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.

_________________________________________________________

Kwant.ai / Checkr User Guide 

Prerequisites

Add Checkr to Kwant

Create a Checkr account 

Order Background Checks

 Use the Checkr Dashboard 

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Kwant / Checkr User Guide 

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

Prerequisites

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

• Access to Kwant , with Admin rights 

Add Checkr to Kwant

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

 

Create a Checkr account

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

 

To create an account for use with Kwant:

• Log into your Kwant account and click on the gear icon in the top navigation bar
• Locate and select ‘Edit Project’ from the drop-down menu.
• Select the ‘Integration’ option and click on ‘CONNECT’ under Checkr Authorization.
  
• Select set up a Checkr account if you don’t have an existing account with Checkr.
  
• Enter the information in the form below and submit it.
  
  
  
• Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
  • Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
• Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Kwant and you, and you may begin ordering background checks through the OnTarget platform.
• Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

 

If you already have an account or have created the account using the above process, click on sign in and select sign in with Checkr.

 

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

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

Welcome to Checkr!

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

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to LinkedIn Talent Hub, please use this web form for additional assistance.

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LinkedIn Talent Hub  / Checkr User Guide

Prerequisites

Add Checkr to LinkedIn Talent Hub

Enable Checkr setup

Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

________________________________________________________

LinkedIn Talent Hub / Checkr User Guide 

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

Prerequisites

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

• Access to LinkedIn Talent Hub, with admin rights 

Add Checkr to LinkedIn Talent Hub 

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

Enable Checkr setup

To initiate integration, click the Person Icon then Product Settings. 

Next, click Integrations. 

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

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

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

Create a Checkr account

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

To create an account for use with LinkedIn Talent Hub:

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

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

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

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

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

Order Background Checks

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

To order a background check,

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

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

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

Use the Checkr Dashboard

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

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

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

Welcome to Checkr!

This guide will walk you through the Checkr /ManagedMissions 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 ManagedMissions, please email hey@managedmissions.com for additional assistance.

_________________________________________________________

ManagedMissions  / Checkr User Guide

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

_________________________________________________________

ManagedMissions / Checkr User Guide

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

Prerequisites

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

• Access to ManagedMissions, with admin rights

Add Checkr to ManagedMissions

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

Enable Checkr setup

To initiate integration, go to Account Settings then click Background Checks. Next, click Connect with Checkr.

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

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

Create a Checkr account

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

To create an account for use with ManagedMissions:

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

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

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

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

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

Order Background Checks

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

To order a background check,

• Choose a candidate from the available list or click Add Team Member to add a new candidate.
• Click Request Check, then click Request Background Check.
• Select a Package.
• Click Close.

Once the background check has been ordered, the status of the report will be listed in the ManagedMissions candidate’s 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 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
• Adverse Action initiation and processing tools
• Checkr settings
• New and existing user management
• Billing information
• Email notification preferences

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

Welcome to Checkr!

This guide will walk you through the Checkr / NEOGOV 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 NEOGOV, please use this contact us form for additional assistance.

_________________________________________________________

NEOGOV / Checkr User Guide

Prerequisites

Add Checkr to NEOGOV

Enable Checkr setup

Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

________________________________________________________

NEOGOV / Checkr User Guide  

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

Prerequisites

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

• Access to NEOGOV, with admin rights 

Add Checkr to NEOGOV

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

Enable Checkr setup

To initiate integration, go to the Integrations section.

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

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

Create a Checkr account

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

To create an account for use with NEOGOV:

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

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

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

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

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

Order Background Checks

Once your NEOGOV and Checkr accounts are connected, return to the Online Hiring Center (OCH) and click Hire Workflow. 

To set-up the background check functionality,

• Create a Custom Workflow 
• Click Add Step 
• Next, Choose A Step Type 
• Click Background Check 
• Select a Package 
• Click Save & Close twice

To order a background check,

• Click Candidates 
• Click the box next to the desired Candidate's Name 
• Click Actions 
• Click Initiate Background Check 
• Next, click Yes Initiate 

 

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

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

Use the Checkr Dashboard

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

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

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

Welcome to Checkr!

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

_________________________________________________________

Orion / Checkr User Guide

Prerequisites 

Add Checkr to Orion 

Create a Checkr account 

Order Background Checks 

Use the Checkr Dashboard 

_________________________________________________________

Orion / Checkr User Guide 

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

Prerequisites

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

• Access to Orion & Checkr, with admin user rights. 

Add Checkr to Orion

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

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

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

 

Create a Checkr account

If your company does not yet have a Checkr account, one must be created before accessing the integration capabilities with Orion.

To create a Checkr account for use with Orion:

1. Navigate to your dashboard’s “Compliance” drop-down across the top menu bar. Within the “Compliance” dropdown, navigate to “Checkr” and select “Activate or Deactivate”.
2. Click the green “Connect Checkr Account” option.
3. If your company does not yet have a Checkr account, click “Set Up a Checkr Account” and “Continue. If your company already has a Checkr account, you can select “Sign In”.
4. Enter your contact and business information, and click Continue.
5. Once all of your information has been entered per the instructions in the Checkr modules, click “submit account” to submit your account to Checkr for Credentialing. Once the credentialing process is complete, Checkr will notify both Orion and you, and you may begin ordering background checks through Orion. 
6. Credentialing is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks and typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

Order Background Checks

Once your Orion and Checkr accounts are connected, you can begin to order background checks by following the steps below. 

1. A transit provider can order screenings by navigating to the Provider Dropdown, selecting Checkr and then selecting Perform Screening.
2. Once on the perform screening page, the provider can select the package they want to run for the background check and then select Perform Screening. 
3. A message will appear to the provider, for the provider to acknowledge the starting cost of the background check, what will be initially deducted from the provider’s wallet and the remaining balance.                                                           
4. The BackOffice and Provider will receive banner alerts on the bottom right-hand corner of the screening that a background check invitation has been created/sent and for which operator.

Monitor a Background Check 

Once the background check has been ordered by the Provider, the Checkr results tab will be available to view in two ways. 

Option 1

1.  Navigate to Checkr >> Monitor Screening to access the dedicated Checkr List View
   
   There are filters available to the Provider.
   
   Zoomed in view             
2. Navigate to Provider >> Operator Management to access the Operator Management Roster Page.
   
   A Provider can view the Last Checkr report status from the Operator Management page. The operator Management page provides all candidates or operators in a list view. This is an easy access view to drill into the operator profile, performance feedback, perform screenings, and order e-sign documents.                           

Option 2 - Back Office Portal

Once a background check has been ordered by the Provider, the Checkr results can be assessed by the Backoffice Staff. 

1. Navigate to Checkr >> Monitor Screening to access from dedicated Checkr List View.
2. Open up the Report.     
3. The light blue button will take you to the report in Checkr. 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 Orion integration allows users to order background checks and view their status, the following features are available only within Checkr: 

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

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

Welcome to Checkr!

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

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any other questions that are not covered in this guide, please contact Checkr Customer Support for additional assistance.

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Table of Contents

• Prerequisites
• Add Checkr to Paylocity
  • Enable Checkr setup
  • Create a Checkr account
• Order Background Checks
• Use Checkr's Account Hierarchy
• Use the Checkr Dashboard

_________________________________________________________

 

Getting started with Checkr on Paylocity

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

Prerequisites

The only prerequisite to integrate Checkr into your Paylocity account is that you have a Paylocity account, and are logged in as an Admin.

Add Checkr to Paylocity

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

Enable Checkr setup

To initiate integration, go to Settings > Enhanced Features, and click Setup for Checkr.

Then, click Connect to connect your Paylocity account to Checkr.

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

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

Create a Checkr account

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

To create an account for use with Paylocity:

1. Click Set up a Checkr Account when prompted.

2. Enter your name, company contact information, required credentialing information, and click Continue.

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

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

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

Order background checks

Once your Paylocity and Checkr accounts are connected, Paylocity will include a Background Check tab in the candidate dashboard.

To order a background check,

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

Once the background check has been ordered, the status of the report will be listed in the Paylocity candidate dashboard. Once Complete, click 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 Checkr's Account Hierarchy

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

For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Account Hierarchy User Guides. If you have Account Hierarchy enabled and configured for your Checkr account, Paylocity will recognize these settings. Each time you order a background check within Paylocity, 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 Paylocity.
• 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.

 

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

Use the Checkr Dashboard

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

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

Note: If Account Hierarchy is enabled for your Account, please see the corresponding guides in Checkr's Account Hierarchy Dashboard User Guides.

 

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 / Pinpoint 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 Pinpoint, please fill out a support request for additional assistance.

_________________________________________________________

Pinpoint / Checkr User Guide 

Prerequisites 

Add Checkr to Pinpoint

Enable Checkr setup 

Create a Checkr account 

Order Background Checks 

Use the Checkr Dashboard

_________________________________________________________

Pinpoint / Checkr User Guide 

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

Prerequisites

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

• Access to Pinpoint, with admin rights 

Add Checkr to Pinpoint

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

Enable Checkr setup

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

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

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

Create a Checkr account

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

To create an account for use with Pinpoint:

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

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

Order Background Checks

Once your Pinpoint and Checkr accounts are connected, return to a candidate’s page, and click Background Checks.

In the window that opens, click on the dropdown menu icon (top right, see image below) and then select the “Checkr Background Check” option from the dropdown. 

From there, the Request Background Check form will appear. Fill out the form accordingly, and select the background check package you want to run on the candidate. Click Submit to initiate the process. 

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

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

Use the Checkr Dashboard

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

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

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

Welcome to Checkr!

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

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

_________________________________________________________

• Planning Center  / Checkr User Guide
  • Prerequisites
  •   Add Checkr to Planning Center
    • Enable Checkr setup
    • Create a Checkr account
  • Order Background Checks
  • Use the Checkr Dashboard

_________________________________________________________

Planning Center  / Checkr User Guide

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

Prerequisites

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

• Access to Planning Center, with admin rights

Add Checkr to Planning Center

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

Enable Checkr setup

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

    2. Next, click Connect to Checkr.

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

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

Create a Checkr account

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

To create an account for use with Planning Center:

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

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

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

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

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

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

Order Background Checks

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

To order a background check,

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

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

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

Use the Checkr Dashboard

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

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

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

Welcome to Checkr!

This guide will walk you through the Checkr / PoliceApp 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 PoliceApp, please reach out to the PoliceApp team for additional assistance.

_________________________________________________________

PoliceApp / Checkr User Guide 

Prerequisites 

Add Checkr to PoliceApp 

Enable Checkr setup 

Create a Checkr account 

Order Background Checks 

Use the Checkr Dashboard 

_________________________________________________________

PoliceApp / Checkr User Guide 

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

Prerequisites

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

• Access to PoliceApp, with admin rights 
• Admin access to the Checkr Dashboard

Add Checkr to PoliceApp

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

Enable Checkr setup

To get started with Checkr, go to your applicant tracking screen. You’ll see the Background Screen phase with “Learn How Checkr can save you time” -- Click here to get started!

 

On the Pop-Up Window, Click “Get Started With Checkr” 

• If you are already a Checkr customer, select “I already have an account” at the bottom to connect your current Checkr account to PoliceApp.
• If you are not a current Checkr customer, you’ll be asked to provide info on your business for the purpose of credentialing your account to run background checks. Complete all the fields and click “Save”

Create a Checkr account

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

To create an account for use with PoliceApp:

1. Simply complete all fields on the Sign Up for Checkr page and click Save
   
   
2. Click “Ok” on the Pop-Up window after you’ve saved your account information. Once complete, Checkr will verify your business and authorize your account to conduct background checks. Once the credentialing process is complete, Checkr will notify both PoliceApp and you, and you may begin ordering background checks through the PoliceApp platform.

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

Enable Phase to  Initiate Checkr Invites 

When your Checkr account is activated you will need to identify the phase that you would like to initiate the background checks 

From your PoliceApp dashboard, click settings next to the position you are working with.  From the Manage Page, go to the Hiring Phases and click Edit.

 

From the Phase Management page, select the phase that you want to initiate.  In this example we will use the Background Investigation phase, click Edit:

On the Edit Phase screen, select the box Checkr Enabled

Order Background Checks

Once your Checkr account is synced with PoliceApp you’ll be able to start running background checks from the candidate portal by selecting the candidates you wish to send the Invite to.

Once Selected, open the Candidate actions tab and click Send Checkr Invite

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

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

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

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

Welcome to Checkr!

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

_________________________________________________________

Procare Online / Checkr User Guide

Prerequisites

Add Checkr to Procare Online

Enable Checkr setup

Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

_________________________________________________________

Procare Online / Checkr User Guide 

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

Prerequisites

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

• Access to Procare Online, with admin rights. Note: This is not currently available in legacy Procare systems. 

Add Checkr to Procare Online

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

Enable Checkr setup

To initiate integration by signing up for a Checkr account, or signing into an existing Checkr account, go to “School Settings” then “Integrations” in your Procare Online portal and click “Connect” next to the Checkr icon. 

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

• If you are already a Checkr customer, select Sign In to connect your current Checkr account to Procare Online.
• If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information. Note: You are not charged anything until you run your first check.

Create a Checkr account

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

To create an account for use with Procare Online:

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

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

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

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

Order Background Checks

Once your Procare Online and Checkr accounts are connected, you are ready to begin running background checks.

To start the background check process on a prospective staff member, navigate to “My School” and “Staff” in your Procare Online platform. If needed, “Add Staff” for a new potential employee to save them to your staff list.

Click into the profile of the person you need to run a background check on and select “Start Background Check” from underneath their name and profile picture. 

A window will pop up asking you to confirm their name and email address on file and also ask you to select the type of package you would like to run on this candidate. 

Select the package you would like to run and hit submit. This will initiate the invitation to be emailed to the candidate and allow them to begin inputting their information to kickoff the background check process.

Once the background check has been ordered, the status of the report will be listed in the Procare Online Staff candidate dashboard. Statuses will range from “Submitted to Checkr” when the invitation has been sent but the candidate has not been filled out by the candidate, to “Complete - Clear” or “Complete - Consider” once the background check has completed. 

Once the report is Complete, click on Report URL 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 Procare Online integration allows users to order background checks and view their status, the following features are available only within Checkr: 

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

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

Welcome to Checkr!

This guide will walk you through the Checkr / PushPay 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 PushPay, please contact PushPay directly for additional assistance.

_________________________________________________________

PushPay / Checkr User Guide

Prerequisites

Add Checkr to PushPay

Enable Checkr setup

Create a Checkr account

Order Background Checks

Account Hierarchy

Use the Checkr Dashboard

PushPay / Checkr User Guide 

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

Prerequisites

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

• Access to PushPay, with admin and background check rights 

Add Checkr to PushPay

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

Enable Checkr setup

To initiate integration, log into PushPay and navigate to the System Settings in the upper righthand corner. Select ‘Integrations’ and you will land on a page that gives the options of integrations available to you. It will prompt you to fill out a form to allow PushPay and Checkr to setup the integration between the platforms so that you can run background checks. 

Once the integration is setup, you’ll be able to login to PushPay and run a background check from with the recruiting platform.

Create a Checkr account

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

To create an account for use with PushPay:

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Create Account.
3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from PushPay. (Payment information may be edited on the Checkr dashboard after the account has been created.)
   
4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
• Note: Select Purpose: Pre-employment to use Checkr to run background checks for volunteer/hiring/employment purposes.

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

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

Order Background Checks

Once your PushPay and Checkr accounts are connected, return to a volunteer’s page, and click Actions - Order Background Check

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

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

Account Hierarchy

The PushPay integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the CCB background check ordering workflow. Nodes can be used to designate different locations, campuses, teams, or groups that order background checks within your church organization. Nodes allow you to set up specific packages under each node and invoices from Checkr are broken out by which node ordered which invoice.

Setup for Account Hierarchy is simple, follow these directions to create your nodes and Account Hierarchy setup in your Checkr account. Once you have saved these settings, any time you order a background check inside of CCB, you will be asked which node you would like to order from, and packages under that specific node will display for ordering. Invoices will also show the background checks ordered by each node within 2 billing cycles after setup. 

 

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

Use the Checkr Dashboard

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

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

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

Question

I am receiving a forbidden error message when attempting to connect to a partner integration. What is causing this?

Answer

A common reason a forbidden error is presented when connecting to a partner integration is the user is not an admin on the Checkr account. To resolve this, either:

• Have an existing admin upgrade your account to "admin"
• Have an existing admin enable the integration 

Also see Partner Integrations for more information.

Welcome to Checkr!

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

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

_________________________________________________________

Table of Contents

• Prerequisites
• Add Checkr to Rippling
• Enable Checkr setup
• Create a Checkr account
• Connect Checkr and Rippling
• Order Background Checks
• Manual Ordering
• Automate Your Ordering
• International Background Checks
• Checkr Background Check Statuses
• Use the Checkr Dashboard

_________________________________________________________

Getting started with Checkr on Rippling

This guide describes how to set up Checkr to use within Rippling, such that Rippling users can initiate, view, and process Checkr background checks from within the Rippling interface. Using the Checkr integration, companies can automate the ordering of background checks based on Supergroups, so that candidates always receive the appropriate background checks either before or after they're hired as defined by your company's policies.

Prerequisites

The only prerequisite to integrate Checkr into your Rippling account is that you have a Rippling account, and are logged in as an Admin.

Add Checkr to Rippling

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

Enable Checkr setup

To Install Checkr, sign in to your Rippling Dashboard and navigate to the Rippling App Shop and either scroll down or search for Checkr. You can also jump right to the Checkr integration in the App Store here.

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

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

Create a Checkr account

If you’re new to Checkr, you’ll create a Checkr account in a couple of easy steps after selecting SIGN UP from within the Checkr app in the Rippling Store. Fill in all required details to create a new Checkr account, Checkr verifies your company details and activates your account upon verification. See below for step-by-step instructions:

1. Click Create New Account when prompted.
2. Make sure your company's Administrator signs up for Checkr. If you are not the Admin, please invite the Admin by selecting the option as pictured below.
3. Complete Checkr’s 2-Step Credentialing process. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.                                                                                                                    TIP: Make sure the checkbox is checked to confirm you are running background checks for employment purposes. 
4. Click Continue to confirm your information for Checkr to review.
5. Click Submit Account

Once the credentialing process is complete, Checkr will notify both Rippling and you, and you may begin ordering background checks through the Rippling platform.

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

Connect Checkr and Rippling

After signing into your Checkr account, the below screen will populate signifying the connection of your Checkr and Rippling accounts.

Order background checks

Rippling allows you to either Manually Order background checks or set up rules to Automate background checks from within Rippling.

Manual Ordering

You can initiate a new background check from the Checkr integration overview tab. By selecting 'Run a New Background Check' in the top right of the page, you will be prompted to enter additional details of the background check order. This information includes whether the employee is a prospective employee or an existing employee, their name, work location, and the type of background check that you would like ordered.                                                         

If you are running the background check on a prospective employee, you'll be prompted to enter the employee's email, first and last name, and location as well.

NOTE: Rippling’s Integration supports a Checkr Feature called Account Hierarchy. This allows Checkr users to set up different "nodes" inside of their Checkr account to have displayed in the Rippling background check ordering workflow or attached to Hiring Policies. Nodes can be used to designate different locations, teams, or groups that order background checks within your organization. You do NOT need to configure nodes in your account if there is no need for this feature. For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Account Hierarchy User Guides.

Selecting Ok after entering the candidate info and selecting the package type will submit the order and invite the candidate to complete the Background Check. Candidates will receive an email to complete the Background Check – Checkr will notify candidates each day for a week until the Background Check Invite is completed. The status of the check will be displayed within your Rippling dashboard.

Once the background check has been ordered, the status of the report will be listed in the Rippling candidate’s profile (pending or completed).

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.

* If the candidate's invitation has expired you are able to resend the invitation via the Rippling Dashboard shown in the image below:                                   

Automated Ordering

Rippling Supergroups can define policies that state which employee types should receive which background check packages. In order to automate background checks using policies, select 'Policies' from your Checkr integration.

Upon clicking 'Policies' you'll be able to see any existing policies that have been established for your organization. These policies can be edited or deleted as needed.

You can click 'Create' in order to define a new policy for your new hires. Policies will automatically cause your new hires to approve background checks once they've accepted their offer.

 

Running background checks on prospective employees with a remote work location

If you set up a policy that automatically applies to prospective employees, you will not be prompted to select a location for the background check run during the hiring process. This may be an issue if you are hiring an employee with a remote work location but you need to run a background check on them in a different location. 

To address this, you can exclude the prospective employee from the policy and then manually run the background check, where you'll enter the location for the check. To set up the ability to override a policy for prospective employees, there are four steps:

Step 1: Set up a custom field that will be collected during the hiring process. Follow the instructions in this article for details.

Tip: Because you want the hiring admin to select whether or not the background check policy should apply to the prospective employee, you'll want to ensure the custom field includes the following setup:

• Custom field is added to the Employee module
• Field collection is set to Collect this information from employees
• Collection type is set to Ask admins when hiring a new employee. This ensures that admins will be prompted to make this selection during the hiring process.

Watch the gif below to see a walkthrough of the first step in setting up the custom field.

You'll also want to set up the custom field so that employees and admins can see it. Watch the gif below for a sample walkthrough of the second step of setting up this custom field.

Step 2: Add the custom field as an exclusion to the background check policy.

Step 3: When going through the hiring process for a prospective employee to whom you want to apply this process, enable the custom field to the prospective employee. They will automatically be excluded from the background check policy.

Step 4: Return to the Checkr app and manually run the check following the instructions above.

 

Complete Now

Rippling supports Checkr's new Complete Now feature which allows you to complete a Pending or Suspended report on demand. This feature is accessible for Rippling users directly through the Checkr Dashboard. Triggering this feature will immediately advance the report to a completed state, and mark all pending or suspended screenings "canceled".

Any screenings canceled as a result of this function will display the cancellation reason and the reason’s description within the report in the Checkr Dashboard, and return the reason and description through the Checkr APIs. The PDF copy of the report will not include any canceled screenings. You can read more about the Complete Now feature in the Checkr Help Center.

Customizing Your Checkr Packages

The Rippling integration supports custom packages. When you create a new Checkr account through the Rippling application, or when you sign in with your existing Checkr account, your account will be provisioned with default background check packages from Rippling.

While these default packages consist of our most comprehensive checks run by the majority of customers, there are many instances where you might wish to create new packages as part of your hiring process. To get started, reach out to Checkr directly through this form to let Checkr know which package(s) you’d like to add to your account.

Learn more about customizing packages here!

Running international background checks with Checkr

You can use Checkr to run background checks on international hires (i.e., employees or contractors living outside of the U.S.) as long as you set up your Account Hierarchy within Checkr. With Account Hierarchy, Checkr packages become account-level objects and can have any number of nodes assigned to them. Refer to Checkr's documentation on Account Hierarchy and nodes for more details.

When setting up a background check policy within Rippling, you'll see the ability to specify a Checkr node. If you don't have any nodes configured in your Checkr account, then you'll see all of the packages that are currently in use by your account.

To use Checkr international background checks through Rippling, simply select a Checkr package that has International in the name when setting up your policy.

If you don’t see any International Packages in your account, reach out to Checkr directly through this form and we’ll configure your account to support international checks!

When you hire an employee that meets the Supergroup associated with that policy in Rippling, then that employee will automatically have their information, including location, shared with Checkr for the background check.

How does Checkr determine an employee's location?

Rippling shares your employee's work location with Checkr, if one is present. In the case of an employee whose work location is marked as remote, Rippling will share your employee's home location for the background check.  

When hiring a prospective remote employee, either domestically or internationally, you may want to run a background check for the prospect in a different location than their home jurisdiction. For example, suppose you are hiring an employee who lives in London but whose work location will be considered the New York office. 

In this case, you may want to screen the employee for infractions or criminal history in London, New York, or in both locations. To do so, you can run a manual background check for the prospective employee and override their default location. For instructions on running a manual background check in a different location, see the instructions above.

Checkr background check statuses

On the Overview tab of the Checkr app, you'll see a list of candidates and a status, along with some additional details. The table below provides a description of each of the statuses. For more information, click the View in Checkr button next to each candidate's name, or review Checkr's Help Center.

Status	Description
Invitation Sent	The invite was sent.
Pending	The invite was accepted, but the report has not yet been completed. For more information, view the check directly in Checkr.
Invitation Expired	The invite expired after 7 days.
Invitation Canceled	The invite was canceled via the Dashboard or the integration.
Clear	The report was completed and is cleared to proceed based on your company's actions or the results of the report.
Complete with Canceled	The report was partially completed with canceled screening(s). For more information, view the check directly in Checkr.
Canceled	The report has been canceled. For more information, view the check directly in Checkr.
Needs Review	The report is complete and requires additional review. For more information, view the check directly in Checkr.
Pre Adverse Action	The report has been pre-adverse actioned. For more information, view the check directly in Checkr.
Not Eligible	The report has been automatically post-adverse actioned (normally 7 days after pre-adverse actioning). For more information, view the check directly in Checkr.
Suspended	The report has been suspended. For more information, view the check directly in Checkr.
Disputed	The report has been disputed by the candidate. You can review the details of the dispute directly in Checkr.

 

Use the Checkr Dashboard

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

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

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

Welcome to Checkr!

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

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any other questions that are not covered in this guide that are specific to RockRMS please join their slack channel, https://www.rockrms.com/slack, for further assistance.

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Table of Contents

• Configuring Checkr
  • Sign up
  • Setup Webhook Inside Checkr
  • Connect Checkr and RockRMS
  • Set your background check provider to Checkr
  • Order background checks
  • How to view the background check results

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Configuring Checkr

The first option for running background checks on individuals is Checkr. Once configured, Rock will default to using Checkr for background checks on individuals who have never had a background check run. You can easily set which program you want to act as default, however, Checkr is the first option. First, let's look at the steps to take to set up your Checkr account.

Sign up

The first step of the process is to sign up for a Checkr account. Let’s begin by logging into your www.rockrms.com account, and then click on the menu in the top right corner with your name on it. Next, click on "My Account".

Beneath your profile image and biographical information on the left side of the page, you'll see the organizations your account is associated with. Click on the organization you wish to set up with Checkr - in this case, we’ll be setting up an account for our example church, Example Pointe.

Below the organization logo and list of Team Members (again on the left side of this new page), you'll see a section labeled "Checkr Account". Click Create New Checkr Account. (If your organization already has a Checkr account, click Use Existing Checkr Account instead.)

Next, you will be taken to the Checkr website to create a Checkr account.

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

To create an account for use with RockRMS:

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

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

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

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

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

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

Once your account is set up, your organization page in the RockRMS site will update with an Account ID and Access Token (see below).

Organization Page on rockrms.com

Setup Webhook Inside Checkr

Next, you will set up your Webhook inside Checkr. Begin by logging into your Checkr account at dashboard.checkr.com, then navigate to Account Settings > Developer Settings.

Checkr Account Settings

Type your Rock URL appended with /webhooks/checkr.ashx in the Webhooks URL field, select Live, then click Add. Finish by selecting the subscriptions shown in the above screenshot.

Connect Checkr and RockRMS

Now that Checkr is active, it's time to link your account to Rock.

Go to the Checkr screen located at Admin Tools > System Settings > Checkr, and enter your Access Token from the RockRMS website in the Checkr Access Token field. Click Save.

The Background Check Types list is automatically downloaded when you enter the access token.



If you want to download an updated Background Check Types list, click Update Packages.

Checkr Background Checks

Checkr is now active by default in Rock. You can view Checkr's status in the Background Check Providers screen, located at Admin Tools > System Settings > Background Check Providers.

Background Check Providers Screen

(The Access Token should already be filled in for you at this point since you provided it earlier.)

Set your background check provider to Checkr

The final step is to set your background check provider to Checkr if it isn't already set to default. To do this, click Enable as Default in the Checkr Background Checks section of the Checkr screen. Now you're ready to use Checkr to perform background checks on individuals.

Enabled Background Check Types

Note the Enable as Default Background Check Provider button. This button allows you to set Checkr as your default background check provider.

Order background checks

To order a background check,

• Click People > New Family
• Fill out the candidate's information
• Click Next > Finish
• Click Actions (upper right-hand corner)
• Click background check
• Choose a campus (there is an option to add a Reason)
• Click Submit
• Choose a package from the drop-down menu (there is an option to add a Note)
• Click Submit

How to view the background check results,

• Click Admin Tools > System Settings > Checkr

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

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

Use the Checkr Dashboard

The following features are available only from within Checkr:

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

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

Welcome to Checkr!

This guide will walk you through the Checkr <> Secureframe 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 Secureframe, you can review the Secureframe Help Center or reach out to their support team for assistance.

_________________________________________________________

Secureframe / Checkr User Guide 

Prerequisites 

Add Checkr to Secureframe

• Enable Checkr setup 
• Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

_________________________________________________________

Secureframe / Checkr User Guide 

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

Prerequisites

The following items are required to access the Checkr integration within your Secureframe account. Please ensure you have the following before proceeding.

• Access to Secureframe with admin rights

Add Checkr to Secureframe (When you have an existing Checkr account)

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

 

Enable Checkr setup

To initiate the integration navigate to the Integrations tab on the far left of the site. From there you’ll see Available Integrations - Locate the Checkr integration and click “connect”

From here you’ll be taken to the Checkr App within Secureframe where you have 2 options:

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

Creating a Checkr account

If your company does not yet have a Checkr account, one must be created before you can turn on the integration within Secureframe

To create an account simply select “Sign up With Checkr” and you’ll be taken through our guided sign-up.

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

Order Background Checks

Once you’ve connected your Checkr account with Secureframe, return to your dashboard and select which Personnel you’d like to order checks for. You can customize your onboarding settings and select which background check package you’d like to order from the dropdown.

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

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

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

 

Welcome to Checkr!

This guide will walk you through the Checkr / ServiceChannel 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 ServiceChannel, please email clientsupport@servicechannel.com for additional assistance.

_________________________________________________________

ServiceChannel / Checkr User Guide

Prerequisites

Add Checkr to ServiceChannel

Enable Checkr setup

Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

_________________________________________________________

ServiceChannel / Checkr User Guide 

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

Prerequisites

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

• Access to ServiceChannel, with admin rights 

Add Checkr to ServiceChannel

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

Enable Checkr setup

To initiate integration, log into Workforce, and you will be automatically prompted to get set up with Checkr. Click Set Up Now. 

Fill out the registration form and click Authorize.

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

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

Create a Checkr account

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

To create an account for use with ServiceChannel:

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

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

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

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

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

Once the account is credentialed, the status will change to Lets Get Started.

Order Background Checks

Employers can either add a candidate one at a time, or they can choose to do a bulk upload. After the upload, the employer can then send an invitation email to the candidates. Click on “+Add New” and fill in first name, last name, and email address.

This is the bulk upload option.

You will be able to check the status of the candidate from the Workforce tab.

 

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

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

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

Welcome to Checkr!

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

_________________________________________________________

Sithon / Checkr User Guide

Prerequisites 

Add Checkr to Sithon

Create a Checkr account 

Order Background Checks 

Use the Checkr Dashboard 
_________________________________________________________

Sithon / Checkr User Guide 

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

Prerequisites

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

• Access to Sithon, with admin rights 

Add Checkr to Sithon

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

Create a Checkr account

If your company does not yet have a Checkr account, one must be created before full integration and background check capabilities are available within Sithon. 

To create a Checkr account for use within Sithon:

1. Navigate to your setting dropdown menu (top right hand corner) and select Background Checks.
   
   
   
2. Select the “Get Started” button, which will open the Checkr connect URL in the same tab. 
3. Select “Set up a Checkr account” of you don’t have an existing account with Checkr. 
   
   
4. You will be prompted with the information required to set up your account.
   
   
5. Enter the information in the form below and submit it.
   
   
6. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Sithon. (Payment information may be edited on the Checkr dashboard after the account has been created.)
7. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background check
   Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
   
8. Click Continue to submit your information to Checkr for review. Once the credentialing  process is complete, Checkr will notify both Sithon and you, and you may begin ordering background checks through the Sithon platform. 
9. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

If you already have an account or have created the account using the above process, click on sign in and select sign in with Checkr.

Order Background Checks

Once your Sithon and Checkr accounts are connected, Background Checks will now be accessible via the left hand side bar menu. Select ‘Background Checks’ to start running checks. 

In the window that opens, select “start” to initiate a background check.

After you select start, you will be prompted to select the package you would like to apply to the background check. 

Once a package is selected, select the actors / staff that you want to run background checks on. 

Once actors / staff are selected, you will be prompted to submit the checks. Selecting “Submit” triggers the background check invitation to be sent to the candidate. 

Once the background check has been ordered, the status of the report will be listed in the Sithon background check dashboard under the status column. Once Complete, click the arrow in a box icon under 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. The column “est. completed” will reflect the estimated date of completion. 

 

Use the Checkr Dashboard

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

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

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

Welcome to Checkr!

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

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to TEAM Software, please email your account representative or call 888-KWANTEK for additional assistance.

_________________________________________________________

Table of Contents

• Prerequisites
• Add Checkr to TEAM Software
  • Create a Checkr account
• Order Background checks
• Use the Checkr Dashboard

_________________________________________________________

Getting started with Checkr on TEAM Software

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

Prerequisites

The only prerequisite to integrate Checkr into your TEAM Software account is that you have a TEAM Software account, and are logged in as a System Admin.

Add Checkr to TEAM Software

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 TEAM Software.

1. Access your TEAM Software Account.
2. From the top toolbar, click the Settings link.  

Note: You must be a System Admin and have permissions to "Administer System Settings" to see this link.

3. The Custom Settings page displays for your Company’s TEAM Software System. Within the Default Settings box, click the ‘Connect with Checkr’ link.

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

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

Create a Checkr account

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

To create an account for use with TEAM Software:

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

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

After submitting, a confirmation page displays letting you know that a connection has occurred, and you will be automatically redirected.

 

In addition, a Checkr Thanks for completing your sign-up Email is sent. 

You will go back to the Settings page in TEAM Software where "Connected with Checkr" text and a green checkmark appear.  

When your account is set up in Checkr, you will receive a Welcome Email from Checkr.

• Now users with permission to ‘Order Background Checks’ in TEAM Software can order Background Checks from Checkr.
• If the user needs to view the Background Check results, they also need permission to ‘View Background Check Results’ in TEAM Software and they need to be registered on Checkr.

 

Order background checks

1. Access your TEAM Software Account.  

Note: You must have permission to Order Background Checks and/or View Background Check Results to perform activities in this article.

2. From the Job Listings page, click Current or Hired Icon for which the candidate has applied.

3. Check the checkbox for the Candidate row you want to run the Background Check for.  After checking the checkbox, under the Select Action dropdown, select Order Background Check.

Note: You must have permission to Order Background Checks.

4. On the Order Background Check page, select the Cost Center from the dropdown (Note: if your company does not have cost centers, you will not see this dropdown) and select the background check package by clicking on one of the available packages (examples are below).  The package selected is highlighted and checked. Click ORDER BACKGROUND CHECK to order the background check for the candidate.

5. An order background check confirmation popup displays confirming that you want to proceed with the background check for the selected employee. A summary of the selected background package displays. Click PLACE ORDER to commit to the background check being ordered.

 

Note: Clicking CANCEL will cancel the background check request and return you to the Current Candidate page.

6. After placing the background check order, a Background order confirmation page displays. Click Close to return to the Candidate list page.

7. After the background check is ordered, statuses will display on the Candidate list page and will start with Requested (when ordered), then go to In Progress (once the candidate completes their e-consent) and finally to Completed (when the background check is complete).

8. The status of the background check information can also be retrieved through the Notes for the candidate. To retrieve this information, click on the Notes icon on the current candidate page for the user or click Candidate Notes within the user profile.  The Notes will contain the statuses of the Background Check:

• Requested: displays when ordered
• In Process: the Background Check Results link will be included and when you click the link, you will log in using your Checkr login credentials.
• Complete: displays when the order is complete

9. Once the background check is completed, you can click on the Completed button on the Candidate List page or the link in the Notes.

Note: You must have permission to View Background Check Results and you must have a Checkr account. Then you will log in to Checkr and see the background check results.

Use the Checkr Dashboard

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

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

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

Welcome to Checkr!

This guide will walk you through the Checkr /TeamSnap 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 TeamSnap, please click the Help icon within the TeamSnap platform for additional assistance.

_________________________________________________________

TeamSnap  / Checkr User Guide

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

_________________________________________________________

TeamSnap / Checkr User Guide

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

Prerequisites

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

• Access to TeamSnap, with admin rights

Add Checkr to TeamSnap

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

Enable Checkr setup

To initiate integration, go to Settings. Next, click the Background Checks tab.

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

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

Create a Checkr account

To run background checks with Checkr, you must create an account within the TeamSnap platform.

To create an account for use with TeamSnap:

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

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

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

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

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

Order Background Checks

Once your TeamSnap and Checkr accounts are connected, go to the new Members tab that will populate, and click Background Check for a candidate.

To order a background check,

• Choose an email address for the candidate
• Click Use Selected Email

• Select a Package
• Click Order Background Check

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

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

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

Welcome to Checkr!

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

_________________________________________________________

Teamtailor/ Checkr User Guide 

Prerequisites 

Add Checkr to Teamtailor 

Enable Checkr setup 

Order Background Checks 

Use the Checkr Dashboard 

Teamtailor / Checkr User Guide 

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

Prerequisites

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

• Access to Teamtailor, with admin rights

Add Checkr to Teamtailor

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

Enable Checkr setup

To initiate integration, go to the Teamtailor Marketplace by clicking the marketplace icon in the upper right corner of your dashboard. Click on the Background Checks section, find Checkr and click Activate.

Clicking Activate will open a window asking you to Sign In and Connect your Checkr Account or Sign Up for a new Checkr Account. 

You will also need to add custom fields of Social Security Number, Date of Birth and Zip Code to your candidate profiles inside of Teamtailor. For more information on how to do this, please visit this Teamtailor help article.

Order Background Checks

Once your TeamTailor and Checkr accounts are connected, return to a job profile to add a Trigger to kickoff a background check at your chosen workflow stage.

 

Select the default package you would like to run for candidates and if you would like to always send them a copy of the background check report.

Now, as you move candidates through the recruitment funnel, a Checkr background check will run automatically once a candidate is moved to your designated workflow step.

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

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

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

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

Welcome to Checkr!

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

_________________________________________________________

Table of Contents

• Prerequisites
• Add Checkr to Tithe.ly
  • New Checkr customers
  • Existing Checkr customers
• Configure integration settings in Checkr
• Order background checks
• View background check statuses
• Use the Checkr Dashboard

_________________________________________________________

 

Getting started with Checkr on Tithe.ly

This guide describes how to set up Checkr to use within Tithe.ly, such that Tithe.ly admin users can sign up for or sign into Checkr, and initiate and view Checkr background checks from within the Tithe.ly interface.

Prerequisites

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

• Access to Tithe.ly as an admin and authorized user

Add Checkr to Tithe.ly

First, enable Checkr from within Tithe.ly. You must have admin access to both Checkr and Tithe.ly to complete this process. If you are not the Tithe.ly account admin, please contact Tithe.ly support at support@tithe.ly

New Checkr customers

If you’re new to Checkr, Tithe.ly will create a Checkr account on your behalf.

After logging into Tithe.ly, select People then Background Checks from the sidebar menu. If you’re a new Checkr customer click Setup.

 

 

Tithe.ly will launch the Checkr account creation process.

Creating a new Checkr account from within Tithe.ly will automatically connect the integration.

Existing Checkr customers

If you have an existing Checkr account, click Sign in as shown in the image below. You will then be prompted to log into your Checkr account.

Note: To connect Checkr to the Tithe.ly integration you must sign in as a Checkr Admin.

Configure integration settings in Checkr

Once the Checkr account is created and connected, Tithe.ly users can set a default background check package. This package is the default collection of screenings run on volunteers added to Tithe.ly’s people platform. The package can be updated on the background check page at the time ordering or in the integration settings page.

Tithe.ly presents a “background check expiration” date to its customers. By default, background checks expire in Tithe.ly one year after the completion date. Tithe.ly admins can update the expiration interval in Tithe.ly’s integration settings page.

 

Order background checks

After successfully creating a new Checkr account, the Tithe.ly admin enters payment info in Tithe.ly (if none exists). Once payment info is entered, the Tithe.ly admin can order a background check.

The Tithe.ly admin can order a background check directly after setup or by returning to the People > Background Check page.

 

 

To order a check from the background check page, click Add New, then Get Started.

 

 

Search for the existing person to run a background check for.

 

After selecting the person, you may edit the default package then click order background check.

 

 

Once the background check is ordered in Tithe.ly, Checkr sends a background check invitation to the volunteer.

View background check statuses

Tithe.ly displays invitations and report statuses within their platform. All Checkr background check details are available in Checkr by clicking View in Checkr.

To learn more about what the statuses mean in Tithe.ly, please contact Tithe.ly support at support@tithe.ly

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

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

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

Welcome to Checkr!

This guide will walk you through the Checkr / Trakstar 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 Trakstar, please email hire@trakstar.com for additional assistance.

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Trakstar / Checkr User Guide

Prerequisites

Enable Checkr setup

Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

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Trakstar / Checkr User Guide 

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

Prerequisites

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

• Access to Trakstar with admin rights 

Enable Checkr setup

Any account superuser can get your account connected by following the steps under Settings > Advanced Settings > Apps & Integration.

Go to your Settings page by clicking the Settings wheel icon.

From the Settings menu, click Advanced Settings and scroll down to Apps & Integrations. 

Click Apps and Integrations and scroll down to Background Checks. Click Checkr > Enable Checkr to kick off the connection to Checkr.

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

Create a Checkr account

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

To create an account for use with Trakstar:

1. Click Sign Up when prompted. 

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

 

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

 

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

 

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

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

Order Background Checks

Once your Trakstar and Checkr accounts are connected, you will see a new tab inside your Trakstar Candidate Profiles.

1. This tab allows you to send the candidates for their background check, and review the results once they're back.
2. To send a new background check, click "Send for Background check."

Note: All user types except for Hiring Team Members will have access to this tab and the data inside of it.

Once you select to send for a background check, you'll pick which background check you'd like to order (this comes from your Checkr account):

Once the results are in, you'll see a summary inside the Trakstar candidate profile directly.

The status of the report will be listed in the Trakstar 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 Trakstar integration allows users to order background checks and view their status, the following features are available only within Checkr: 

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

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

Welcome to Checkr!

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

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Vanta / Checkr User Guide

Prerequisites

Add Checkr to Vanta

Enable Checkr setup

Create a Checkr account

Order Background Checks

Use the Checkr Dashboard

________________________________________________________

Vanta / Checkr User Guide 

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

Prerequisites

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

• Access to Vanta, with admin rights 

Add Checkr to Vanta

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

 

Enable Checkr Integration

To initiate integration, go to the Connections page in Vanta. Scroll down to the Background Checks section and click Connect.

From the picklist, select Checkr:

A window will appear alerting the user that the integration uses OAuth and they can connect to Checkr. 

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

 

Create a Checkr account

If your company does not yet have a Checkr account, one must be created before integration with Vanta. You’ll need a few pieces of information to set up your account:

To create an account for use with Vanta:

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

Order Background Checks

Once your Vanta and Checkr accounts are connected, navigate to the People page and determine which candidate or employee needs a background check.

 

To order a background check, navigate to the Checkr Dashboard to send an invitation to your candidate by selecting ‘Invite Candidates’:

 

 

IMPORTANT: Vanta customers are advised to run background checks using the same email address associated with the candidate/user in Vanta.

 

Once the background check has been completed in Checkr, the integration links the report status to the user profile in Vanta:

 

If the incorrect report is associated with the user, click on the info icon to the right of the Background Check Completed item to unlink the connection of the user to the specific Checkr background check:

 

If you incorrectly unlink a background check (or find that the integration has not automatically made the connection), Admins can navigate to the user profile and select the option to Link the background check:

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 Vanta integration allows users to view the status, the following features are available only within Checkr: 

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

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

Welcome to Checkr!

This guide will walk you through the Checkr integration process, including how to set up your Checkr account on the VOMO platform, and how to use the Checkr dashboard.

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 VOMO, please use this VOMO contact form for additional assistance.

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Table of Contents

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

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Getting started with Checkr on VOMO

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

Prerequisites

The only prerequisite to integrate Checkr into your VOMO account is that you have a VOMO account, and are logged in as an Admin.

Add Checkr to VOMO

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

Enable Checkr setup

To initiate integration, go to Background Checks, and click Create an Account or Already have an account.

Clicking Create an Account will open a window asking you to Sign Up or Sign In.

If you are already a Checkr customer, select Sign In to connect your current Checkr account to VOMO.

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

Create a Checkr account

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

To create an account for use with VOMO:

1. Click Sign Up when prompted.

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

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

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

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

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

Connect Checkr and VOMO

After signing into your Checkr account, click to connect your Checkr and VOMO accounts.

Order background checks

Once your VOMO and Checkr accounts are connected, click People from the left-hand menu. Here you can add candidates by clicking Invite People in the upper right-hand corner.

To order a background check,

1. Click the Add icon to request a background check for a candidate
2. Click Add Manual Check or Choose Package

3. Select a package and click Next
   

4. Next, click Initiate Check then Done

Once the background check has been ordered, the status of the report will be listed in the VOMO People section, located on the left-hand side. Once Complete, click the icon status 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.).

Use the Checkr Dashboard

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

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

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

Welcome to Checkr!

This guide will walk you through the Checkr / Wellsky 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 other questions that are not covered in this guide, please email support@clearcareonline.com for additional assistance.

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Table of Contents

• Getting Started with Checkr on Wellsky
• Order Background Checks
• Use the Checkr Dashboard

_________________________________________________________

 

Getting started with Checkr on Wellsky

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

To get started with Checkr and connect to your Wellsky account, you can reach out to Kelly.Newman@wellsky.com or simply schedule time with her to receive instructions on how to get started: https://calendly.com/checkr-sales 

 

Order Background Checks

Once your Wellsky and Checkr accounts are connected, go to the candidate's page under the Caregivers tab. Click a candidate's name, then click Order Background Check from the options listed above the candidate's name to initiate a background check for the selected candidate.

Select Packages from the window that opens, and click Next.

Confirm the information listed for the candidate, and click Place Order to initiate the background check.

Once the background check has been ordered, the status of the report (pending or completed) will be listed in the Wellsky candidate's page.

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

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

Use the Checkr Dashboard

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

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

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

Welcome to Checkr!

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

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Prerequisites 

Add Checkr to WizeHire 

Enable Checkr setup 

Create a Checkr account 

Order Background Checks 

Use the Checkr Dashboard 

WizeHire / Checkr User Guide 

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

Prerequisites

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

• Access to WizeHire with admin rights 

Add Checkr to WizeHire

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

Enable Checkr setup

To initiate integration in WizeHire, go to the Integrations Page and search for Checkr and click Get Started With Background Checks

• If you are already a Checkr customer, select Sign In to connect your current Checkr account to WizeHire.
• If you are not a current Checkr customer, select Sign Up to create a Checkr account

Create a Checkr account

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

To create an account for use with WizeHire:

1. Click Sign Up when prompted.
2. Enter the required company information and accept the Checkr Customer Agreement
3. Click Continue at the bottom

Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. When your account is ready, you will receive an email from Check and the tile in WizeHire will update to say Connected. 

Account Processing:               

Account Connected:

Order Background Checks

All background checks ordered through the WizeHire integration will be billed on your WizeHire account. If you need to order a background check outside of WizeHire 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. 

Once your WizeHire and Checkr accounts are connected, return to a Candidate’s Profile:

1. Click on the Screening Tab 
2. Scroll to Background Checks 
3. Select the Package from your drop-down and click Order

Once the background check has been ordered, the status of the report will be listed in the WizeHire candidate dashboard. You can see updates on the ETA of the report and the status from the 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.)

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

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

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

Welcome to Checkr!

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

_________________________________________________________

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

_________________________________________________________

Workable  / Checkr User Guide

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

Prerequisites

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

• Access to Workable, with Super Admin rights

Add Checkr to Workable

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

Enable Checkr setup

To initiate integration, click the profile icon in the upper right of Workable to access Integrations. Locate and click on Checkr from the list of integrations.

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

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

Create a Checkr account

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

To create an account for use with Workable:

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

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

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

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

Order Background Checks

Once your Workable and Checkr accounts are connected, follow the below steps to order a background check.

To order a background check,

• Click the magnifying glass button in the toolbar (this button will appear in the Offer stage)
• Select a Package

You can run a background check in another stage by clicking the three dots in the toolbar and selecting the background check option.

When consent is given, you will receive a notification from Workable that your credit card has been charged and the background check is in progress. (Billing is handled by Workable, please reach out to support@workable.com for any billing related inquiries.)

Should your candidate fail to give consent within 6 days, you will receive notification from Workable that your credit card has not been charged and the background check has expired. You will be able to request a new background check for the same candidate.

You will be notified by Workable when the background check is complete and the results will appear on the candidate’s profile.

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

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

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

For recruiters ordering background checks for candidates.

Welcome to Checkr!

This guide describes the features, and prerequisites of a Workday/Checkr integration. It also describes how to set up your integration, and initiate, view, and process Checkr background checks from within Workday.

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

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

We believe all candidates should have a fair chance to work. And, we understand that candidates are real people whose lives depend on the results we deliver. That's why we're committed to our mission of building a fairer future by improving understanding of the past.

Features

This integration provides you with a fully integrated background check process from within your Workday setup, allowing you to leverage both Checkr’s and Workday’s feature sets.

Checkr features

As part of the integration, you are also a Checkr customer, which provides you with access to Checkr’s feature set In addition to Checkr’s data within Workday. This feature set includes:

• Checkr Dashboard: The Checkr Dashboard provides easy access to all Checkr functionality, including report ordering and review, user management, billing and invoicing, and candidate tracking.
• Adjudication and Review: Our modern adjudication process can help your company hire more people with fewer hours of manual adjudication, while achieving more consistent and more compliant results.
• Compliance: Our compliance tools combine the power of technology with the confidence of human review, so you can hire faster with less risk.
• Candidate Experience: Checkr offers our customers an end-to-end candidate experience that helps build trust during the background check process and increases conversion. Our Checkr Hosted Apply Flow allows candidates to validate their PII, review all relevant disclosures and authorizations, elect to receive a copy of their completed report, and provide consent to the background check. Our Candidate Portal allows candidates to track the progress of their report, review completed reports, and contact Checkr to dispute any returned information.

Workday+Checkr integration features

Integrating Checkr within your Workday instance allows you to design a seamless background check workflow that best suits your business practices.

• Highly Flexible Screening Workflows: Checkr’s Workday Integration Solution is built using Workday’s Core Connector—Background Check Order Outbound. This connector provides Customers, with options to initiate Checkr Background Check, in their Workday Business Processes and Workflows. 
• Fully Integrated Screening Options: This integration supports all Checkr U.S. Domestic and International screenings.
• Automated package synchronization: This integration automatically syncs Checkr Packages to Workday every hour, providing consistently up-to-date background check package options.
• Continuous status updates: Checkr’s invitation, report, and screening statuses are continually refreshed in Workday. Checkr ETA is also updated in Workday while the report is In Progress.
• Nodes Mapping Support: This Integration maps Workday Fields (Job Requisition, Job Locations and Supervisory Organization) in to Checkr’s Nodes, allowing Checkr to include customer’s business hierarchy in their background screening process.

Workday+Checkr Integration

The Checkr integration can be set up in any Workday business process to run background checks on Candidates or Workers. It can also be invoked ad-hoc from a person profile.

The Checkr integration uses the Core Connector—Background Check Order Outbound connector to receive background check request data from the Workday tenant. The integration writes background check results back to the Workday tenant using Workday APIs.

Please note: This Workday - Checkr Integration does not yet support Checkr Assess.

Prerequisites

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

• Checkr account: Configured and authorized for production orders.
• Workday/Checkr integration enabled: Background Check integration configured for the Checkr account.
• Workday Business Process configured to initiate the background check: Define the location of your background check initiation within the Workday Human Capital Management. For example: Recruiting, Onboarding, or Talent Management.
• Core Connector: Background Check Order Outbound: Configured to enable both the Background Check Outbound Initial Service and the Background Check Outbound Service.
• Business Process Definition: Created and configured appropriately.
• Integration System User: Properly configured for Get and Put access to the correct domains.

Work with your Checkr Customer Account Manager to access the Workday+Checkr tenant setup guide and properly configure your Workday tenant.

Checkr Package(s) in Workday

The Checkr integration syncs packages from Checkr to Workday. This process is a one way sync, from Checkr to Workday. Checkr will not change any non-Checkr packages in your Workday implementation.

This process is automatic and runs every hour. We do not expect customers to use Workday to manage their background check packages.

• When a package is created on Checkr, it is automatically created on Workday.
• When a package is updated on Checkr, it is updated on Workday.
• When a package is deleted on Checkr, it is deactivated on Workday. The package is not deleted, simply deactivated.

Order and Complete a Background Check

Step 1: Trigger the Background Check from your BGC business process.

Workday supports multiple workflows, allowing you to initiate your Background Checks from several different modules in Workday.

For example, if background checks are a step in your hiring process, you may include the background check business process in an existing or new recruiting business process. All Workday approvals related to the business process will trigger based on your approval chain.

From your workflow, initiate a Background Check. (Depending on your Workday business process configuration, some workflows may prompt you to select a Checkr Package when creating the order. Others may have the appropriate Package pre-assigned to the role-specific background check order.)

Once initiated, Workday’s candidate data will be used to generate invitations to your candidates to participate in their background check process, using their email address from your Workday data.

Step 2: Candidates complete Checkr’s Apply Flow

Invitations are issued through Checkr’s Apply Flow, which provides a Checkr-hosted candidate experience. For more information about how the Apply Flow works, please see Checkr-Hosted Apply Flow In the Checkr Help Center.

Checkr will automatically pre-populate the following candidate Personally Identifiable Information (PII), based on your Workday dataset.

• Email address
• First Name
• Middle Name
• Last Name
• Date of Birth
• Zip Code
• Cell Phone Number (or Home Phone Number if Cell Phone Number is blank)

The Checkr Apply Flow provides the following features:

• A co-branded email to a unique link for the candidate with the candidate’s information pre-filled from Workday.
• A click-through workflow which collects all candidate PII required for your selected package.
• Presentation of your FCRA-required disclosures and authorization forms for the candidate to read and acknowledge, helping you remain compliant with FCRA rules.
• Presentation of “A Summary of Your Rights under the Fair Credit Reporting Act” for the candidate.
• An option for the candidate to receive a copy of their background report.

Upon invitation completion, the Apply Flow also provides a link to Checkr’s Candidate Portal, in which candidates may check for status updates and connect with the Checkr Candidate Support team.

Step 3: Review the results in Workday

Checkr invitation, screening, and report status will be displayed within Workday according to your integration’s configuration of your business process.

As the invitation and screenings progress and update, Checkr will update the statuses in Workday.
For more information on interpreting and working with reports, please see the Checkr Dashboard User Guide in the Checkr Help Center.

 

Welcome to Checkr!

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

_________________________________________________________

WorkLLama / Checkr User Guide3

Prerequisites

Add Checkr to WorkLLama

Create a Checkr account

Order Background Checks

Monitoring Background Checks

Use the Checkr Dashboard

_________________________________________________________

WorkLLama / Checkr User Guide 

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

Prerequisites

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

• Access to WorkLLama Admin Portal with Admin Rights 
• Admin privileges to your Checkr account or Business contact and payment information if you are setting up a new account

Connecting your Checkr account with WorkLlama

1. Log into WorkLLama Admin Portal and navigate to the ‘Marketplace’ link in the side navigation bar. 
2. Search for Checkr or locate the Checkr card, and click ‘Connect’.
3. In the right sidebar, click ‘Connect’.                             
4. In the ‘Welcome to Checkr’ screen, if you are connecting to a current Checkr account, select ‘Sign In’ and follow the instructions. If you are new to Checkr, follow the instructions to create a new account. 
5. If your Checkr account was created recently, Checkr will validate credentials to establish your account as ‘Authorized’ to run background checks. If your account isn’t Authorized yet, your connection status will be ‘Awaiting Authorization’.
6. Checkr will notify you when your account is authorized (may take up to 3 business days). Click ‘Refresh’ to refresh your connection when you are notified.
7. If your account was authorized, your connection is successfully established as indicated by the status ‘Connected’. The different background packages available in your Checkr account will be listed here.                                                           

Create a Checkr account

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

To create an account for use with WorkLLama:

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

Order Background Checks

1. When you are ready to order a background check for an applicant for a job, click on the ‘More Options’ button on the application card. 
2. The application card will display the different actions available.
3. Click the ‘Background Check’ option to order a new background check. 
4. Complete the form as prompted.                           

 

Ordering Notes: 

• The Background Check option is only available if the ‘Requires Background Check’ option is selected for the job
• You can’t trigger a background check for a candidate if there is not a job application associated. 
• The Location is automatically prefilled from the location of the job 
• If your organization has Nodes / Hierarchy setup in Checkr, they will be available here for you to select. This option is disabled if No Nodes are defined
• If Nodes / Hierarchy is defined, only associated packages are displayed. 

Monitoring Background Checks

1. Once a background is ordered successfully, switching to the ‘BG Check’  tab shows the status of the background check. 
2. When the candidate / applicant has submitted the required information to generate a report, a link to the Background Check report in Checkr is available, as well as the report status and the report complete ETA. Note that a login to your Checkr portal is required to view the report.

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

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

Use the Checkr Dashboard

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

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

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

Welcome to Checkr!

This guide will walk you through the Checkr / Workstream 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 Workstream, please email lei@workstream.is for additional assistance.

_________________________________________________________

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

_________________________________________________________

Workstream / Checkr User Guide

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

Prerequisites

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

• Access to Workstream, with admin rights

Add Checkr to Workstream

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

Enable Checkr setup

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

• Click on the Settings icon located at the upper right of the dashboard
• Choose Company
• Select Integration
• Click Connect

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

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

Create a Checkr account

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

To create an account for use with Workstream:

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

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

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

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

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

Order Background Checks

Before starting your first background check, the Admin has the option to enable and disable default packages. The Admin may want to do this to prevent team members from running certain packages.

Background Check Stage

• Go to the "Positions" tab.
• Click any location and select a position under it and click the "Settings" button.
• Click the "Add new stage" button.
• Select "Background check" then type any stage name for it and drag it to any order that you want to place it.

After you have created a stage for the background check, click that stage then choose only one Package (among the enabled packages) that you want to use then click "Save.”

Click the "Automation" tab then select the automation rule that says, If "the applicant is moved to this stage" then "send background check request.” This is important to make sure that when you move the applicant to this stage, they will receive a notification about it.

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

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

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