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.

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• 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

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AETI / Checkr User Guide 

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

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 utilizing the integration with AETI.

To create an account for use with AETI:

1. Click Sign Up when prompted. This option is presented in Step #4 in the “Add Checkr to AETI” section above. 
2. Enter your name and company contact information, and click Continue.
3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from AETI. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
   1. Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
5. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both AETI and you, and you may begin ordering background checks through the AETI platform.
6. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

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.

Welcome to Checkr!

This guide will walk you through the Checkr / Alliance Payroll 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 Alliance Payroll, please email support@alliancepayroll.com for additional assistance.

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Alliance Payroll / Checkr User Guide

• Prerequisites
  • Enable Checkr setup
  • Create a Checkr account
• Order Background Checks
• Use the Checkr Dashboard

_________________________________________________________

Alliance Payroll / Checkr User Guide

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

Prerequisites

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

• Access to Alliance Payroll, with admin rights

Enable Checkr Setup

1. To enable the integration, go to your AllPay dashboard. From the main screen, click on Configuration.
   
   
   
2. Click Application Configuration at the top of the screen, then Integrations. Next to Checkr, click Connect which will bring you to the sign-up or sign-in flow.
   
   
   
   

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

Create a Checkr account

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

To create an account for use with Alliance Payroll:

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.

3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Alliance Payroll. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
• Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.

Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Alliance Payroll and you, and you may begin ordering background checks through the Alliance Payroll platform.

Credentialing is instantaneous for most accounts; if we cannot verify your information immediately, our team will manually review your account, which typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.

Order Background Checks for an Applicant

1. From the dashboard, go to the Onboard menu and click Applicants to view the list of your candidates
   
   
   
   
2. Click on the candidate for which you would like to run a background check. This will open up the applicant menu on the right side. On the top left of the applicant menu, click Order a Background Check
3. On the background check dialog, choose 'Checkr' and the package that you want to run for the applicant. You can see the progress of the background check process in the Background Check section of the applicant menu

 

The candidate will then receive an email from Checkr directing them to a Checkr-hosted website to provide the information Checkr needs to run a check. 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.

 

Order Background Checks for an Employee

1. From the dashboard, go to the HR Menu and click Background Checks
   
   
   
   
2. Search for the employee that you would like to run a background check for and click on the Add button for a new background check request.
3. Choose 'Checkr' and the package you want to run. Click Save the New Record to send the background check.
   
   
   

 

Account Hierarchy

If you would like your Checkr invoice to be broken out by the total cost of checks run by AllPay code, you can by utilizing the Account Hierarchy feature.

1. Fill out a Checkr support request asking for Account Hierarchy to be turned on in your account
2. Once Hierarchy is enabled in your Checkr account, navigate to your AllPay dashboard. Click on Configuration, then Application Configuration and find Checkr.
3. Click on Checkr Segmentation next to the Checkr description to pull up the Account Hierarchy Setup.
   
   
   
   
4. Select which level of AllPay Codes you want to use for your Hierarchy breakdown in Checkr and click Sync with Checkr & Save to activate account hierarchy
   
   
   
   
5. Now your Checkr monthly invoice will display the total amounts run by each AllPay code level you selected.

Note: You will still be billed once and to one payment account, only your invoice will be broken out by AllPay code. There is not currently support for different billing accounts for different AllPay codes.

 

Use the Checkr Dashboard

The Alliance Payroll integration allows you to order background checks and view their status; however, the following features are available only from within Checkr:

• Background check invitation links
• Full background check report results
• Adverse Action initiation and processing tools
• Create customizable packages and add-ons 
• 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 has created custom training videos for our Amazon DSP customers. For more information, please see the following training sessions in the Checkr Learning Center:

• Creating a Delivery Services Partner Account with Checkr
• Track Background Check Status in your Delivery Services Partner Account with Checkr
• Manage Users and Billing for your Delivery Services Partner Account with Checkr

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.

_________________________________________________________

Ashby / Checkr User Guide

Prerequisites

Add Checkr to Ashby

Create a Checkr account 

Order Background Checks 

Use the Checkr Dashboard 

_________________________________________________________

Ashby / Checkr User Guide 

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 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.

Add Checkr to Ashby

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

Create a Checkr account

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. 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
   
   
   
5. Enter your name and company contact information, and click Continue. Existing Checkr customers can click "Sign In" under the two option squares. 
   
   
   
6. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Ashby. (Payment information may be edited on the Checkr dashboard after the account has been created.)
   
   
   
7. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
   Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
   
   
   
8. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Ashby and you, and you may begin ordering background checks through the Ashby platform. 

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

 

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. 

 

Use the Checkr Dashboard

While the Ashby 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 
• 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.

*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, 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 BambooHR, please fill out a support request for additional assistance.

_________________________________________________________

• Prerequisites
  • BambooHR Access
• Add Checkr to BambooHR
• Enable Checkr setup for the first time
• Create a Checkr account
• Disabling the Legacy Integration
• Installing the new integration
• Cleaning up your account
• Order Background Checks
  • What data syncs to Checkr from BambooHR?
• BambooHR Help
• Use the Checkr Dashboard

_________________________________________________________

BambooHR / Checkr User Guide 

This guide describes how to set up Checkr to use within BambooHR, allowing BambooHR users to initiate and view Checkr background checks from within the BambooHR interface. 

Prerequisites

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

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

BambooHR Access

Add Checkr to BambooHR

First, enable Checkr from within BambooHR.

Enable Checkr setup for the first time

1. Install the new app in BambooHR
2. Must be done by a BambooHR admin who is also an admin in Checkr
3. Navigate to Account Settings, select the Apps section and install the Checkr App
   
   
   
   
4. You will be redirected to enter your BambooHR account subdomain*.
   1. *The subdomain is the first part of your BambooHR URL. For example, if your BambooHR URL is https://helpcontent.bamboohr.com, your subdomain would be helpcontent
      
      
      
      
5. Next, follow the steps and log into Checkr from the modal, then complete the installation.
   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, select Sign Up to create a Checkr account, and add your billing and credentialing information.

Create a Checkr account

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

To create an account for use with BambooHR:

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.
   
   
   
   
3. Provide the requested credentialing information. Fill out the Contact/Business information and the Payment method forms then click Continue. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks. 
   1. Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
   2. Invoices for background checks will come directly from Checkr, and not from BambooHR.
      1. Payment information may be edited on the Checkr dashboard after the account has been created.
         
         
         
         
4. Submit Account to send your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both you and BambooHR. You may then begin ordering background checks through BambooHR’s platform. 

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

Disabling the Legacy Integration

I already use the BambooHR - Legacy Checkr integration, how do I start using the new integration?

1. To disable the legacy integration in BambooHR, have the Checkr admin log in to the Checkr account.
2. After logging in, navigate to the Admin tab in the left-side navigation bar and click Integrations.
3. Click Application Details below BambooHR in the integrations list to continue.
4. Click on the garbage can icon to delete the integration.
   1. Note: The admin in both BambooHR and Checkr will need to complete these steps. If this is not the same person at your company, have your Checkr admin authenticate through the BambooHR admin's account.

Installing the new integration

If you are already using Checkr in BambooHR and need to update the integration, navigate to Settings Apps. Click Install next to the Checkr app to begin. A modal will appear for you to connect your Checkr account and install the integration in BambooHR. Note: You will need to log in to Checkr via the hyperlink in the modal before you can initiate the installation. Once you log into Checkr via the hyperlink the install button will be clickable. After installing the new app, Checkr will need to approve your account, which can take up to 24 hours. You will get an email notification of the approval from Checkr.

Cleaning up your account

In the legacy version of the BambooHR Checkr integration, we had you create custom statuses within settings that can now be deleted. 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

You are now ready to use the new integration.

Order Background Checks

To initiate a background check through Checkr, click the gear icon on the candidate record in BambooHR. Then click Run Background Check. This action will send the candidate information to your Checkr account to begin a new background check. If the candidate already exists in your Checkr account, the status will automatically change to Background Check In Progress.

A modal will appear for you to enter the following information:

1. Candidate email address
2. Country
3. State
4. Background Check Package
5. Click Send Background Check to finish

1. Once the background check has been submitted, a tile will display the status of the background check on the candidate profile. An authenticated Checkr user can hover over the tile and click the three dots to view the report in Checkr or cancel the request.
   1. When a request is canceled or Checkr expires, you will have the option to run another background check. After a report has been canceled or expired for more than 72 hours, the tile will disappear and a new request for a background check can be made from the gear icon.
   2. The status tile will still be visible to Hiring Leads and Collaborators that do not have access to request a background check, however, they will not be able to perform this functionality. See the Access section for more information.

1. 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. (For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)
2. Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations. 
   
   

Use the Checkr Dashboard

While the BambooHR 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
• 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.

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.

_________________________________________________________

Table of Contents

• Prerequisites
• Add Checkr to Breezy HR
  • Enable Checkr setup
  • Create a Checkr account
  • Connect Checkr and Breezy HR
• Order Background Checks
• Use the Checkr Dashboard

_________________________________________________________

Breezy HR / Checkr User Guide

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

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

Add Checkr to Breezy HR

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

Enable Checkr setup

To initiate integration, click the Systems Settings gear in the upper right-hand corner of Breezy, then click Integrations.

Next, scroll down to the Background Screening section and select the settings next to Checkr Background Checks. Then, click Enable.

Clicking Connect Checkr will open a window asking you to Sign Up or Sign In.

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

Create a Checkr account

Partner integrations require a Checkr account creation process that differs from that for standalone Checkr accounts. If your company does not yet have a Checkr account, one must be created before integration with Breezy.

To create an account for use with Breezy:

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.

3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Breezy. (Payment information may be edited on the Checkr dashboard after the account has been created.)

4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
• Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.

Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Breezy and you, and you may begin ordering background checks through the Breezy platform.

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.

Connect Checkr and Breezy HR

After creating a Checkr account, sign into the account, and click to connect your Checkr and Breezy accounts.

Order Background Checks

Once your Breezy and Checkr accounts are connected, follow the below steps to create a new position:

• Click Positions/Pools from the options on the left-hand
• Click Add Position
• Fill out the fields for Details, Applications, Pipeline, Scorecard, Promote, and Hiring Team
• Click Save & Activate or Save as Draft
• Click Yes Please or No Thanks
• Click Add Candidates
• Click Import by Resume or add the candidate's resume information manually
• Click Continue

Next, click on the newly created Candidate Profile page, and select More > Run Background Check to initiate a background check for the selected candidate.

Or, in the upper right corner of the page, click the Run Background Check icon, then select a background check option from the window that opens, and click Send.

Once the background check has been ordered, the status of the report (pending or completed) will be listed in the Breezy Candidate Profile page. Select Other > Background Checks to review the status of the report.

Once Complete, click on the results to open the report in the Checkr Dashboard. (For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)

Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations.

Use the Checkr Dashboard

The Breezy integration allows you to order background checks and view their status, through the integration or through the Checkr dashboard, the following features are available only from within Checkr:

• Background check invitation links
• Full background check report results
• Adverse Action initiation and processing tools
• Create customizable packages and add-ons
• 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.

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.

Use the Checkr Dashboard

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

Create customizable packages and add-ons

 

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.

_________________________________________________________

Ceipal/ Checkr User Guide

Prerequisites

Add Checkr to Ceipal

Enable Checkr setup

Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

_________________________________________________________

Ceipal / Checkr User Guide 

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.                                                                                                                                                   
6. By selecting the arrow icon, you will be redirected to the Checkr Sign Up / Sign In flow. 
7. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Ceipal.
8. If you are not a current Checkr customer, select Sign Up to create a Checkr account and follow the instructions below.                                                                                         

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. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.
3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Ceipal]. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
   1. Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
5. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Ceipal and you, and you may begin ordering background checks through the Ceipal platform. 
6. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.

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. 

Use the Checkr Dashboard

While the Ceipal 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.

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.

_________________________________________________________

Table of Contents

• Prerequisites
• Add Checkr to ClearCompany
  • Enable Checkr setup
  • Create a Checkr account
• Order Background Checks
• Use the Checkr Dashboard

_________________________________________________________

 

Getting started with Checkr on ClearCompany

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

Prerequisites

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

• Access to ClearCompany, with admin rights

Add Checkr to ClearCompany

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

Enable Checkr setup

To initiate integration, go to a candidate’s profile. Scroll down to the Background Checks section and click Start Background Check.

Clicking Start Background Check will open a window asking you to Sign Up or Sign In.

• If you are already a Checkr customer, select Sign in to connect your current Checkr account to ClearCompany. (Note: Some ClearCompany users receive an error message when signing into Checkr. If you receive an error, try logging into ClearCompany using FireFox. Then click Sign In again.) 
• If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information.

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. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.

3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from ClearCompany. (Payment information may be edited on the Checkr dashboard after the account has been created.)

4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
• Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.

Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both ClearCompany and you, and you may begin ordering background checks through the ClearCompany platform.

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.

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.

Use the Checkr Dashboard

While the ClearCompany integration provides two means to order background checks and view their status, through the integration or through the Checkr dashboard, the following features are available only from within Checkr:

• Background check invitation links
• Full background check report results
• Adverse Action initiation and processing tools
• Create customizable packages and add-ons
• 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.

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.

________________________________________________________

Comeet / Checkr User Guide 

Prerequisites 

Enable Checkr setup 

Create a Checkr account 

Order Background Checks 

Adding a Checkr Assessment Step in Comeet

Reviewing Results

Use the Checkr Dashboard 

________________________________________________________

Comeet/ Checkr User Guide 

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

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

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

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

This will prompt you to either Sign Up or Sign In

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

Once complete, you will be redirected to the integration pop-up

Select Activate to complete setup once you have received confirmation via email from Checkr that your account is authorized and credentialed. 

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. Click Set Up a Checkr Account when prompted, click Continue
   
   
   
   
2. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks
   Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
   
   
   
   
3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Comeet. (Payment information may be edited on the Checkr dashboard after the account has been created.)
   
   
   
4. Click Submit Account to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Comeet and you, and you may begin ordering background checks through the Comeet platform.

 

Credentialing is instantaneous for most accounts; if we cannot verify your information immediately, our team will manually review your account, which typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.

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

Use the Checkr Dashboard

While the Comeet 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
• 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.

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.

_________________________________________________________

Crelate / Checkr User Guide

Prerequisites
Enable Checkr setup
Create a Checkr account
Order Background Checks
Use the Checkr Dashboard

_________________________________________________________

Crelate / Checkr User Guide 

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

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: 

Clicking Start Background Check will open a window asking you to Sign Up or Sign In. 

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

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. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.
   
   
   
   
3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Crelate. (Payment information may be edited on the Checkr dashboard after the account has been created.)
   
   
   
   
4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
   Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
   
   
   
   
5. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Crelate and you, and you may begin ordering background checks through the Crelate platform.
6. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

 

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. 

 

Use the Checkr Dashboard

While the Crelate 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
• 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.

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.

_________________________________________________________

Criteria Corp / Checkr User Guide

Prerequisites

Add Checkr to Criteria Corp

Enable Checkr setup

Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

_________________________________________________________

Criteria Corp / Checkr User Guide 

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. 

Clicking Continue to Checkr will open a window asking you to Sign Up or Sign In. 

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

Create a Checkr account

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

To create an account for use with Criteria Corp:

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.

3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Criteria Corp. (Payment information may be edited on the Checkr dashboard after the account has been created.)

4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
• Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.

Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Criteria Corp and you, and you may begin ordering background checks through the Criteria Corp platform. 

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

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. 

Use the Checkr Dashboard

While the Criteria Corp 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
• 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.

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.

______________________________________________________________

Discovered ATS | Checkr User Guide

Prerequisites

Enable Checkr setup

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

______________________________________________________________

Discovered ATS | Checkr User Guide 

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

Prerequisites

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

• Access to Discovered ATS, with admin rights 

Enable Checkr 

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

Option 1

1. Log in to Discovered ATS
2. Once logged in, you will be on the Discovered ATS dashboard homepage.
3. From the homepage, you can navigate to account settings in the top right hand corner.. From settings, select “Checkr Settings”. 
4. Within “Checkr Settings”, you can select “Connect or Create Checkr Account”. Selecting this option will begin the sign up / sign in process. 

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

Option 2

1. Log in to Discovered ATS
2. Once logged in, you will be on the Discovered ATS dashboard homepage.
3. From the homepage, you can view a job posting and the candidates that have applied. 
4. Once you’ve selected a specific candidate’s profile, you can navigate to the “Background Check” tile and select “Integration with Checkr”. Selecting this option will begin the sign-up / sign-in process. 
   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, select Sign Up to create a Checkr account, and add your billing and credentialing information.           
5. Once you’ve signed in or signed up, the background check portion of a candidate’s profile will now give you access to “Request Background Check”.       

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:

• Click Sign Up when prompted.

• Enter your name and company contact information, and click Continue.

• Enter payment information. Invoices for background checks will come directly from Checkr, and not from Discovered ATS. (Payment information may be edited on the Checkr dashboard after the account has been created.)

• Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.

• Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.

• Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Discovered ATS and you, and you may begin ordering background checks through the Discovered ATS platform. 
• Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

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 Account Hierarchy User Guides.

Order Background Checks

To order a background check from within Discovered ATS, please follow the steps below. 

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

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…
1. Navigate to the job posting
2. Select “Add Candidate”. 
3. 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. 
1. 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. 
2. For example, if the candidate uses Gmail, they could do homersimpson@gmail.com and homersimpson1@gmail.com
4. 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
• Fullbackground check report results
• Adverse Actioninitiation 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'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.

_________________________________________________________

DocQ / Checkr User Guide

Prerequisites 

Add Checkr to DocQ 

Enable Checkr setup 

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

Use the Checkr Dashboard 

_________________________________________________________

DocQ / Checkr User Guide 

This guide describes how to set up Checkr to use within DocQ, such that DocQ users can automatically initiate and route candidates based on Checkr background check results from within the DocQ interface. 

Prerequisites

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

• Access to DocQ, with admin rights 

Add Checkr to DocQ

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

Enable Checkr setup

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

Clicking “Connect with Checkr account” will open a window asking you to “Sign Up” or “Sign In”. 

• If you are already a Checkr customer, select “Sign In” to connect your current Checkr account to DocQ, then click on “Click here to continue”.
• If you are not a current Checkr customer, select “Sign Up” to create a Checkr account.

 

Create a Checkr account

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

To create an account for use with DocQ:

1. Click Sign Up when prompted.
2. Click Set up a Checkr account.
3. Click Continue.
4. Enter your name and company contact information, and click Continue.
5. Enter payment information. Invoices for background checks will come directly from Checkr, and not from DocQ. (Payment information may be edited on the Checkr dashboard after the account has been created.)
6. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
• Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
7. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both DocQ and you, and you may begin ordering background checks through the DocQ platform. 
8. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

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. 

Use the Checkr Dashboard

While the DocQ 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
• 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. For additional support and/or questions please contact our support email: support@docq.app

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 

Add Checkr to Drata 

Enable Checkr setup 

Create a Checkr account 

Order Background Checks 

Use the Checkr Dashboard 

_________________________________________________________

Drata / Checkr User Guide 

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

Prerequisites

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

• Access to Drata, with admin rights 

Add Checkr to Drata

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

If your company does not yet have a Checkr account, one must be created for the integration with Drata. Please see the steps below. 

If your company does have a Checkr account, you can follow the steps below and Sign In instead of Signing Up.

Enable Checkr setup

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. Choosing either option will prompt you to connect to Checkr, where you'll see the visual below, prompting you to begin an OAuth connection.                                      If you are not already signed in, you will be prompted to log in to your Checkr Dashboard.
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 your company does not yet have a Checkr account,  click “Set Up a Checkr Account” and “Continue”.   
2. Enter your name and company contact information, and click Continue.
3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Drata. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
   • Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
5. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Drata and you, and you may begin ordering background checks through the Drata platform. 
6. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

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. 

Use the Checkr Dashboard

While the Drata 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
• 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.

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.

_________________________________________________________

eBacon / Checkr User Guide

Prerequisites

Enable Checkr setup

Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

_________________________________________________________

eBacon / Checkr User Guide 

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

Prerequisites

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

• Access to eBacon, with Admin rights 

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. Clicking Connect will open a window asking you to Sign Up or Sign In. 

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

Create a Checkr account

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

To create an account for use with eBacon:

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.

3. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.

Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes. 

Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify you via email and you may begin ordering background checks through the eBacon platform. 

Credentialing is instantaneous for most accounts; if we cannot verify your information immediately, our team will manually review your account, which typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

Note: Set up of drug testing services takes longer, around 5-7 days.

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. 

Use the Checkr Dashboard

While the eBacon integration provides two means to order background checks and view their status, through the integration or through the Checkr dashboard, the following features are available only from within Checkr: 

• Full background check report results
• Adverse Action initiation and processing tools
• Checkr settings 
• New and existing user management
• Email notification preferences

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 / 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.

_________________________________________________________

EPAY Systems  / Checkr User Guide

Prerequisites

Add Checkr to EPAY Systems

Enable Checkr setup

Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

________________________________________________________

EPAY Systems / Checkr User Guide 

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

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. 

Next, a window will populate asking you to Sign Up or Sign In. 

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

Create a Checkr account

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

To create an account for use with EPAY Systems:

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.

3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from EPAY Systems. (Payment information may be edited on the Checkr dashboard after the account has been created.)

4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
• Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.

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. 

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

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. 

Use the Checkr Dashboard

While the EPAY Systems 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
• 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.

• 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 Erecruit instance up and running using Checkr.

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

_________________________________________________________

Erecruit/Checkr Integration Guide

For admins configuring their Checkr integration

• Provision Checkr as an Integration Partner
• Confirm Recruiter users’ permissions
  • Add permissions to the Checkr API user
  • Add permissions to the Recruiter user
• Configure Requirement Integration Packages
• Configure Requirement Statuses
• Configure Requirement Definition
• Configure Workflows
  • Add Owner when Requirement is created
  • Use Checkr’s Hosted Apply Flow to collect candidate PII and consent
  • Use Estaff365 Onboarding to collect candidate PII and consent
    • Use Estaff365 with MVR Checks

_________________________________________________________

Erecruit/Checkr Integration Guide

This guide describes how to configure and set up the Checkr integration in the Erecruit platform. Once the integration is configured, your end users will be able to request and view Checkr background checks from within the Erecruit interface. 

Provision Checkr as an Integration Partner

Before using Checkr from within Erecruit, Erecruit must first configure Checkr as an Integration Partner and background check provider in your Erecruit instance.

File a support ticket with Erecruit and request that they 

1. Add Checkr as a Registered External Application in your Erecruit instance, and
2. Add Checkr as both an Integration Partner and Provider. 

Once this is complete, Erecruit will return you a client ID, a client secret, and an IntegrationPartnerID. Provide these values securely to your Checkr Customer Success (Checkr CS) representative, who will configure your integration.

Your Erecruit Integrations Solution Manager will also create a “Checkr API” Recruiter API user, which will have API permissions to perform actions related to Checkr background checks. 

If you plan to run Checkr Background Checks in multiple Erecruit “Entities”, your Erecruit Integrations Solution Manager must also repeat these steps for each additional Entity.

Confirm Recruiter users’ permissions

Log into your Erecruit instance as an Admin, and ensure the Checkr API user has the permissions needed to make appropriate changes in your Erecruit instance, and that you have a Recruiter user set up to test the integration.

Add permissions to the Checkr API user

1. Go to Tools > Control Panel > Control Panel Modules > Department Roles, and confirm there is a Department Role named “API”. If not, add one.
2. Go to Control Panel Modules > Recruiters, and select the “Checkr API” user. On the right-hand side panel, click Manage Department Roles. Then click the Edit icon, and add “API” to the Role(s) field. Click Save.
3. In the top navigation, click the Permissions tab. From the Add Permission Template pulldown select Erecruit All Config. Confirm Confirm Requirements, Edit Requirement Score, View Social Security Number, and Edit Social Security Number are listed as Checkr API’s Permissions. If they aren’t, use the Add Permission pulldown to add them.

Add permissions to the Recruiter user

1. Go to Tools > Control Panel > Control Panel Modules > Recruiters, and click the name of the account you are logged into (the Recruiter UI user listed in the top right corner of the page). 
2. On the right-hand side panel, click Manage Department Roles. Click the Edit icon, and add “Recruiter” to the Role(s) field. Click Save.
3. In the top navigation, click the Permissions tab. From the Add Permission Template pulldown select Default Recruiter Template. Confirm Initiate Requirement Package/Service, View Social Security Number, and Edit Social Security Number are listed for Checkr API’s Permissions. If they aren’t, add them.

Configure Requirement Integration Packages

Set up the Checkr Background Check Packages to use in your Erecruit integration. (“Requirements” are the touchpoints for third-party integrations within Erecruit.) Go to Tools > Control Panel > Control Panel Modules > Requirement Integration Packages, to set up your Integration Packages. 

Work with your Checkr CS representative to retrieve your Package Names and External IDs.

For each Package you wish to configure, select Add Package from the Requirement Integration Packages page, enter the following information, then click Add to save changes:

• Provider: Checkr
• Package Name: The name of your Checkr Package, provided by Checkr CS (for example: “Tasker Standard” or “Driver Pro”)
• External ID: The slug of your Checkr Package, provided by Checkr CS (for example: “tasker_standard” or “driver_pro”)
• Enabled: Enabled

Repeat for each Checkr Package you wish to enable.

Configure Requirement Statuses

As a Background Check is being processed, it returns a series of statuses.

Go to Tools > Control Panel > Control Panel Modules > Requirement Statuses, and set up your statuses according to the following table.

All new statuses should have Permission From and Permission To set to Override Integration Requirement Statuses.

Name	Icon		Integration Status
Processing		processing	Processing
Initiated		initiated	Initiated
Invitation Sent		email	N/A
Invitation Expired		error	N/A
In Progress		inprogress	In Progress
Consider		inprogress	Review
Dispute In Progress		inprogress	N/A
Clear		accept	Pass
Adverse Action		exclamation	Fail
Error		error	Error
Suspended		error	N/A

 

Configure Requirement Definition

Checkr Background Check Requirements use Erecruit’s “Requirement Definition” as a template. Configure your Requirement Definition using the following steps, which create a flexible template for your Recruiting processes.

1. Go to Tools > Control Panel > Control Panel Modules > Requirement Definitions, and select Add Requirement.
2. Enter the following information:
• Name: Checkr Background Check 
• Type: Background Check
• Target Record Type: Match
• Select Add default scenarios for this target
• Entities: Select the default entity to make this Requirement available to. 

Click Save to add your Requirement to the list, then click Edit from the listed Requirement.

1. From the External Settings tab, add “Checkr” in both the Partners and Providers fields. Leave the Packages field blank, and click Save.
2. From the Requirement Definitions list, scroll to Checkr Background Check and expand the field using the “+” icon on the left. 

Under Scenarios, ensure the following Copy Scenarios are listed. If they aren’t, use the “+” icon to add them.

• Add to New Companies
• Copy From Company To Position
• Copy From Position To Match
• Copy From Position To Candidate

Add all Requirement statuses listed in the table above in the Statuses pane (Processing, Initiated, Invitation Sent, and etc.).

• Set “Unconfirmed” as the Default status.

Configure Workflows 

Add Owner when Requirement is created

In order for Checkr to automatically initiate Background Check Requirements, there must be a value in the “Owner” field. Checkr recommends that this be set as the Recruiter who is the “Position Owner”.

1. Go to Tools > Control Panel > Control Panel Modules > Workflows 2.0, and select Create Workflow from the right hand pane.
2. Enter the following information:
   • Display name: Checkr - Requirement created, set Owner
   • Event Trigger: ObjectRequirement created
   • Conditions:
     • ObjectRequirement
     • Requirement
     • Is one of…
       • Checkr Background Check
   • Add action: Set Object Requirement Owner
     • ObjectRequirement: ObjectRequirement
     • NewOwner:
       • Select event property: ObjectRequirement
       • TargetRecord
       • As Match
       • Position
       • Owner
       • Recruiter
     • AsPrimaryOwner: Ensure checkbox is checked
3. Save the workflow.
4. Locate your new workflow in the Workflow list, then click the first icon (Click to enable) in the Commands column to enable it.

Use Checkr’s Hosted Apply Flow to collect candidate PII and consent

If you choose to use Checkr’s Hosted Apply Flow to collect Candidate PII and consent for background checks, you can choose to configure Erecruit to initiate the Checkr background check automatically based on a “Match status”.

Work with your Erecruit Integrations Solution Manager to determine the Trigger and Event that makes the most sense for your Recruiting workflow. We recommend using MatchStatus = “Offer Made”.

1. From the Manage Workflows page, click Create Workflow in the right hand pane.
2. Enter the following information:
   • Display name: Checkr - Initiate Requirement when [enter your trigger here]
   • Event Trigger: Match’s property changed
     • Select one or more properties: MatchStatus
   • Conditions:
     • NewValue
     • Is one of…
       • Offer Made
   • Add action: Initiate Match Object Requirements
     • Match: 
       • ObjectRequirement
       • TargetRecord
       • As Match
     • Requirement: Checkr Background Check
3. Save the workflow.
4. Locate your new workflow in the Workflow list, then click the first icon (Click to enable) in the Commands column to enable it.

Use Estaff365 Onboarding to collect candidate PII and consent

If you choose to use the Estaff365 onboarding product to collect candidate PII and consent for background checks, you must initiate the Checkr Background Check after the candidate completes onboarding in Estaff365. 

Note: Your Erecruit Integrations Solution Manager must create a separate workflow that syncs data from Estaff365 to Erecruit before this workflow will complete successfully. Work with your Specialist to determine the Trigger and Event that makes the most sense for your Recruiting workflow. We recommend using General Match Onboarding Documents = “Confirmed”.

1. From the Manage Workflows page, click Create Workflow in the right hand pane.
2. Enter the following information:
• Display name: Checkr - Initiate Requirement when [enter your trigger here]
• Event Trigger: ObjectRequirement’s property changed
  • Select one or more properties: Status
• Conditions:
  • NewValue
  • Is one of…
    • Confirmed
  • Click Add Another Condition:
    • ObjectRequirement
    • Requirement
    • Is one of…
      • General Match Onboarding Documents
• Add action: Initiate Match Object Requirements
  • Match: 
    • ObjectRequirement
    • TargetRecord
    • As Match
  • Requirement: Checkr Background Check

Save the workflow.

Locate your new workflow in the Workflow list, then click the first icon (Click to enable) in the Commands column to enable it.

Use Estaff365 with MVR Checks

If you use the Estaff365 onboarding product to collect Candidate PII and consent for background checks with MVR screenings, you must create Custom Fields to store your candidates’ drivers license information.

1. To add a new custom field for driver’s license number, go to Tools > Control Panel > Control Panel Modules > Custom Fields  and enter the following values: 
• New Custom Field: Driver’s License #
• Type: Candidate
• Data Type: String
• Required: False
• Searchable: True
• Search Type: Like
• Visible To: Recruiter
• Sort Order: 1
• Location: Description
2. Click Add Field to add the Driver’s License # field, then enter the following values to create a new custom field for driver’s license state: 
• New Custom Field: Driver’s License State
• Type: Candidate
• Data Type: String
• Required: False
• Searchable: True
• Search Type: Like
• Visible To: Recruiter
• Sort Order: 1
• Location: Description
3. Click Add Field to add the Driver’s License State field.

Your integration is now complete and ready to use!

See our Erecruit User Guide to learn how to order your first background check using Checkr.

For recruiters ordering background checks for candidates

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 Erecruit instance up and running using Checkr.

If you have any questions not covered in this guide that are specific to Erecruit, please contact Erecruit for additional assistance. If you have questions that are Checkr-related, please contact your Customer Success Manager or contact Checkr Customer Success.

_________________________________________________________

Getting started with Checkr on Erecruit

• Overview
• Checkr Integration
• Prerequisites
• Step 1: Define the Background Check Package for each Position
• Step 2: Initiate the Background Check
  • Manually initiate background checks
  • Automatically initiate background checks
• Step 3: Review Background Check Results
• Available Checkr Background Check Screenings
  • Using Checkr Apply Flow
  • Using Estaff365 Onboarding

_________________________________________________________

Getting started with Checkr on Erecruit

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

Checkr Integration 

The Checkr integration helps to streamline your background check process by using data already entered in Erecruit to pre-populate required candidate information. Checkr also helps you remain compliant by providing standardized forms and options for your candidate experience.

Erecruit’s Candidate, Match, and Position data is used to initiate invitations to your candidates to participate in the background check process.

• The candidate’s email address is used to send the invitation. 
• The candidate’s Personally Identifiable Information (PII) is used to pre-fill the following invitation fields:
• First Name
• Middle Name
• Last Name
• Date of Birth
• Zip Code
• Email
• Cell Phone Number (or Home Phone Number if Cell Phone Number is blank)

Invitations are issued through Checkr’s Apply Flow, which provides a Checkr-hosted candidate experience. The Checkr Apply Flow provides the following features by default:

• Fields in which candidates may enter (or edit, if provided by Erecruit) their Personally Identifiable Information, and consent to their background check.
• Presentation of your FCRA mandated disclosures and authorization forms for the candidate to read and acknowledge.
• Presentation of “A Summary of Your Rights under the Fair Credit Reporting Act” for the candidate.
• An option for the candidate to receive a copy of their background report.
• A link to Checkr’s Candidate Portal, in which candidates may check for status updates and connect with the Checkr Candidate Support team.

Prerequisites

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

• From Erecruit: An Erecruit account with admin rights so you can configure the Checkr integration for your users. If you have not configured your Erecruit instance to use Checkr yet, please refer to the Erecruit Integration Guide.
• From Checkr: Admin access to the Checkr Dashboard.

 

Step 1: Define the Background Check Package for each Position

To enable the Checkr/Erecruit integration, you must first define Checkr background check Packages for your open positions.

Note: The Checkr Background Check Requirement will be added automatically to both the new company and the new position after their creation, following the Copy Scenarios defined in the Requirement Definition.

1. From the Erecruit dashboard, click menu > Add New > Company to create a new Company. 
2. Then, select menu > Add New > Position to create a new Job Position. 

Note: If a Requirement appears listed that is not appropriate for the Position, delete it before placing candidates against the Position.

Next, select the appropriate Checkr Package for each Position. (Recruiters or Hiring Managers should define the background check Packages to be used for each open Position.)

1. Go to Search > Positions, and select a Position for which a background check will be required.
2. In the right-hand menu of the Position page, under Related, right-click Requirements to open the Requirements modal.
3. Click the ‘...’ icon beside Background Check - Checkr Integration (the requirement definition created in Configure Requirement Definition in the Erecruit/Checkr Integration Guide), and select Edit Details.
4. From the External Settings tab, select the Package to run for the Position.
5. Click Save.

Package selection can be completed for the Requirement defined at the Company level, so that it will copy down to the Position with the Background Check Package already defined. 

If you require only one Package per Company, we recommend selecting the Package at the Company Requirement level. If you believe you will require more than one Package per Company, we  recommend defining the Package at the Position level.

Step 2: Initiate the Background Check

Once you’ve defined the Package for each Position, the Checkr Background Check Requirement (including the configured Package) will be included automatically.

After Background Check Packages are assigned to each Position, initiate the background check by creating a new Match on a Position. 

Note: The time at which background check may be initated varies by your selected candidate PII collection flow:

• Checkr Apply Flow: Using the Checkr Apply Flow to collect candidate PII and consents, the background check Requirement can be initiated at any time, as long as the candidate email address is defined for the Candidate. 
• Estaff365 Onboarding: Using the Estaff365 Onboarding product to collect candidate PII and consents, the background check Requirement can be initiated only after the candidate completes onboarding and their PII has been synced from Estaff365 to Erecruit. 

Manually initiate background checks

To initiate a Requirement manually, from the Match page, right-click on the Requirements item in the right-hand panel to open a preview modal of the Requirements list. For the Checkr Background Check Requirement, click the ‘...’ icon, and then “Initiate”. The Requirement status will update from “Unconfirmed” to “Processing”.

To initiate many Requirements at once, from the Match page, click on the Requirements item in the right-hand panel to open the Requirements list page. Select the Requirements you want to initiate and select “Initiate” from the right-hand panel.

Automatically initiate background checks

To initiate Background Check Requirements automatically, refer to the Workflows section of the Integration Guide.

Step 3: Review Background Check Results

Results are returned to Erecruit in the form of Requirement statuses. These statuses appear in Erecruit as soon as they are available in the Checkr Dashboard.

The descriptions of each Erecruit status is listed below:

Name	Icon		Description
Unconfirmed		unconfirmed	The Requirement is ready to be initiated.
Processing		processing	The Requirement has been initiated; it has been added to the processing queue and will be processed by Checkr shortly.
Initiated		initiated	The Requirement has been processed by Checkr and will be updated with a corresponding status shortly.
Invitation Sent		email	An invitation has been sent to the candidate.  If all screenings in the package have been enabled for manual order, the Requirement will skip the Invitation statuses and go directly from Initiated to In Progress.
Invitation Expired		error	The invitation has expired and a new report must be ordered. If a Requirement is in this status, you must create a new Requirement and re-initiate it manually.
In Progress		inprogress	The background check is in progress. The Report Link field with a link to the Checkr Dashboard is now accessible from the Requirement.
Consider		inprogress	The report has completed as Consider, and is pending an adjudication decision.
Dispute In Progress		inprogress	A candidate has opened a dispute for a record on their report. When the dispute is resolved, the report will return to In Progress.
Clear		accept	The report has completed as Clear, or the report has been adjudicated as Engaged.
Adverse Action		exclamation	A pre-AA or post-AA decision has been issued to the candidate.
Error		error	An error has occurred. For more information about the error and how to fix it, check the Requirement notes. If a Requirement is in this status, you must create a new Requirement and re-initiate it manually.
Suspended		error	The candidate did not submit all information required to resolve an exception raised by Checkr within 7 days of notification. The candidate link to update information is still active.  The candidate did not resolve all information required to begin a background check within  30 days of their invitation. The status is still Suspended but the link is no longer active and a new report must be ordered. If a Requirement is in this status, you must create a new Requirement and re-initiate it manually.

 

Available Checkr Background Check Screenings

Screenings are different background searches available to background checks. Checkr provides several screening types within the Erecruit integration.

Using Checkr Apply Flow

By default, all screening types default to use the Checkr Apply flow, unless otherwise specified for your implementation.

Using Estaff365 Onboarding

If you use the Estaff365 Onboarding product, work with your Checkr Customer Success representative to configure your integration. 

Please note: Using the Checkr API to order screenings, other than the Checkr Hosted Apply Flow, is available only for packages containing criminal screenings or Motor Vehicle Report screenings.

This table lists the candidate information required to initiate the corresponding screenings. 

Screening	Required Candidate PII
All criminal screenings	First name Middle name (or no middle name) Last name Email Phone number Date of birth SSN
Motor Vehicle Report	First name Middle name (or no middle name) Last name Email Phone number Date of birth Driver’s license state Driver’s license number

For more information on interpreting and working with reports, please see the Checkr Dashboard User Guide in the Checkr Help Center.

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.

_________________________________________________________

Faith Teams / Checkr User Guide 

Prerequisites 

Add Checkr to Faith Teams 

Enable Checkr setup 

Create a Checkr account 

Order Background Checks 

Use the Checkr Dashboard 

____________________________________________________

Faith Teams / Checkr User Guide 

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

Prerequisites

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

• Access to Faith Teams, role of Administrator

Add Checkr to Faith Teams

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

Enable Checkr setup

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

Clicking Connect to Checkr will open a window asking you to Sign Up or Sign In. 

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

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. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.
3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Faith Teams. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
   
   Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
   
   
5. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Faith Teams  and you, and you may begin ordering background checks through the Faith Teams platform.

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

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. 

Use the Checkr Dashboard

While the Faith Teams 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
• 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.

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.

_________________________________________________________

Flock / Checkr User Guide

Prerequisites

Add Checkr to Flock

Enable Checkr setup

Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

_________________________________________________________

Flock / Checkr User Guide 

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

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 

Add Checkr to Flock

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

Enable Checkr setup

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

Next, click Connect with Checkr. 

Clicking Connect with Checkr will open a window asking you to Sign Up or Sign In. 

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

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. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.

3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Flock. (Payment information may be edited on the Checkr dashboard after the account has been created.)

4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
• Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.

Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Flock and you, and you may begin ordering background checks through the Flock platform. 

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

After creating an account with Checkr, you will be prompted to authorize the Flock Connector by clicking Authorize. 

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). 

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. 

Use the Checkr Dashboard

While the Flock 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
• 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.

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.

_________________________________________________________

Freshteam / Checkr User Guide 

Prerequisites 

Add Checkr to Freshteam 

Order Background Checks 

Use the Checkr Dashboard 

_________________________________________________________

Freshteam / Checkr User Guide 

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

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

The configuration page is divided into 3 parts

1. Connect Checkr: 

Click on " Install", and you will be shown the Checkr login page as seen below.

Existing Checkr Customer:  Click "Sign in", and log in using your existing checkr credentials. Please login via a user account that has admin access on Checkr to give the required API access. 

New Checkr Customer: Fill in all required details to create a new Checkr account, Checkr verifies your company details, and activates your account in a few days.

 

 

2. Connect Freshteam: 

Here 2 parameters are required:

• Domain Name: Your Freshteam domain URL will be auto-populated   
• API Key: You can find your API key by clicking on your profile icon at the top-right corner of the screen. Know More
  

3. 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
• 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.

Welcome to Checkr!

This guide will walk you through the Checkr / GoCo 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. For additional integration questions, you can reach out to GoCo’s Support.

For Checkr / background screening questions, reach out to Checkr here!

_________________________________________________________

GoCo / Checkr User Guide

Prerequisites 

Add Checkr to GoCo 

Enable Checkr setup 

Order Background Checks 

Use the Checkr Dashboard 

_________________________________________________________

GoCo / Checkr User Guide

In this guide you’ll learn how to create a Checkr account from within GoCo and/or sign into the GoCo integration with your existing Checkr account.

Prerequisites

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

• Access to GoCo, with admin rights 

Add Checkr to GoCo

GoCo allows you to manage integrations within their platform. Start here to get started with Checkr!

Connecting Checkr

Select Checkr from the integrations menu to be taken into the setup process. Clicking Setup will pop up an additional screen that will allow you to Connect to Checkr (see below)

Enable Checkr setup

• If you are already a Checkr customer, selecting Sign in with Checkr will allow you to connect your current Checkr account to GoCo using your admin credentials.
• Select Sign Up to create a Checkr account, and add your billing and credentialing information in 2 simple steps to get started.

Creating your account will ask you to:

1. Enter your name and company contact information, and click Continue.
2. Enter payment information. Invoices for background checks will come directly from Checkr, and not from GoCo. (Payment information may be edited on the Checkr dashboard after the account has been created.)
3. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
• Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
4. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both GoCo and you, and you may begin ordering background checks through the GoCo platform. 

• Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.

 

Order Background Checks

Once the Checkr Integration is enabled for your GoCo Account, you can initiate background checks for your new hires from within GoCo!

You will now see a Background Check option under Other Workflows in your workflows templates.

• If you need help figuring out how to start a workflow from another workflow, check out this article to see how to add the background check workflow into your hiring workflow.

Once the task is created, drag it up to the top of the workflow, above the Hiring section.

Under Assignees, set the task to be completed by the workflow starter.

Pro Tip: when you click select, start typing “workflow” (rather than scroll through the full list)

❗Don’t forget to review and publish to save these changes!

 

 

How to Order a Background Check:

Once you have the background check workflow attached to your hiring workflow, every time you add a new team member, the first step will be to kick off the background check.

1. From the team page, click +Add Person and fill out your new hire's name and email address. Note: if you have multiple hiring workflows, make sure you have selected the one that includes the background check task.
   
   
   
2. Click start on the background check task.
   
   
   
3. Select from the dropdown the state your new hire will be working in as well as the type of background check you would like to run for this person.
   
   

Your employee will immediately receive an email prompting them to submit their information on the Checkr site. They will have 7 days to do so before the link expires (bonus: they will receive a daily reminder email).

In the meantime, you can continue on your hiring and onboarding process. GoCo will send you a notification when the report is complete with the status of the screening and a link to view it on Checkr.

 

Use the Checkr Dashboard

While the GoCo 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
• 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.

Welcome to Checkr!

This guide will walk you through the entire Checkr process, including how to set up your Checkr account on the Greenhouse platform, how to use the Checkr dashboard, and how to review background check reports.

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 Greenhouse, please email support@greenhouse.io for additional assistance.

_________________________________________________________

Table of Contents

• Prerequisites
• Add Checkr to Greenhouse
• Enable Checkr setup
• Create a Checkr account
• Connect Checkr and Greenhouse
• Order Background Checks
• Use Checkrs Account Hierarchy
• Use the Checkr Dashboard

_________________________________________________________

Getting started with Checkr on Greenhouse

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

Prerequisites

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

• Access to Greenhouse, with admin rights

Enable Checkr setup

Step-by-step Instructions:

To enable the integration, login to your Greenhouse dashboard. From the main screen, click on More (the three dots next to ‘All Candidates’, circled in red below) and select Integrations.

From the left-hand navigation menu, select Candidate Background Checks and click Checkr.

Clicking Connect will open a window asking you to Sign Up or Sign in.

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

Create a Checkr account

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

To create an account for use with Greenhouse:

1. Clicking Connect will open a window asking you to Sign Up or Sign in. Select Sign in to connect your current Checkr account to Greenhouse.

   

2. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Greenhouse. (Payment information may be edited on the Checkr dashboard after the account has been created.)

Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Greenhouse and you, and you may begin ordering background checks through the Greenhouse platform.

Credentialing is instantaneous for most accounts; if we cannot verify your information immediately, our team will manually review your account, which typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.

 

Order background checks

Once your Greenhouse and Checkr accounts are connected, click on Candidates and then on the candidate you wish to order a check for. You should see the Candidate profile page:

To order a background check,

• Select a candidate
• Navigate to the Private tab
  
  
• Fill in the work location of the candidate
  Note: Work location is required to ensure the correct disclosure forms are sent to the candidate based on the compliance laws in different states
• Select the Background Check Package to run, and click Export to Checkr.

The candidate will then receive an email from Checkr directing them to a Checkr-hosted website to provide the information Checkr needs to run a check.

 

Once the candidate has completed their forms and process in the screening, the background check status will be displayed inside of the Private tab for your review.

Clicking on the “Checkr Report” link will bring you back into the Checkr interface to review the full report and perform any necessary adverse action.

For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.

Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations.

Drug Screening: If you would like to order drug screening from your account, please contact Checkr Customer Success to get set up. (This typically takes 3-5 business days.) Checkr offers both 5-panel and 10-panel drug tests with collection. Once your account is set up, you can order drug screenings for candidates like any other background check.

 

Use Checkr's Account Hierarchy

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

Each time you order a background check within Greenhouse, you will be asked which node to order the check from, and 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 Greenhouse.
• Select which Hierarchy node you would like to order from.

The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you 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 Account Hierarchy User Guides.

 

Use the Checkr Dashboard

The Greenhouse integration allows you to order background checks and view report status; however, some features can only be accessed from the Checkr dashboard:

• Background check invitation links
• Full background check report results
• Adverse Action initiation and processing tools
• Create customizable packages and add-ons
• 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.

Welcome to Checkr!

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

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to Gusto, please contact Gusto Support at this link or Checkr Support at this link. 

_________________________________________________________

Gusto / Checkr User Guide

Prerequisites

Add Checkr to Gusto

Connect or Create a Checkr Account

Order Background Checks in Gusto

Review Background Checks in Gusto

Use the Checkr Dashboard

_________________________________________________________

Gusto / Checkr User Guide 

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

Prerequisites

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

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

Add Checkr to Gusto

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

Connect or Create a Checkr Account

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

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

   

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

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

Account Creation Complete:    

                                                                               

Order Background Checks in Gusto

All background checks ordered through the Gusto integration will be billed on your Gusto account. If you need to order a background check outside of Gusto and use the Checkr Dashboard that background check will be billed on a separate invoice from Checkr. You can make sure your billing info is updated in Checkr from your Account Settings or see this article for help. 

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

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

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

Review Background Checks in Gusto

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

 

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

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

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

Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations. 

Use the Checkr Dashboard

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

• Adverse Action initiation and processing tools
• Checkr settings 
• New and existing user management
• Billing information
• Email notification preferences

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

 Welcome to Checkr!

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

_________________________________________________________

Getting started with Checkr on Harri

• Prerequisites
• Create a Checkr account
  • Existing Checkr customers
  • New Checkr customers
• Define user roles and permissions in Harri
• Map Background Checks to Positions
  • Manual Background Checks
  • Automatic Background Checks
• Order Background Checks
  • View and run Background Checks in SpeedyScreen
  • Use Checkr Geos with Harri
• Use the Checkr Dashboard

_________________________________________________________

Getting started with Checkr on Harri

The Checkr integration allows you to add a background check into your hiring workflow. This automates and ensures consistency that all (defined) employees have passed background checks. 

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

Prerequisites

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

• Admin access to Harri
• The Background Check Service added to your Harri dashboard

Work with your Harri Customer Success Manager to add the Checkr Background Check Service to your Harri dashboard.

Create a Checkr account

Partner integrations require a Checkr account creation process that differs from that for standalone Checkr accounts. If your company does not yet have a Checkr account, one must be created before integration with Harri.

To create an account for use with Harri:

• Click Settings in the right hand nav to open the left hand nav.
• In the left hand navigation bar, under Settings for Checkr’s Spot, click Background Checks.

• Click Connect.

In the window that opens, click Sign up to create a Checkr account, or Sign in with Checkr if the account is already enabled. 

Existing Checkr customers

In the Sign In to your Checkr Account modal that opens, click Sign in with Checkr.

Use your Checkr account’s email address and password, and click Log In.

Once logged in, click Click to Connect to complete the process.

New Checkr customers

If you don’t yet have a Checkr account, you must first create one for use within Harri.

To create an account for use with Harri:

• From the Sign In to your Checkr Account, click Sign up.

• In the Create Account window  that opens, enter your name and company contact information, and click Continue.
• Your Full Name: This name will be added as the first Admin for your Checkr account.
• Company Name: Your company’s name, as you wish it to appear in any emails sent to candidates from the account.
• Email Address: Your email address. This will also be used as the default billing and adverse action From: address in the Checkr account. Log into your Checkr account to change this information.
• Phone: Your contact phone number.
• Password: Enter a password for your personal Checkr account.
• Employment Location: Select your company’s state from the pulldown menu. 
• Estimated Monthly Volume: Select the number of background checks you expect to run each month.

• Next, enter payment information for the account, and click Continue. 

Note: Invoices for background checks will come directly from Checkr, and not from Harri. You will not be charged until you request your first background check. (Payment information may be edited on the Checkr Dashboard after the account has been created.)

You will be asked to provide your Credit Card information, including the Card Number, Security Code, Expiration date, and Zip Code.

The list of Packages listed on the Payment Information page vary by account. These Packages and their pricing are pre-negotiated for Harri users. If you require packages and screenings not available to your account by default, please reach out to sales@checkr.com for assistance.

• Finally, use the Verification window to provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks. Enter the following information for your account:
  • Legal Business Name
  • Industry
  • Doing Business As
  • Tax ID
  • Purpose
  • Number of Employees
  • State of Incorporation
  • Company Website
  • Tax Classification
  • Mailing Address
  • Phone Number

Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.

Click Submit to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Harri and you, and you may begin ordering background checks through the Harri platform.

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will contact you by email.

Define user roles and permissions in Harri

Next, define Roles and Permissions for use with Checkr.

Click Roles & Permissions under the Settings for Checkr’s Spot menu in the left hand navigation bar.

Please note: Be certain to add a new Admin to the account, to serve as backup in the event of the unavailability of the initial Admin.

Click Create a New Role to define user roles within Harri. 

• Add a Role Name.
• Use the Access pulldown to select permissions.
• Use the Harri Permissions check boxes to assign permissions to the role. Note: Checkr background check options appear listed under the Manage Applicants section.

Permissions:

• Request background checks: Grants the user’s ability to move a candidate to the Background Check AMS column and the ability to select Background Check package type(s), if the brand has more than one package option to select from.
• View background checks results: View detailed Background Check statuses and access full Background Check report
• Bypass background check: Ability to progress a candidate in onboarding process that has not completed or has not been sent a request for a Background Check
• Manage background check settings: Admin setting to define which positions will require checks and the flow (automated or manual) that will be associated with the checks.
• View Candidate Notes: (This option is not specific to background checks.)  Grants the ability to view notes on the candidate’s profile.
• Manage Candidate Notes: (This option is not specific to background checks.)  Grants the ability to add notes to the candidate’s profile.

Map Background Checks to Positions

Once connected, map the background checks you wish to run to the positions for which they will be run.

Harri allows you to determine whether background checks will be run automatically or manually per role. Use the top section of the Background Checks page to select positions for which background checks must be manually initiated. Use the bottom section of the page to select roles for which background checks will be initiated automatically upon the candidate accepting the position.

Manual Background Checks

Use the Category and Position pulldown menus to define positions for which background checks must be manually run. Use the + icon to add additional positions. Click Save to save your changes.

These background checks must be initiated manually by the hiring manager.

Automatic Background Checks

To define the positions for which background checks will be automatically initiated after the candidate has signed their offer, toggle the Send background checks automatically after offer E-signing option on. 

• Next, select Employees, Category, Position, and Package for each position.
• Use the + icon to add more positions.
• Click Save to save your changes.

When the automatic setting is enabled, the Background Check column will be placed after the Offer Letter Column in the AMS for the selected Positions. 

Order Background Checks

For positions which are set up to require Harri users to order background checks, moving a candidate into the Background Check column will prompt the user to select the Background Check package ​that they want to run. Once they have selected a package and sent the invitation, the status of the Background Check ​will be visible in the candidate card. 

View and run Background Checks in SpeedyScreen 

From the SpeedyScreen, users with permission to Request Background Check ​can send a new request for a background check. 

When a candidate has been issued an invitation to the background check, a new section will populate on the candidate’s SpeedyScreen in Harri, called Background Check. 

The Background Check section in SpeedyScreen displays the following information: 

• Package: The Background Check Package used for the Candidate.
• Screenings: Checkr Screenings included in the Package.
• Request By: User that requested the Background Check. 
• Requested Time: Timestamp the request was sent.
• Last Updated: Most recent timestamp of information received in Harri from Checkr. 
• Status: Background Check Report status, as submitted by Checkr. 

Once a screening has been completed, users with permissions to View Background Check Results will see a link to View Full Report. Click this link to open the Report in your Checkr Dashboard. 

Use Checkr Geos with Harri

Once you have connected your Harri account with your Checkr account, Checkr Geos will be automatically populated in Harri. 

When candidates are issued a Checkr invitation, the Geo associated with that job’s address will be applied if it has been defined within the Checkr account.

Use the Checkr Dashboard

The Harri integration allows you to order background checks and view their status, through the integration or through the Checkr dashboard, the following features are available only from within Checkr:

• Background check invitation links
• Full background check report results
• Adverse Action initiation and processing tools
• Create customizable packages and add-ons
• 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.

Welcome to Checkr!

 

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

_________________________________________________________

HiPeople / Checkr User Guide

Prerequisites 

Add Checkr to HiPeople 

Enable Checkr setup 

Create a Checkr account 

Order Background Checks 

Use the Checkr Dashboard 

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HiPeople / Checkr User Guide 

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

Prerequisites

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

• Access to HiPeople, with admin rights 

Add Checkr to HiPeople

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

If your company does not yet have a Checkr account, one must be created for the integration with HiPeople. Please see the steps below. 

If your company does have a Checkr account, you can follow the steps below and Sign In instead of Signing Up.

 

Enable Checkr setup

To initiate integration, log into your HiPeople account. Click the top logo in the sidebar to open the dropdown menu, and navigate your organization settings. 

Click the “Connect Checkr Account” button in the settings page. 

Create a Checkr account

1. If your company does not yet have a Checkr account,  click “Set Up a Checkr Account” and “Continue”.                     
2. Enter your contact and business information and click “Continue”
3. Enter your payment details and click “Continue”.

Note: Invoices for background checks will come directly from Checkr and not from HiPeople. Payment information may be edited on the Checkr dashboard after the account has been created. 

1. Next, click “submit account” to submit your account to Checkr for Authorization. Once the credentialing process is complete, Checkr will notify both HiPeople and you, and you may begin ordering background checks through HiPeople. 

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.

 

You will be redirected back to HiPeople. In your organization settings in HiPeople, you will see a pending Checkr approval message until your account is credentialed. Once the account is approved, the message will disappear and you will be able to start using Checkr with HiPeople.

Sign In to an Existing Checkr account

To initiate integration, log into your HiPeople account. Click the top logo in the sidebar to open the dropdown menu, and navigate your organization settings. Click the “Connect Checkr Account” button on the settings page. 

1. Here, existing customers can click “Sign In”, then “Sign In with Checkr”
2. Log in with your Checkr Account details.
3. Continue with “Click here to connect.”
4. You will be redirected to HiPeople. As long as your account is credentialed for Checkr usage, you will be able to start using Checkr with HiPeople. Otherwise, you will see a pending Checkr approval message until your account is credentialed.

Order Background Checks

Once your HiPeople and Checkr accounts are connected, you will be able to request a background check. Step by step can be found below. 

Note: the role must have either Reference Checks or Assessment enabled. 

1. Visit the page of the candidate you would like to request a background check for.
2. Click on the three dots in the top right-hand corner to open the candidate drop-down menu.
3. Click on the background check with Checkr button to open the New Invitation modal.
4. Fill in the options for the background check and click submit. You should see a confirmation message, then you can close the modal by clicking the cross in the top right-hand corner.           
5. The candidate will receive an email from Checkr to initiate the background check process. 

Monitor Background Checks

1. Once the background check has been ordered, the Checkr results tab will be available to view in the candidate’s page. 
2. Click on the Checkr results tab. The current status of the report will be shown in blue.
3. You can view the candidate in your Checkr dashboard by clicking on the view candidate / view report. Note: you must have the correct Checkr user permissions to access status of the report will be listed in the HiPeople candidate dashboard

For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)

Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations. 

 

Use the Checkr Dashboard

While the HiPeople 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
• 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.

Welcome to Checkr!

This guide will walk you through the Checkr / HR Cloud 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 HR Cloud, please email support@HRCloud.com for additional assistance.

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• Prerequisites
• Enable Checkr setup
  • Create a Checkr account
• Order Background Checks
• Use the Checkr Dashboard

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HR Cloud / Checkr User Guide

This guide describes how to set up Checkr to use within HR Cloud, so that HR Cloud users can initiate, view, and process Checkr background checks from within the HR Cloud platform.

Prerequisites

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

• Access to HR Cloud with admin rights

Enable Checkr setup

To turn on the integration, go to your HR Cloud dashboard. Go to your Settings page by clicking on the Settings icon in the lower left-hand side of the screen.

From the Settings menu, click Integrations, Checkr, then the Connect with Checkr button.

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

Create a Checkr account

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

To create an account for use with HR Cloud:

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.

3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from HR Cloud. (Payment information may be edited on the Checkr dashboard after the account has been created.)

4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
• Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.

Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both HR Cloud and you, and you may begin ordering background checks through the HR Cloud platform.

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

Order Background Checks

Once your HR Cloud and Checkr accounts are connected, go to Onboarding from the dashboard.

1. Go to Checklists within the Onboarding module.
2. Open the Checklist and, under Tasks section, press the Add Task button and choose Initiate Background Check from the library tasks.
3. Once you do this, the multistep task will be added to your checklist. Click the Save & Close button.

4. Create an employee.
5. When an employee is created, tasks should be automatically assigned to employee / HR users.
6. The HR user can go to the newly created task (Package Selection as shown below) and initiate a background check for the employee.

Once the background check has been ordered, the status of the report will be listed in the HR Cloud candidate 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.)

Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations.

Use the Checkr Dashboard

While the HR Cloud 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
• 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.

Welcome to Checkr!

Checkr integrates directly with iCIMS to make overseeing the screening process simple and reliable. Within the iCIMS dashboard, a recruiter simply selects the appropriate background screening package when creating a job, then follows the standard iCIMS recruiting workflow. During and after the background check workflow step, status updates on the background check appear directly on the iCIMS dashboard for quick reference.

 

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• Getting started with Checkr on iCIMS
  • Prerequisites
• Ordering a background check
  • Define a Location
  • Create Job Templates
  • Create a Job Requisition
  • Create a Candidate Profile
  • Run a Checkr Background Check
• Working with Checkr
  • Managing users within Checkr
  • Selecting Packages
  • Collecting Candidate consent and PII
  • Using Checkr Nodes with iCIMS Locations
• iCIMS / Checkr Data Mappings
• Checkr Background Check Statuses
• User data required to complete integration
  
  • iCIMS settings
  • Checkr settings

 

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Getting started with Checkr on iCIMS

This guide describes how to integrate Checkr with iCIMS, such that iCIMS users can request and view Checkr background checks from within the iCIMS interface. 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 iCIMS instance up and running using Checkr.

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

Prerequisites

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

• Admin access to an iCIMS account
• Admin access to the Checkr Dashboard.
• Pre-configured Checkr background check Packages, to use with your integration.

Ordering a background check

Once your iCIMS integration is enabled, follow these steps to order a background check.

Note: If your iCIMS workflow is customized, your ordering process may differ from this sequence. Work with your iCIMS admin to define the workflow for your implementation.

Define a Location

Checkr background checks rely on Job location information to determine which disclosures and authorizations to use in pre-employment screenings. The iCIMS organization administrator should establish a list of locations where your company does business before creating the corresponding job requisitions. Each location must include an address within the United States.

To create a Location, select Create > Location from the iCIMS menu bar.

Complete the required fields to create the new location, add a name, select a Location Folder, add a Location, and click Finish to create the new Location.

Note: An iCIMS Location object may have one or more addresses. The Checkr integration will use the first address associated with a Location object.

Create Job Templates

Create templates for jobs to use while recruiting for positions in high volume hiring use cases. A job “template” is a partially populated Job object that’s saved in the “Job Templates” folder.

To create a Job Template, select Create > Job from the iCIMS menu bar.

Select Job Folder > Job Template to save the Job as a template.

Select a Package from the BGCheck Package field to recommend a specific Checkr background check package to users creating a Job Requisition using this template.

 

Use the pulldown menus to select the options you wish to be included in the template, such as Category, Location, or Hiring Manager, and click Finish to create the new Job Template.

Create a Job Requisition

To create a new job requisition, select Create > Job from the iCIMS menu bar.

Select a template from the Template pulldown menu.

Selecting a template immediately populates fields on the new Job object with the values defined in that template.

Confirm that the Location and BGCheck Package pre-populated by the template are appropriate to the Job.

Packages listed in the “BGCheck Package'' pulldown menu will include all Checkr Packages enabled for the account, which are updated once every 24hours.

Note: Your iCIMS integration may include “Drug Screening Package” or other types of iCIMS assessment package configurations. Ignore those fields when selecting a Checkr background check package.

Create a Candidate Profile

Candidate Profiles must be created for positions that require a background check before the background check may be run. Candidate profiles may be completed manually through iCIMS, or by the candidate during the recruiting process.

To create a Candidate Profile, select Create > Person > Candidate from the iCIMS menu bar.

The Candidate will then apply to the Job, or a recruiter will apply to the Job on the Candidate’s behalf.

In the Create New Candidate window that opens, upload the candidate’s resume, or paste it into the text field, and click Next.

Check that the General Information windows’ fields are accurately populated from the uploaded resume, and click Next to step through the screens, and complete the candidate creation.

After the candidate has been created, click Submit to Job, and select the Job for the candidate.

Run a Checkr Background Check

After the candidate profile has been created, click Advance to move the candidate through the application process. iCIMS job application steps are customizable and will be configured by iCIMS to match your business requirements. One of those steps, or “bins”, will be mapped to a Checkr Background Check and will often be called “Initiate Checkr” or “Initiate Background Check”. The background check process will begin once the candidate is moved into this “bin”.

Checkr will email the Candidate with a unique URL to complete PII collection, obtain authorization and provide the required disclosures. Checkr will then automatically initiate a background check.

Note: Use the checkboxes next to candidate names to select multiple candidates for background checks at the same time. Checkr recommends that you limit bulk background check orders to 100 candidates or fewer at a time.

Go to Screen > Background Screen from your candidate’s Person profile page to monitor the progress of your candidates’ background checks.

To view completed reports, click the Result URL to open the report within the Checkr Dashboard.

See Checkr Background Check Statuses below for the list of “Order Status” values that may be displayed.

Note: Users must have Checkr permissions to view completed reports within the Checkr Dashboard. iCIMS roles and permissions are not ported to the Checkr account. Be certain that your adjudication team, or any other members of your team that require access to completed reports have the required roles within your Checkr account.

Working with Checkr

Managing users within Checkr

The iCIMS / Checkr integration does not automatically provision users within Checkr. You must have a designated Checkr account admin within your organization to create your required Checkr users and assign roles.

Access to the Checkr Dashboard, and to any candidate or report management tasks included within it, is controlled by Checkr Dashboard user role assignments. For iCIMS users to click the Report URL within iCIMS and open the report in the Checkr Dashboard for more information, or to use Checkr adjudication tools, they must have the appropriate Checkr permissions.

For more information on Checkr users and roles, see Assign Roles and Users in the Checkr Help Center.

Selecting Packages

Checkr offers a variety of background check screening sets, or “packages”. Work with your Checkr customer account manager to configure background check packages to serve your business needs.

Collecting Candidate consent and PII

The iCIMS integration with Checkr uses the “Checkr Hosted Apply Flow” to step your candidates through the background check process, request all required Personally Identifiable Information (PII), present all applicable disclosures and authorizations, and initiate the background check process.

Candidates must complete this process, enter all required information, and provide consent for the background check to proceed.

• When a background check order is sent to Checkr, the candidate receives an email with a unique “invitation” link.
• After clicking the link, the candidate is presented with all relevant disclosures and authorization forms required to remain within FCRA-compliance during the invitation process.
• Upon completion of the invitation, a report is automatically generated on Checkr’s platform and the results of the screening package are delivered back to iCIMS.

Using Checkr Nodes with iCIMS Locations

You may elect to configure your integration to automatically send your location information from iCIMS to Checkr.

Checkr will represent this location information as an Account Hierarchy within Checkr, using the name and address from the Location objects within iCIMS. Checkr will create a flat account hierarchy, which uses iCIMS Location name as the Checkr Node name, and the iCIMS Location's ID as the Checkr Node's custom ID.

Note: Checkr automatically pulls Location data from iCIMS every day. Any manual adjustments of the hierarchy within the Checkr Dashboard, or through the Checkr API will be overwritten by the next daily Location update.

When new locations are created in iCIMS and synced to Checkr, a Checkr Admin within your organization will need to update the appropriate users to assign them to the newly created Checkr node.

Report Mapping to Nodes and User Access

When location synchronization is enabled, the location ID associated with each iCIMS Job object is linked to the corresponding Checkr report.

You may also define access control policies within the Checkr Dashboard based on the Checkr account Nodes’ IDs and names, which map to iCIMS locations. For example, you may choose to assign a user to view reports only for a specific iCIMS location (for example, a branch office) or a specific set of locations. Please consult with your Checkr Implementations team for help setting up access control policies.

The location ID associated with the Checkr report will be displayed on the Checkr invoice. Use this field for billing needs, such as charging fees back to the correct office.

iCIMS / Checkr Data Mappings

iCIMS Data Field	Checkr Data Field	Use Case
Location - Name	Node - Name	Checkr invoices list the Cost Center as the assigned background check Node. Use the Node Name to perform cost charge-backs to the appropriate Location.
Location - ID (iCIMS system ID)	Node - Custom ID	Checkr invoices list the Cost Center as the assigned background check Node. Use the Node ID to perform cost charge-backs to the appropriate Location.
Job - Location	Invitation - Work Location	Checkr uses Work Location to determine the appropriate forms and disclosures to display for candidates in the Checkr Hosted Apply Flow. Checkr also uses Work Location to determine any applicable compliance reporting requirements for the resultant background check. Use Work Location to accurately reflect the job’s location.

 

Checkr Background Check Statuses

The status and result (when available) of the background check are stored in “Order Status” and “Screening Result” iCIMS fields.

iCIMS Order Status	Description
Sent	An email has been sent to the Candidate to enter their PII and authorize an employment background check.
In-Progress Candidate	The candidate has completed the background check authorization.
Incomplete	The background check invitation has expired or a recruiter has canceled the background check request.
In-Progress Vendor	Checkr is running the background check.
In-Progress Recruiter	Additional actions are needed from the recruiter or adjudicator to complete the background check. Refer to the candidate’s record in the Checkr Dashboard for details.
Complete	The background check has completed.

 

iCIMS Screening Result	Description
report.completed.clear, report.engaged.clear	The report is complete and does not contain adverse information on any of the screenings.
report.completed.consider, report.pre_adverse_action.consider, report.post_adverse_action.consider, report.engaged.consider	The report is complete and contains some information for your team to evaluate. Please review the report in the Checkr Dashboard for further consideration of the candidate.
All other statuses	Please refer to the “Order Status” field when values other than those documented above are displayed in the “Screening Result” field.

 

User data required to complete integration

The iCIMS / Checkr integration requires the information listed below to fully configure and activate your iCIMS instance. Checkr and iCIMS will work with you to obtain this information, most of which will be exchanged during the iCIMS integration kickoff meeting, or by email shortly after that meeting.

iCIMS settings

Data Element	iCIMS value
iCIMS client ID
iCIMS API username
iCIMS API password
iCIMS API endpoint URL
iCIMS Job object setup	Set the bgcpackagetype field in the Job to required in iCIMS.
Checkr API user access	Grant the Checkr API user permission to pull all standard fields from the following iCIMS objects: Job object Company object Person object

 

Checkr settings

Required information	Checkr value
Will Location Synchronization be enabled?	Disabled by default. Checkr recommends that this setting be enabled. Work with your Checkr representative to determine the best option for your account.
Will Checkr Package synchronization be enabled?	If Checkr’s package synchronization job is enabled, this will be handled through the API. Checkr strongly encourages this approach.
Do you need to restrict user access by work location (Checkr node)?	Disabled by default. For most clients, the answer will be no. Work with your Checkr representative to determine the best option for your account. Note: Enabling this option requires additional configuration for the integration.
Checkr Account Token	Provide Checkr with a Secret Key. Sign into the Checkr Dashboard as an admin, and go to Account Settings > Developer Settings. If a “Secret” does not exist, click Create Key and select Secret. Click on the Copy icon next to the Secret Key and send that value to the Checkr team.
Webhook URL Configuration	Use the Checkr Dashboard to set the webhook URL for your iCIMS integration. Sign into the Checkr Dashboard as an admin, and go to Account Settings > Developer Settings. Paste the following URL into the Webhook Server field: https://icims-process-api.us-e2.cloudhub.io/webhooks Select Live and US from the dropdowns and then click Add. Confirm that all Webhook Subscription categories are checked.