• GoCo / Checkr Integration User Guide

    Read More

    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!

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    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!

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    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)

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    Create a Checkr account

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

    To create an account for use with GoCo:

    1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to GoCo.
    2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from GoCo. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both GoCo and you to begin ordering background checks through the GoCo platform. 

    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.

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

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    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.
      G5.png

    2. Click start on the background check task.
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    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.
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    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).

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    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: 

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

  • Greenhouse / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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    Prerequisites

    The following items are required to initiate the Greenhouse / Checkr integration.

    • Admin access to Checkr and Greenhouse

    Connect to Checkr

    1. Login to Greenhouse, select Integrations.GH_Dashboard_Integrations.png
    2. From Integrations, Select Candidate Background Checks.GH_CBC_Dropdown.png
    3. Select Checkr to Connect.
    4. If you already have a Checkr account, select Sign In.

    Create a Checkr account

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

    To create an account for use with Greenhouse:

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

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

    Order a Background Check

    1. Once your Greenhouse and Checkr accounts are connected, click on Candidates and then on the candidate you wish to order a check for. GH_Candidates.png
    2. Select the candidate to complete a background check.GH_Checkr_Select_Candidate.png
    3. Select a candidate
    4. Select the Private tab
      GH_Checkr_Select_Private.png
    5. 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
    6. Select the Background Check Package to run, and click Export to Checkr.Private_Tab.png
    7. The candidate will then receive an email from Checkr requesting the information needed to run a background check.
    8. Once the candidate has provided their information the background check will begin processing, the background check status will be displayed inside of the Private tab for your review.
    9. Clicking the Complete Report link will bring you to the full report view,
    10. For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.
    11. 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.

    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.

    private_tab_-_crop.png

    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.

    private_tab_with_order_details_-_crop_2.png

    For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's 

    Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

    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:

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

  • Gusto / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

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    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.

       Gusto_1.png

    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.  

    Gusto_2.png

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

    Account Creation Complete:    

                                                                                   Gusto_3.png

    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

    Screen_Shot_2022-09-27_at_11.51.10_AM.pngScreen_Shot_2022-09-27_at_11.51.22_AM.png

    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.

    Gusto_6.png

     

    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. 

    Gusto_7.png


    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.

    Gusto_8_.png

    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: 

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

  • Harri / Checkr Integration User Guide

    Read More

     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.

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    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.

    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. 

    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.

    HarriSettingsBGCConnect.png

    • 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. 

    HarriConnectToCheckr.png

    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.

    HarriClickHereToConnect.png

    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.

    HarriConnectToCheckr.png

    • 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.

    HarriRolesAndPermissions.png

    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.

    HarriAddRole.png

    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.

    HarriApplyBackgroundChecks.png

    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. 

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

    • Fill in the work location of the candidate as you normally would for any background check.
    • Select which Hierarchy node you would like to order from.

    The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you will need to assign the appropriate packages to that node in your Checkr dashboard before proceeding.

    For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

    Order Background Checks

    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. 

    HarriSpeedy.png

    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.

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • HigherMe / Checkr Integration User Guide

    Read More

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

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    Before starting

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

    • Admin access to both Checkr and HigherMe
    • HigherMe Onboarding

    Create a Checkr Account

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

    1. To create an account for use with HigherMe, navigate to the Partners dashboard.
    2. Select Checkr and then Authenticate.
    3. If you are already a Checkr customer, select Sign In to connect your current Checkr account to HigherMe.
    4. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    5. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from HigherMe. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    6. Select Finish Sign Up to submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both HigherMe and you to begin ordering background checks through the HigherMe platform.
    7. Email friends@higherme.com to enable the Checkr integration.

    Order A Background Check

    1. Within Applicant Onboarding, select Applicant info and select a background check.
    2. Select Continue to order a background check for a candidate. The candidate will receive an email to complete the background check.

    Review A Background Check

    Once the background check is complete, you’ll be able to see the status in the screenings column and select to review the results.

    Use the Checkr Dashboard

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

  • HiPeople / Checkr Integration User Guide

    Read More

    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.

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    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. 

    1._Settings.png

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

    2._Connect_Checkr.png

    Create a Checkr account

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

    To create an account for use with HiPeople:

    1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to HiPeople.
    2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from HiPeople. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both HiPeople and you to begin ordering background checks through the HiPeople platform. 
    5. 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.8._Notice_of_Credentialing_Hold.png
    6. Once the account is approved, you will be able to start using Checkr with HiPeople.

    13._Logged_In_Final_.png

    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.1._Candidate_Homepage.png
    2. Click on the three dots in the top right-hand corner to open the candidate drop-down menu.2._Three_Dot_Menu_Selection___Background_check_with_Checkr.png
    3. Click on the background check with Checkr button to open the New Invitation modal.3._Invitation_Embed_Lightframe.png
    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.            3._Invitation_Embed_Lightframe.png
    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.  1._Monitoring_a_BGC.png
    2. Click on the Checkr results tab. The current status of the report will be shown in blue.2._Monitoring_-_Clear_Status.png
    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 3._View_Report.png

    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: 

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

  • HR Cloud / Checkr Integration User Guide

    Read More

    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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    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.

    HR_Cloud_Integration_step.png

    From the Settings menu, click IntegrationsCheckr, 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.

    HR_Cloud__OAuth_1.png

    1. 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.)

    HR_Cloud_OAuth_2.png

    1. 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.

    HR_Cloud_OAuth_3.png

    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.

    HR_Cloud_Order_background_check_1.png

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

    HR_Cloud_order_background_check_2.png

    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:

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

  • HR4 / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

    This guide will walk you through the Checkr | HR4 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 HR4, submit a request to contact us.

    ______________________________________________________________

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    Prerequisites

    The following items are required to initiate HR4 | Checkr integration. Please ensure you have the following before proceeding.

    1. The client organization must have an active HR4 site, with HR user access. 
    2. The client organization must have an active Checkr account and the user must have admin rights within Checkr before proceeding with the activation of the integration on the HR4 side. 
    3. The client organization must work with HR4 Support to pre-configure the integration with Checkr. 

    Enable Checkr setup

    First, request that the HR4 Support team enables Checkr from within HR4 settings. You must have admin access to both Checkr and HR4 to fully complete this process. 

    1. If your company does not yet have a Checkr account, one must be created before enabling Checkr within HR4. To set-up a Checkr account, please visit https://checkr.com/ and select either, ‘Start for Free’ or ‘Talk to Sales’, to begin your account setup. 
    2. Once your Checkr account has been created, you should start by sending a message to your HR4 Implementation Coordinator and/or the HR4 Support Team via Intercom. 
    3. Once you’re speaking with a representative at HR4, HR4 will work with you to turn the Checkr integration on, through their admin portal. An HR4 admin will turn the integration on and will work with you to attach various locations to the associated accounts, assign an owner to validate and connect the Checkr account to the HR4 account (single person), determine the company name and integration status.

    Create a Checkr account

    1. Once HR4 fills out the details above, the user who was assigned as an owner, should login to their HR4 account and navigate to Setting > Integration Settings > Checkr. 
    2. Once on the ‘Checkr Settings’ screen, the user should select the three dots to the right hand side of the page and click ‘Connect’. 
    3. If your company does not yet have a Checkr account, one must be created before integration with HR4. To create an account for use with HR4 :
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to HR4.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
      3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from HR4. (Payment information may be edited on the Checkr dashboard after the account has been created.)
      4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both HR4 and you to begin ordering background checks through the HR4 platform.
      5. Upon successfully signing in to Checkr, the user will be redirected back to the Checkr Settings page in HR4 and a ‘Connected’ status will appear.

    Order Background Checks

    Manual Ordering 

    Once your HR4 and Checkr accounts are connected, you can begin running background checks with HR4’s Hire app. To get started, click on ‘Apps’ from the top navigation bar and select ‘Hire’. Once within the Hire app, follow the steps below to begin ordering background checks. 

    1. From the ‘Hire’ App dashboard, navigate to ‘Jobs’ on the left hand side bar. 
    2. Select the job posting. Under the Activities Tab, ensure the “Checkr Background Check” option has been selected as a Stage 3 Activity.
      • All Checkr related activities happen in ‘Stage 3’, when you're selecting a candidate to move forward and get an offer. 
    3. On the Candidates Tab, within Stage 3, you will see all of the candidates within this stage. Within the candidate list view, you will see quick insights into whether or not a background check has been run. If a BGC has been run, you will see background check status as it updates in real time.
    4. If a background check needs to be completed, select the ‘...’ dropdown and select ‘Request Checkr Background Check’. This will allow you to run a BGC from this page. 

    1. Alternatively, you can click ‘View Candidate Profile’. On the candidate profile, there is a ‘Checkr Background Check’ section. Select the ‘...’ and choose ‘Send Request’. 

    1. Selecting ‘Request Checkr Background Check’ on the candidate list view or selecting ‘Send Request’ from the candidate profile will open the same widget, ‘Invite Candidate’. The Invite Candidate widget will have you select the following information: node, country, state, city, candidate email. Once complete, select ‘Submit’.
    1. Once submitted, you will receive confirmation that the invitation has been sent to the candidate and they have been invited to begin the background check

    Checkr Instances | From the Hire dashboard within HR4, there are a few additional instances where you will see Checkr. 

    Instance 1: On the ‘Hire’ dashboard, there is a ‘Checkr’ specific widget. Within the widget you can see the number of background checks in a pending state, canceled state or process state. This only shows numbers for candidates actively in the hiring process. 

    Instance 2: On the ‘Hire’ dashboard, in the ‘Recent Activity’ log, a user will be able to see changes in recently run background checks. This is intended for a quick reference for HR contacts to see. These changes will also trigger notifications to HR managers. 

    Account Hierarchy

    The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the background check ordering workflow. Nodes can be used to designate different locations, teams, or groups that order background checks within your organization. Checkr recommends, but does not require, that you assign packages to nodes once they are created, and will then display which node ordered which package on your Checkr invoice. 

    Each time you order a background check, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. If no packages have been assigned to a node, you will have the ability to view and select from all packages on your account.  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, please follow the steps outlined above in the “Ordering Background Checks” section. The invitation widget within HR4 will always ask you to select a node (if applicable) and a package. 

    The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. You can assign the appropriate packages to nodes at any time from your Checkr dashboard. 

    For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

    International Packages 

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

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

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

    Domestic Package with International Verifications

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

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

    • Education Verification
    • Employment Verification

    Review A Background Check

    Once the background check has been ordered, there are a few different places where you can view the status of the report within the HR4 Hire Dashboard. 

    1. From the ‘Hire’ App dashboard, navigate to ‘Jobs’ on the left hand side bar. 
    2. Select the job posting. All Checkr related activities happen in ‘Stage 3’, when you're selecting a candidate to move forward and get an offer. 
    3. On the Candidates Tab, within Stage 3, you will see all of the candidates within this stage. Within the candidate list view, you will see quick insights into whether or not a background check has been run. If a BGC has been run, you will see background check status as it updates in real time. From this view, it’s strictly an overview. To see the full report, click into the candidate profile directly but clicking the candidate’s name or the ‘...’ icon. 
    4. On the candidate profile, there is a ‘Checkr Background Check’ section. Within the Checkr Background Check section, the user will be able to see all background checks initiated on the candidate, in addition to the following information: the name of the package ordered, the status of the invitation to the candidate, the status of the report's progress and its ETA, and the result of the report and its completion timestamp. There will also be a link to the candidate in the Checkr Dashboard if the invitation has not yet been completed, and a link to the report once it has been initiated.
    5. Once a background check 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 which covers:

    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. 

    Additional Checkr Instance | Employee Profile

    If a company moves forward with a candidate and the company extends an offer and the candidate accepts,  the employee’s background checks will carry into their employee profile. 

    1. From the top navigation bar, select ‘Apps’ and ‘Employee Data’. 
    2. From the Employee Data app, you will see a full ‘Employee List’. Select the employee you would like to review. 
    3. Select ‘Records’. 
    4. Within ‘Records’, there is a click through link to view the candidate profile and a direct link back to their background check report within Checkr. 

    Resubmit A Background Check | Resubmitting a background check is supported by HR4.

    • To do so, you can follow the steps within ‘Order Background Check’ to understand the full step by step process.
    • In summary, the ‘...’ icon on the candidate profile or overview page within a job posting will allow you to run an additional background check. The quick overview of background check status on the ‘stage 3’ view will always reflect the most recent background check. 

    Checkr Features

    Use the Checkr Dashboard

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

     

  • iCIMS / Checkr Integration User Guide

    Read More

    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.

     


     

     


     

    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.

    IcimsCreateLocation.png

    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.

    IcimsLocationFinish.png

    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.

    IcimsCreateTemplate.png

     

    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.

    IcimsSelectTemplate.png

    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.

    IcimsLocationAndBGC.png

    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”.

    IcimsBinBGC.png

    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.

    IcimsCandidateBGScreen.png

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

    IcimsResultURL.png

    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.

     

  • JazzHR / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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    Prerequisites

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

    • Access to JazzHR, with admin rights 

    Add Checkr to JazzHR

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

    Enable Checkr setup

    1. Click Settings.
    2. Click Integrations.
    3. Scroll down to the Checkr block. 
    4. Click More Details.
    5. Click Connect

    Create A Checkr Account

    1. To create an account for use with JazzHR:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to JazzHR.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    2. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from JazzHR. (Payment information may be edited on the Checkr dashboard after the account has been created.)

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

    Order Background Checks

    Once your JazzHR and Checkr accounts are connected, return to a candidate’s page.

    1. Within the Candidate Profile, click the Assessments tab. 
    2. Scroll to the Checkr section and click Select Package
    3. Select the appropriate background check package and click Request Background Check. 

    JazzHRSelectPackage.png

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

    Screen Shot 2019-12-11 at 10.42.42 AM.png

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

    Checkr Features

    Use the Checkr Dashboard

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • JobDiva / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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    Prerequisites

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

    • Admin access to Checkr and JobDiva

    Add Checkr to JobDiva

    To initiate the Checkr integration from within JobDiva, navigate to JobDiva’s Team Profile page. 

    1. From the client settings page, the client’s admin can click on the “Manage Background Check Settings” link. 
    2. Select “Checkr”. 
       JobDiva1.pngJobDiva2.png

    Create a Checkr account

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

    1. To create an account for use with Jobdiva:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Jobdiva.

    If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.

    Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Jobdiva. (Payment information may be edited on the Checkr dashboard after the account has been created.)

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

    Order Background Checks

    Once your JobDiva and Checkr accounts are connected, return to JobDiva’s candidate profile page. 

    1. On JobDiva’s candidate profile page, there is a “Checkr” tab that hosts the Checkr application for a new background check invitation.
      1. Note: Only users with the ‘Allow to request background check’ user permission will be able to see this tab.
    2. In the window that opens, select the options for the check and click Submit. The options selected should be as they relate to the candidate. 
    3. Once Submit is selected, an invitation email will be sent to the candidate prompting them to begin the background check.                 JobDIva3.png

    Monitoring Background Checks

    Once the background check has been ordered, the status of the report will be listed in the JobDiva 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 JobDiva integration allows users to order background checks and view their status, the following features are available only within Checkr: 

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

  • Jobma / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

    ______________________________________________________________

    ______________________________________________________________

    Prerequisites

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

    • Admin access to Checkr and Jobma

    Create A Checkr Account

    1. Login to your Jobma account. 
    2. From your Jobma dashboard, select ‘Integrations’ from the dropdown. 
    3. From the Integrations page, scroll down to ‘Background Check’. Here you will see Checkr. 
    4. If your company does not yet have a Checkr account, one must be created before integration with Jobma.
    5. To create an account for use with Jobma:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Jobma.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
      3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Jobma. (Payment information may be edited on the Checkr dashboard after the account has been created.)
      4. Select Finish Sign Up, which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Jobma and you to begin ordering background checks through the Jobma platform.
    6. If you signed in to Checkr, you will be redirected back to the ‘Integrations’ page, and on the Checkr tile, you will see ‘Connected’. 
    7. If you signed up for Checkr, you will be redirected back to the ‘Integrations’ page. On the Checkr tile, you will see ‘Refresh’. There will also be info. The icon in the top right corner of the tile lets you know that your Checkr account has to be created, which can take up to 24 to 48 hours. 

    Account Hierarchy

    The Jobma integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the Jobma 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 Jobma, 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 Jobma.
    • Select which Hierarchy node you would like to order from.

    The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you will need to assign the appropriate packages to that node in your Checkr dashboard before proceeding.

    For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's 

    Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

    Order Background Checks

    Defining A Location

    Checkr background checks rely on Job location information to determine which disclosures and authorizations to use in pre-employment screenings. The user will be asked to fill in the candidate’s work location at the time of ordering a background check. Please see the steps below. 

    Manual Ordering 

    Once your Jobma and Checkr accounts are connected, you can begin ordering background checks by following the steps below. 

    1. Go to the left side navigation menu and select ‘Applicants’. From the ‘Applicants’ dropdown, select ‘Evaluate’. 
    2. On the ‘Evaluate’ page, you will see various candidate cards. Choose an applicant and select ‘Evaluate’ from their tile. You will be brought to an applicant-specific page. 
    3. From the applicant page, you will see a tab titled, ‘Background Check’. Select ‘Background Check’. 
    4. Within ‘Background Check’, select the Checkr dropdown menu and click ‘Add Background Check’. This opens a modal window on the right side of the dashboard. 
    5. Within the modal, please fill in email, node, package, country, state, and city. 
    6. Select ‘Save’. This begins the invitation process for the candidate to begin the background check process. 

    International Packages 

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

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

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

    Domestic Package with International Verifications

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

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

    • Education Verification
    • Employment Verification

    Review A Background Check

    Monitoring A Background Check

    To review background checks run on an applicant, please follow the steps below. 

    1. Go to the left side navigation menu and select ‘Applicants’. From the ‘Applicants’ dropdown, select ‘Evaluate’. 
    2. On the ‘Evaluate’ page, you will see various candidate cards. Choose an applicant and select ‘Evaluate’ from their tile. You will be brought to an applicant-specific page. 
    3. From the applicant page, you will see a tab titled, ‘Background Check’. Select ‘Background Check’. 
    4. Within ‘Background Check’, you will see a display of all the background checks run on the applicant. The following fields will display Package Name, Invitation Status, Date, and Invitation Link. 
      1. Additionally, you will see Report Status, Report Result, ETA for completion or Completed On Timestamp, View Report Link (link back to Checkr dashboard to view report). 

    Reviewing Completed Results

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

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

    Resubmit A Background Check

    More than one background check can be submitted for an applicant. To resubmit a background check for an applicant, navigate to the Applicants Tab, Select Evaluate, Choose Evaluate for the Desired Candidate and select ‘Background Check’. This is all explained in more detail in the section titled, ‘Order Background Checks’. 

    Checkr Features

    Use the Checkr Dashboard

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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



  • Keldair HR / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

    _________________________________________________________

    _________________________________________________________

    Prerequisites

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

    • Admin access to both Checkr and KeldairHR. 

    Create a Checkr account

    To initiate integration, scroll down to the Integrations section and click Learn More. 

    K1.png

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

    1. To create an account for use with Keldair HR:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Keldair HR.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    2. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Keldair HR. (Payment information may be edited on the Checkr dashboard after the account has been created.)

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

    Order Background Checks

    Once your KeldairHR and Checkr accounts are connected, click Processing Requests to create a new Workflow.

    When creating a new Workflow, click +Add Custom Step > Use Integration and choose Checkr.

    K4.png

    To order a background check,

      • Click Jobs
      • Select a candidate from the available list 
      • Click Stages 
      • Choose a package

    K5.png

    K6.png

    Once the background check has been ordered, the status of the report will be listed in the KeldairHR candidate dashboard. Once Complete, click on it to open the report in the Checkr Dashboard, and review details. (For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)

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

    Checkr Features

    Use the Checkr Dashboard

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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



  • Kwant.ai / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

    _________________________________________________________

    _________________________________________________________

    Prerequisites

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

    • Admin access to both Checkr and Kwant

    Create a Checkr account

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

    To create an account for use with Kwant:

    1. Log into your Kwant account and click on the gear icon in the top navigation bar
    2. Locate and select Edit Project from the drop-down menu.
    3. Select the Integration option and click on CONNECT under Checkr Authorization.
      K1.png
    4. If your company does not yet have a Checkr account, one must be created before integration with Kwant.
    5. To create an account for use with Kwant:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Kwant.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
      3. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Kwant and you to begin ordering background checks through the Kwant platform.

    Order Background Checks

    Once your Kwant and Checkr accounts are connected, return to the employee tab under team and resources, and click Request Verification under each employee.

    In the window that opens, select options for the check, and click Submit to send the invitation to the worker. You can only send an invitation via email, thus making it mandatory to record the email ID for each employee.

    K5.png

    Once the background check has been ordered, the status of the report will be listed in the employee dashboard in OnTarget. Once Complete, click on the link icon in the report column 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.)

    K6.png

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

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

  • Launch Mobility / Checkr Integration User Guide 

    Read More

    Welcome to Checkr!

    This guide will walk you through the Checkr / Launch Mobility 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 Launch Mobility, submit a request to contact us.

    ______________________________________________________________

    ______________________________________________________________

    Prerequisites

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

    1. Creation and configuration of the client organization in the Launch Mobility Platform. 
    2. The client organization must have an active Checkr account and the user must have admin rights within Checkr before proceeding with the activation of the integration on the Launch Mobility side. 
    3. The client organization must work with Launch Mobility to pre-configure the integration with Checkr. This will require setting fixed configurations for Account Hierarchy and Package selection. The integration will remain inactive until the credential authorization process is completed by the client organization. See ‘Enable Checkr Setup’ below. 

    Create a Checkr account

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

    To create an account for use with Launch Mobility:

    1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Launch Mobility.
    2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Launch Mobility. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Launch Mobility and you to begin ordering background checks through the Launch Mobility platform. 
    5. Once your Checkr account has been created, you should start by sending a message to operations@launchmobility.com. Launch Mobility will direct you from there to the proper support channels. 
    6. Once you’re speaking with a representative at Launch Mobility, Launch Mobility will work with you to send you an authorization link via email. Once you receive this email, as an existing Checkr customer, you must click “Sign-In”. 
    7. By clicking “Sign-In”, you will validate your Checkr access credentials and authorize Launch Mobility to make report requests on your behalf. 
    8. Additionally, you will work with the Launch Mobility Team to pre-configure the integration with Checkr and set fixed configurations for Account Hierarchy and Package Selection. 

    Account Hierarchy: For more information on Account Hierarchy, nodes, and how to configure your Checkr account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

    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 customer user should request a package that includes an education verification with out-of-country history enabled.

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

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

    Domestic Package with International Verifications

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

    • Education Verification
    • Employment Verification

    Order Background Checks

    Once your Launch Mobility and Checkr accounts are connected…

    1. The background check request is made during the user registration process in the Launch Mobility client application. The package that is served to the user / driver should already be pre-configured for their service. 
      1. This means that a candidate can only complete their registration process in the Launch Mobility client application if they complete the background check process with Checkr with the package previously configured for the service. 
    2. Once Launch Mobility receives the result from Checkr, Launch Mobility will update the status on Launch Mobility’s side and allow or deny the drive to complete the registration process. 

    Background Check Resubmission

    Launch Mobility does not currently support the functionality to re submit a background check in the Launch Mobility platform. We ask that you manage all resubmissions through the Checkr dashboard. 

    Review A Background Check

    The Launch Mobility mobile app provides a screen to validate the pending requirements to complete the registration flow. The candidate can check if there are changes in the status of the requirements by refreshing the screen. 

    Once Launch Mobility receives report status updates the report is updated on the Launch Mobility side and the user can finish their registration process. 

    To view the full report, the customer must navigate to the Checkr dashboard. 

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

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

    Checkr Features

    Use the Checkr Dashboard

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • Lever / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

    This guide will walk you through the Checkr / Lever 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 Lever, please submit a request via Lever’s request form for additional assistance.

    ________________________________________________________________________________________

    ________________________________________________________________________________________

    Prerequisites

    The following items are required to Enabling and using the Checkr integration. (Please ensure you have the following before proceeding.

    • Super Admin access in Lever
    • Admin access in Checkr

    Create a Checkr account

    1. To create an account for use with Lever, please reach out to sales@checkr.com
    2. Once the credentialing process is complete, Checkr will notify both Lever and you, and the next step is to reach out to Lever to turn on the integration.  
    3. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

    Connect to Checkr

    The Checkr integration needs to be set up by the Lever team after the Checkr account is authorized and enabled for API access. If you have issues using Lever’s integration with Checkr, please reach out to Lever support via Lever’s request form for additional assistance.

    1. A Super Admin on the Lever Hire account should navigate to the account settings and locate the Checkr integration.
    2. Select the toggle to expand the window, and then click the "Send Request to Enable" button.
    3. Your Live Secret (API key) from your Checkr production instance, which will need to be sent securely (only admins in Checkr have the capability of creating an API token).
    4. Go to Developer Settings
    5. Click on Create new key
    6. Select Live Secret
    7. Click Show key next to the newly generated key
    8. Copy the “Live Secret” key and send it over to your Account Manager at Lever
    9. The name of the default package
    10. The name of the stage to trigger the initial background check (e.g. Background Check)
    11. (Optional) The name of the stage to advance the candidate to after a successful background check
    12. Authorization to add the appropriate API key and webhook settings in your Lever account - do not delete these, or the integration will stop working!

    Lever_Checkr_Toggle_ON.gifCheckr_-_Secret_Key_GIF.gif

    Order Background Checks

    Once your Lever and Checkr accounts are connected, a background check will be ordered once a candidate reaches the background check stage. They will receive an an e-mail to begin the background check process. Once the invitation has been sent, the status will update to Report Pending.

    Lever_Slug_Screenshot.png

    International Packages 

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

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

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

    Domestic Package with International Verifications

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

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

    • Education Verification
    • Employment Verification

    Review A Background Check 

    Once the background check has been ordered, the status of the report will be listed in the Lever candidate dashboard. Once Complete, click on it to open the report in the Checkr Dashboard, and review details. Lever_Candidate_Status_Overview.png

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

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

    Checkr Features

    Use the Checkr Dashboard

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • LinkedIn Talent Hub / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

    This guide will walk you through the Checkr / LinkedIn Talent Hub 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 LinkedIn Talent Hub, please use this web form for additional assistance.

    _________________________________________________________

    ________________________________________________________

    Prerequisites

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

    • Access to LinkedIn Talent Hub, with admin rights 

    Add Checkr to LinkedIn Talent Hub 

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

    Enable Checkr setup

    To initiate integration, click the Person Icon then Product Settings

    Linkedin-_Person_icon_2.png

    Next, click Integrations

    LinkedIn_integrations.png

    Clicking Authorize next to Checkr’s logo will populate a window asking if you are positive you want to Authorize the Checkr integration, click Authorize. 

    Create a Checkr account

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

    To create an account for use with LinkedIn Talent Hub:

    1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to LinkedIn Talent Hub.
    2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from LinkedIn Talent Hub. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    4. Click Next which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both LinkedIn Talent Hub and you to begin ordering background checks through the LinkedIn Talent Hub platform. 

    Order Background Checks

    Once your LinkedIn Talent Hub and Checkr accounts are connected, click Projects > Associated Project > Pipeline. 

    To order a background check,

    • Click the name of the candidate
    • Click the three dots 
    • Click Run Background Check 
    • Select a Package 
    • Next, click Start Check 

    Linkedin-_start_check.pngLinkedin-_completed_.png

    Once the background check has been ordered, the status of the report will be listed in the LinkedIn Talent Hub candidate dashboard. Once Complete, click on background check 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 LinkedIn Talent Hub integration allows users to order background checks and view their status, the following features are available only within Checkr: 

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

  • Make / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

    This guide outlines the Checkr/Make integration process and how to order background checks. If you have any questions that are not covered in this user guide, visit the Checkr Help Center. You can also submit a support ticket to the Checkr Support Team.

    Content within this user guide

    Getting started

    The following permissions are required to enable the Checkr / Make integration:

    • Admin access to Checkr and Make

    Connect to Checkr

    To initiate the integration between Checkr and Make, follow the steps below:

    1. Log in to your Make account.
    2. Add a Checkr module to your scenario.
    3. Select "Create a connection." If you add a module with an "instant" tag, click "Create a webhook," then "Create a connection."



    4. In the "Connection name" field, enter a name for the connection.
    5. Select whether or not you want the connection to connect to a Sandbox environment. If you wish to connect or create a live account, select "No."
    6. Select "Save." This will trigger the Sign in/Sign up pop-up. 



    7. Select "Sign in" if you have an existing Checkr account. If you need to create a new account, enter your information and select "Sign up."

       

    8. Once complete, you'll be directed back to the Make platform.

    Please note the following scenarios and steps: 

    • If you signed in to an existing Checkr account, you can now edit your scenario and add more Checkr modules.
    • If you signed up for a Checkr account, you must wait 24-48 hours for your account to be credentialed. Once credentialed, both you and Make will be notified, and you can begin building your scenario.
    • If your connection requires reauthorization at any point, follow these connection renewal steps.

    Create a Checkr account

    If your organization already has a Checkr account, select "Sign in" to connect your existing Checkr account to Make. If your company does not yet have a Checkr account, one must be created before integration with Make.

    To create an account:

    1. Fill out the information fields with your account information
    2. Select "Sign Up"
    3. Add a few more details about your organization.





    4. Enter payment information. This can be a credit card or bank account. Invoices for background checks will come directly from Checkr, not from Make. Please note that payment information may be edited on the Checkr Dashboard after the account has been created.





    5. Select "Finish sign up." This will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both you and Make to begin ordering background checks through the Make platform.




    Once complete, you will be redirected back to Make. You will see a pending Checkr approval message in the "Configure Settings" section of your Make account. This pending message will remain until your account is credentialed. Once the account is approved, you will be able to start using Checkr with Make.

    Account hierarchy

    The integration allows users to set up different "nodes" inside of their Checkr account to appear when you order a background check. You can use nodes to designate different locations, teams, or groups that order background checks within your organization. Checkr requires you to assign packages to nodes after you create them—your Checkr invoice shows which node ordered which package.

    Each time you order a background check, you select which node to order the check from and then select from a list of packages available to that node. Invoices show the background checks each node ordered within two billing cycles after setup.

    To order a background check with an account hierarchy and nodes:

    1. Fill in the candidate's work location as you usually would for a background check.
    2. Select which node to order from.

    The list of packages appears based on the node you select. Select the background check package you want to order. If no packages appear, you must assign the appropriate packages to that node in your Checkr Dashboard before proceeding.

    For more information about nodes and how to configure your account, refer to the Help Center articles below: 

    Order background checks

    Once your Make and Checkr accounts are connected, you can create custom Checkr scenarios (i.e., workflows) by choosing from a series of triggers, actions, and searches. A trigger is an event that launches the workflow, an action is an event.

    To get started, you will build your Checkr scenario. There are 11 modules (actions, triggers, & searches) that can be implemented to support the ordering of background checks. 

    1. Create a Candidate (Action): creates a new candidate
    2. Get a Candidate (Action): returns information about the selected candidate
    3. Create a background check invitation (Action): creates a new background check invitation 
    4. Get a Report (Action): returns information about the report
    5. Get a Report's ETA (Action): returns an existing report's ETA
    6. Get an Invitation (Action): returns information about the section invitation
    7. Watch Events (Trigger): triggers when an invitation or report event is sent via API
    8. List Nodes (Search): lists all nodes
    9. List Packages (Search): lists all packages
    10. Search Candidates (Search): searches for or lists all candidates
    11. Search Invitations (Search): searches for or lists all invitations

    These 11 modules can be used in different variations within your scenario builder, and how you implement the modules will depend on which apps you have connected and your parameters. It is up to the end user to determine how they want to leverage the modules and their capabilities.

    How to access your Scenario Builder

    1. Log in to Make.
    2. Select "Create a new scenario" in the upper, right-hand corner of the screen. You can also select "Scenarios" in the navigation pane on the left-hand side. This will take you to the "New Scenario" screen.



    3. Select the large "+" button.



    4. Select Checkr from the list that appears.
    5. Select your preferred module.

    If you haven’t already logged in or created an account, you must do so by clicking “Create a connection.” Once connected, you will be able to continue adding modules.

    If you have any questions or concerns, please consult the Make Partnership Team on recommended settings for your specific ordering process. You can also create a support ticket via Make.

    Review background checks

    You can monitor the status of background checks from within Make, as well as within any app you have connected to Checkr using Make’s scenario builders. 

    To monitor the status of a background check within Make, select the "Checkr - Get a Report" module. A tile will populate with the following information: 

    • Report ID
    • Report URI
    • Status
    • Result
    • Package
    • Timestamps
    • Candidate ID
    • Adjudication status
    • Includes Canceled
    • ETA



    After you order a background check, the report status appears in the Make module “Get a Report.” After the report status changes to Complete, select the report in the Checkr Dashboard and review the details.

    For more information on reports and report statuses, check out the Review reports section of the Help Center.

    Checkr’s candidate experience

    Checkr's candidate experience overview describes the candidate's experience of the background check process. It provides information to answer common questions and resolve common issues.

    Use the Checkr Dashboard

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

    Make's Help Center

    Make offers the following help center articles related to Checkr: 

    Helpful Make Terminology: 

    • What is a scenario?
      • A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
    • What is a module?
      • Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
    • What is mapping?
      • Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
  • ManagedMissions / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

    This guide will walk you through the Checkr / ManagedMissions integration process.If you have any questions not covered in this guide that are specific to ManagedMissions, please email hey@managedmissions.com for additional assistance.

    _________________________________________________________

    _________________________________________________________

    Before starting

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

    • Admin access to both Checkr and ManagedMissions

    Create a Checkr account

    1. To get started, go to Account Settings then select Background Checks
    2. Next, select Connect with Checkr

    1. If your company does not yet have a Checkr account, one must be created before integrating with ManagedMissions.
    2. To create an account for use with ManagedMissions:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to ManagedMissions.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from ManagedMissions. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both ManagedMissions and you to begin ordering background checks through the ManagedMissions platform.

    Order Background Checks

    Once your ManagedMissions and Checkr accounts are connected, return to the main page, and select Team Members.

    To order a background check, 

    1. Choose a candidate from the available list or select Add Team Member to add a new candidate
    2. Select Request Check, then select Request Background Check
    3. Select a Package 
    4. Select Close 

    1. Once the background check has been ordered, the status of the report will be listed in the ManagedMissions candidate’s page. Select the background check to open the report in the Checkr Dashboard, and review details. 
    2. How long does a background check take? The average turnaround time for most background checks is between 3-5 business days. However, some database screenings may be returned in minutes.

    Use the Checkr Dashboard

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

  • Medallion / Checkr Integration User Guide

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    Welcome to Checkr!

     

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

    ______________________________________________________________

    ______________________________________________________________

    Before starting

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

    • Admin access to Checkr and Medallion

    Create a Checkr account

    1. To get started, log in to your Medallion account. 
    2. From the left hand navigation bar, select Providers. This will bring you to a list of providers. Select a provider. 
    3. Within the provider profile, select Verifications
    4. On the Verifications Tab, you will see an Actions tile on the right hand side. With Actions, select Connect to Checkr

    1. If your company does not yet have a Checkr account, one must be created before integration with Medallion.
    2. To create an account for use with Medallion:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Medallion.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Medallion. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Medallion and you to begin ordering background checks through the Medallion platform.

    Account Hierarchy

    The Medallion integration allows users to set up different nodes inside of their Checkr account to have displayed in the Medallion 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 Medallion, 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, please follow the steps below in the Order Background Checks section. Note step #5, the ordering modal will ask the user to select the node you would like to order from, as well as Select the background check package you’d like to run

    Background check packages will automatically generate based on the node you select. Select the background check package you want to run.

     If you select a node that doesn’t have any assigned packages, you will see all packages in the dropdown. If you do not see any packages populating, and you want to assign a package to that node before proceeding, navigate to your Checkr dashboard. 

    For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

    Order Background Checks

    Once your Medallion and Checkr accounts are connected, return to a provider profile and follow the steps below. 

    1. From the provider profile, navigate to the Vertifications tab. 
    2. On the Verifications Tab, you will see an Actions tile on the right hand side. With Actions, there is an option for Background Check and Run Check 
    3. Select Run Check
    4. An Initiate Background Check modal will open. 
    5. The modal will ask the user to select the node you would like to order from, as well as Select the background check package you’d like to run
    6. Select a package from the dropdown. 
    7. Select Initiate Background Check

    Checkr’s Candidate Experience

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

    Please note if you have not set a permanent address within the provider’s profile, you will receive the following error: Data required by Checkr is missing: Unable to request a background check without a state address. Permanent addresses are required for profile completion, so this error should be uncommon, but if surfaced, please follow the steps below to correct the issue. 

    To correct this issue: 

    1. Navigate to the provider’s profile and add a permanent address. 
      • This permanent address will populate in the Checkr invitation flow for all background checks requested on the provider moving forward. 
    2. Select Save & Next to save the data. 
    3. Navigate back to the Verifications tab and re-initiate the Run Check flow. 

    International Packages 

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

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

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

    Domestic Package with International Verifications

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

    • Education Verification
    • Employment Verification

    Review A Background Check

    Once the background check has been ordered, please follow the steps below to monitor the background check from within Medallion. 

    1. From the provider profile, navigate to the Verifications tab. 
    2. On the Verifications Tab, scroll down to Checkr Background Checks
    3. see the following details once a background check has been initiated: 
      1. Package
      2. Status
      3. Created Date
      4. ETA 
    4. In the invitation-initiated phase,  select the clock icon for the following details: 
      1. Background Check Status
        1. When the invitation expires 
          1. If this invitation has an expired status, Medallion will allow you to resubmit the background check by selecting the button within the tooltip to refresh and resubmit the invitation to the provider. 
        2. When the invitation was sent 
    5. Once the invitation has been completed, you will be able to select Report to review the details
    6. Once the invitation has been completed, you will also see a checkmark icon with a tooltip that provides additional information on the background check. 

    For more information on reports and report statuses, see How do I interpret a background report.

    Use the Checkr Dashboard

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



  • MyChurchCloud / Checkr Integration User Guide 

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    Welcome to Checkr!

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

    ______________________________________________________________

    ______________________________________________________________

    Getting started

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

    • Admin access to both Checkr and MyChurchCloud 
    1. Login to your MyChurchCloud account. 
    2. From the top navigation menu, select the Tools drop down menu. 
    3. Within Tools select Integrations
    4. Select Checkr. This will bring you to a Checkr specific page. 
    5. Click Connect

    Create a Checkr account

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

    1. To create an account for use with MyChurchCloud:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to MyChurchCloud.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    2. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from MyChurchCloud. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    3. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both MyChurchCloud and you to begin ordering background checks through the MyChurchCloud platform.

    Account Hierarchy

    The integration allows users to set up different nodes inside of their Checkr account to have displayed in the background check ordering workflow. Nodes can be used to designate different locations, teams, or groups that order background checks within your organization. Checkr recommends you assign packages to nodes once they are created, and will then display which node ordered which package on your Checkr invoice. While recommended, assigning packages to nodes is not required. If no packages are assigned to nodes, the nodes will reflect all packages for ordering. 

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

    The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

    Order Background Checks

    To order a background check:

    1. Login to your MyChurchCloud account. 
    2. From the left hand side navigation menu, select My Contacts
    3. Find the contact you’re looking for, within Actions, select the magnifying glass icon. 
    4. From the contact details, click the three dot icon. From the dropdown, select Background Check.
    5. From the left hand square, select Run Background Check
    6. Select Click here to begin
    7. Select Create Candidate
      1. Upon successful creation of a candidate, you’ll see: Success! Candidate Created in Checkr! Select Ok
    8. Within the Start background check form, the contact’s name, email, phone number, candidate ID will pre-populate. Under Begin Background Check’ submit the contact’s email address and choose a node (if applicable). 
    9. Once the email and node (if applicable) are filled out, you’ll be asked to select a child node (if applicable), a package and a state. 
    10. Once complete, select Send Invitation.

    Checkr’s Candidate Experience

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

    Review Background Check Status

    Once the background check has been ordered, please follow these steps to review background check statuses for your contacts. 

    1. Login to your MyChurchCloud account. 
    2. From the left hand side navigation menu, select My Contacts
    3. Find the contact you’re looking for and within Actions, select the magnifying glass icon. 
    4. From the Contact Details, click the three dot icon. From the dropdown, select Background Check.
    5. Under Background Checks Complete you’ll see the report status. 
    6. For background checks that are in a pending status, you’ll be able to view the following information: 
      1. Name of contact
      2. Package 
      3. Report ID
      4. Status
      5. Estimated Complete Date 
      6. Action
    7. For background checks completed, you'll be able to view the following information:  
      1. Name of contact
      2. Report ID
      3. Status 
      4. Result 
      5. Action with a magnifying glass icon. 
    8. Select the magnifying glass icon, to view background check report details: 
      1. Contact Name
      2. Contact Email
      3. Report ID
      4. Candidate ID
      5. Created At
      6. Completed At
      7. Expires At
      8. Status
      9. Includes Canceled
      10. + all the individual screenings and their statuses. 
    9. Select the magnifying glass on the left of the background screening to view additional details:
      1. Screening type
      2. status
      3. cancellation reason (if applicable)
      4. cancellation description (if applicable) 
      5. Report ID 
      6. Cancellation Description.
    10. Once the background check is complete, select Report ID to review the details within the Checkr dashboard. For more information on reports and report statuses, see How do I interpret a background report.

    Resubmit A Background Check

    If a background check has expired, you can order a new background check.

    Use the Checkr Dashboard

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

  • NEOGOV / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

    ______________________________________________________________

    ______________________________________________________________

    Before starting

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

    • Admin access to Checkr
    • Permissions to initiate background checks for the candidate in Neogov’s Online Hiring Center (OHC)

    Create a Checkr account

    1. To get started, log in to Neogov and go to the Integrations section 
    2. Select Connect to Checkr.

    1. If your company does not yet have a Checkr account, one must be created before integrating with Neogov.
    2. To create an account for use with Neogov:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Neogov.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Neogov. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Neogov and you to begin ordering background checks through the Neogov platform. 

    Order a Background Check

    1. On the candidate’s page inside of OHC, select Hire Workflow.
    2. Next select Add Step.
    3. Select Background Check in the step type drop down menu
    4. Select the Background Check and then Save & Close
    5.  The background check status will be added to the requisition.
    6. To order a background check, select the checkbox next to the candidate’s name
    7. Select Initiate Background Check under Actions.
       
    8. After a background check is ordered, candidates receive an email to provide their information for the background check report. 
    9. The background check status will update within Neogov as the background check completes.

    Review a Background Check

    Select the Background Check status to review the results.

    Use the Checkr Dashboard

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




















  • Oorwin / Checkr Integration Guide

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    Welcome to Checkr!

    This guide outlines the Checkr/Oorwin integration process and how to order background checks.

    Getting started

    The following items are required to enable the integration:

    • Admin access to Checkr and Oorwin

    Create a Checkr account

    If you don’t have a Checkr account, one must be created before you can utilize the integration with Oorwin. 

    To create an account: 

    1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Oorwin.
    2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.

      

    1. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Oorwin. (Payment information may be edited on the Checkr dashboard after the account has been created.)

       

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

    1. You will be redirected back to Oorwin. In your configure settings in Oorwin, you will see a pending Checkr approval message until your account is credentialed.
    2. Once the account is approved, you will be able to start using Checkr with Oorwin.

    Connect to Checkr

    To initiate the integration between Checkr and Oorwin, please follow the steps below. 

    1. Login to your Oorwin account. 

    1. From the dashboard home, select the top left-hand corner icon. From the menu, navigate to “General” and select “Marketplace”. 

    1. Once “Marketplace” is selected, you will be redirected to the Oorwin marketplace. Once here, you can select “BGV” from the left navigation of categories. 

     

    1. Once “BGV” is selected, you will see a Checkr tile. Click on the “three dots” icon and select “Configure”. 

    1. From the “Configure” page, select “Add BGV” in the top right corner. Once selected, you will be redirected to the Checkr hosted Sign-In / Sign-up Flow. 
      1. If you already have an existing Checkr account, select Sign In. 
      2. If you don’t have a Checkr account, select Sign Up to create a new account. 

    1. Once the Sign In / Sign Up process is complete, you will be redirected back to the Oorwin Platform, specifically back to the “Configure” page where you can see the account you’ve added. 
      • If you choose to sign in to Checkr, the account status will reflect “Connected & authorized”. This means your account has been authenticated by Checkr and is ready for use within Oorwin. 

    • If you choose to sign up for Checkr, the account status will reflect “Connected & Not Authorized” In Oorwin as you will need to wait until your account has been credentialed and authorized by Checkr before you can use it. This typically takes 24-48 hours and you and Oorwin will both be notified once your account is ready for use. 
    1. Next to the account you’ve added, there will be a “three dot” icon. If you wish to Add Users or Logout from the account, you can do so by clicking here. 
      1. Add User: This option allows you to select which users you want to have access to the integration. Toggle permissions on and off using the access toggle. 
      2. Logout: This option allows you to disconnect from Checkr. 

     

    Create a Checkr account

    If you don’t have a Checkr account, one must be created before you can utilize the integration with Oorwin. 

    To create an account: 

    1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Oorwin.
    2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.

     

    1. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Oorwin. (Payment information may be edited on the Checkr dashboard after the account has been created.)

       

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

    1. You will be redirected back to Oorwin. In your configure settings in Oorwin, you will see a pending Checkr approval message until your account is credentialed.
    2. Once the account is approved, you will be able to start using Checkr with Oorwin.

    Account hierarchy

    The integration allows users to set up different "nodes" inside of their Checkr account to appear when you order a background check. You can use nodes to designate different locations, teams, or groups that order background checks within your organization. Checkr requires you to assign packages to nodes after you create them. Your Checkr invoice shows which node ordered which package.

    Each time you order a background check, you select which node to order the check from, and then select from a list of packages available to that node. Invoices show the background checks that each node ordered within 2 billing cycles after setup. 

    To order a background check with an account hierarchy and nodes:

    1. Fill in the candidate's work location as you normally would for a background check.
    2. Select which node to order from.

    The list of packages appears based on the node you select. Select the background check package you want to order. If no packages appear, you must assign the appropriate packages to that node in your Checkr Dashboard before proceeding.

    For more information about nodes and how to configure your account, refer to the Help Center articles below: 

    Order background checks

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

    1. From the dashboard home, select the top left-hand corner icon. From the menu, navigate to “GRM” and select “Employees”. 

    1. The “Employees” page will show a list of all employees. Find the employee you wish to initiate a background check for and select the “three dots” icon next to the employee. 

    1. From the dropdown, select “Initiate BGV’. You will then be asked to “Select BGV Tool”. From the Checkr tile, select “Initiate”. 

    1. In the "Invite Candidate" module, enter the following candidate information: 
      1. Country 
      2. State 
      3. City (optional)
      4. Node (if applicable)
      5. Package
      6. Email
    2. Select "Submit" 

    Once submitted, you will see an “Invitation sent” confirmation pop-up, letting you know the candidate was invited to the background check. 

    Review background checks

    Option 1 

    1. From the dashboard home, select the top left-hand corner icon. From the menu, navigate to “GRM” and select “Employees”. 
    2. The “Employees” page will show a list of all employees. Find the employee you wish to initiate a background check for and select the “three dots” icon next to the employee. 
    3. From the dropdown, select “Initiate BGV’. You be brought to the BGC Tool page and the Checkr tile will have additional information.
      1. The tile itself will reflect the status of the BGC, i.e. Invitation Created, Invitation Completed, etc. 
      2. You will also see an “eye” icon with the label, “View List”. 

    1. If you select the eye icon, “View List”, you will see a module open that displays all BGCs that have been run on the employee, the report status, and a “View Candidate” link which brings you to the Checkr dashboard.  
      1. After the report status changes to Complete, select the report in the Checkr Dashboard and review the details. 

    For more information on reports and report statuses, refer to How do I interpret a background report.

    Option 2

    To review a list of all the background reports, please follow the steps below. 

    1. From the employees dashboard, you can select the badge icon in the top right corner titled, “Check BGV Initiated List”. 

    1. Once you click on it, you will be prompted to select Checkr as your BGV Tools. 

    1. Once Checkr is selected, you will be able to see all background checks that have been initiated. The following information is shown: 
      • Name 
      • Email
      • Package Name
      • Status
      • Initiated By
      • Initiated Date
      • View

    1. You can also select the “Expand” Icon, which will allow you to break out the background checks by candidate, employees, and onboarding. 

     

    Checkr’s candidate experience

    Checkr's candidate experience overview describes the candidate experience of the background check process. It provides information to answer common questions and resolve common issues.

    Resubmit a background check

    Oorwin submits the ordering of more than 1 background check within their platform. To initiate more than 1 BGC on an employee or candidate, please refer to the section, “Order Background Checks”, as the steps required are the same. 

    Non-US background checks

    Oorwin submits the ordering of non-US backgrounds within their platform. To initiate a non-US background check, please refer to the section, “Order Background Checks”, as the steps required are the same. 

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

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

    • International Criminal Search
    • Adverse Media Search - might happen automatically in countries without criminal searches
    • Identity Document Verification
    • Global Watchlist
    • Education Verification
    • Employment Verification

    Use the Checkr Dashboard

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

  • Orion / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

    ________________________________________________________________

    ________________________________________________________________

    Before starting

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

    • Admin access to both Checkr and Orion

    Create a Checkr account

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

    To create a Checkr account for use with Orion:

    1. Navigate to your dashboard’s Compliance drop down across the top menu bar, navigate to Checkr and select Activate or Deactivate
    2. Select Click here to Connect Checkr Account
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Orion.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    3. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Orion and you to begin ordering background checks through the Orion platform. 

    Order Background Checks

    To order a background check:

    1. Select Provider, then Checkr and Perform Screening.

    1. Next select the background check package and then select Perform Screening to order the background check.
    2. An email will be sent to the candidate requesting their information. 

    Review a Background Check

    To review the background check status:

    Option 1

    1.  Navigate to Checkr >> Monitor Screening to Manage Checkr Report(s)

    1. Select the division and report status to locate a background check. Then select Get Report(s).
    2. Navigate to Provider >> Operator Management to access the Operator Management Roster and Checkr report status. 

    Option 2 

    1. Select Compliance, and then Checkr.
    2. Navigate to Checkr >> Monitor Screening to Manage Checkr Report(s). 

    1. Select Actions to review the background check results. For more information on reports and report statuses, see How do I interpret a background report.

    Use the Checkr Dashboard

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

     

  • Paradox / Checkr Integration User Guide 

    Read More

    Welcome to Checkr!

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

    ______________________________________________________________

    ______________________________________________________________

    Before starting

    The following items are required to initiate Paradox | Checkr integration. 

    • Admin access to both Checkr and ParadoxCreate a Checkr account

    Create a Checkr account

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

    1. Log in to your Paradox account. From your homepage, select the All Apps icon in the top left-hand corner, then select Integrations
    2. From the integration center, select Connected Apps from the left menu bar. Within Connected Apps, select Connect Checkr.  
    3. To create an account for use with Paradox:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Paradox.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    4. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Paradox. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    5. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Paradox and you to begin ordering background checks through the Paradox platform. 
    6. Once you’ve completed your Sign In or Sign Up connection, you will be redirected back to the Integration Center > Connected Apps within Paradox 
      1. If you chose to Sign In to connect your current Checkr account to Paradox, you will see a green dot within the Checkr tile and the date you connected. From here, you should be able to begin initiating background checks
      2. If you chose to Sign Up and create a Checkr account, you will see a yellow dot within the Checkr tile and the date you connected. You will need to wait 24-48 hours for Checkr to credential your account. Upon your account getting credentialed, both you and Paradox will be informed and you can begin initiating background checks. 

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes, please review the next section: Order Background Checks. In step number four, you will see that you are prompted to select a node (if applicable) and a package when inviting a candidate to a background check. 

    The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you can assign the appropriate packages to that node in your Checkr dashboard before proceeding but it’s not required and you will just be asked to choose from all the packages within your account. 

    For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

    Order Background Checks

    To order a background check:

    1. Once logged in to your Paradox account, you can select All Apps > Candidate Inbox
    2. Within your Candidate Inbox you will see all candidates that have applied for a specific position.  Select the candidate 
    3. From the Candidate card, select Offer Accepted and then Send Background Check
      b. Select More Options > Background Check >Background Check Sent
    4. Provide the candidate details and select Save.

    1.  An email will be sent to the candidate requesting their information for the background check.

    Checkr’s Candidate Experience

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

    Review A Background Check Status

    To review a background check:

    1. Once logged in to your Paradox account, you can select All Apps > Candidate Inbox. 
    2. Select a candidate to review the background check report within the candidate Conversation or Summary.
    3. Once a background check has been sent, a larger tile will appear in the Candidate Summary with the background check information and status (Contact Paradox to customize candidate statuses.)
      1.  The background check info tile displays:
        1. Report URL (Select to view the background check report.)
        2. An ETA
        3. Background check result
        4. Canceled screenings (True or False will appear.)
    1. If a background check comes back with a Clear result, Paradox’s automation will move the candidate to Hired. 
    2. If a background check comes back with a result other than Clear, you will need to take action and review the report in full from your Checkr dashboard. For more information on reports and report statuses, see How do I interpret a background report 

    Resubmit A Background Check

    Paradox does support the ability to resubmit a background check for a candidate if the invitation has expired or was previously canceled. To do so, you can work with Paradox Support to set a status for Checkr Invitation Expired, which will result in a clickable call to action button on the candidate profile. Select Checkr Invitation Expired and then Rerun Integration.

    Use the Checkr Dashboard

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

  • Paylocity / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

    This user guide will walk you through the entire Checkr / Paylocity integration process. If you have any questions that are not covered in this user guide, visit the Checkr Help Center. You can also submit a support ticket to the Checkr Support Team.

    Content within this user guide

    Getting started

    The following permissions are required to enable the Checkr / Paylocity integration:

    • Admin access to Checkr and Paylocity, and
    • Paylocity Recruiting access

    Connect to Checkr

    Important

    If your organization does not have a Checkr account, you will need to create one after you complete step 5. The steps for this process are listed in the following section, Create a Checkr account

    1. Log in to your Paylocity account
    2. Select "Recruiting"
    3. Select "Settings"
    4. Select "Enhanced Features" in the navigation pane on the left-hand side of the page
    5. In the Checkr row, select "Setup"

       


       

    6. If your organization has an account with Checkr, select "Connect." If your organization does not have 

    Create a Checkr account

    If your organization already has a Checkr account, select "Sign in" to connect your existing Checkr account to Paylocity. If your company does not yet have a Checkr account, one must be created before integration with Paylocity.

    To create an account with Paylocity:

    1. Fill out the information fields with your account information
    2. Select Sign Up

       

       

    3. Add a few more details about your organization

       

       

    4. Enter payment information. This can be a credit card or bank account. Invoices for background checks will come directly from Checkr, not from Paylocity. Please note that payment information may be edited on the Checkr Dashboard after the account has been created.

       

       

    5. Select "Finish sign up." This will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both you and Paylocity to begin ordering background checks through the Paylocity platform.

     

    Order background checks

    To order a background check,

    1. Select a candidate
    2. Click "Order background check"
    3. Fill in the work location of the candidate. Work location is required to ensure the correct disclosure forms are sent to the candidate based on the compliance laws in different states. If the candidate does not have an address, please add the candidate's address by editing the candidate.

       

      The candidate has an address: P1.png

       

      No candidate address: P2.png

    4. Select the background check package to run
    5. Select "Order"

    Once the background check has been ordered, the status of the report will be listed in the Paylocity candidate dashboard. Once the report is complete, click "View Results In Your Checkr Dashboard" to open the report in the Checkr Dashboard and review the details. For more information on completed reports, visit the Review completed reports section of the Checkr Help Center.

    Please note that while most background checks will be completed within 24 hours, 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. For more information, refer to Why is the background check taking so long to complete?

    International Packages 

    Do you have a candidate who both lives and works outside of the United States?

    Checkr defines international background checks as background checks run on candidates living and working outside of the United States. If your candidate works in the United States but has out-of-country history, for example, or attended school internationally, use a package that has out-of-country history enabled. To create a package with this setting, reach out to our support team.

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

    • International Criminal

    • Adverse Media Search - may be enabled to automatically run if the criminal check is not available

    • Identity Document Verification

    • Global Watchlist

    • Education Verification

    • Employment Verification

    Ordering an international background check 

    For International background checks, the candidate's address must be outside of the US.

    Important

    While Paylocity may identify the candidate's address as optional, the candidate's address is required to run a background check. If an address is not provided, an error will be displayed before the background check can be ordered. You will be prompted to edit the address before you can proceed.

    1. Select a candidate
    2. Navigate to the "Background Check" tab
    3. Select "Order Background Check"

       

      International_1.png

       

    4. Enter work location. Note that the work location must meet the following criterion: 
      • Based on where the candidate is going to work
      • Must be input to submit the order
      • Must be outside of the United States
    5. Select a Hierarchy Node
    6. Select a background check package. Note that when placing an international background check, only international packages will appear in the drop-down list. If your company runs background checks in the United States, domestic checks will not appear

       

      International_2.png

       

    7. Click "Order" to place your order. This will send a background check invitation to the candidate.

    Once the order is placed, the candidate's background check status will update to "Incomplete." This is because all international background checks are invitations.

    International_4.png

    US background checks with international verifications

    If your candidate works in the US but has lived or worked outside the US, add out-of-country history 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

    Account hierarchy

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

    For more information about nodes and how to configure your account, refer to the Help Center articles below:

    Each time you order a background check, you select which node to order the check from, and then select from a list of packages available to that node. Invoices show the background checks that each node ordered within 2 billing cycles after setup. 

    To order a background check with account hierarchy and nodes:

    1. Fill in the work location of the candidate as you normally would for a background check.
    2. Select which node to order from.

    P3.png

    P5.png

    The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run.

    P6.png

    Note: If you do not see the Account Hierarchy settings in your Checkr account, please contact Checkr Customer Support to have it enabled.

    Use the Checkr Dashboard

    While the integration allows users to order background checks and view report statuses, the following features are available only within 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:

    Resources 

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

  • Pinpoint / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

    _________________________________________________________ 

    _________________________________________________________

    Before starting

    The following items are required to initiate the Pinpoint / Checkr integration.

    • Admin access to both Checkr and Pinpoint to complete this process. 

    Create a Checkr account

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

    1. To get started, go to a candidate’s profile. Scroll down to the Background Checks section and select Start Background Check. To create an account for use with Pinpoint:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Pinpoint.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    2. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Pinpoint. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    3. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Pinpoint and you to begin ordering background checks through the Pinpoint platform. 

    Order Background Checks

    To order a background check:

    1. On the candidate’s page, and select Background Checks.
    2. In the window that opens, select on the dropdown menu icon and then select Checkr Background Check from the dropdown. 
    3. Complete the background check form accordingly, select the background check package, select Submit
    4. Once the background check has been ordered, the status of the report will be listed in the Pinpoint candidate dashboard. Once the background check is complete, select 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 

    Use the Checkr Dashboard

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



  • PipeHireHRM / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

    ____________________________________________________________

    ____________________________________________________________

    Before starting

    The following items are required to initiate the PipeHireHRM / Checkr integration.admin access to Checkr and PipeHireHRM 

    Create a Checkr account

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

    1. Sign in to PipehireHRM
    2. Once logged in, navigate to the candidate funnel. 
    3. At the top of the candidate funnel, select connect your Checkr account
    4. To create an account for use with PipeHireHRM:
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to PipeHireHRM.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    5. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from PipeHireHRM. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    6. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both PipeHireHRM and you to begin ordering background checks through the PipeHireHRM platform.

     

    Order Background Checks

    To order a background check:

    1. Navigate to the candidate funnel.
    2. Click on an candidate card to view the candidate profile. 
    3. UnderBasic Information, select Run Background Check. 

    1. Submit the candidate’s information: state, city, background check package, email. 
      1. For the package begin typing or use the down arrow to see the full package list available. 

    1. Once all the information has been inputted, select Submit
    2. By selecting submit, a window will populate letting you know that an Invitation to the background check has been sent to the candidate. 

    Review a Background Check

    To monitor background checks that have been initiated. 

    1. Navigate to the candidate funnel.
    2. Click the candidate card to view the candidate’s profile. 

    1. Select View Background Check Overview .

    1. The background checks that have been initiated for the candidate will be listed and. 
    2. display the following: background check package, status, and ETA.
    3. Select View Report to see the background check results. For more information on reports and report statuses, see How do I interpret a background report.

    Use the Checkr Dashboard

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



  • Planning Center / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

    This guide will walk you through the Checkr / Planning Center 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 Planning Center, please email support@planningcenteronline.com for additional assistance.

    _________________________________________________________

    _________________________________________________________

    Prerequisites

    The following items are required to initiate Planning Center  / Checkr integration:

    • Access to Checkr and Planning Center

    Connect to Checkr

        1. To initiate integration, go to the Accounts page and select Integrations.

    Planning_Center_Integration_revised.png

        2. Select Connect to Checkr.

    Planning_Center_Connect_to_Checkr_revised.jpg

    Create a Checkr account

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

    To create an account for use with Planning Center.

    1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Planning Center.
    2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    3. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Planning Center. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    4. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Planning Center and you to begin ordering background checks through the Planning Center platform.

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

    • Fill in the work location of the candidate as you normally would for any background check.
    • Select which Hierarchy node you would like to order from.

    The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you will need to assign the appropriate packages to that node in your Checkr dashboard before proceeding.

    For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's  Payment & BillingAdverse Actions, and Manage Account Settings Help Articles.

    Order Background Checks

    Once your Planning Center and Checkr accounts are connected, click on People, and within the Overview section, scroll down to the Recently Created Profiles.

    To order a background check,

    1. Select a Candidate
    2. Click the drop-down menu from the check icon located in the right-hand corner
    3. Click Add Background Check
    4. Next, click Choose Package  
    5. Select a Package and click Next

    Planning_Center_packages.png

    Once the background check has been ordered, the status of the report will be listed in the Planning Center candidate profile and in the Background Checks tab of the People section. Once Complete, click on it to open the report in the Checkr Dashboard, and review details. (For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)

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

    Checkr Features

    Use the Checkr Dashboard

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • POINT / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

     

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

    ______________________________________________________________

    ______________________________________________________________

    Before starting

    The following items are required to initiate the POINT / Checkr integration.

    • Access to POINT (Pro Subscription), with admin or owner rights 
    • Admin access to Checkr

    Create a Checkr account

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

    1. In your nonprofit admin dashboard, select Organization in the left hand side menu
    2. Select Integrations in the drop down menu 
    3. Select the Checkr Integration option on the Integrations page
    4. Next, you have the option to Create a new Checkr Account or Connect an existing Checkr Account 
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to POINT.
      2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
    5. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both POINT and you to begin ordering background checks through the POINT platform.
    6. After successfully signing up or signing in to Checkr,  you will be redirected back to POINT to configure the integration.

    Account Hierarchy

    The integration allows users to set up different nodes inside of their Checkr account to have displayed in the background check ordering workflow. Nodes can be used to designate different locations, teams, or groups that order background checks within your organization. Checkr allows 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 set up an event and configure the event’s background check settings, you will be asked to select a node to order the check from, and then select from a pre-populated list of packages available to that node.  The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. 

    Or, you can set up a default node and background check package for all checks run through POINT. 

    Invoices will show the background checks ordered by each node within 2 billing cycles after setup.  For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

    Order Background Checks

    Currently, background checks are tied to event registration. As an admin, you’re able to require a screening for a volunteer before they volunteer and then approve that volunteer’s event registration after the background has been completed. 

    1. If you're planning on requiring background checks for most of your volunteer opportunities, save admin time by setting a default background check requirement for future events you create. 
    2. Set an auto-expiration for your organization's background checks, if applicable for your organization. Each nonprofit has their own decision making process for background check reviews. Each nonprofit can decide what it means to Pass a background check and how long that background check is good for.
    3. Now you're all set up. To start running background checks, create an event you want to require a screening for. Select Volunteer in the admin left hand side menu. Next, select Manage Events from the submenu. Then, once on the Manage Events page select Create Event in the upper right hand corner of the screen. 
    4. Since background checks can differ at the shift level (giving the most flexibility to nonprofits) you'll find the toggle to turn on the background check requirement in the When section of the Create Event page. Turn the Toggle next to Background Check Required on. 

    1. Next, make sure that the background check package you wish to require is correct. If you have a default package selected, it will automatically populate though you are able to change the selection here if needed. 
      1. Note: Currently, an admin is unable to request a background check for a specific volunteer outside of event or shift registration. However, our team is working on this feature.
      2. Tip: If you wish to block event registration a few days before an event starts, so that there is time for all of the background checks to be completed, follow the steps to set a deadline to register.
      3. Tip: If you wish to require background checks on some shifts rather than others, or even to check two different background check requirements for different shifts, this is possible. Just select Add Shift and you'll be able to require and select the background check package at the shift level. 
    2. Once your event is published, volunteers are required to start the background check process. You can check the status of your volunteers background checks in several locations including the Event Details Volunteer List, shown below: 

    1. Note: Volunteers' background check reports are not stored in POINT, they are only stored in Checkr. However, POINT stores the status of the screening. If you'd like to view a volunteer candidate's background check you can go directly to your Checkr account and search for the volunteer by name. Or you can find the quick links to a volunteer's Checkr profile and report in POINT. 
    2. Make sure that once your organization sees there is a completed background check that you complete the adjudication process in Checkr. As an admin, you must manually approve a volunteer's registration by changing their registration from Pending to Signed Up in the Event Details Volunteer List. 
      1. Note: Completed does not mean a volunteer has passed a background check screening. Completed simply means that the screening process has been completed. If a check has been completed, the nonprofit admin must approve the volunteer for an opportunity or event. See all the Background Check Status Types below.

    Checkr’s Candidate Experience

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

    Review A Background Check

    Volunteer's background check reports are not stored in POINT, they are only stored in Checkr. However, POINT stores the status of the screening.

    If you'd like to view a volunteer candidate's background check you can go directly to your Checkr account and search for the volunteer by name. Or you can find the quick links to a volunteer's Checkr Profile in POINT. 

    Where to find quick links to a volunteer's background check screening in POINT:


    1. Volunteer Profile: Navigate to a volunteers profile from the People option in the left hand side menu or click on a volunteers photo thumbnail on pages like Event CheckIn. In each volunteer profile there is a Tab labeled Background Checks. There, the statuses of the background checks they have undergone specific to your organization will be listed. If available, a link to their background check will be listed there. 

    2. Background Check Page: Navigate to People, then select Background Checks in the sub menu. This will show a list of all the screenings underway for your organization. If available, a link to a volunteer's background check in Checkr will be listed there for easy access.

    3. Checkr Integration Page:  Navigate to Organization, Select Integrations in the submenu, then select Checkr amongst the integration options. If your Checkr account is setup and connected, you'll see a button labeled View my Background Checks. This will also take you to the background check page noted above. 

    For more information on reports and report statuses, see How do I interpret a background report

    Use the Checkr Dashboard

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

    Resources in POINT

    Integrations Help Center: Background Checks