes). 
   1. For more information about nodes in Checkr and how to configure your account see Payment & Billing, Adverse Actions, and Manage Account Settings.
5. Select Checkr Segmentation.

6. Select the AllPay Codes for Checkr and select Sync with Checkr & Save.

Order Background Checks - for an Applicant

1. From the dashboard, select Onboard and then select Applicants to view the list of your candidates.
2. Select a candidate to access the applicant menu.
3. On the top left of the applicant menu, select Order a Background Check to run a background check report.

4. On the background check dialog, select Checkr and the package that you want to run for the candidate.
   
5. Once the background check report is ordered, an email will be sent requesting the candidate’s information for the background check report.

Order Background Checks - for an Employee

1. From the dashboard, select HR and then select Background Checks.
2. Search for the employee that you’d like to run a background check for and select the Add button for a new background check request.
3. Within the Background Check Manager select Checkr and the package you want to run. 

4. Select Save the New Record to send the background check.

Review a completed report

1. To view a completed report, select Background Check to view the report status and results within the applicant menu.

FAQ

Answers to frequently asked questions:

• How do I manage my email notification preferences?
• How do I manage account users?
• How do I interpret a background report?
• What is the Adverse Action process?

 

 

Welcome to Checkr!

This guide will walk you through the Checkr / anecdotes integration process. The help center is a great resource for any questions that may not be covered in this guide. If you have any questions not covered in the help center, submit a request.

______________________________________________________________

• Prerequisites
• Enable Checkr setup
• Create a Checkr account
• Order A Background Check
• Review Background Check Data in anecdotes
• Background Check Data Syncs
• Checkr Features

______________________________________________________________

Prerequisites

The following items are required to enable the  integration:

• Admin access in Checkr and anecdotes

Enable Checkr setup

To enable Checkr from within the anecdotes platform, please follow the steps below: 

1. Login to the anecdotes platform. 
2. From your homepage, use the navigation bar on the left side of the page to select the icon for the Plugin Market. 
3. From the Plugin Market page, either search for Checkr in the Search plugins search bar or select HR Tools from the top navigation menu. This will bring you to a page of available HR Tools. 
4. Within HR Tools select Checkr.
5. You will be brought to a Checkr page with additional information:
   • How To Connect: A guide on how to get started
   • Plugin Info: This information details what Checkr does and the evidence anecdotes is pulling.
   • Permissions: This tab details the permissions anecdotes has to access your Checkr account. 
   • Logs: The logs of evidence collection.
6. From the Checkr page in anecdotes, select Connect Plugin.
7. If you already have a Checkr account, select Sign In.

Create a Checkr account

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

To create an account for use with anecdotes:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to anecdotes.
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 anecdotes. (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 anecdotes and you to begin ordering background checks through the anecdotes platform.
   

8. Once you have connected to Checkr, you will be redirected back to anecdotes and the evidence collection will start. 

Order A Background Check

Order a background check directly from the Checkr dashboard. anecdotes doesn’t support the ordering process within their platform. anecdotes will receive completed background check report information from your Checkr Account.

Review Background Check Data in anecdotes

anecdotes only receives completed report information. To view completed report information within anecdotes, please follow the steps below: 

1. Login to anecdotes. 
2. From your homepage, use the navigation bar on the left to select the multi-square icon for the Evidence Pool.  
3. From the Evidence Pool, within anecdotes Filters, within Evidence collected from enter or scroll to select Checkr.

4. When viewing the evidence collected from Checkr, select the evidence batch titled Checkr - List of candidates and their background checks.

This includes:

1. Collected Data, including: candidate email, candidate name, candidate ID, background check status, background check package, check creation date and check completion date. 
2. Guide & Info: details all of the API calls anecdotes used to retrieve data from Checkr, as well as 'Evidence Description' and 'Best Practice Guide'. 
3. Example Screenshot: an example of how the data looks in Checkr’s UI. 

7. From the ‘Collected Evidence’ list, you can select Checkr - List of packages and their screenings, which details all packages from your Checkr account including: package name, screening type, creation date.

8. Both collection pages allow you to filter and download the evidence. 

Background Check Data Syncs

• anecdotes will always pull the last year of background check data from Checkr. 
• anecdotes’ data sync is auto scheduled for 1X/week.
  • To run a sync on demand, navigate back to the Checkr plug-in page and select the icon Run on Demand.

Checkr Features

Additional Checkr account features and useful help center information for getting started:

• Order a background check
  • Available searches
  • Cancel a background check
  • Adverse Action
  • Background check FAQs
• Checkr account settings
  • Manage your account
• Checkr's Mission
  • Candidate stories

 

Welcome to Checkr!

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

_________________________________________________________

• Prerequisites
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• International Packages 
• Domestic Package with International Verifications
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

_________________________________________________________

This guide describes how to set up Checkr to use within Ashby, such that Ashby users can initiate and view Checkr background checks from within the Ashby interface. 

Prerequisites

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

• Access to Checkr, with admin rights
• Access to Ashby, with admin rights 
• For Checkr customers that are simply connecting Ashby to their existing Checkr account, Segmentation is required to utilize this integration. To ensure your account is set up to be compatible, click here to contact Checkr Support.

Create a Checkr account

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

1. Log into your Ashby account and navigate to Admin in the top nav bar
2. Locate and select ‘Assessments’ on the left menu 
3. Select the ‘+ New Integration’ option and select Checkr as the vendor
   
   
4. Click Connect to Checkr when prompted
   

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

To create an account for use with Ashby

1. 1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Ashby.
   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 Ashby. (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 Ashby and you to begin ordering background checks through the Ashby platform. 
      

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

Once your Ashby and Checkr accounts are connected, return to a candidate’s page, and click ‘+ New Activity’.

In the window that opens, select options for the check, and click Start the Assessment.

Once the background check has been ordered, the status of the report will be listed in the Ashby candidate dashboard. 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. 

International Packages 

Checkr defines international background checks as background checks run on candidate’s living and working outside of the United States. 

Checkr currently offers the following international screenings for candidate’s with work locations outside the United States:

• International Criminal
• Adverse Media Search - may be enabled to automatically run if criminal not available
• Identity Document Verification
• Global Watchlist
• Education Verification
• Employment Verification

Domestic Package with International Verifications

If your candidate works in the United States but has out-of-country history, for example attended school internationally, request a package that includes an education verification with out-of-country history enabled. Checkr currently offers an out-of-country history setting that can be added to any domestic criminal search or verification. 

The option can be applied for candidates who will perform their work inside the US, but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include: 

• Education Verification
• Employment Verification

Checkr Features

Use the Checkr Dashboard

While the 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
• Checkr settings 
  • New and existing user management
  • Billing information
  • Email notification preferences
  • Candidate Stories
  • Manage Checkr packages

Checkr’s Candidate Experience

The checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

*As of June 1, 2022, Checkr no longer offers Standard and Premium Criminal Packages; however, customers who purchased Standard or Premium Criminal packages before June 1 will continue to see these package names on their account.*

________________________________________________________________________________________________

Background Check Packages for volunteers and candidates serving the faith community.

Background checks have become an integral part of many faith-based communities’ safety programs. More and more states now require organizations including non-profits to run background checks for anyone working with vulnerable populations. Vulnerable populations are generally defined based on certain factors like age, particular health conditions, diseases, or disabilities. Churches and other volunteer organizations must maintain the trust of their members, donors and communities. Maintaining this trust often includes a thorough screening process for people working in sensitive roles.

This article will explain Checkr's Basic+, Essential, and Professional Background Check Packages, and help you determine which will best serve your needs. 

How does a community decide which background checks are comprehensive enough to protect their members and volunteers?

We recommend a few best practice guidelines to follow when deciding which background checks to run as part of your trust and safety program:

1. Make sure that background checks include comprehensive screenings suitable for the role.
2. Either re-run background checks on a regular cadence (either annually or at another defined interval, using Checkr Subscriptions) or enroll volunteers in a monitoring program such as Checkr’s Continuous Check.
3. Have adjudication criteria in place to review results and make decisions in a consistent and compliant manner.

Picking a background check screening package and making sure it’s appropriate for your open position is a key step in finding the right candidates and volunteers to support your organization.
Checkr offers a number of screenings that we have grouped into Packages designed to meet the diverse resourcing needs of our faith-based partners. We’ll help you evaluate these Packages and understand how they can contribute to a successful safety program for your community.

Checkr’s Basic+ Package

Checkr’s Basic+ Package may be appropriate for volunteers that do not interact with sensitive or vulnerable populations.

The "Basic+" report Package offered by Checkr includes the most common searches:

• SSN Trace
• Sex Offender Registry Check
• Global Watchlist Records Check
• National Criminal Database Check

These searches are run as a group. Checkr will then surface any information that is legally reportable in each state.

For more information on this Package, see Help me understand Checkr packages in Checkr’s Help Center.

Checkr’s Essential and Professional Packages

Either the Essential or Professional Package is strongly encouraged for volunteers that do interact with vulnerable populations. When an individual is working with these populations, the level of screening should be equal to or above the level of risk of a safety incident.

Checkr’s Essential Package Screenings

The Essential Background Check Package includes all of the screenings in the Basic+ Package, as well as a Country Criminal Records Check of your volunteer’s or candidate’s current county of residence.

What is a County Criminal Records Check?

A Country Criminal Records Check searches publicly available county criminal records, including felony, misdemeanor, and pending criminal records. Checkr initiates this search based on information revealed from our National Criminal Database Check or SSN Trace. When a "hit" is identified in the National Criminal Database Check, Checkr automatically upgrades the report to use county-level verification. This means that Checkr searches any counties identified by the National Criminal Database Check as having a possible record to obtain.

For many criminal records, the county courthouse is the source of truth. County records, which make up the majority of criminal offenses, are available in all counties in all 50 states, and are located in county courthouses across the 3,200 counties in the US. We highly recommend including a county-level search for a clear and complete picture of the individual you are screening.

Checkr’s Professional Package screenings

The Professional Background Check Package from Checkr includes all of the screenings in the Standard Package.

The Professional Package also includes a County Criminal Check that searches every county where your candidate or volunteer has had a registered address for the past 7 years. This provides a more thorough screening for more sensitive roles. The Basic+ Package does not automatically initiate a County Criminal Check for these previous addresses unless one of the other Checks in the Basic+ Package indicates that there might be a record to be found in these counties.

By including this expanded county criminal search in the background check packages for your staff and volunteers, you are driving a higher level of assurance that the individuals you are onboarding meet your community’s trust and safety standards.

Choosing a background check package that is tailored to the level of risk associated with a role should be a best practice when building your trust and safety programs.

How do I learn more about background checks and choosing the right package for my community?

If you have any questions about our background checks and how Checkr can help you better serve your community, please reach out to us using our contact form, and we’ll be happy to help!

Welcome to Checkr! 

This guide will walk you through the Checkr / BambooHR integration process. The help center is a great resource for any questions that may not be covered in this guide. If you have any questions not covered in the help center, submit a request.

_________________________________________________________

• Prerequisites
  • BambooHR Access 
  • Create A New Custom Level
• Connect to Checkr
• Create a Checkr account
• Removing the Legacy Integration
• Removing Legacy Custom Statuses
• Installing the New App
• Account Hierarchy
• Order A Background Check
• Checkr Features
• Additional Resources
• International Searches
• International Verifications

_________________________________________________________

Prerequisites

The following is required to enable the integration:

• Admin access in Checkr and BambooHR

BambooHR Access

Connect to Checkr

1. Navigate to Account Settings, select the Apps section and install the Checkr App
   
   
   
   
2. Enter your BambooHR account subdomain*.
   1. *The subdomain is the first part of your BambooHR URL. For example, if your BambooHR URL is https://companydomain.bamboohr.com, your subdomain would be companydomain
      
      
      
      
3. If you already have an account, select Sign In to connect to BambooHR. If you don’t have a Checkr account, create an account to get started.

Create a Checkr account

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

To create an account for use with BambooHR:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to BambooHR.
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 BambooHR. (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 BambooHR and you to begin ordering background checks through the BambooHR platform. 

Removing the Legacy Integration

If using the BambooHR - Legacy integration and wanting to update:

1. Log in to Checkr
2. Select Admin tab
3. Select Integrations
4. Select Application Details below BambooHR
5. Select the garbage can icon and delete the integration

Removing Legacy Custom Statuses

To delete the custom statuses within BambooHR:

Navigate to Settings Hiring and click on Candidate Statuses.

Delete the following statuses:

• Background Check Initiate
• Background Check in Progress Checkr 
• Background Check Complete - Consider
• Background Check Complete - Clear

Installing the New App

If you are already using Checkr in BambooHR and need to update the integration,

1. Log in to Checkr
2. Log in to BambooHR, select App Settings
3. Select to Install the Checkr app
4. Select install the Checkr integration
5. You will need to log in to Checkr before you can initiate the installation.

Account Hierarchy

With Account Hierarchy you can set up Cost Centers (nodes) within the Checkr dashboard for background checks. Nodes can be used to assign different locations, teams, or groups that order background checks within your organization. Assign a package to a node and it will appear on your invoice. Invoices will show the background checks ordered by each node. Once created, when ordering to order a background check:

• Fill in the work location of the candidate
• Select the node
• Select the background check package

Your list of available packages will automatically generate based on the node you select. Select the background check package. If you do not see any packages, you will need to assign a package to that node in your Checkr dashboard.

Order A Background Check

1. Select the gear icon on the candidate record in BambooHR.
2. Select Run Background Check.
   
3. Enter the following information:
4. Candidate email address
5. Country
6. State
7. Select Background Check Package
8. Select Send Background Check 
   
9. The background check status will show on the candidate's profile
10. Authorized users can select to view the report in Checkr or cancel the request.
11. When a request is canceled or expires, you will have the option to run another background check after 72 hours.
12. The status will still be visible to Hiring Leads and Collaborators that do not have access to request a background check.
    
13. You can track the history of the background check under the History subtab within the Notes tab on the candidate profile. BambooHR will track when the request is sent and by who, if the request is canceled, and when the request is complete. Click on the link to open the report in the Checkr dashboard, and review details.
    

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 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 Breezy, please email support@breezyhr.com for additional assistance.

_________________________________________________________

• Prerequisites
• Enable Checkr setup
• Create a Checkr account
• Connect Checkr and Breezy HR
• Account Hierarchy
• Order Background Checks
• International Packages 
• Domestic Package with International Verifications
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

_________________________________________________________

Prerequisites

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

• Access to Breezy HR, with admin rights
• BreezyHR paid plan

Enable Checkr setup

Create a Checkr account

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

To create an account for use with BreezyHR:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to BreezyHR.
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 BreezyHR. (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 BreezyHR and you to begin ordering background checks through the BreezyHR platform. 
   

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

Checkr Features

Use the Checkr Dashboard

While the 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

Once you have successfully signed up and on-boarded with Checkr, the integration process can begin! This guide describes the requirements and steps necessary to get your Bullhorn instance up and running using Checkr.

If you have any questions not covered in this guide that are specific to Bullhorn, please email support@bullhorn.com for additional assistance.  If you have questions that are Checkr-related, please contact your Customer Success Manager.

_________________________________________________________

Getting started with Checkr on Bullhorn

• Prerequisites
• Enable Your Bullhorn Integration with Checkr
• Add Checkr tab to Candidate view layout
• Request background checks
  • Individual background checks
• View results
• Checkr dashboard

_________________________________________________________

 

Getting started with Checkr on Bullhorn

This guide describes how to integrate Checkr with Bullhorn, such that Bullhorn users can request and view Checkr background checks from within the Bullhorn interface.

Prerequisites 

The following items are required to initiate Bullhorn / Checkr integration:

From Bullhorn:

1. A REST-enabled Bullhorn instance. This can be confirmed by Bullhorn support.
2. Your Bullhorn Corporate ID. This is typically a few-digit number like “12345”. (It is not the same as Client ID, which is a long string with numbers, dashes, and letters.)
3. A Bullhorn username and password for Checkr to use for API integration. The minimum credentials needed for this account are to View/Edit Candidate Information.  
4. A Bullhorn account with admin rights so you can configure the Checkr integration for your users.

From Checkr:

1. Access to Checkr dashboard, with admin rights.
2. An authentication token, which Checkr will provide to you after you have confirmed your Bullhorn instance is REST-enabled, and have provided Checkr with your Bullhorn Corporate ID and username/password information for the API account.  

From you:

1. Your desired integration workflow (Invitation vs Manual).  

Enable Your Bullhorn Integration with Checkr

Please work with your Checkr Customer Success Manager to ensure your Bullhorn integration is activated by Checkr. Your Checkr Customer Success Manager will ask you for your Bullhorn Corporate ID as well as the username and password for a Bullhorn account that will be used by Checkr’s integration. They will also ask you to confirm that your Bullhorn instance is REST-enabled.  

Within two business days of receiving this information, your Checkr CSM will provide you an authentication token, which you will use to enable the Checkr integration within Bullhorn.  

Your Checkr Customer Success Manager will also ask you to choose between the Invitation Workflow or the Manual Workflow. These workflows are described below:

Manual Workflow

• Report Type: Criminal, or Criminal + MVR Note: When packages are selected requiring more than a MVR or Criminal Check + MVR, Checkr will present the Invitation flow rather than the Manual flow.
• Description: Recruiter uses the fields provided by Checkr to enter candidate Personally Identifiable Information (PII) required to initiate the background check. The candidate is not contacted by Checkr for this information.
• Disclosures and Consent: Certified by recruiter with a checkbox when ordering the report.
• Background Check Begins: Immediately.

Invitation Workflow

• Report Type: Any.
• Description: Checkr emails the candidate directly to collect required PII, distribute disclosures, and gather consent to run the background check.
• Disclosures and Consent: Gathered from candidate through the candidate’s invitation responses.
• Background Check Begins: After candidate successfully responds to invitation with requested information.

Within two business days of having received your preferred workflow (Invitation or Manual), Checkr will activate your integration with the desired behavior.  

Add Checkr tab to Candidate view layout

From within the client’s Bullhorn installation, select Admin > View Layout.

• Select Private Label: Checkr Inc
• Select Field Map Entity: Candidate
• Click Custom tabs > Add New, and enter:
• Name: Checkr
• Enabled: select
• URL: https://integrations.checkr.com/partners/bullhorn.html?token=<authentication_token_provided_by_Checkr>

As described above, this authentication token will be provided upon confirmation that your Bullhorn instance is REST-enabled, and receipt of your Bullhorn Corporate ID and username/password information for the API account.  

• Partner Name: Checkr
• User Types: Select appropriate user types
• Click Save to save changes and create the Checkr tab.

Request background checks

Checkr allows you to request background checks from within Bullhorn for individual candidates. To initiate a background check, at minimum, a candidate’s first name, last name, and email must be populated in Bullhorn. To complete the background check, you will also be required to provide additional candidate information, including their Middle Name, Zipcode, Date of Birth, and Social Security Number. You will also be required to confirm that the candidate has consented to the background check, and has received and reviewed any necessary legal disclosures.

(If you prefer video learning, log into Checkr's Learning Center to watch a short video.)

Checkr provides two means to capture this required information:

• Invitation: In this workflow, Checkr will email the candidate a secure link to acknowledge disclosures and to provide consent, as well as any additional required information to run the background check. In the form sent to the candidate, the following fields will be pre-populated with any information that exists in Bullhorn: First Name, Last Name, Email, Middle Name, Zipcode, Date of Birth, and Social Security Number.  
• Manual: In this workflow, you (the Bullhorn user) manually provide the information required to initiate a background check. This information includes the candidate’s Middle Name, Zipcode, Date of Birth, and Social Security Number. You must also confirm that the required forms and disclosures have been reviewed by the candidate, and that they have provided their consent for the background check to be run.  

The manual entry workflow supports both criminal-based background checks and packages that contain background checks and a motor vehicle report (MVR). This workflow reduces the turnaround time required for a report by eliminating the time required for the candidate to review and complete the invitation. If Manual workflow is enabled, but a report requiring more information than a criminal background check is selected, you will be notified that the Invitation flow will automatically be used for that report.

Note: The option used by your organization will be chosen by your administrator and configured by Checkr.

Individual background checks

To initiate a background check for a candidate , select Menu > Candidates to open the Candidates list page.

Click the name of the candidate for whom a background check should be initiated to open their profile page, then click the Checkr tab.

Select the required Geo, Program, and Package to initiate the background check. Checkr will list the screenings included in the Package, and request confirmation to proceed.

If the Manual flow is enabled and a supported package is selected, fill in any additional required fields and click Order Report.

NOTE: While Middle Name is not a required field in Bullhorn, it is required for an accurate background check. Please click the “No Middle Name” checkbox only for candidates that do not have a middle name.

If Invitation flow is enabled or  an unsupported package is selected, click Send Invitation.  

Once complete, Bullhorn will display the results of the background check in the candidate’s Checkr tab.

View results

Completed reports may be viewed both within Bullhorn, and from the Checkr dashboard. To view reports within Bullhorn, go to the candidate’s profile, and click the Checkr tab. Bullhorn will display a list of reports ordered for the candidate, and their status.

For more information on the status listed, please see What does the status of the report indicate? in the Checkr Help Center.

Click View Report to be redirected to a login page for the Checkr dashboard. Enter your Checkr login username and password to view the report’s details. Click Download PDF to download a PDF version of the report.

Checkr dashboard

Use the Checkr dashboard to view report details, and initiate and manage the Adverse Action process. For more information on Checkr, see our Help Center.

 

Welcome to Checkr!

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

_________________________________________________________

• Prerequisites
• Add Checkr to Ceipal
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Monitoring Background Checks
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

_________________________________________________________

This guide describes how to set up Checkr to use within Ceipal, such that Ceipal users can initiate and view Checkr background checks from within the Ceipal interface. 

Prerequisites

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

• Access to Ceipal, with admin rights 
• Access to Checkr, with admin rights

Add Checkr to Ceipal

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

Enable Checkr setup

To initiate the Checkr integration, go to your Ceipal home page. 

1. From the Ceipal home page, click on the user icon on the top right-hand corner.
2. Within the menu dropdown, click “View Profile”.                                                                             
3. Within the user profile, select “User Preferences”.
4. Within user preferences, scroll down to the “Checkr BGV” option.
5. While viewing “Checkr BGV”, you can select the blue arrow icon to authorize and enable your connection with Checkr.                                                                                                                                                   

Create a Checkr account

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

To create an account for use with Ceipal:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Ceipal.
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 Ceipal. (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 Ceipal and you to begin ordering background checks through the Ceipal platform.
   

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

1. From the top menu bar within the Ceipal application, navigate to the Applicants tab. 
1. The Applicants tab shows all of the applicants and the jobs they have applied for. 
2. By clicking into an applicant and then section Submission Record, you will be brought to the applicant’s job submission. 
3. On the submission page, the top menu bar will have an array of options. By Selecting the icon highlighted in the image below, you will be able to select Initiate Background Check.
4. Once selected, you will next select “Initiate Checkr Background Check” from the dropdown.
5. A window will light-frame titled “Checkr Background Screening”
6. Within the window, please fill out the applicable candidate information. 
7. Once the information is complete, you will select “Initiate” to initiate the background check order for the candidate.  
8. If initiated successfully, you will see a window popup with the message “Candidate initiated for background verification through Checkr Background Screening”. 

Monitoring Background Checks

1. To review and monitor an applicant’s background check status, you can either navigate to the Applicants Tab or the Job Posting Tab and click on both the applicant and their specific job submission. 
2. Within an applicant’s submission overview, you can select “Background Checks” from the top menu bar. 
3. Here the applicant will have a “Background Check Results” section which will reflect the Background Check Requested, Processing Status, Result, Last Updated, ETA as well as a link to the Checkr dashboard to review the report within Checkr.
4. Please note, “Background Check Results” can show multiple background checks requested for the applicant. 
5. Underneath “Background Check Results”, the user will see an “Activities” section, which details the recent activity log for the requested BGC. 

For monitoring purposes, Ceipal also offers a Background check status consolidated report where the user can see the status of all the orders in a single place and can open the report of the respective order from the screen below. 

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. 

Checkr Features

Use the Checkr Dashboard

While the 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr | ClayHR 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 ClayHR, submit a request to contact us.

______________________________________________________________

• Prerequisites
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• International Packages
• Domestic Package with International Verifications
• Review A Background Check
• Monitoring A Background Check
• Reviewing Completed Results
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources

______________________________________________________________

Prerequisites

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

• Access to ClayHR, with admin rights 
  • Or have the following permissions: Candidate Home View, Candidate View
  • Each user will have access to different integrations

Enable Checkr setup

1. Please login to the ClayHR Platform. 
2. Select the ‘Settings’ dial in the top right hand corner. This menu will be a dropdown and you should select ‘Third Party Integrations’. 
3. Once selected, you will be brought to the ‘Third Party Integrations’ page. From this page, select the ‘New Integration’ button. 
4. Select Integration Type > ‘Background Check’  > ‘Checkr’
   
5. Once selected, you can customize the name of the integration. 
6. Select ‘Save Integration’. 
   
7. Once saved, click your user profile in the top right-hand corner. This will populate a dropdown menu. Select ‘My Integrations’.
8. On the ‘My Integrations’ page opens,  you must click ‘Connect to Checkr’. This will redirect you to the Checkr hosted Sign Up / Sign In flow 

• If you are already a Checkr customer, select Sign In to connect your current Checkr account to ClayHR.
• If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information
  

9. Once you’ve signed-in or signed-up, you will be redirected back to the ‘My Integrations’ page in ClayHR. 
10. If you’ve successfully signed-in, you will see that you’re connected with a green ‘Connected’ icon and the connection button will display ‘Disconnect from Checkr’. 
    

Create a Checkr account

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

To create an account for use with ClayHR:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to ClayHR.
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 ClayHR. (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 ClayHR and you to begin ordering background checks through the ClayHR platform.
   

Account Hierarchy

The ClayHR integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the ClayHR 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 ClayHR, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes, follow the steps outlined in the section below, ‘Order Background Checks’. 

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 will need to 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

To order a Background Check from within ClayHR, please follow the steps below. 

1. Once logged into ClayHR and you’ve confirmed your integration with Checkr has been enabled, from within the Hiring Module (top navigation bar, select ‘Hiring’), go to ‘Candidates’ and open a candidate’s profile.  This will open a candidate specific profile and you will see all of the information related to the candidate. 
2. From the left panel, on the candidate view page, go to the ‘Admin’ section. 
   
3. From within the ‘Admin’ section, select ‘Start Background Check’. A module will appear and ask you to complete the following: Nodes, Package, Country, State and City. 
   1. Nodes, Package, Country and State are required fields. Checkr background checks rely on job location information to determine which disclosures and authorizations to use in pre-employment screenings. 
   2. City is optional and can be typed in to populate
      

4. Once complete, select ‘Start Background Check’. This initiates the invitation process with the candidate and will be tracked accordingly (see ‘Monitoring a Background Check’ below). 

International Packages 

Checkr defines international background checks as background checks run on candidate’s living and working outside of the United States. If your candidate works in the United States but has out-of-country history, for example, attended school internationally, request a package that includes an education verification with out-of-country history enabled.

Checkr currently offers the following international screenings for candidates with work locations outside the United States:

• International Criminal
• Adverse Media Search - may be enabled to automatically run if criminal is not available
• Identity Document Verification
• Global Watchlist
• Education Verification
• Employment Verification

Domestic Package with International Verifications

If your candidate works in the United States but has out-of-country history, Checkr currently offers an out-of-country history setting that can be added to any domestic criminal search or verification. The option can be applied for candidates who will perform their work inside the US, but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include: 

• Education Verification
• Employment Verification

Review A Background Check

To monitor background checks from within ClayHR, please follow the steps below. 

1. Once logged into ClayHR and you’ve confirmed your integration with Checkr has been enabled, from within the Hiring Module (top navigation bar, select ‘Hiring’), go to ‘Candidates’ and open a candidate’s profile.  This will open a candidate-specific profile, and you will see all of the information related to the candidate. 
2. From the left panel, on the candidate view page, go to the ‘Admin’ section. 
3. On the Admin page, you will see the ‘Start Background Check’ button and a dropdown arrow. Selecting the dropdown arrow will populate a list of all of the initiated background checks. 
   
4. Select the background check that you would like to see the status of and you will be brought to a progress page detailing the background check and its status. 
   
5. Once a check has been marked Complete, click on it to open the report in the Checkr Dashboard, and review details. 
   

Reviewing Statuses and Completed Results

Once the background check has been ordered, the status of the report will be listed in the ClayHR candidate specific progress page. 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 which covers:

• Report layout
• Clear and Consider statuses
• Engage the candidate or begin the adverse action process

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. 

Checkr Features

Use the Checkr Dashboard

While the ClayHR 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr / ClearCompany 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 ClearCompany, please email support@clearcompany.com for additional assistance.

_________________________________________________________

• Prerequisites
• Enable Checkr Setup
• Create A Checkr Account
• Order Background Checks
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

_________________________________________________________

Prerequisites

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

• Access to Checkr and ClearCompany, with admin rights

Enable Checkr Setup

To initiate integration, “Navigate to a candidate’s profile. Click “actions” underneath their profile:

Select “3rd Party Background Checks” to be taken to the Checkr options.

Create a Checkr account

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

To create an account for use with ClearCompany:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to ClearCompany.
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 ClearCompany. (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 ClearCompany and you to begin ordering background checks through the ClearCompany platform.
   

Order Background Checks

Once your ClearCompany and Checkr accounts are connected, return to a candidate’s page, and click Start Background Check.

In the window that opens, select options for the check, and click Start Background Check.

Once the background check has been ordered, the status of the report will be listed in the ClearCompany candidate dashboard. 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.

Checkr Features

Use the Checkr Dashboard

While the 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr / Comeet integration process, including how to set up your Checkr account on the Comeet platform, how to use the Checkr dashboard, and how to review background check results. 

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 Comeet, please fill out a support request for additional assistance.

________________________________________________________

• Prerequisites 
• Enable Checkr setup 
• Create a Checkr account 
• Account Hierarchy
• Order Background Checks 
• Adding a Checkr Assessment Step in Comeet
• Reviewing Results
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

________________________________________________________

Prerequisites

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

• Access to Comeet, with admin rights 

Enable Checkr setup

To enable the integration, login to your Comeet dashboard. Navigate to the Settings Panel and go to the Integrations section > find Checkr under the Assessments Tools section:

Select Integrate and click on Step 1: Connect Your Checkr Account

Create a Checkr account

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

To create an account for use with Comeet:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Comeet.
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 Comeet. (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 Comeet and you to begin ordering background checks through the Comeet platform.
   
5. Select Activate to connect to Checkr.

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

Adding a Checkr Assessment Step in Comeet

Once your Comeet and Checkr accounts are connected, return to the position you are hiring for and create a new workflow step by selecting “+ Add Step” in the Workflow tab

1. Edit the step type to > Checkr
   
   
   
2. Select which package you would like to run for this position. You can either select a package that you always want to run or the recruiter can select it on a candidate-by-candidate basis.
3. Once a candidate reaches the Checkr stage in your hiring workflow, the workflow step should show in the recruiters workflow. You can then select the package and click Start
   
   
   

Once the background check has been ordered, the status of the report will be listed in the Comeet candidate dashboard. 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. 

Reviewing Results

Once Complete, click to open the report in the Checkr Dashboard, and review details. You will either see a "Pass" if nothing came up on the background check or "Review" if something did come up. If the background check returns with a “Pass” result, the workflow is automatically advanced to the next step. In both the “Review” or “Pass” scenario, There is a link to "Review in Checkr" which will take you to that specific background check report in your Checkr dashboard.

In the event of a "Review" status, we recommend going to Checkr to handle the review and adjudication so you can ensure compliance with various EEOC rules. You will see the "Pre-Adverse Action" button in Checkr if something does show up on the background check report which automates that process. After adjudicating in Checkr, reject or advance the candidate by selecting Go or No-go in Comeet

Checkr Features

Use the Checkr Dashboard

While the 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr | ControlMap 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 ControlMap, submit a request to contact us.

______________________________________________________________

• Prerequisites
• Enable Checkr setup
• Create a Checkr account
• Order Background Checks
• Review A Background Check
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

______________________________________________________________

This guide describes how to set up Checkr to use within ControlMap, such that ControlMap users can initiate and view Checkr background checks from within the ControlMap interface. 

Prerequisites

The following items are required to initiate the ControlMap | Checkr integration. Please ensure you have the following before proceeding:

• Access to ControlMap, with admin rights 

Enable Checkr setup

To enable Checkr from within the ControlMap platform, please follow the steps below: 

1. Login to the ControlMap platform. 
2. From your homepage, use the navigation bar on the left side of the page to select ‘Integrations’. 
3. From the ‘Integrations’ page, select the ‘+ Integration’ purple icon in the top right corner. This will bring you to a page of available integrations. 
4. Scroll to the bottom of the page. Under ‘Background Checks’ you will see Checkr. Select ‘Connect’. 
   
5. Clicking ‘Connect’ will bring you to a new page with detailed information on the Checkr integration. 
   
6. Click on ‘Connect to Checkr’.
   
7. You will be redirected to the Checkr hosted, sign-in / sign-up flow to connect an existing or new Checkr account.
   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to ControlMap.
   2. If you are not a current Checkr customer, select Sign Up to create a Checkr account.
      
8. Once you are connected and signed in, you will be brought back to ControlMap. You will be redirected to the ‘Integrations’ page for Checkr where you can select your preferred schedule for weekly or daily syncs.
   
9. Based on the schedule, ControlMap will scan your Checkr account and update ControlMap with relevant information. 
   1. Upon account setup, ControlMap will do an initial scan. 
   2. Customers can also manually sync BGC reports to ControlMap 

Create a Checkr account

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

To create an account for use with ControlMap:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to ControlMap.
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 ControlMap. (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 ControlMap and you to begin ordering background checks through the ControlMap platform.
   
5. Once you are connected and signed in, you will be brought back to ControlMap. You will be redirected to the ‘Integrations’ page for Checkr where you can select your preferred schedule for weekly or daily syncs.
6. Based on the schedule, ControlMap will scan your Checkr account and update ControlMap with relevant information. 
7. Upon account setup, ControlMap will do an initial scan. 
8. Customers can also manually sync BGC reports to ControlMap.

Order Background Checks

To order background checks, a Checkr customer must order a background check directly from their Checkr dashboard. ControlMap does not support the ordering process within their platform. ControlMap will receive completed background check report information from Checkr Accounts. 

Review A Background Check

ControlMap only receives completed report information from Checkr accounts. To view completed report information within ControlMap, please follow the steps below: 

1. From the ControlMap dashboard, navigate to ‘Integrations’ and select ‘Checkr’. 
2. From within ‘Checkr’, you will see the following options: 
   1. Compliance Checks
   2. Background Checks
   3. Connection
   4. Schedule 
   5. Logs 
   6. Help
3. Select ‘Background Checks’ to display a list of all completed background check reports. 
   1. This page details: Account, Employee, Background Check Complete, Background Check Status, Link to Checkr dashboard for the report, First Seen and Last Checked. 
4. Select ‘Schedule’ to modify the scan schedule. You can schedule this scan to run daily or weekly.

Checkr Features

Use the Checkr Dashboard

While the ControlMap 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

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

_________________________________________________________

• Prerequisites
• Add Checkr to Crelate
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

_________________________________________________________

Prerequisites

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

• Access to Crelate, with admin rights 

Add Checkr to Crelate

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

Enable Checkr setup

To initiate integration, go to account settings and then integrations: 

Select Start Background Check and Sign In to your Checkr account.

Create a Checkr account

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

To create an account for use with Crelate:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Crelate.
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 Crelate. (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 Crelate and you to begin ordering background checks through the Crelate platform.
   

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

Once your Crelate and Checkr accounts are connected, return to a candidate’s page, and click Start Background Check.

In the window that opens, select options for the check, and click Start Background Check.

Once the background check has been ordered, the status of the report will be listed in the Crelate candidate summary details. 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. 

Checkr Features

Use the Checkr Dashboard

While the 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Crendentially / Checkr 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 Credentially, please fill out a support request for additional assistance.

_________________________________________________________

• Prerequisites
• Enable Checkr Setup
• Create A Checkr Account
• Account Hierarchy
• Order Background Checks
• International Packages
• Domestic Package with International Verifications
• Reviewing Background Checks
• Background Check Statuses
• Background Check Info Credentially Displays for Administrators
• Checkr Features
• Use the Checkr Dashboard
• Checkr's Candidate Experience
• Resources

_________________________________________________________

Prerequisites

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

• Access to Credentially, with admin rights
• Access to Checkr, with admin rights

To enable Checkr for your organization, you will need to first contact support@credentially.io to enable the Checkr integration connection on Credentially. 

Enable Checkr Setup

1)  Go to your organization on Credentially under your "Administrator" (default) profile 

2) Then, navigate to "Organization Settings" -> "Integrations" (on the left-hand panel) -> Edit (in the Actions column for Checkr) -> "Connect Checkr Account"

Important Note: When the integration is connected to your organization on Credentially, Checkr will continue sending out all related notifications directly to Administrators and Staff Members. Therefore, notification texts (or notification preferences for Administrators) cannot be configured by or in Credentially. Please navigate to your Checkr dashboard to make any changes.

Create A Checkr Account

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

To create an account for use with Crendentially:

1. If you don't have a Checkr account, submit your information and select Sign Up.
2. Then submit your business information and select Next.
   
3. Submit your credit card or bank account information, select Next.
4. Select Finish sign up for your business to be verified.
5. If sign up is not finished, an email will be sent to Log in to continue.

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

1. Administrators initiating background checks:
   1. Default Administrators and administrative roles with "Edit" permissions can initiate a check for a Staff Member in a few clicks. Administrators with “View” permissions can only see Background Checks that have already been initiated.
   2. While on a Staff Member profile, navigate to “Background Checks” on your left hand toolbar. 
   3. Click “Add New Check” in the upper right hand corner, and select Checkr as your screening service.
   4. Enter the Work Location of the Staff Member. State is required, city is optional but recommended.
   5. If your organization uses Account Hierarchy and Nodes in Checkr, select the appropriate Node.
   6. Node selection will prompt you to select the specific Background Check Package for that Staff Member at the indicated Work Location.
   7. Once you’ve selected your package, click the green “Add New Check” button at the bottom of the screen.

You may change Account Hierarchy (the Node section) in your Checkr account so it is also automatically updated on Credentially.

Important Note: A standard package contains the list of the default screenings; however, you can request a bespoke package in your Checkr account by contacting Checkr’s Support Team using Checkr’s webform. 

2. Staff Members Completing Background Checks 
   1. Once an Administrator has assigned a check to a Staff Member, Staff Member will receive a Checkr notification to complete a background check.
3. To do so, they need to go to "My profile" -> "Background Checks" - > "Start Check":
4. The Staff Member will need to click "complete invitation", and will be directed to Checkr's website. Here they will need to provide consent to run the requested checks and an electronic signature.

International Packages

Checkr defines international background checks as background checks run on candidates living and working outside of the United States. 

Checkr currently offers the following international screenings for candidates with work locations outside the United States:

• International Criminal
• Adverse Media Search - may be enabled to automatically run if criminal is not available
• Identity Document Verification
• Global Watchlist
• Education Verification
• Employment Verification

Domestic Package with International Verifications

If your candidate works in the United States but has out-of-country history, for example, attended school internationally, request a package that includes an education verification with out-of-country history enabled. Checkr currently offers an out-of-country history setting that can be added to any domestic criminal search or verification. 

The option can be applied for candidates who will perform their work inside the US but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include: 

• Education Verification
• Employment Verification

Reviewing Background Checks

(For Administrators)

Administrators will be notified that a Staff Member has completed the Checkr Background Check Invitation once the Staff Member has finalized the submission process for the required information. 

• Once the background check has been ordered, the status of the report will be listed in the ‘Background Checks’ area of a Staff Member’s profile. 
• Credentially will automatically display any status updates received from Checkr right on the same ‘Background Checks’ area and within the report details
• Once Complete, click on ‘Report Details’ to open the report in the Checkr Dashboard for review. (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. Credentially will automatically reflect all status updates received from Checkr in the ‘Background Checks’ area in the left-hand navigation.

Background Check Statuses

 The statuses displayed for Administrators:

Not Started: A Checkr check has been assigned to a Staff Member by an Administrator, but it hasn’t been started by the Staff Member.

Started: A Checkr check has been started by the Staff Member.

Pending:  It could indicate one of the below statuses:

• The Staff Member has completed the invitation, and the report is now in progress
• The report has been completed with a “consider” result (the adjudication process hasn’t been started)
• The report has been completed with a “consider” result (the adjudication process has been started but hasn’t been completed)

Clear:  It could indicate one of the below statuses:

• The report has been completed with no issues found
• The report has been completed with some issues found and an Administrator has decided to engage the Staff Member during the adjudication process

Not Eligible: Indicates the report has been completed with some issues found and an Administrator has decided NOT to engage the Staff Member during the adjudication process.

Suspended: It indicates the report has been suspended after an exception occurred (e.g., their entered SSN or Driver's License was returned as invalid), and the Staff Member either did not resolve this within the 7-day window OR they entered another invalid value upon updating their data.

Canceled: It could indicate one of the below statuses:

• The invitation has been deleted (canceled) before the Staff Member completed it
• The report has been canceled after it was started

Expired: The invitation expired before the Staff Member completed it.

Background Check Info Credentially Displays for Administrators

On the Credentially system default, Administrators and administrative roles with "Background checks" permissions have access to:

• Staff Member's check status
• Created at (time)
• Completed at (time) 
• Last updated (time)
• Included Screenings 
• Check History
  • To drill down to the history of the check, click "View History" in the opened check on Credentially. You will then be able to see when and by whom certain actions on the check have been triggered.

Checkr Features

Use the Checkr Dashboard

While the 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
• Checkr settings 
  • New and existing user management

Checkr's Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center, where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources

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

Welcome to Checkr!

This guide will walk you through the Checkr / Criteria Corp 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 Criteria Corp, please email support@criteriacorp.com for additional assistance.

_________________________________________________________

• Prerequisites
• Add Checkr to Criteria Corp
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

_________________________________________________________

This guide describes how to set up Checkr to use within Criteria Corp, such that Criteria Corp users can initiate, view, and process Checkr background checks from within the Criteria Corp interface. 

Prerequisites

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

• Access to Criteria Corp, with admin rights 

Add Checkr to Criteria Corp

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

Enable Checkr setup

To initiate integration, click on the Settings icon then click Integrations. 

If you already have a Checkr account, Sign In.

Create a Checkr account

1. If you don't have a Checkr account, submit your information and select Sign Up.
2. Then submit your business information and select Next.
   
3. Submit your credit card or bank account information, select Next.
4. Select Finish sign up for your business to be verified.
5. If sign up is not finished, an email will be sent to Log in to continue.

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

Once your Criteria Corp and Checkr accounts are connected, return to a candidate’s page in the Results section, and click Run a Background Check.

In the window that opens, select options for the check, and click Request Background Check.

Once the background check has been ordered, the status of the report will be listed in the Criteria Corp candidate dashboard. When finished, click on the Checkr Complete button to open the report in the Checkr Dashboard, and review the 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. 

Checkr Features

Use the Checkr Dashboard

While the 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
• Checkr settings 
  • New and existing user management
  • Billing information
  • Email notification preferences

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr / Discovered ATS 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 Discovered ATS submit a request to contact us.

______________________________________________________________

• Prerequisites
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• International Packages
• Domestic Package with International Verifications
• Review a Background Check
• Monitoring a Background Check
• Reviewing Completed Results
• Resubmit a Background Check
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources

______________________________________________________________

Prerequisites

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

• Admin access to Checkr and Discovered ATS

Enable Checkr 

To enable Checkr from within Discovered ATS, please follow the steps below. 

Option 1

1. Log in to Discovered ATS
2. From account settings, select “Checkr Settings”. 
3. Select “Connect or Create Checkr Account”.
4. If you already have a Checkr account, select Sign In.

Option 2

1. Log in to Discovered ATS
2. Once logged in, you will be on the Discovered ATS dashboard homepage.
3. Select a job and then a candidate
4. Under “Background Check” select “Integration with Checkr”
5. If you already have a Checkr account, select Sign In.

     

Create a Checkr account

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

To create an account for use with Discovered ATS:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Discovered ATS.
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 Discovered ATS. (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 Discovered ATS and you to begin ordering background checks through the Discovered ATS platform.
   

Account Hierarchy

The Discovered ATS integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the Discovered ATS 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 Discovered ATS, you will be asked which node to order the check from and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check through Discovered ATS.
• 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 will need to 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

To order a background check:

1. On a job posting, navigate to the candidate profile of the candidate you wish to request a background check for. 
2. Once within the candidate profile, navigate to the “Background Check” section and select “Request background check”. 
3. Once selected, the “Invite Candidate” workflow will begin and the user will be prompted to select: Country, State, City, Background Check Package, and email of the candidate. 
4. Once complete, select “submit”. By selecting “submit”, the user will receive a confirmation on the screen that an invitation will be sent to the candidate to initiate the background check. 

International Packages 

Checkr defines international background checks as background checks run on candidate’s living and working outside of the United States. If your candidate works in the United States but has out-of-country history, for example attended school internationally, the user should request a package that includes an education verification with out-of-country history enabled.

Checkr currently offers the following international screenings for candidate’s with work locations outside the United States:

• International Criminal
• Adverse Media Search - may be enabled to automatically run if criminal not available
• Identity Document Verification
• Global Watchlist
• Education Verification
• Employment Verification

Domestic Package with International Verifications

If your candidate works in the United States but has out-of-country history, Checkr currently offers an out-of-country history setting that can be added to any domestic criminal search or verification. The option can be applied for candidates who will perform their work inside the US, but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include: 

• Education Verification
• Employment Verification

Review A Background Check

Monitoring A Background Check

Once a background check has been initiated on a candidate, please follow the steps below to monitor the status and results of the background check. 

1. On a job posting, navigate to the candidate profile of the candidate you wish to see background check results for. 
2. Once within the candidate profile, navigate to the “Background Check” section. 
3. Within the “Background Check” section of the candidate profile, the user is able to see all background checks that have been initiated on the candidate. 
4. While in progress, the background check tile will share the following information: the background check package requested, the status of the background check, the ETA for completion, and the option to “View Candidate”. 
   1. By selecting “View Candidate”, the user will be redirected to the Checkr dashboard to review the candidate within Checkr.               
5. Once a background check has been completed and the status is returned, the background check status and the result will display within the background check tile. If the status and background check result require additional review, the user can select “View Report” to navigate to the Checkr dashboard and review the background check results. 

Reviewing Completed Results

Once the background check has been ordered, the status of the report will be listed in the Discovered ATS candidate profile. Once Complete, click on “View Report” 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 which covers:

• Report layout
• Clear and Consider statuses
• Engage the candidate or begin the adverse action process

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. 

Resubmit A Background Check

If a new background check is required for the same candidate, please follow the steps below. 

1. A new candidate profile is required. To create a new profile…
2. This is because Discovered ATS has put measures in place that ensures no two candidates can have the same email address. If two candidates have the same email address, the candidate profiles get combined into one. 
   1. For example, if the candidate uses Gmail, they could do homersimpson@gmail.com and homersimpson1@gmail.com
3. Navigate to the job posting
4. Select “Add Candidate”. 
5. The candidate’s information can all be added, aside from the email address. A new email address is required to be different from the candidate's first profile’s email address. 
6. Once the candidate has a second profile, the user can navigate to the candidate’s profile >> Background Checks >> Request Background Check.

Checkr Features

Use the Checkr Dashboard

While the Discovered ATS 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate's experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

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

_________________________________________________________

• Prerequisites 
• Create a Checkr account 
• Order Background Checks 
• Creating a Workflow and Document Template
• Building out the rest of the Workflow
• Adding Conditions to the Workflow
• Approved Route Conditions
• Reject Route Conditions 
• Testing the Workflow
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

_________________________________________________________

Prerequisites

The following items are required to initiate the DocQ / Checkr integration:

• Admin access to Checkr and DocQ

Create a Checkr account

To initiate the integration, go to: Settings > Plugins > Plugin Checkr and click “Connect with Checkr account”.

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

To create an account for use with DocQ:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to DocQ.
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 DocQ. (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 DocQ and you to begin ordering background checks through the DocQ platform.
   

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

Once your DocQ and Checkr accounts are connected, you will need to create a workflow in order to use it. The steps outlined in this document are an example of a typical use case in which candidates are routed based on various scenarios of a background check result.

Creating a Workflow and Document Template

From the DocQ homepage, click “Workflows'' > “Add Workflow”. 

Click on the Settings tab on the right side of the screen, enter “Checkr - Default” in the name and then click “Save”.

Navigate to the menu on the left and click “Templates” > “Document Templates'' > “Add Template”. 

From the window that populates on the right, enter :

• Name - “Checkr Template” 
• Workflow - “Checkr - Default Workflow''
• Upload Document - Upload This file in and then click “Create".

Now that a template is created, navigate back to “Workflows” and click on your created “Checkr - Default Workflow”.

Drag and drop the “Plugin” step from the left onto the canvas screen. Edit the step as follows:

• Name - “Checkr” 
• Step type - “Plugin” (this was auto populate)
• Plugin type -  “Checkr”

From there, click the box under “Checkr mappings” > Create new Mapping”:

• Mapping name - “Checkr #1”
• DocQ Template - select your created template “Checkr Template”
• Operation Type -  “Document variables to Background check”

Select a “Checkr Node” - Select the region associated with your company & region. For these purposes we will use “NDM North America”.

Select a “Checkr Package”: The package selected will be based on what packages are available and required for your company. For these purposes we will use “DocQ Standard Criminal”

Once you are finished with all the fields, click “Save”. 

 

Building out the rest of the Workflow

NEXT: Building the remainder of your “Checkr - Default Workflow”

Click on the “Plugin” step and drag it to the canvas and execute the following in “Edit Steps”:

• Name - “Approved Route” - will be used when a “CLEAR” is received OR when “ENGAGE” has been selected by a recruiter, hiring manager, etc. from the Checkr dashboard
• Step type - “Plugin” will auto populate 
• Plugin type - the plugin / ATS you are pushing your data to. For these purposes we will use SmartRecruiters.

From here, mapping properties for that plugin will begin - This will be specific to your company and may be extremely complex or extremely simple. The following can be used as a general guide for a simple mapping.

Click the box under “SmartRecruiters mappings” > Create new Mapping”:

• Mapping name - “Approved route”
• DocQ Template - select your created template “Checkr Template”
• Operation Type -  “From Values to SR Fields”
• Update candidate status - “Self Schedule” 

Save your Mappings for the Approved Route via the blue “Save” button on the bottom right. 

Next, once again click on the “Plugin” step and drag it to the canvas and execute the following in “Edit Steps”:

• Name - “Rejected Route” - will be used when a “REJECTED” is received or when “POST ADVERSE” has been selected by a recruiter, hiring manager, etc. from the Checkr dashboard
• Step type - “Plugin” will auto populate 
• Plugin type - the plugin / ATS you are pushing your data to. For these purposes we will use SmartRecruiters.

Map the properties for the second plugin as follows:

Click the box under “SmartRecruiters mappings” > Create new Mapping”:

• Mapping name - “Rejected route”
• DocQ Template - select your created template “Checkr Template”
• Operation Type -  “From Values to SR Fields”
• Update candidate status - “Reject” 

*Save your Mappings for the Approved Route via the blue “Save” button on the bottom right* 

Adding Conditions to the Workflow

Now that we have workflow steps created, it’s time to connect them. Begin by clicking on the “Start step”, scroll to “Default Action” > “Approve step” and select “Checkr”.

Next, click on the “Checkr'' plugin step, scroll to “Default Action” > “Approve step” and select “End step”.

From here you will add “Conditions” to each step:

 **NOTE - SETTING UP THE PROPER CONDITIONS IS VITAL TO ENSURING THE RESULTS RECEIVED FROM CHECKR WILL TRIGGER THE PROPER ROUTE IN YOUR WORKFLOW.**

Approved Route Conditions

Scroll down and click the blue  “+ Add Condition” and set it up as follows:

• Name - “Clear Route”
• Type - “Condition”
• Field - “DocQ Checkr Result
• Operation - “Is equal to”
• Value - “Clear”

Scroll back down and once click the blue “+ Add Condition” for a second time.  Name the action “Consider Route - Engaged” and then set up as follows:

• Type - “Condition”
  • **Click the blue “Convert to Groups”**

Edit the first condition box to appear as follows:

• Type - “Condition”
• FIeld - “docq.check.adjudication”
• Operation - “Is equal to”
• Value - “Engaged”

Click the blue  “+ Add Condition” and enter it as the following:

• Type - “Condition”
• FIeld - “DocQ Checkr Result”
• Operation - “Is equal to”
• Value - “Consider”

Continue to scroll down to “Approve step” and select “Approved Route” then click “done”

Reject Route Conditions

Scroll back down and once click the blue “+ Add Condition”. Name the action “Reject Route” and then set up as follows:

• Type - “Condition”
  • **Click the blue “Convert to Groups”**

Edit the first condition box to appear as follows:

• Name - “Considered”
• Type - “Condition”
• FIeld - “DocQ Checkr Result”
• Operation - “Is equal to”
• Value - “Consider”

Once the values from above have been entered, click the blue  “+ Add Condition” and enter it as the following:

• Name - “Post Adverse”
• Type - “Condition”
• FIeld - “docq.check.adjudication”
• Operation - “Is equal to”
• Value - “post_adverse”

Continue to scroll down to “Approve step” and select “Rejected Route” and click “done”. 

Your final workflow should be as follows:

**Now that a template and workflow is configured, you're ready to order a background check for a candidate**

Testing the Workflow

Navigate back to “My Documents” on the left menu and click “Add Document” > “From 

template”

Choose a name for your document (for these purposes,“Checkr Test) and select the “Checkr Template”.

Fill in all the fields as required and click “Create”.

The document will be created and put in your documents page. The Checkr background process has begun.

Once the background check has been ordered, the status of the report will be listed in the document history. 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. 

Checkr Features

Use the Checkr Dashboard

While the 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

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

_________________________________________________________

• Prerequisites 
• Connect to Checkr
• Create a Checkr account 
• Account Hierarchy
• Order Background Checks 
• Monitor Background Checks
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

_________________________________________________________

Prerequisites

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

• Admin access to Checkr and Drata

Connect to Checkr

1. Click on your company's name in the lower left corner.
2. Click Connections from that menu.
3. Click the Connect button for the Checkr integration.
4. A drawer will extend from the right side of the screen providing details on making the connection.                                     
5. If you have a Checkr account, Sign In.
6. If Account Hierarchy is enabled, step two of this connection will ask you to select a Node that has been set up in your Checkr account.
7. After a Node has been selected (or no nodes were present), you will then be able to select which package will be used by any candidates initiating background checks from within Drata.
8. After the connection has been made, it’s important to determine whether you would like to enable ordering through the Drata platform. NOTE: Drata’s product aims to remove admin bottlenecks and instead allows employees to initiate background checks on themselves. If you would like to restrict employees from being able to initiate background checks on themselves, please follow Step #9 below
9. If you do not want employees to have any view in their 'My Drata' onboarding related to background checks, instead choose the option "We use a different background check solution and will upload manually per employee on the Personnel page". This will hide the "Background Check" section for your employees.
10. Click the Update button to configure the changes.

Create a Checkr account

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

To create an account for use with Drata:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Drata.
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 Drata. (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 Drata and you to begin ordering background checks through the Drata platform.
   

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

Background checks in Drata are ordered by the candidate (employee) themselves initiating the process during an onboarding flow. Refer above (Step 8) for important info to determine how to disable employee ordering.

1. User will go to their “My Drata” Screen, and scroll down to “Background Checks”, expanding the accordion. 
2. From here, users will enter their City and State and click “Start My Background Check”.
3. This will kick off the Checkr-hosted background check flow, and the candidate should receive an email to finish the process within Checkr. 

Monitor Background Checks

There are two places where a Drata administrator can monitor a background check’s complete state. 

First Place: 

1. Navigate to the Drata “Connections” menu
2. Find your connected “Checkr” tile
3. Click “Manage Background Checks”.
4. This will display all background checks detected by Drata that originate in Checkr.

Second Place: 

1. Navigate to the “Personnel'' section of Drata. 
2. Sort all users by the “Background Check” column. 
3. Candidates who have fully completed background check reports will display with a green checkmark, and everyone else will be red X’s

Note: Drata only cares about candidates having a completed check, and does not allow admin users to see any other detailed information for a check. To view additional information related to the background check, you can navigate to the Checkr dashboard. 

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. 

Checkr Features

Use the Checkr Dashboard

While the 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

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr / eBacon 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 eBacon, please email background@ebacon.com for additional assistance.

_________________________________________________________

• Prerequisites
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

_________________________________________________________

Prerequisites

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

• Admin access to Checkr and eBacon

Enable Checkr setup

To connect your account to Checkr, click Company on the left-hand menu from your Dashboard.

Click Background Check from within the Company Menu in order to see the above button inviting you to connect. Select Connect to Sign In to your Checkr account.

Create a Checkr account

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

To create an account for use with eBacon:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to eBacon.
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. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both eBacon and you to begin ordering background checks through the eBacon platform.
   

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

Once your eBacon and Checkr accounts are connected, return to the Background Check page.

Click New Background Check button in the upper right corner of the screen.

Enter the candidate's name, email address, and state. Then select the reporting package you want and click Submit. If you want to add or customize packages, contact Checkr Customer Success.

Note: Candidates with questions about the process, their own report, or that need to provide verification of their documents (e.i. driver’s license number) can contact Checkr directly through the Candidate Portal.

Once the background check has been ordered, the status of the report will be listed in the eBacon  Background Check dashboard. Once Complete, click on the Eye icon to the right of each line to open a report, or on the link at the bottom of the page 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. 

Checkr Features

Use the Checkr Dashboard

While the 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr | Engyj integration, and outline how to use the Checkr dashboard for the background check process. 

______________________________________________________________

• Before starting
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Checkr’s Candidate Experience
• Review A Background Check
• Resubmit A Background Check
• Use the Checkr Dashboard
  ______________________________________________________________

Before starting

The following items are required to initiate the Engyj | Checkr integration. 

• Admin access to Checkr and Engyj

Create a Checkr account

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

To create an account for use with Engyj:

1. Login to your Engyj account. 
2. From the left navigation menu, select Administrative Settings, Preferences and then select Company. 
3. Within the Company Settings select Connect Checkr. 
   
4. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Engyj.
5. 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.
6. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Engyj. (Payment information may be edited on the Checkr dashboard after the account has been created.)
7. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Engyj and you to begin ordering background checks through the Engyj platform.

Account Hierarchy

The integration allows users to set up different nodes inside of their Checkr account to have displayed in the background check ordering workflow. Nodes can be used to designate different locations, teams, or groups that order background checks within your organization. Checkr asks you to assign packages to nodes once they are created (optional)  and will then display which node ordered which package on your Checkr invoice. 

Each time you order a background check, you'll be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

Once your Engyj and Checkr accounts are connected,  navigate (using the left navigation sidebar) to the Jobs page. Background checks are defined at the Job level, so find the job you would like to set a background check requirement for and select the pencil icon, labeled edit. 

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 can assign the appropriate packages to that node in your Checkr dashboard.

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

1. To order a background check, navigate (using the left navigation sidebar) to the Jobs page. find the job you would like to set a background check requirement for and select the pencil icon, labeled edit. 
2. From the Job specific page, scroll down to Checkr Packages and select Connect Checkr Package. 
3. Once selected, you'll be asked to select a Checkr Node and Checkr Package. 
   1. If you haven’t set up Checkr nodes within your Checkr account, you'll only need to select a Checkr Package. 
4. Once you’ve selected your preferred node and package for the job, select Save at the bottom. 
5. Next, you'll need to navigate to Company Settings and ensure you have selected a location for your business. 
6. From the left navigation menu, select Administrative Settings, then Preferences and then select Company. 
7. This will bring you to the Company Settings page. 
8. From within Company Settings, select your State from the State dropdown menu. 
9. Select Save at the bottom of the page. 
10. Now the settings part is complete and you can run a background check on any candidate for a job that has configured the background check portion. 
11. From the left navigation menu, select Applicants. 
12. Once on the Applicants page, use the top menu to Filter By and select the job. Select Apply. 
13. Select a candidate. 
14. An applicant card will populate. 
15. Select, Start Background Check. 
16. A module will populate with the following message: Are you sure to start Background Check for [name of applicant]?
17. Select Yes 
18. This will initiate the background check ordering process and an invitation will be sent to the candidate. 

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

Review A Background Check

Once the background check has been ordered, the status of the report will be shared in the candidate card. 

1. From the left navigation menu, select Applicants. 
2. Once on the Applicants page, you can use the top menu to Filter By and select the job. Select Apply. This will return all candidates for a specific job. 
3. Select a candidate. 
4. A candidate card will populate. 
5. Navigate to Checkr Details within the candidate card for the following statuses: 
   1. Checkr ETA 
   2. Checkr Report Status
   3. Checkr Report Result 
   4. Checkr Adjudication Status 
   5. Link to Checkr dashboard 

Once the report status is  Complete, you are able to select on the report link 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.

Resubmit A Background Check

The platform hosts a Start Background Check button on the candidate profile. Once a background check has been initiated, this button goes away and all report details can be found in the Checkr Details portion of the candidate card. 

If there’s an issue with the background check and an error is returned, Engyj will re-enable the Start Background Check button on the candidate card and a user can re-initiate another background check.

Use the Checkr Dashboard

While the 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
• Checkr settings 
  • New and existing user management

 

Welcome to Checkr!

This guide will walk you through the Checkr / EPAY Systems 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 EPAY Systems, please contact support@EPAYsystems.com for additional assistance.

_________________________________________________________

• Prerequisites
• Add Checkr to EPAY Systems
• Enable Checkr setup
• Create a Checkr account
• Order Background Checks
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

________________________________________________________

Prerequisites

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

• Access to EPAY Systems ATS module, with admin rights. EPAY systems must also turn on the ability to integrate Checkr into your account which can take up to 10 business days turnaround. Please reach out to support@epayhire.com to enable this prior to attempting to connect or sign-up for Checkr. 

Add Checkr to EPAY Systems 

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

Enable Checkr setup

To initiate integration, click Account Detail and find Checkr’s integration listing.

Next, click Checkr. 

Create a Checkr account

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

To create an account for use with EPay:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to EPay.
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 EPay. (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 EPay and you to begin ordering background checks through the EPay platform. 
   
5. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both EPAY Systems and you, and you may begin ordering background checks through the EPAY Systems platform. 

Order Background Checks

Once your EPAY Systems and Checkr accounts are connected, visit the job listings page. 

To order a background check,

• Click select action next to the candidate’s name
• Click Request Background Check 
• Select a Package 
• Next, click Request Background Check

Once the background check has been ordered, the status of the report will be listed in the EPAY Systems notes tab of the candidate’s record and in the messages section on the homepage/dashboard. Once Complete, click on view report 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. 

Checkr Features

Use the Checkr Dashboard

While the 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr / Faith Teams 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 Faith Teams, please fill out a support request for additional assistance.

_________________________________________________________

• Prerequisites 
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

____________________________________________________

Prerequisites

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

• Admin access to Checkr
• Admin Access to Faith Teams

Enable Checkr setup

To initiate integration, go to the Tools & Admin tab in Faith Teams and click on the Connect to Checkr button.

Create a Checkr account

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

To create an account for use with Faith Teams:

1. 1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Faith Teams.
   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.
      
2. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Faith Teams. (Payment information may be edited on the Checkr dashboard after the account has been created.)

3. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Faith Teams and you to begin ordering background checks through the Faith Teams platform. 

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

Once your Faith Teams and Checkr accounts are connected, you can add background check packages to different volunteer roles, or run ad-hoc reports on your volunteers. 

Background Checks for a Role

You can set up certain Teams to require background checks when a new person joins the team or when someone takes on a new Role within the Team. 

1. From the Volunteers menu, click Setup Volunteer Teams
2. Click on the Team you want to edit and the Role
3. Click on Requires a background check, select the background check package and click Save

Once this is setup, anytime a new person is added to this Role, you’ll be prompted to order the required background check. 

Once the background check has been ordered, the status of the report will be in the Background Check section of the Faith Teams platform. You will be able to see the report status, an ETA of when the report should be done and when complete a status on what was found. 

(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. 

Checkr Features

Use the Checkr Dashboard

While the 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr / Flock 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 Flock, please email support@helloflock.com for additional assistance.

_________________________________________________________

• Prerequisites
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

_________________________________________________________

Prerequisites

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

• Access to Flock, with admin rights 
• Access to Checkr, with admin rights

Enable Checkr setup

To initiate integration go to Settings > Apps. Select “GET STARTED” under the Checkr logo.

Next, click Connect with Checkr. 

Create a Checkr account

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

To create an account for use with Flock:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Flock.
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 Flock. (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 Flock and you to begin ordering background checks through the Flock platform. 
   
5. After creating an account with Checkr, you will be prompted to authorize the Flock Connector by clicking Authorize. 
6. Next, you will be redirected back to Flock and once the account is credentialed, you will see a green checkmark on the Checkr Application (Settings > Apps). 

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the 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, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• 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 will need to 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

Once your Flock and Checkr accounts are connected, go to People > Offers tab and click BACKGROUND CHECK for the desired candidate. 

Once the background check has been ordered, the status of the report will be listed in the Flock Offers tab. Once complete, go to the Checkr Dashboard to view the full report. (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. 

Checkr Features

Use the Checkr Dashboard

While the 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Fountain/Checkr 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 Fountain, please submit a request for additional assistance.

_________________________________________________________

• Prerequisites
• Step 1: Copy Production API Key from Checkr
• Step 2: Add Checkr as an Integration
• Step 3: Add Webhook
• Step 4: Add a Background Check to your Workflow
• Testing your Checkr Integration
• Viewing Results
• Use the Checkr Dashboard 

_________________________________________________________

Prerequisites

Before enabling the integration, make sure your Checkr account is approved for production. If you’re not sure, you can confirm this by contacting Checkr Customer Support.

Step 1: Copy Production API Key from Checkr

Log in to Checkr, and navigate to Account Settings → Developer Settings.

Click the "Show key" for the Live Secret, then copy the key.

Step 2: Add Checkr as an Integration

Go to Fountain, click on your initials located right top corner to show the dropdown, and navigate to "Company Settings" → "Integrations" → “Screening.”

Click on the “Connect” button next to the Checkr logo in the "Background Checks" integration section and paste the Production API Key from the previous step — then, click "Save Changes".

Step 3: Add Webhook

Within Checkr, under the API keys is a “Webhooks” section. Insert https://callbacks.fountain.com/integrations/checkr into the URL box and click “Add.”

Step 4: Add a Background Check to your Workflow

Navigate to an Opening in Fountain and edit the workflow. Click the “Add stage” button and select “Create New Stage.” Create a new “Background Check with Checkr” stage.

You can drag the Checkr stage to the correct place in the workflow, and select it to configure settings.

The settings that you can configure:

1. Report package
2. Checkr Geo (optional)
3. Run MVR first before the complete package
4. Whether to send a consent message automatically
5. Action to take when the applicant has consented
6. Who to notify when a report status is returned
7. The custom SMS and email messages associated with this stage

Testing your Checkr Integration

If you use the test API key from Checkr, you can use the following details to test your Checkr integration. Note that you will be charged for reports if you use these details in a production Checkr account.

Test Social Security Numbers 111-11-2001 Criminal screening will return with status 'clear' 111-11-2002 Criminal screening will return with status 'consider' Test Driver License Numbers California: F1112001 MVR report returns with status 'clear' California: F1112002 MVR report returns with status 'consider'

You can use these test numbers if you open the Checkr stage in the applicant table and click “Create Test Applicant”:

Viewing Results

Check results are viewable in the applicant table and applicant profile. 

Checkr Features

Use the Checkr Dashboard

While the 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
• 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

Checkr’s Candidate Experience

The checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

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.

_________________________________________________________

• 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

_________________________________________________________

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: 

Checkr Report Status	Checkr Report Result	Freshteam Status in Candidate page and comments	Freshteam Tag	Freshteam Comment added?
Invitation Status	NA	Invitation Sent	Checkr-pending	Yes
Invitation Expired	NA	Invitation Expired	Checkr-Complete	Yes
Invitation Deleted	NA	Invitation Canceled	Checkr-Complete	Yes
Invitation Completed	NA	Invitation Completed	Checkr-pending	No
Complete	Clear	Eligible	Checkr-Complete	Yes
Complete	Consider	Pending	Checkr-Complete	Yes
Disputed	NA	Disputed	Checkr-Complete	Yes
Suspended	NA	Suspended	Checkr-Complete	Yes
Pending	NA	Pending	Checkr-pending	No
Complete	Clear	Clear	Checkr-Complete	Yes
Complete	Consider	Not Eligible	Checkr-Complete	Yes

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.

Welcome to Checkr!

This guide will walk you through the Checkr / GetHired integration process. The Checkr Help Center is a great resource for any questions that may not be covered in this guide. If you have any questions not covered in this guide or help center, submit a request.

______________________________________________________________

• Prerequisites
• Connect to Checkr
  
  • Option 1
  • Option 2
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• International Packages 
• Domestic Package with International Verifications
• Review A Background Check
• Monitoring A Background Check
• Reviewing Completed Results
• Resubmit A Background Check
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

______________________________________________________________

Prerequisites

The following items are required to initiate GetHired / Checkr integration:

• Admin access to Checkr and GetHired

Connect to Checkr

Option 1

1. Login to GetHired ATS.
2. From Hiring, select Integrations.
3. Then select Checkr and Connect.
   
   

4. Once ‘Checkr’ is selected, click ‘Connect’.

5. Clicking  ‘Connect” will launch the OAugh Sign-In / Sign-Up process. 
   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired.
   2. If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information
      
6. After completing the flow, you will be redirected back to GetHired.
7. If you had to create a new account via Sign Up flow, then you will see the following message as your account will need to be credentialed by Checkr.
   
8. If you Signed In to Checkr, you will see the following message and can begin ordering background checks on candidates.
   

Option 2

1. Login to the GetHired ATS and navigate to the dashboard homepage.
2. Once on the dashboard, select “Jobs” from the left navigation menu which will bring you to the job details page.
3. Once you’ve selected the job, you will be brought to a page detailing the job as well as all of the applicants.
4. Select an applicant.
5. Once on the applicant, you will see an action toolbar.
6. In the toolbar, click on ‘check mark’. Background Checks are also available until the profile tab > ‘Background Check’.
   
7. If your account is already connected to Checkr, the new invitation embed will appear. 
8. If your account is not already connected to Checkr, you will be prompted to go through the OAugh Sign-In / Sign-Up process by clicking ‘get started’. You will be brought to the GetHired integrations page.
   
9. Clicking  ‘Connect” will launch the OAugh Sign-In / Sign-Up process. 
   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired.
   2. If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information
      
10. After completing the flow, you will be redirected back to GetHired.
11. If you had to create a new account via Sign Up flow, then you will see the following message as your account will need to be credentialed by Checkr.
    
12. If you Signed In to Checkr, you will see the following message and can begin ordering background checks on candidates.
    

Create a Checkr account

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

To create an account for use with GetHired:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired.
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 GetHired. (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 GetHired and you to begin ordering background checks through the GetHired platform. 
   
5. After signing in or creating a Checkr account, the status will update in GetHired.

Option 2

1. Login to GetHired ATS.
2. From Hiring, select Jobs.
3. Select a candidate from within the Applicant Tracker.
4. From the candidate, select Background Checks to connect to Checkr
5. Select Get Started and complete the instructions outlined in Option 1.

Account Hierarchy

The GetHired integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the GetHired 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 GetHired, you will be asked which node to order the check from and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check through GetHired.
• 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 will need to 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

1. Login to the GetHired ATS and navigate to the dashboard homepage. 
2. Once on the dashboard, select “Jobs” from the left navigation menu which will bring you to the job details page. 
3. Once you’ve selected the job, you will be brought to a page detailing the job as well as all of the applicants. 
4. Select an applicant. 
5. Once on the applicant, you will see an action toolbar. 
6. In the toolbar, click on ‘check mark’. Background Checks are also available until the profile tab > ‘Background Check’.
   
7. Once selected, the new invitation will populate. 
8. Please fill out the “Invite Candidate” prompts:
   1. Select a country
   2. Select a state
   3. Select a city (optional)
   4. Select a package
   5. Enter email (pre-populates by candidate)
      

9. Click ‘Submit’.
10. Once submitted, you will receive confirmation that the candidate was invited to the background check. 
    

International Packages 

Checkr defines international background checks as background checks run on candidates living and working outside of the United States. If your candidate works in the United States but has out-of-country history, for example, attended school internationally, request a package that includes an education verification with out-of-country history enabled.

Checkr currently offers the following international screenings for candidates with work locations outside the United States:

• International Criminal
• Adverse Media Search - may be enabled to automatically run if criminal is not available
• Identity Document Verification
• Global Watchlist
• Education Verification
• Employment Verification

Domestic Package with International Verifications

If your candidate works in the United States but has out-of-country history, for example, attended school internationally, request a package that includes an education verification with out-of-country history enabled. Checkr currently offers an out-of-country history setting that can be added to any domestic criminal search or verification. 

The option can be applied for candidates who will perform their work inside the US but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include: 

• Education Verification
• Employment Verification

Review A Background Check

Monitoring A Background Check

1. Login to the GetHired ATS and navigate to the dashboard homepage. 
2. Once on the dashboard, select “Jobs” from the left navigation menu, which will bring you to the job details page. 
3. Once you’ve selected the job, you will be brought to a page detailing the job as well as all of the applicants. 
4. Select an applicant. 
5. Once on the applicant, you will see an action toolbar. 
6. In the toolbar, previously run Background Checks are available until the profile tab > ‘Background Check’.
   
7. Under ‘Available Reports’, you are able to view all background checks that have been run for the candidate. The following details will be displayed: 
   1. the name of the package ordered,
   2. the status of the invitation to the candidate,
   3. the status of the report's progress and its ETA, and
   4. the result of the report and its completion timestamp.
   5. A link to the candidate in the Checkr Dashboard if the invitation has not yet been completed, and a link to the report once it has been initiated.

Reviewing Completed Results

Once the background check has been ordered, the status of the report will be listed in the GetHired 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 which covers:

• Report layout
• Clear and Consider statuses
• Engage the candidate or begin the adverse action process

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. 

Resubmit A Background Check

More than one background check can be ordered for a single candidate. To order multiple background checks, please follow the steps outlined in the “Order Background Checks” section above.  

Checkr Features

Use the Checkr Dashboard

While the GetHired 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr / GetHired integration process. The Checkr Help Center is a great resource for any questions that may not be covered in this guide. If you have any questions not covered in this guide or help center, submit a request.

______________________________________________________________

• Prerequisites
• Connect to Checkr
  • Option 1
  • Option 2
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• International Packages 
• Domestic Package with International Verifications
• Review A Background Check
• Monitoring A Background Check
• Reviewing Completed Results
• Resubmit A Background Check
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

______________________________________________________________

Prerequisites

The following items are required to initiate GetHired / Checkr integration:

• Admin access to Checkr and GetHired

Within GetHired there are 2 options to connect to Checkr.

Connect to Checkr

Option 1

1. Login to GetHired ATS.
2. From Hiring, select Integrations.
3. Then select Checkr and Connect.

Create a Checkr account

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

To create an account for use with GetHired:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired.
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 GetHired. (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 GetHired and you to begin ordering background checks through the GetHired platform. 
   
   
5. After signing in or creating a Checkr account, the status will update in GetHired.

Option 2

1. Login to GetHired ATS.
2. From Hiring, select Jobs.
3. Select a candidate from within the Applicant Tracker. 
4. From the candidate, select Background Checks to connect to Checkr. 
5. Select Get Started and complete the instructions outlined in Option 1.

Account Hierarchy

The GetHired integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the GetHired 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 GetHired, you will be asked which node to order the check from and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check through GetHired.
• 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 will need to 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

1. Login to the GetHired ATS and navigate to the dashboard homepage. 
2. Once on the dashboard, select ‘Jobs’ from the left navigation menu which will bring you to the job details page, which hosts an ‘Applicant Tracker’. 
3. Select a candidate from within the ‘Applicant Tracker’. 
4. Once selected, the candidate's profile card will populate. 
5. From within the card, you can select the checkmark labeled ‘Background Checks’ to run background checks once connected. 
6. Once selected, the new invitation will populate. 
7. Please fill out the “Invite Candidate” prompts:
   1. Select a country
   2. Select a state
   3. Select a city (optional)
   4. Select a package
   5. Enter email (pre-populates by candidate)

8. Click ‘Submit’.
9. Once submitted, you will receive confirmation that the candidate was invited to the background check. 

International Packages 

Checkr defines international background checks as background checks run on candidates living and working outside of the United States. If your candidate works in the United States but has out-of-country history, for example, attended school internationally, request a package that includes an education verification with out-of-country history enabled.

Checkr currently offers the following international screenings for candidates with work locations outside the United States:

• International Criminal
• Adverse Media Search - may be enabled to automatically run if criminal is not available
• Identity Document Verification
• Global Watchlist
• Education Verification
• Employment Verification

Domestic Package with International Verifications

If your candidate works in the United States but has out-of-country history, for example, attended school internationally, request a package that includes an education verification with out-of-country history enabled. Checkr currently offers an out-of-country history setting that can be added to any domestic criminal search or verification. 

The option can be applied for candidates who will perform their work inside the US but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include: 

• Education Verification
• Employment Verification

Review A Background Check

Monitoring A Background Check

1. Login to the GetHired ATS and navigate to the dashboard homepage. 
2. Once on the dashboard, select ‘Jobs’ from the left navigation menu, which will bring you to the job details page, which hosts an ‘Applicant Tracker’. 
3. Select a candidate from within the ‘Applicant Tracker’. 
4. Once selected, the candidate's profile card will populate. 
5. In the toolbar, previously run Background Checks are available until the profile tab > ‘Background Check’.
6. Under ‘Background Checks’ >>  ‘Available Reports’, you are able to view all background checks that have been run for the candidate. The following details will be displayed: 
   1. the name of the package ordered,
   2. the status of the invitation to the candidate,
   3. the status of the report's progress and its ETA, and
   4. the result of the report and its completion timestamp.
7. A link to the candidate in the Checkr Dashboard if the invitation has not yet been completed, and a link to the report once it has been initiated.

Reviewing Completed Results

Once the background check has been ordered, the status of the report will be listed in the GetHired 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 which covers:

• Report layout
• Clear and Consider statuses
• Engage the candidate or begin the adverse action process

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. 

Resubmit A Background Check

More than one background check can be ordered for a single candidate. To order multiple background checks, please follow the steps outlined in the “Order Background Checks” section above.  

Checkr Features

Use the Checkr Dashboard

While the GetHired 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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

 

Welcome to Checkr!

This guide will walk you through the Checkr / GetHired integration process. The Checkr Help Center is a great resource for any questions that may not be covered in this guide. If you have any questions not covered in this guide or help center, submit a request.

______________________________________________________________

• Prerequisites
• Connect to Checkr (GetHired Onboarding) 
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• International Packages 
• Review A Background Check
• Monitoring A Background Check
• Reviewing Completed Results
• Resubmit A Background Check
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

______________________________________________________________

Prerequisites

The following items are required to initiate GetHired / Checkr integration:

• Admin access to Checkr and GetHired

Connect to Checkr (GetHired Onboarding) 

1. Login to the GetHired Onboarding
2. Select View Employees
3. Select Run Background Check

Create a Checkr account

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

To create an account for use with GetHired:

1. 1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired.
   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.
      
2. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from GetHired. (Payment information may be edited on the Checkr dashboard after the account has been created.)

3. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both GetHired and you to begin ordering background checks through the GetHired platform. 

Account Hierarchy

The GetHired integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the GetHired 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 GetHired, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check through GetHired.
• 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 will need to 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

1. Login to the GetHired Onboarding Platform and navigate to the dashboard homepage. 
2. Once on the dashboard, select “View Employees” from the left navigation menu, which will bring you to a page detailing all employees going through the onboarding process. 
3. Select an employee. 
4. Once you’re viewing an employee ‘card’, you can select ‘Run Background Check’. 
5. Once selected, the new invitation will populate. 
6. Please fill out the “Invite Candidate” prompts:
   1. Select a country
   2. Select a state
   3. Select a city (optional)
   4. Select a package
   5. Enter email (pre-populates by candidate)
7. Click ‘Submit’.
8. Once submitted, you will receive confirmation that the candidate was invited to the background check. 

International Packages 

Checkr defines international background checks as background checks run on candidates living and working outside of the United States. If your candidate works in the United States but has out-of-country history, for example, attended school internationally, request a package that includes an education verification with out-of-country history enabled.

Checkr currently offers the following international screenings for candidates with work locations outside the United States:

• International Criminal
• Adverse Media Search - may be enabled to automatically run if criminal is not available
• Identity Document Verification
• Global Watchlist
• Education Verification
• Employment Verification

Domestic Package with International Verifications

If your candidate works in the United States but has out-of-country history, for example, attended school internationally, request a package that includes an education verification with out-of-country history enabled. Checkr currently offers an out-of-country history setting that can be added to any domestic criminal search or verification. 

The option can be applied for candidates who will perform their work inside the US but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include: 

• Education Verification
• Employment Verification

Review A Background Check

Monitoring A Background Check

To monitor a background check, the employee must have started the onboarding process. Once the onboarding process is started, you will have access to “View Details” as noted below. 

1. Login to the GetHired Onboarding Platform and navigate to the dashboard homepage. 
2. Once on the dashboard, select “View Employees” from the left navigation menu, which will bring you to a page detailing all employees going through the onboarding process. 
3. Select an employee. 
4. Once you’re viewing an employee ‘card’, you can select ‘View Details’.
5. By selecting ‘View Details’, a module will appear titled ‘Employee Onboarding Data’. 
6. Within the Onboarding Employee Profile Card, you can scroll down to the bottom and find ‘Background Check’.  
7. Within ‘Background Check’, you can view all ‘Available Reports’ and/or run a new check.
8. Within “Available Reports’ you are able to view all background checks that have been run for the candidate. The following details will be displayed: 
   1. the name of the package ordered,
   2. the status of the invitation to the candidate,
   3. the status of the report's progress and its ETA, and
   4. the result of the report and its completion timestamp.
   5. A link to the candidate in the Checkr Dashboard if the invitation has not yet been completed, and a link to the report once it has been initiated.

Reviewing Completed Results

Once the background check has been ordered, the status of the report will be listed in the GetHired employee profile. This profile expands, and you’re able to see all reports at the bottom of the employee profile and the report status. 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 which covers:

• Report layout
• Clear and Consider statuses
• Engage the candidate or begin the adverse action process

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. 

Resubmit A Background Check

More than one background check can be ordered for a single candidate. To order multiple background checks, please follow the steps outlined in the “Order Background Checks” section above.  

Checkr Features

Use the Checkr Dashboard

While the GetHired 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
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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