Welcome to Checkr!

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

_________________________________________________________

• Getting started
• Create a Checkr account
• Connect to Checkr
• Account hierarchy
• Order background checks
• Review background checks
• Checkr’s candidate experience 
• Resubmit a background check
• Use the Checkr Dashboard

_________________________________________________________

Getting started

The following items are required to enable the integration:

• Admin access to Checkr
• Superadmin access to Finale Health

Create a Checkr account

If your company does not yet have a Checkr account, one must be created during the integration process with Finale Health. Refer to the “Connect to Checkr” section below for instructions on beginning the Checkr account setup process from within Finale Health.

Once you’ve been directed to a Checkr page during the sign-up process, you can either sign in to an existing account or create a new one.

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Finale Health.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from Finale Health. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both Finale Health and you to begin ordering background checks through the Finale Health platform.

Connect to Checkr

1. As a Finale customer, log in to your Finale dashboard. 
2. From the top horizontal menu, navigate to the “Applicants” module. 
3. At the top of the “Applicants” Module, the Checkr status will be displayed. If you are not connected to Checkr, please select the “Connect to Checkr” button in green.

4. Once “Connect to Checkr” is selected, a confirmation popup will appear and you should select “Connect” if you wish to proceed with the connection.

5. Once “Connect” is selected, you will be redirected to the Checkr-hosted sign-in / sign-up flow. 
   • If your company does not have a Checkr account, one must be created before completing the integration with Finale. Select Sign-Up. 
   • If you already have a Checkr account, you can connect your existing account by selecting Sign-In. 
6. Upon a successful sign-in / sign-up, you will be redirected back to the “Applicants” module. Please review the Checkr status at the top of the module to determine if your account is authorized to run background checks. 
   • Please note, if you signed up for a brand new Checkr account, your account will need to be credentialed by Checkr, which typically takes 24 hours to complete before you can start running background checks through Finale. 
   • Once credentialed, both you and Finale will be notified. 

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, 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, please follow the steps within “Order Background Checks”. During the ordering process, Finale Health and the invitation flow will ask the user to select the account hierarchy (i.e. the customer’s preferred node) and select the preferred package for ordering. 

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 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

3. Once your Finale and Checkr accounts are connected, return to an Applicant’s module, locate your preferred applicant for the background check, and click the Background Check button.
4. Select your preferred node (if applicable), package, and email in the window that appears. Once populated, click Submit. 
   • Please note, that the work location’s country has already been pre-set based on the applicant's address.
5. Once the background check has been submitted, the background check invitation has been sent to the applicant for completion. 
6. To review the background check status, you can select the “Background Check” button again. The status of the report will be listed in the Checkr hosted popup. 
7. Once the report is complete, you can select “View Report,” which will redirect you to your Checkr dashboard so you can review the report in full.

Review background checks

3. Login to your Finale dashboard and navigate to the Applicant’s module. 
4. To review the status of the background check, locate your preferred applicant and you can select the “Background Check” button. The status of the report will be listed in Checkr hosted popup.
5. Once the report is complete, you can select “View Report” which will redirect you to your Checkr dashboard to review the report in full.

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

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.

Resubmit a background check

• Yes, Finale Health allows the user to try to submit a background check again in the event that it fails. Please follow the steps under “Order Background Checks” to resubmit a background check for your crew member. 

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: 

• Order a candidate's report
• Adjudicate a candidate’s report
• The adverse action process: Deciding not to move forward with a candidate
• Candidate stories: Better understand the past and present
• Checkr settings 
  • Manage account users
  • Set up payment information

Welcome to Checkr!

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

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to Flock, please email support@helloflock.com for additional assistance.

_________________________________________________________

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

_________________________________________________________

Prerequisites

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

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

Enable Checkr setup

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

Next, click Connect with Checkr. 

Create a Checkr account

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

To create an account for use with Flock:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Flock.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from Flock. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both Flock and you to begin ordering background checks through the Flock platform.
5. After creating an account with Checkr, you will be prompted to authorize the Flock Connector by clicking Authorize. 
6. Next, you will be redirected back to Flock and once the account is credentialed, you will see a green checkmark on the Checkr Application (Settings > Apps). 

Account Hierarchy

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

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

To order a background check with Account Hierarchy and nodes:

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

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

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

Order Background Checks

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

Once the background check has been ordered, the status of the report will be listed in the Flock Offers tab. Once complete, go to the Checkr Dashboard to view the full report. (For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)

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

Checkr Features

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• New and existing user management

Checkr’s Candidate Experience

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

The overview includes:

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

Resources 

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

Welcome to Checkr!

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

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to Fountain, please submit a request for additional assistance.

_________________________________________________________

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

_________________________________________________________

Prerequisites

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

Step 1: Copy Production API Key from Checkr

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

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

Step 2: Add Checkr as an Integration

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

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

Step 3: Add Webhook

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

Step 4: Add a Background Check to your Workflow

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

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

The settings that you can configure:

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

Testing your Checkr Integration

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

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

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

Viewing Results

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

Checkr Features

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• Checkr settings 
  • New and existing user management
  • Billing information
  • Set account notifications

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 our support and how to address these issues.

The overview includes:

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

Resources 

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

Welcome to Checkr!

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

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to Freshteam, please fill out a support request within Freshteam for assistance.

_________________________________________________________

• Prerequisites
• Add Checkr to Freshteam
• Create a Checkr account
• Ordering background check for a candidate
• Viewing your Candidate assessment background check status 
• Viewing reports & Using tags to filter candidate background checks
• Use the Checkr Dashboard

_________________________________________________________

Prerequisites

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

• Access to Freshteam as a Premium user with admin rights 

Add Checkr to Freshteam

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

1. Go to Settings > General Settings > Integrate with other Apps > Apps 
2. You can search for “Checkr” from the search bar on the page or you can find it under "All" in the Browse by Category Section. 
3. Here, you will find "Checkr”, click on the Install button next to it, to initiate the integration. 
4. It will take you to the configurations page

Create a Checkr account

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

To create an account for use with FreshTeam:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to FreshTeam.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from FreshTeam. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both FreshTeam and you to begin ordering background checks through the FreshTeam platform.

1. Connect Freshteam: Here 2 parameters are required:
   1. Domain Name: Your Freshteam domain URL will be auto-populated   
   2. API Key: You can find your API key by clicking on your profile icon at the top-right corner of the screen. Know More
      
2. Configuration: Here, provide the list of roles that will be able to initiate the BG check (see below). Click Install to complete the installation
3. Now you have Checkr Integrated with Freshteam!

Ordering background check for a candidate

To order Checkr background verification through Freshteam, simply follow the following instructions 

1. Click on recruitment tab --> Select a job --> Select candidate --> Click on Checkr icon on the right 
2. Checkr tab will slide out, then fill in the candidate PI data along with the Checkr background check you want to run
3. Once all the data is filled click on "Order BG Check" This will enable the background check for the package selected 

Below images show the various steps:

Image 1: Filling basic details to initiate background verification 

 Image 2: Selecting the Checkr background verification package 

Viewing your Candidate assessment background check status 

Administrators or users with access permissions to adjudicate can view the background check status within Freshteam. There are a total of 3 color codes used to define the stage of the background check: 

Green: Approved

Yellow: Pending

Red: Consider

You can view the candidate background check status one of two ways.

1. From the Comments tab in 360 view, this tab shows the detailed scope of things around the candidate background check along with other background check related information.

The above image shows the candidate background check status in candidate 360 view

2. You can also view the status directly from the Checkr Dashboard by selecting View Full Report. You must have the correct Checkr User permissions to access.

Viewing reports & Using tags to filter candidate background checks

Enabling background verification also creates tags in the process. Tags can be used to filter candidates who are in various stages of the process. There are two candidate tags that are created, Checkr-Complete and Checkr-Pending.

See below for a quick preview of this feature and a reference table for available Tags.

Checkr and Freshteam Status Mapping reference table: 

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

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• Create customizable packages and add-ons
• New and existing user management

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

Welcome to Checkr!

This guide will walk you through the Checkr/Gem integration process and how to order background checks.

_________________________________________________________

• Getting started
• Connect to Checkr
• Create a Checkr account
• Account hierarchy
• Order background checks
  
• Review background checks
  
• Resubmit a background check
  
• Checkr’s candidate experience
• Use the Checkr Dashboard

_________________________________________________________

Getting started

The following items are required to enable the integration:

• Admin access to Checkr
• Admin access to Gem

Connect to Checkr

1. Login to your Gem account.
2. Navigate to ATS Settings. 
3. From ATS Settings, select “Integrations”. 
4. Under "Checkr", select “Connect to Checkr”.
5. A window will appear for you to complete the Sign-Up / Sign-In process with Checkr.
6. Once completed, you will be redirected to the ATS Settings / Integration page. The integration will automatically be set to 'ON' once your Checkr account has been credentialed. Ensure the status is set to 'ON' so you can begin ordering background checks.

Create a Checkr account

If your company does not yet have a Checkr account, one must be created during the integration process with Gem. Refer to the Connect to Checkr section for how to begin the Checkr account setup process from within Gem.

Once you’ve been directed to the Checkr page during the sign-up process, you can either sign in to an existing account or create a new one.

1. If you are already a Checkr customer, Sign In to connect your current Checkr account to Gem.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from Gem. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both Gem and you to begin ordering background checks through the Gem platform.

Account hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to appear when they 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, please follow the steps within Order Background Checks. During the ordering process, Gem asks the user to select their preferred node (if applicable) and package for ordering.
The list of packages appear 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 on Account Hierarchy, nodes, and how to configure your account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

Order background checks

1. From your Gem dashboard, navigate to the candidate for which you want to run a background check.
2. From the Candidate’s profile, select the “Background Check” tab.
3. Under "Checkr" select “Initiate Background Check”. A window will open for you to invite the candidate to their background check. Populate the form with the candidate’s information and click Submit.                     
4. Once submitted, you will receive confirmation on screen that the background check invitation has been sent. Close this window. 
5. On the candidate’s profile, the background check will be visible under "Report History" with the status “Invitation Pending”. This will be updated in real-time.

Review background checks

1. Login to your Gem account. 
2. From your Gem dashboard, navigate to the candidate that you want to review.
3. From the Candidate’s profile, select the “Background Check” tab.
4. Under Background Check, within the "Checkr" section, you can review the "Report History" for the candidate. Under "Report History" are all background checks for the candidate.

5. After you order a background check, the report status appears under the report history section. Once the report has been completed, you can click the blue date link to open the report in the Checkr Dashboard or you may select "Download report" to download the completed report directly.

   

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

Resubmit a background check

Gem allows the user to try to submit a background check again in case there was a failure. Please follow the steps under Order Background Checks to resubmit a background check for your candidate.

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 their status, the following features are available only within Checkr: 

• Adjudicate a candidate’s report
• The adverse action process: Deciding not to move forward with a candidate
• Candidate stories: Better understand the past and present
• Checkr settings 
  • Manage account users
  • Set up payment information

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

Welcome to Checkr!

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

______________________________________________________________

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

______________________________________________________________

Prerequisites

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

• Admin access to Checkr and GetHired

Connect to Checkr

Option 1

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

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

5. Clicking ‘Connect” will launch the OAuth Sign-In / Sign-Up process.

   

   • If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired ATS.
   • If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
     
   • After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from GetHired ATS. (Payment information may be edited on the Checkr dashboard after the account has been created.)
   • Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both GetHired ATS and you to begin ordering background checks through the GetHired ATS platform.
    
6. After completing the flow, you will be redirected back to GetHired.
7. If you had to create a new account via Sign Up flow, then your account will need to be credentialed by Checkr, first.
8. If you Signed In to Checkr, you can begin ordering background checks on candidates.

Option 2

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

Create a Checkr account

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

To create an account for use with GetHired:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from GetHired. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both GetHired and you to begin ordering background checks through the GetHired platform.
5. After signing in or creating a Checkr account, the status will update in GetHired.

Option 2

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

Account Hierarchy

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

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

To order a background check with Account Hierarchy and nodes:

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

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

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

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

Order Background Checks

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

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

International Packages 

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

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

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

Domestic Package with International Verifications

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

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

• Education Verification
• Employment Verification

Review A Background Check

Monitoring A Background Check

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

Reviewing Completed Results

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

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

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

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

Resubmit A Background Check

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

Checkr Features

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• New and existing user management

Checkr’s Candidate Experience

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

The overview includes:

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

Resources 

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

Welcome to Checkr!

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

______________________________________________________________

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

______________________________________________________________

Prerequisites

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

• Admin access to Checkr and GetHired

Within GetHired there are 2 options to connect to Checkr.

Connect to Checkr

Option 1

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

Create a Checkr account

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

To create an account for use with GetHired:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from GetHired. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both GetHired and you to begin ordering background checks through the GetHired platform.
5. After signing in or creating a Checkr account, the status will update in GetHired.

Option 2

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

Account Hierarchy

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

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

To order a background check with Account Hierarchy and nodes:

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

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

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

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

Order Background Checks

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

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

International Packages 

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

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

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

Domestic Package with International Verifications

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

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

• Education Verification
• Employment Verification

Review A Background Check

Monitoring A Background Check

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

Reviewing Completed Results

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

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

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

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

Resubmit A Background Check

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

Checkr Features

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• New and existing user management

Checkr’s Candidate Experience

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

The overview includes:

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

Resources 

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

 

Welcome to Checkr!

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

______________________________________________________________

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

______________________________________________________________

Prerequisites

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

• Admin access to Checkr and GetHired

Connect to Checkr (GetHired Onboarding) 

1. Login to the GetHired Onboarding Platform and navigate to the dashboard homepage.
2. Once on the dashboard, select “View Employees” from the left navigation menu which will bring you to a page detailing all employees going through the onboarding process.
   
3. Once you’re viewing an employee card, you can select 'Run Background Check.'
   
4. After selecting ‘Run Background Check’, a module will appear informing you to ‘Connect your Checkr Account’.
   
5. Select ‘Connect’, which will launch the OAugh Sign-In / Sign-Up process. 
   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired.
   2. If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information.
6. After completing the flow, you will be redirected back to the Employee Card within the Onboarding platform.  
7. If you had to create a new account via Sign Up flow, then you will need to be credentialed by Checkr.
8. If you Signed In to Checkr, you will be able to re-select ‘Run Background Check’ and begin ordering background checks.

Create a Checkr account

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

To create an account for use with GetHired:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from GetHired. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both GetHired and you to begin ordering background checks through the GetHired platform.

Account Hierarchy

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

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

To order a background check with Account Hierarchy and nodes:

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

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

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

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

Order Background Checks

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

International Packages 

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

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

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

Domestic Package with International Verifications

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

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

• Education Verification
• Employment Verification

Review A Background Check

Monitoring A Background Check

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

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

Reviewing Completed Results

Once the background check has been ordered, the status of the report will be listed in the GetHired employee profile. This profile expands, and you’re able to see all reports at the bottom of the employee profile and the report status. Once Complete, click on it to open the report in the Checkr Dashboard, and review details. 

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

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

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

Resubmit A Background Check

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

Checkr Features

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• New and existing user management

Checkr’s Candidate Experience

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

The overview includes:

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

Resources 

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

Welcome to Checkr! 

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

Article content

• About this guide
• Getting started
• Create a Checkr account
• Connect to Checkr
  • Connect to Checkr in GloballyHired's Account Settings
  • Connect to Checkr in GloballyHired after sending a job offer to talent
• Ordering background checks on GloballyHired
• Review background checks
• Checkr's account hierarchy
• Checkr's candidate experience
• Resubmit a background check
• Use the Checkr Dashboard
• FAQs

About this guide

GloballyHired is a next-generation, on-demand recruiting platform where hiring teams can directly source, interview, and compliantly hire W-2 professionals as contingent or permanent employees.

Transcending conventional hiring barriers, GloballyHired offers employers direct pathways to fill temporary, interim, fractional, and direct hire roles swiftly and efficiently, bypassing the need for traditional recruitment intermediaries.

Combining the hiring speed of freelance job platforms with the best aspects of traditional staffing services, GloballyHired represents a strategic leap forward, empowering the on-demand hiring of professional roles.

Checkr is an integration partner with GloballyHired that offers businesses and organizations comprehensive background check services for individuals hired through GloballyHired’s platform, ensuring a secure and thorough screening process.

Getting started

The following items are required to enable the Checkr integration with GloballyHired:

• Admin-level access to Checkr (see instructions on User Permissions).
• Admin-level access as a user on GloballyHired.

Create a Checkr account

If your company does not yet have a Checkr account, one must be created during the integration process with GloballyHired. Refer to the “Connect to Checkr” section below to begin the Checkr account setup process from within GloballyHired.

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to GloballyHired.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from GloballyHired. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both GloballyHired and you to begin ordering background checks through the GloballyHired platform.

Connect to Checkr

There are two ways to connect to Checkr in GloballyHired:

• Via Account Settings
• After sending a job offer to talent

Connect to Checkr in GloballyHired's Account Settings

1. Log into your GloballyHired account.
2. Click your profile photo in the top right corner of the screen.
3. Select Account Settings.
   
4. Select the "Security & Privacy" tab on the left side of the screen.
5. Click the "Connect" button in the Integrations section, next to Checkr. This will direct you to Checkr’s authorization page in a new tab.
   
6. Click "Sign In" on the authorization page (located below the "Start sign-up" button) to connect an existing Checkr account. If you don’t have a Checkr account yet, follow the steps under Create a Checkr account.
7. Select "Connect my account" to establish the connection between GloballyHired’s application and your Checkr account. 
   • This will take you back to the "Security and Privacy" tab on your Account Settings. You'll notice that the "Connect" button next to Checkr has been replaced with a "Disconnect" button, indicating a successful integration.
     
8. Once integrated, you can begin ordering background checks for your talent on GloballyHired (refer to the steps under Ordering background checks on GloballyHired).

Connect to Checkr in GloballyHired after sending a job offer to talent

1. After sending an offer to the talent on GloballyHired, you will be directed to a confirmation page. Click "Connect to Checkr" to integrate.
   
   
2. You will be directed to the "Security & Privacy" tab of your Account Settings. 
   
3. Click the "Connect" button in the Integrations section next to Checkr. This will direct you to Checkr’s authorization page in a new tab.
4. Click "Sign In" on the authorization page (located below the "Start sign-up" button) to connect an existing Checkr account. If you don’t have a Checkr account yet, follow the steps under Create a Checkr account.
5. Select "Connect my account" to establish the connection between GloballyHired’s application and your Checkr account.
   • This will take you back to the "Security and Privacy" tab on your Account Settings. You'll notice that the "Connect" button next to Checkr has been replaced with a "Disconnect" button, indicating a successful integration.
6. Once integrated, you can begin ordering background checks for your talent on GloballyHired (refer to the steps under Ordering background checks on GloballyHired).

Ordering background checks on GloballyHired

There are three ways to initiate a background check on the GloballyHired platform:

• After sending a job offer to talent (on the confirmation page)
• Within the offer details under "My Hires"
• Within the role details under "My Hires" (once talent has accepted the offer)

After sending a job offer to a talent

1. If your GloballyHired account is already connected with Checkr, the Invite Candidate form appears after you select the "Connect to Checkr" button (located on the confirmation page upon sending a job offer).
   
2. The form will auto-populate the talent’s email. Select the desired background check package and optionally enter the talent’s phone number.
   
3. Click "Submit" to send the talent the background check request. 

Within the offer details under "My Hires"

1. Navigate to the top navigation and click My Hires.
2. Select the "Offers" tab to view all existing offers.
3. Click on a specific offer to talent to view details.
   
4. Above the offer details, select the "Initiate Background Check" button. This will direct you to complete the Invite Candidate form.
   
5. The form will auto-populate the talent’s email. Select the desired background check package and optionally enter the talent’s phone number.
   
6. Click "Submit" to send the talent the background check request. 

Within the role details under "My Hires" once talent has accepted the offer

1. Navigate to the top navigation and select the My Hires tab.
2. Select the "Roles" tab to view all existing roles. Then, select a specific role to view details.
   
3. Above the role details, click the "Initiate Background Check" button.
   
4. The form will auto-populate with the talent’s email. Select the desired background check package and optionally enter the talent’s phone number.
   
5. Select "Submit" to send the background check request to the talent. 

Review background checks

1. Go to the top navigation and select the My Hires tab.
2. In My Hires, you can view all initiated background checks and completion statuses for talent in two ways:
   • "Offers" tab: Click to view a specific offer and locate the "Background check report(s)" section under the Offer terms.
     
   • "Roles" tab: If the offer was accepted by the talent, click to view their specific role and locate the "Background check report(s)" section under Overview.
     
3. If 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?

NOTE: If you do not have admin-level permissions granted on GloballyHired, you'll only be able to view the type of background check conducted and its completion status. To view the details of the background check report, you need admin permissions on GloballyHired and to be added as a user on the connected Checkr account with permission to access the report. Additionally, it's crucial to ensure that the email address used to add you as a user on both GloballyHired and Checkr matches and belongs to the domain of the main account holder on GloballyHired.

 

Checkr's account hierarchy

The integration allows you to set up different "nodes" inside 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 a node to order from. Then, you choose from a list of packages available to that node. Invoices show the background checks each node ordered within 2 billing cycles after setup. 

To order a background check with an account hierarchy and nodes, please follow the steps within “Order Background Checks.” During the ordering process, GloballyHired asks the user to select their preferred node/package for ordering.

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 on account hierarchy, nodes, and how to configure your account, refer to the following Help Center articles: Payment & Billing, Adverse Actions, and Manage Account Settings.

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.

Resubmit a background check

GloballyHired allows users to try to submit a background check again in case it fails. Please follow the steps under Order Background Checks to resubmit a background check for your new hire.

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: 

• Order a candidate's report
• Adjudicate a candidate’s report
• The adverse action process: Deciding not to move forward with a candidate
• Candidate stories: Better understand the past and present
• Checkr settings 
  • Manage account users
  • Set up payment information

FAQs

1. I can see the background check was completed on GloballyHired. Why can’t I pull up the report to view the results?

It is rare, but there are two potential causes:

1. Limited permissions on GloballyHired: Without admin-level permissions on GloballyHired, you can only view the type of screening conducted and the completion status. Detailed information from the background check report is restricted.
2. Mismatched User Permissions Between GloballyHired and Checkr: To access and view the background check report, you need both the necessary permissions on GloballyHired and to be added as a user on Checkr with viewing access. It is crucial to ensure that the business email address used for your user account on both platforms match and aligns with the domain registered on your GloballyHired account. This ensures seamless access to view the detailed results of the background check.

2. Why does GloballyHired use Checkr?

GloballyHired partners with Checkr to offer background check services for individuals hired through its platform. Checkr specializes in conducting background screenings, thus ensuring a secure, compliant, and thorough verification process. This collaboration allows businesses and organizations using GloballyHired to access reliable and detailed background checks through Checkr's extensive expertise in the field.

3. What is GloballyHired?

GloballyHired is a next generation on-demand recruiting platform where hiring teams can directly source, interview, and compliantly hire W2 professionals as contingent or permanent employees.

Transcending conventional hiring barriers, GloballyHired offers employers direct pathways to fill temporary, interim, fractional, and direct hire roles swiftly and efficiently, bypassing the need for traditional recruitment intermediaries.

Our platform features advanced recruitment tools, including on-demand interview scheduling, instant job offers, automated candidate references, talent ratings, background checks, and more, streamlining your hiring journey.

Combining the hiring speed of freelance job platforms with the best aspects of traditional staffing services, GloballyHired represents a strategic leap forward empowering the on-demand hiring of professional roles.

4. Who do I contact about questions regarding Checkr’s different background check packages?

For a full list of Checkr’s default packages, refer to Available packages and add-ons. For pricing information, visit Checkr’s pricing page or contact our customer support. In addition to the cost of the background check, reports might incur passthrough fees.

5. Who do I contact about questions regarding a background check that is in process or recently completed?

Checkr customers can reach out directly to Checkr’s Support Team via the web form for questions regarding compliance, status updates, billing, and Checkr platform specific questions. Checkr’s webform guarantees that issues are routed to the appropriate team for faster assistance. 

Additionally, Checkr’s Candidate Portal is available for candidate’s to check the status of their background check.

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!

_________________________________________________________

• Prerequisites
• Add Checkr to GoCo
• Connecting Checkr
• Create a Checkr account
• Order Background Checks
• How to Order a Background Check
• Use the Checkr Dashboard

_________________________________________________________

Prerequisites

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

• Access to GoCo, with admin rights 

Add Checkr to GoCo

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

Connecting Checkr

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

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 required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment 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. Once complete, select Submit and your account will be sent 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.

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

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

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

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

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

How to Order a Background Check

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

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

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

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

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• Create customizable packages and add-ons
• New and existing user management

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

Welcome to Checkr!

This guide will walk you through the 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.

_________________________________________________________

• Prerequisites
• Connect to Checkr
• Create a Checkr account
• Order Background Checks
• Account Hierarchy
• Use the Checkr Dashboard

_________________________________________________________

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.
2. From Integrations, Select Candidate Background Checks.
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 required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment 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.)
4. Once complete, select Submit and your account will be sent 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. 
2. Select the candidate to complete a background check.
3. Select a candidate
4. Select the Private tab
   
   
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.
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.

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.

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• Create customizable packages and add-ons
• Checkr settings
  • New and existing user management
  • Billing information
  • Set account notifications

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

Welcome to Checkr!

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

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

_________________________________________________________

• Prerequisites
• Add Checkr to Gusto
• Connect or Create a Checkr Account
• Order Background Checks in Gusto
• Review Background Checks in Gusto
• Use the Checkr Dashboard

_________________________________________________________

This guide describes how to set up Checkr to use within Gusto, so 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

1. To enable the integration, go to People on the left-hand navigation and click on Hire & Onboard, then select Tools.
2. Click on the Background checks tile under Tools.
   
3. 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 by creating a new Checkr account.
  • Account creation in Gusto includes setting up your Company Policy for background checks and also allows you to map your Gusto roles to specific background checks.  

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

Account Creation Complete:    

                                                                               

Order Background Checks in Gusto

All background checks ordered through the Gusto integration will be billed to 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 in Step 4.

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

Review Background Checks in Gusto

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

 

Once complete, you can review the Report Status and Assessment of the information found. Using Gusto, your account automatically has Assess Lite and adjudication guidelines enabled. Details on these adjudication guidelines, or 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. You can learn more about Assess Lite here. 

If you need to disable or change these guidelines, you can do so by logging into your Checkr account and navigating to the Assess tab on the left-hand navigation. Here you can review the guidelines and make changes to how your reports are assessed. 

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: 

• Begin the adverse action process
• Checkr settings
  • New and existing user management
  • Billing information
  • Set account notifications

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

 Welcome to Checkr!

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

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to Harri, please email support@harri.com for additional assistance.

_________________________________________________________

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

_________________________________________________________

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.

• Click Connect.

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

Existing Checkr customers

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

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

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

New Checkr customers

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

To create an account for use with Harri:

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

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

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

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

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

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

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

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

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

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

Define user roles and permissions in Harri

Next, define Roles and Permissions for use with Checkr.

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

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

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

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

Permissions:

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

Map Background Checks to Positions

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

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

Manual Background Checks

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

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

Automatic Background Checks

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

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

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

Order Background Checks

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

View and run Background Checks in SpeedyScreen 

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

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

The Background Check section in SpeedyScreen displays the following information: 

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

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

Use Checkr Geos with Harri

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

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

Checkr Features

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• Checkr settings 
  • New and existing user management
  • Billing information
  • Set account notifications

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 our support and how to address these issues.

The overview includes:

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

Resources 

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

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

______________________________________________________________

• Before starting
• Create a Checkr Account
• Order A Background Check
• Review A Background Check
• Use the Checkr Dashboard

_____________________________________________________________

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.

   

   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to HigherMe.
   2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
      
   3. After providing your company information, enter payment 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.)
   4. Once complete, select Submit and your account will be sent 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.
3. 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: 

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• Checkr settings 
  • New and existing user management
  • Billing information

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.

_________________________________________________________

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

_________________________________________________________

Prerequisites

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

• Access to HiPeople, with admin rights 

Add Checkr to HiPeople

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

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

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

Enable Checkr setup

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

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

Create a Checkr account

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 required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment 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. Once complete, select Submit and your account will be sent 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.
6. Once the account is approved, you will be able to start using Checkr with HiPeople.

Order Background Checks

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

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

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

Monitor Background Checks

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

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

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

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• Create customizable packages and add-ons
• New and existing user management

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

Welcome to Checkr!

This guide will walk you through the Checkr / 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.

_________________________________________________________

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

_________________________________________________________

Prerequisites

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

• Access to HR Cloud with admin rights

Enable Checkr setup

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

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

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. If you are already a Checkr customer, select Sign In to connect your current Checkr account to HR Cloud.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from HR Cloud. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both HR Cloud and you to begin ordering background checks through the HR Cloud platform.

Order Background Checks

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

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

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

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

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

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• Checkr settings 
  • New and existing user management
  • Billing information
  • Set account notifications

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

Welcome to Checkr!

This guide will walk you through the Checkr | 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.

______________________________________________________________

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

______________________________________________________________

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/ 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 required fields, and select Get Started to create a Checkr account and add your company information.
      
   3. After providing your company information, enter payment 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. Once complete, select Submit and your account will be sent 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. 

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

6. 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’.

7. 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:

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

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

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: 

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• New and existing user management

Checkr’s Candidate Experience

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

The overview includes:

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

Resources 

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

 

Welcome to Checkr!

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

 

---

 

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 our customer support 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.

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.

(Optional) Select a Package from the “Prime Background Screen Package” field to recommend a specific Checkr background check package to users creating a Job Requisition using this template.

(Optional) Select a Location from the “Prime Background Screen Location” field to recommend a specific Checkr Background Check Location to users creating a Job Requisition using this template.

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

Create a Job Requisition

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

Select a template from the Template pulldown menu.

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

(Optional) Confirm that the “Prime Background Screen Location” and “Prime Background Screen Package” pre-populated by the template are appropriate to the Job.

Packages listed in the “Prime Background Screen Package” pulldown menu will include all Checkr Packages enabled for the account, which are updated after any changes are made within Checkr.

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”.

Once a candidate has been moved into the background check stage, a window will appear to start the background check. If the “Prime Background Screen Location” and/or “Prime Background Screen Package” were populated in the job, they will be pre-selected. If not, you may choose what background check package and location you want to submit to Checkr.

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

To view completed reports, click the “View Details” button to open the report within the Checkr Dashboard. To receive the latest version of the report as a PDF, click the “View PDF” button to open the PDF in a separate window.

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 who 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

Checkr Nodes are synced automatically to your iCIMS Prime integration. When nodes are added, edited, or removed, the “Prime Background Screen Location” dropdowns within iCIMS are updated automatically.

Nodes and User Access

User’s access to locations and packages defined within Checkr are mapped automatically to the iCIMS Prime integration. Users will only have access to Locations and Packages within the iCIMS Prime integration as they do within Checkr. If changes are made to user or package permissions within Checkr, those permissions will be reflected automatically within iCIMS.

 

Checkr Background Check Statuses

The status and result of the background check are shared on the Prime Background Screen page.

iCIMS Order Status	Description
In Progress: Candidate	An email has been sent to the Candidate to enter their PII and authorize an employment background check.
In Progress: Vendor	Checkr is running the background check.
Candidate Action Expired	The background check invitation has expired or a recruiter has canceled the background check request.
On Hold	The report has been suspended while awaiting additional information from the candidate.
Canceled	A recruiter has canceled the background check request.
Complete	The background check has completed.

 

iCIMS Order Results	Description
No Result	The report is currently in progress, or no report results were returned.
Clear	The report is complete and does not contain adverse information on any of the screenings.
Review Required	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.
Reviewed: Clear	The report is complete and has been cleared.
Reviewed: Not Clear	The report is complete and adverse action has been initiated.

 

iCIMS Screening Status	Description
In Progress: Candidate	An email has been sent to the Candidate to enter their PII and authorize an employment background check.
In Progress: Vendor	Checkr is running the background check.
Candidate Action Expired	The background check invitation has expired or a recruiter has canceled the background check request.
Canceled	A recruiter has canceled the screening.
On Hold	The screening has been suspended while awaiting additional information from the candidate. request.
Complete	The screening has completed.

 

iCIMS Screening Results	Description
No Result	The report is currently in progress, or no report results were returned.
Clear	The report is complete and does not contain adverse information on any of the screenings.
Review Required	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.
Reviewed: Clear	The report is complete and has been cleared.
Reviewed: Not Clear	The report is complete and adverse action has been initiated.

 

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

ConnectorID

iCIMS CustomerID

 

 

 

Welcome to Checkr!

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

_________________________________________________________

• Getting started
• Create a Checkr account
• Connect to Checkr 
• Order background checks 
• Account hierarchy 
• Review background checks 
• Checkr’s candidate experience 
• Resubmit a background check 
• Use the Checkr Dashboard 

_________________________________________________________

Getting started

The following items are required to enable the integration:

• Admin access to Checkr and IdealTraits

Create a Checkr account

If your company does not yet have a Checkr account, one must be created during the integration process with IdealTraits. Refer to the “Connect to Checkr” section below for instructions on beginning the Checkr account setup process from within IdealTraits.

Once you’ve been directed to a Checkr page during the sign-up process, you can either sign in to an existing account or create a new one.

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to IdealTraits.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from IdealTraits. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both IdealTraits and you to begin ordering background checks through the IdealTraits platform.

Connect to Checkr

Connect From the IdealTraits Marketplace: 

1. Login into your IdealTraits account and navigate to your ‘Marketplace’ from the top navigation bar.
   

2. Click ‘Background Checks’ in the category menu and locate the ‘Checkr’ Marketplace card.
3. Click ‘Register Now’ to begin the process of connecting to Checkr. 
   • If you don't currently have a Checkr account, one must be created to integrate with IdealTraits. Refer to Create a Checkr account for next steps on creating an account.
     • 
   • If you have an existing account with Checkr, select ‘Sign In’.
     • Sign in to your Checkr account
     • When asked, “Ready to connect?” select ‘Connect my account’
     • You will then be directed back into IdealTraits and can begin sending background checks.

Connect From the Candidate Profile

1. Login into your IdealTraits account and navigate to any candidate's profile.

2. Locate the Checkr button from the action panel, and click to begin connecting to Checkr.
   • If you don't currently have a Checkr account, one must be created to integrate with IdealTraits. Refer to Create a Checkr account for next steps on creating an account.
     • 
   • If you have an existing account with Checkr, select ‘Sign In’.
     • Sign in to your Checkr account
     • When asked, “Ready to connect?” select ‘Connect my account’ 
     • You will then be directed back into IdealTraits and can begin sending background checks

Order background checks

1. Once your IdealTraits and Checkr accounts have been connected and credentialed, navigate into the profile of the candidate you want to invite to a background check.
2. In the action panel, click on the Checkr button to create and send your Checkr background check invite.
   

Account hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to appear when they 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 2 billing cycles after setup. 

To order a background check with an account hierarchy and nodes, please follow the steps within “Order Background Checks”. During the ordering process, IdealTraits asks the user to select their preferred node/package for ordering. 

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

Review background checks

1. When you’ve initiated a background check, you can view the status by clicking on the invited candidate's profile, locating the Checkr button, and selecting ‘View Checkr Status’.
2. A report overview will appear on your screen showing that candidate's background check status.
3. To view the status in your Checkr dashboard, click the hyperlinked text within the report overview in IdealTraits. From here, you will be directed to this candidate's full report, which is accessible within your Checkr dashboard. 

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

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.

Resubmit a background check

• Yes, IdealTraits allows the user to try to submit a background check again in case there was a failure. Please follow the steps under “Order Background Checks” to resubmit a background check for your crew member. 

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: 

• Order a candidate's report
• Adjudicate a candidate’s report
• Begin the adverse action process
• Candidate stories: Better understand the past and present
• Checkr settings 
  • Manage account users
  • Set up payment information

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.

_________________________________________________________

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

_________________________________________________________

Prerequisites

The following items are required to initiate 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

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 required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment 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.)
4. Once complete, select Submit and your account will be sent 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.

1.  

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. 

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.)

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

Checkr Features

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• New and existing user management

Checkr’s Candidate Experience

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

The overview includes:

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

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr / 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.

________________________________________________________

• Prerequisites
• Add Checkr to JobDiva
• Create a Checkr account
• Order Background Checks
• Use the Checkr Dashboard

________________________________________________________

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”. 
    

Create a Checkr account

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

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.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment 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.)
4. Once complete, select Submit and your account will be sent 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.                 

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: 

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• New and existing user management

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

Welcome to Checkr!

This guide will walk you through the Checkr / 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
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
  • Defining A Location
  • Manual Ordering 
  • International Packages 
• Review a Background Check
  • Monitoring a Background Check
  • Reviewing Completed Results
  • Resubmit a Background Check
• Checkr Features
  • Use the Checkr Dashboard
  • Checkr’s Candidate Experience
  • Resources 

______________________________________________________________

Prerequisites

The following items are required to initiate 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 required fields, and select Get Started to create a Checkr account and add your company information.
      
   3. After providing your company information, enter payment 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. Once complete, select Submit and your account will be sent 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’. The icon in the top right corner of the tile lets you know that your Checkr account has to be credentialed, 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:

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

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

Resubmit a Background Check

More than one background check can be 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: 

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• New and existing user management

Checkr’s Candidate Experience

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

The overview includes:

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

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr / JobScore integration process and how to order background checks.

_________________________________________________________

• Getting started
• Connect to Checkr
• Account hierarchy
• Order background checks
  
• Review background checks
  
• Resubmit a background check
  
• Checkr’s candidate experience
• Use the Checkr Dashboard

_________________________________________________________

Getting started

The following items are required to enable the integration:

• Admin-level access to Checkr.
• Owner or Admin access level in JobScore.

Connect to Checkr

1. Log in to your JobScore account. If you don’t have a JobScore account, create one here.
2. On the JobScore dashboard, navigate to Integrations on the left menu.
3. Locate the Background Checks > Checkr integrations page and click the green “Activate” button.
   
   • If you are already a Checkr customer, select Sign In with an existing Checkr account to sign in to your current Checkr account and connect to JobScore. 
   • If you are not a current Checkr customer, select Create a new Checkr Account. Fill in the requested information, then log in to the account to connect it.
4. If you created a new Checkr account the integration will demonstrate a “Pending” status until the account has been reviewed and approved by Checkr. Once approved it will show a Green “Active” status at the top of the Checkr integrations page within JobScore and you may proceed to use the integration.

Account hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to appear when you order a background check. 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 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, follow the steps within Order background checks. During the ordering process, JobScore asks the user to select their preferred node/package for ordering.

The list of packages appears based on the selected node. 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 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 Checkr background check through JobScore, please follow the steps below. 

1. Log in to your JobScore account. 
2. On the dashboard, navigate to Candidates on the left menu. This will take you to the Candidate Manager page. 
3. Locate the candidate you’re looking to run a background check for. Under the Action column, click the ellipsis (...) button. From the dropdown, hover over “More Actions” and select “Background Check”.
4. This will lead you to the More Actions card on the Candidate Action page within JobScore.
   • On the Type: field select Background Check.
   • On the Platform: field select Checkr.
5. Once selected, choose the node (if applicable), package, and work location.  
6. Once all fields are complete, select Update at the bottom of the page.
7. The background check has now been initiated and your candidate will receive an invitation from Checkr to begin their background check.

Review background checks

To review an applicant’s Checkr background check through JobScore, please follow the steps below.

1. Log in to your JobScore account. 
2. Enter the candidate's name in the Search bar, then click on the name of the candidate.
3. This will lead you to the candidate's record, on their Overview tab.
4. Navigate to the Actions tab. 
5. On the Actions tab, you'll see a "Background Check" section with general information about the check.
6. To review the complete report within Checkr, select “View” and you will be redirected to the Checkr Dashboard.

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

Resubmit a background check

JobScore allows the user to try to submit a background check again in the case there was a failure. Please follow the steps under Order background checks to resubmit a background check for your candidate. 

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 their status, the following features are available only within Checkr: 

• Adjudicate a candidate’s report
• The adverse action process: Deciding not to move forward with a candidate
• Candidate stories: Better understand the past and present
• Checkr settings 
  • Manage account users
  • Set up payment information

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

Welcome to Checkr!

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

_________________________________________________________

• Prerequisite 
• Create a Checkr account 
• Use the Checkr Dashboard

_________________________________________________________

Prerequisites

The following items are required to initiate Justworks / Checkr setup.

• Admin access to Checkr and Justworks

Create a Checkr account

To initiate your Checkr account creation, navigate to the Justworks Marketplace page, find the Checkr section and click Learn More. You will be taken to the Checkr landing page with has more information about Checkr.

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

To create an account for use with Justworks:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Justworks.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from Justworks. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both Justworks and you to begin ordering background checks through the Justworks platform.

Use the Checkr Dashboard

While the Justworks integration allows users to setup their Checkr account, all ordering of background checks and other features are available only within Checkr: 

• How to order a background check
• Background check invitation links
• Full background check report results
• Begin the adverse action process
• Create customizable packages and add-ons
• New and existing user management

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

Welcome to Checkr!

This guide will walk you through the Checkr / 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 
• Create a Checkr account 
• Order Background Checks 
• Checkr Features
• Use the Checkr Dashboard
• Checkr's account hierarchy
• Checkr’s Candidate Experience
• Resources 

_________________________________________________________

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. 

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

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 required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment 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.)
4. Once complete, select Submit and your account will be sent 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.
5.  

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.

To order a background check,

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

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: 

• Background check invitation links
• Full background check report results
• Adverse Action initiation and processing tools
• New and existing user management

Checkr's account hierarchy

The integration allows you to set up different "nodes" inside 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 a node to order from. Then, you choose from a list of packages available to that node. Invoices show the background checks each node ordered within 2 billing cycles after setup. 

To order a background check with an account hierarchy and nodes, please follow the steps within “Order Background Checks.” During the ordering process, KeldairHR asks the user to select their preferred node/package for ordering.

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 on account hierarchy, nodes, and how to configure your account, refer to the following Help Center articles: Payment & Billing, Adverse Actions, and Manage Account Settings.

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the 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 our support and how to address these issues.

The overview includes:

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

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr / 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
• Create a Checkr account 
• Order Background Checks
• Use the Checkr Dashboard 

_________________________________________________________

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.
   
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 required fields, and select Get Started to create a Checkr account and add your company information.
      
   3. After providing your company information, select Submit and your account will be sent 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.

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.)

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: 

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• New and existing user management

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

Welcome to Checkr!

This guide will walk you through the Checkr / 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
• Enable Checkr setup
• International Packages 
• Domestic Package with International Verifications
• Order Background Checks
• Background Check Resubmission
• Review A Background Check
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources

______________________________________________________________

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 required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment 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. Once complete, select Submit and your account will be sent 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. 
   • 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:

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

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

Checkr Features

Use the Checkr Dashboard

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• New and existing user management

Checkr’s Candidate Experience

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

The overview includes:

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

Resources 

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

Welcome to Checkr!

This guide will walk you through the Checkr / 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
• Create a Checkr account
• Connect to Checkr
• Order Background Checks
• Domestic Package with International Verifications
• Candidate Experience
• Review A Background Check 
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

________________________________________________________________________________________

Prerequisites

The following items are required to enable and use the Checkr integration. (Please make sure 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 contact 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 will need to be sent securely (only admins in Checkr have the capability of creating an API token).
   1. In the Checkr Dashboard, go to Account > Developer Settings.
   2. Click on the Create Key dropdown.
   3. Select Secret.
   4. Click the Show key (eye) button, next to the newly generated key.
   5. Copy the “Secret” key and send it over to your Account Manager at Lever.
      • The name of the default package
      • The name of the stage to trigger the initial background check (e.g. Background Check)
      • (Optional) The name of the stage to advance the candidate after a successful background check
   6. Authorization to add the appropriate API key and webhook settings in your Lever account - do not delete these, or the integration will stop working!

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 e-mail to begin the background check process. Once the invitation has been sent, the status will update to Report Pending.

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 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. 

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

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

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

Use the Checkr Dashboard

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

• Background check invitation links
• Full background check report results
• Adverse Action initiation and processing tools
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate'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 our support and how to address these issues.

The overview includes:

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

Resources 

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

Welcome to Checkr!

This guide 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
• Connect to Checkr
• Create a Checkr account
• Account hierarchy
• Order background checks
• Review background checks
• Checkr’s candidate experience
• Use the Checkr Dashboard
• Make's Help Center

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 "Get Started." 
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. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Make.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from Make. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both Make and you to begin ordering background checks through the Make platform.
5. 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: 

• Set up payment information
• Find a candidate in the adverse action process
• Manage account settings

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: 

• Order a candidate's report
• Adjudicate a candidate’s report
• Begin the adverse action process
• Candidate stories: Better understand the past and present
• Checkr settings 
  • Manage account users
  • Set up payment information

Make's Help Center

Make offers the following help center articles related to Checkr: 

• Checkr Landing Page
• Connect Checkr to Make

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.

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
• Create a Checkr account
• Order Background Checks
• Use the Checkr Dashboard

_________________________________________________________

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 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 required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment 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. Once complete, select Submit and your account will be sent 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 

5. 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. 

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: 

• Background check invitation links
• Full background check report results
• Begin the adverse action process
• Checkr settings 
  • New and existing user management