• Able Checkr Integration Guide

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    Welcome to Checkr!

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

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    Prerequisites

    The following items are required to initiate the integration:

    Able Permissions

    An authentication link from Able is needed to enable the Checkr integration.

    Enable Checkr Setup

    • Request an authentication link from Able.
    • If you already have a Checkr account, select Sign In to connect. If you don’t have a Checkr account, create an account to get started.

    Create a Checkr Account

    To create an account:

    1. Select Setup a Checkr account.
    2. Enter your contact/business information.
      1. Select Continue.
    3. Enter your business payment information.
      1. Select Continue.
      2. Invoices are sent out at the beginning of each month.
    4. SelectSubmit Account for your account to be authorized.
      1. Checkr will verify your information and notify you in 1-2 business days via email.

    oauth_setup.png

    Order A Background Check

    1. Within your Able dashboard, select Applicants.Able4.png
    2. Select the applicant name.
    3. Select + New Onboarding Request. 
    4. Within the Order Workflow, select the Checkr Screening Package from the drop-down menu.Able5.png
    5. Select on Send Workflow.
    6. The background check status will update to Ordered and is visible in Applicants under Background Screening.
      Able6.png
    7. Once a background check is ordered, applicants (candidates) receive an email from Checkr to provide their information and complete the candidate's background check process.
    8. The background check status will update once the candidate provides their information. Checkr will also keep you updated via email on the status as it completes. Checkr's help center provides additional information on how to interpret a background check. Some background checks results are available within 24 hours. Most background checks are completed within 3-5 business days, but can take longer depending on the location or depth of the search.

    Able9.png

    Review A Background Check

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

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

    To view the report:

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

    Able_Questionable.png

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

    Able_Clear.png

    Checkr Features

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

  • Advanced Enterprise Technologies, Inc. (AETI) / Checkr Integration Guide

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    Welcome to Checkr!

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

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    Prerequisites

    The following items are required to initiate the integration:

    AETI Permissions

    1. Administer Client permissions and access to the driver's module may Connect to Checkr
    2. Add Driver and/or Edit Driver permissions may submit background checks once connected. 
    3. Add Driver and/or Edit Driver permissions may view background check statuses. 
    4. Administer Client permissions may view the report link. 

    The AETI Administration module allows you to connect to Checkr to perform driver background checks.

    Enable Checkr Setup

    First, enable Checkr from within AETI. 

    1. Access the Administration module
    2. Select Drivers, then Connect to Checkr
    3. Next to Connection Status select Connect to Check

    AETI_1.jpeg

    If you already have an account, select Sign In to connect. If you don’t have a Checkr account, create an account to get started.

    Create a Checkr Account

    To create a Checkr account:

    1. Select Setup a Checkr account.
    2. Enter your contact/business information.
      1. Select Continue.
    3. Enter your business payment information.
      1. Select Continue.
      2. Invoices are sent out at the beginning of each month.
    4. Select Submit Account for your account to be authorized.

    Checkr will verify your information and notify you in 1-2 business days via email.                         AETI_2.jpeg

    The Connection Status under Drivers will also show Connected.

     AETI_3.jpeg

    Account Hierarchy

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

    • Fill in the work location of the candidate
      • Select the node
    • Select the Authorization Type

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

    Order A Background Check

    Authorization Types

    Before you can order a background check, authorization types must be set up and linked to Checkr packages. Authorization types are specific to AETI.

    How to set up authorization types once connected to Checkr either:

    1. Select To order background checks, Authorization Types must be linked to Checkr Packages.
    2. Select Authorization Types below Drivers.

    AETI_2.1.png

    From Authorization Types, select Add Authorization Type. 

      AETi_2.2.png

    Enter the Authorization Type, Tier (nodes), Checkr Package, and the Re-authorization Days. Once complete, Save Authorization Type.

       AETI_2.3.png

    Order A Background Check - for a New Driver

    To order a background on a new driver:

    1. Select Add Driver within the drivers grid. 
    2. Enter the driver's information:
    3. Account, Name, Effective Date, Email Address, and Authorization Type
    4. Select Add Driver to add and order the background check

    AETI_4.jpeg

    Once a background check is ordered, candidates receive an email from Checkr to provide their information and complete the candidate's background check process.

    Order A Background Check - for an Existing Driver

    1. To order a background check on an existing driver:
    2. Select Edit within the drivers grid. 
    3. Select Authorizations
    4. Select Add Authorization
    5. Select the Authorization Type 

     AETI_5.jpeg

    The background check status will update to Order Background Check.AETI_6.jpeg

    1. Select Edit Driver to save the driver and order the background check. 
    2. Work location may be specified by entering a zip to get city, state. If a zip code is not provided, AETI will use the city, state on the driver’s account record. AETI_7.png

    The status of the report will be available within AEIT. Checkr will also keep you updated via email on the status as it completes. Checkr's help center provides additional information on how to interpret a background check. Some background checks results are available within 24 hours. Most background checks are completed within 3-5 business days, but can take longer depending on the location or depth of the search.

    Review Background Check Status

    To monitor the status of a background check:

    • Review the Status columns on the driver's grid, driver details, or edit driver screens

    AETI_8.jpeg

    Additional information can be viewed by selecting on the status and opening the background check detail.         

    AETI_9.jpeg

    Additional information includes the background check package ordered, invitation/report created and completed date and time. 

    Administer Clients can access the view report link to access the Checkr dashboard. 

    Resubmit A Background Check

    To resubmit a background check that encountered an error, choose Edit from the actions drop down on the drivers grid. 

    1. From the Edit Driver screen, scroll down to the Authorizations grid. 
    2. Locate the background check with the status: Error.AETI_10_.jpeg
    3. Select Resubmit Background CheckAEIT_11.jpeg
    4. Select Edit Driver. Any changes will be saved, and the background check will be submitted to Checkr. 

    Checkr Features

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

    Additional Resources

    International Searches

    Checkr offers several global searches for organizations hiring outside the United States (US). Depending on the location, Checkr offers a combination of criminal searches, global watchlist searches, education and employment verifications, adverse media searches, and identity document validation.

    International Verifications

    If your candidate works in the United States but has out-of-country history, for example attended school internationally, request a package that includes an education verification with out-of-country history enabled. The option can be applied for candidates who will perform their work inside the US, but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include: 

  • Alliance Payroll / Checkr Integration Guide

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    Welcome to Checkr!

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

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    Prerequisites

    The following items are required to enable the integration:

    Enable Checkr Setup

    1.  Within Alliance Payroll, select on Configuration.

      From_Dashboard_to_Configuration.gif
    2. Select Application Configuration.
    3. Select Integrations.
    4. Select to Connect to Checkr.

      From_configuration_to_integrations.gif
    5. If you already have an account, select Sign In to connect. If you don’t have a Checkr account, create an account to get started.
      sign_in_to_checkr.gif

    Create a Checkr account

    To create an account:

    1. Select Setup a Checkr account.
    2. Enter your contact/business information.
      1. Select Continue.
    3. Enter your business payment information.
      1. Select Continue.
      2.  Invoices are sent out at the beginning of each month.
    4. SelectSubmit Account for your account to be authorized.
      1. Checkr will verify your information and notify you in 1-2 business days via email.

    Account Hierarchy

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

    Once your Checkr account has been set up and Account Hierarchy is enabled, within Alliance Payroll:

    1. Select on Configuration, Application Configuration 
    2. Select Checkr Segmentation next to the Checkr description to access the Account Hierarchy Setup.
      AllPay_Dashboard_with_Hierarchy__1_.png
    3. Select your AllPay Codes for Checkr
    4. Select Sync with Checkr & Save to activate

      AllPay_Dashboard_-_Hierarchy_Setup.png

    Order Background Checks - for an Applicant

    1. Within your Alliance Payroll dashboard select Onboard.
    2. Select Applicants to view your candidates.

      go_to_applicants.gif

    3. Select a candidate to run a background check.
    4. Within the applicant menu, select Order a Background Check.
    5. Select Checkr and the background check package.
    6. The progress of the background check process will be shown in the Background Check section of the applicant menu.order_background_check.gif
    7. Once a background check is ordered, candidates receive an email from Checkr to provide their information and complete the candidate's background check process.8._Alliance_Payroll-Ordering_background_check_.gif
    8. The status of the report will be available within your Checkr dashboard. Checkr will also keep you updated via email on the status as it completes. Checkr’s help center provides additional information on how to interpret a background check. Some background checks results are available within 24 hours. Most background checks are completed within 3-5 business days, but can take longer depending on the location or depth of the search.

    Order Background Checks - for an Employee

    1. Within your Alliance Payroll dashboard select HR
    2. Select Background Checks

      dashboard_to_background_checks.gif
    3. Select an employee to run a background check.
    4. Select Add.
    5. Select Checkr and the background check package.
    6. Select Save the New Record to order the background check.

      order_background_check_for_employee.gif

    Checkr Features

    Additional Checkr account features available:

  • Amazon Delivery Services Partner / Checkr Integration Guide

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    Checkr has created custom training videos for Amazon DSP customers. For more information, training sessions are available within the Checkr Learning Center:

  • anecdotes / Checkr Integration Guide 

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    Welcome to Checkr!

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

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    Prerequisites

    The following items are required to enable the  integration:

    Enable Checkr setup

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

    1. Login to the anecdotes platform. 
    2. From your homepage, use the navigation bar on the left side of the page to select the icon for the Plugin Market
    3. From the Plugin Market page, either search for Checkr in the Search plugins search bar or select HR Tools from the top navigation menu. This will bring you to a page of available HR Tools
    4. Within HR Tools select Checkr.
    5. You will be brought to a Checkr page with additional information:
      • How To Connect: A guide on how to get started
      • Plugin Info: This information details what Checkr does and the evidence anecdotes is pulling.
      • Permissions: This tab details the permissions anecdotes has to access your Checkr account. 
      • Logs: The logs of evidence collection.
    6. From the Checkr page in anecdotes, select Connect Plugin.
    7. If you already have an account, select Sign In to connect to anecdotes. If you don’t have a Checkr account, create an account to get started.

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

    Create a Checkr account

    To create an account:

    1. Select Setup a Checkr account.
    2. Enter your contact/business information.
      1. Select Continue.
    3. Enter your business payment information.
      1. Select Continue.
      2.  Invoices are sent out at the beginning of each month.
    4. Select Submit Account for your account to be authorized.
      1. Checkr will verify your information and notify you in 1-2 business days via email.

    Order A Background Check

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

    Review Background Check Data in anecdotes

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

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

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

    This includes:

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

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

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

    Background Check Data Syncs

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

    Checkr Features

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

     

  • Ashby / Checkr Integration Guide

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    Welcome to Checkr!

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

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    Prerequisites

    The following is required to enable the integration:

    Enable Checkr Setup

    1. Log into Ashby
    2. Select Admin 
    3. Select Assessments 
    4. Select + New Integration and select Checkr as the vendor
      Screen_Shot_2022-01-31_at_11.35.35_AM.png
    5. Select Connect to Checkr when prompted
      2.png

    Create a Checkr account

    If you already have an account, select Sign In to connect to Ashby. If you don’t have a Checkr account, create an account to get started.

    To create an account:

    1. Select Setup a Checkr account.

    2. Enter your contact/business information.
      1. Select Continue.
    3. Enter your business payment information.
      1. Select Continue.
      2. Invoices are sent out at the beginning of each monthconnecttocheckr.png
    4. Select Submit Account for your account to be authorized.
      1. Checkr will verify your information and notify you in 1-2 business days via email.
        submitaccount.png

    Account Hierarchy

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

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

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

    Order Background Checks

    On the candidate’s page, select Start Assessment.

    5.png

    Enter the Group, Assessment Type, and location for the candidate, and select Start.

    6.png

    The status of the report will be available within Ashby. To view the report, select Complete to view the report within your Checkr dashboard. Checkr will also keep you updated via email on the status as it completes. Checkr’s help center provides additional information on how to interpret a background check. Some background checks results are available within 24 hours. Most background checks are completed within 3-5 business days, but can take longer depending on the location or depth of the search.

    Checkr Features

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

    Additional Resources

    International Searches

    Checkr offers several global searches for organizations hiring outside the United States (US). Depending on the location, Checkr offers a combination of criminal searches, global watchlist searches, education and employment verifications, adverse media searches, and identity document validation.

    International Verifications

    If your candidate works in the United States but has out-of-country history, for example attended school internationally, request a package that includes an education verification with out-of-country history enabled. The option can be applied for candidates who will perform their work inside the US, but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include: 

  • Background check packages for faith-based communities

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

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

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

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

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

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

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

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

    Checkr’s Basic+ Package

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

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

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

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

    Checkr’s Essential and Professional Packages

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

    Checkr’s Essential Package Screenings

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

    What is a County Criminal Records Check?

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

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

    Checkr’s Professional Package screenings

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

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

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

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

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

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

  • BambooHR / Checkr Integration Guide

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    Welcome to Checkr! 

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

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    Prerequisites

    The following is required to enable the integration:

    BambooHR Access

    • BambooHR Admins have access to request background checks
    • Custom Access Levels can be created to provide access 

    Create A New Custom Level

    1. In Step 2: What This Access Level Can Do, select Hiring
    2. Select both Manage Job Openings, Talent Pools, and Candidates and Run Background Checks
      1. Those with access to manage candidates but not run background checks will still be able to view it's status
      2. If the Checkr integration is deactivated off, BambooHR will deactivate this access permission for any Custom Levels that have it enabled. When the integration is reenabled the custom access level will need to be set again.

    BambooAccess.png

    Connect to Checkr

    1. Navigate to Account Settings, select the Apps section and install the Checkr App

      BambooHCheckrInstall.png

    2. Enter your BambooHR account subdomain*.
      1. *The subdomain is the first part of your BambooHR URL. For example, if your BambooHR URL is https://companydomain.bamboohr.com, your subdomain would be companydomain

        BambooHRSUbdomain.png

    3. If you already have an account, select Sign In to connect to BambooHR. If you don’t have a Checkr account, create an account to get started.

    CheckrSignInInstall.gif

    Create a Checkr account

    To create an account:

      1. Select Setup a Checkr account.
      2. Enter your contact/business information.
        • Select Continue.
      1. Enter your business payment information.
        • Select Continue.
        •  Invoices are sent out at the beginning of each month.
      2. Select Submit Account for your account to be authorized.
        • Checkr will verify your information and notify you in 1-2 business days via email.

    1. BambooHRSignUp.gif

    Removing the Legacy Integration

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

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

    Removing Legacy Custom Statuses

    To delete the custom statuses within BambooHR:

    • Navigate to Settings Hiring and click on Candidate Statuses.
    • Delete the following statuses:
      • Background Check Initiate
      • Background Check in Progress Checkr 
      • Background Check Complete - Consider
      • Background Check Complete - Clear

    Installing the New App

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

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

    CheckrSignInInstall.gif

    Account Hierarchy

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

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

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

    Order A Background Check

    1. Select the gear icon on the candidate record in BambooHR.
    2. Select Run Background Check.

    OrderREportbamboo.gif

    1. Enter the following information:
      1. Candidate email address
      2. Country
      3. State
    2. Select Background Check Package
    3. Select Send Background Check 

    BambooHRBackgroundCheck.png

    1. The background check status will show on the candidate's profile
    2. Authorized users can select to view the report in Checkr or cancel the request.
      1. When a request is canceled or expires, you will have the option to run another background check after 72 hours.
      2. The status will still be visible to Hiring Leads and Collaborators that do not have access to request a background check.

    ViewReport.png

    1. You can track the history of the background check under the History subtab within the Notes tab on the candidate profile. BambooHR will track when the request is sent and by who, if the request is canceled, and when the request is complete. Click on the link to open the report in the Checkr dashboard, and review details.

    Candidate_History.png

    Checkr Features

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

    Additional Resources

    International Searches

    Checkr offers several global searches for organizations hiring outside the United States (US). Depending on the location, Checkr offers a combination of criminal searches, global watchlist searches, education and employment verifications, adverse media searches, and identity document validation.

    International Verifications

    If your candidate works in the United States but has out-of-country history, for example attended school internationally, request a background check package that includes an education verification with out-of-country history enabled. The option can be applied for candidates who will perform their work inside the US, but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include: 

  • Breezy HR / Checkr Integration User Guide

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    Welcome to Checkr!

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

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

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

    Prerequisites

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

    • Access to Breezy HR, with admin rights

    First, enable Checkr from within Breezy HR. You must have admin access to both Checkr and Breezy HR to complete this process. You must also be on a BreezyHR paid plan

    Enable Checkr setup

    Admins can enable the integration in their recruiting preferences.

    1. Click the gear icon ⚙️ in the left sidebar.

    2. Hover over Recruiting Preferences and click Integrations.

    3. Scroll to Background Screening.

    4. Locate Checkr and click Enable.

    5. Follow the prompts to sign into (or create) your Checkr account and connect it to Breezy.

    BreezyHR.png

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

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

    Create a Checkr account

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

    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 [Partner Name]. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    4. BreezyHR2.pngBreezyHR1.png
    5. 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.
    6. Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
    7. Enter payment information. Invoices for background checks will come directly from Checkr, and not from BreezyHR. (Payment information may be edited on the Checkr dashboard after the account has been created.
    8. Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
    9. Enter payment information. Invoices for background checks will come directly from Checkr, and not from [Partner Name]. (Payment information may be edited on the Checkr dashboard after the account has been created.
    10. Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.OAuthSubmitAccount.png
    11. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both [Partner Name] and you, and you may begin ordering background checks through the [Partner Name] platform. 
    12. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.
    13. After your account is credentialed your Checkr admin can log into Checkr to further configure your Checkr account to fit your business needs

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

    Order Background Checks

    Hiring Managers can request a background check from a candidate’s profile.

    1. Open the candidate’s profile.

    2. Click the More dropdown near the top-left corner of the screen.

    3. Click Background Checks to open the Background Checks tab.

    4. Click Send Background Check.

    5. Choose an option from the Node dropdown (these are set up in your Checkr account).

    6. Choose an option from the Background Checks dropdown.

    7. Select the work location country.

    8. Select the work location state, for US-based positions.

    9. Enter the work location city, for US-based positions.

    10. Click Send.

    You can check the status of the background screen, and find the results, in the Background Checks tab of the candidate’s profile.

    Send Checkr background check

    Note: The candidate’s first and last name, email address, and work location are required to run a background check. Special characters in the name fields will prevent the background check from running (e.g., - , / *).

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

    International Packages 

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

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

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

    Domestic Package with International Verifications

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

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

    • Education Verification
    • Employment Verification

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • Bullhorn / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Prerequisites 

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

    From Bullhorn:

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

    From Checkr:

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

    From you:

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

    Enable Checkr Setup

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

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

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

    Manual Workflow

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

    Invitation Workflow

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

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

    Add Checkr tab to Candidate view layout

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

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

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

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

    BullhornCustomTab.png

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

    The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you will need to assign the appropriate packages to that node in your Checkr dashboard before proceeding.For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

    Order A Background Check

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

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

    Checkr provides two means to capture this required information:

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

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

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

    Individual Background Checks

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

    BullhornMultipleCheck.png

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

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

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

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

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

    BullhornOrderReport.png

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

    BullhornReportPending.png

    International Packages 

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

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

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

    Domestic Package with International Verifications

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

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

    • Education Verification
    • Employment Verification

    Review A Background Check

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

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

    BullhornCandidateClear.png

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

     

  • Ceipal / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Prerequisites

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

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

    Add Checkr to Ceipal

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

    Enable Checkr setup

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

    1. From the Ceipal home page, click on the user icon on the top right-hand corner.Ceipal1.png
    2. Within the menu dropdown, click “View Profile”.                                                                              Ceipal2.png
    3. Within the user profile, select “User Preferences”. Ceipal3.png
    4. Within user preferences, scroll down to the “Checkr BGV” option. Ceipal4.png
    5. While viewing “Checkr BGV”, you can select the blue arrow icon to authorize and enable your connection with Checkr.                                                                                                                                                   Ceipal5.png

    Create a Checkr account

    If your company does not yet have a Checkr account, one must be created before integration with Ceipal.                                                                                      Ceipal6.png

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

    To create an account for use with Ceipal:

    1. Click Sign Up when prompted.
    2. Enter your name and company contact information, and click Continue.
    3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Ceipal]. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
      1. Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
    5. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Ceipal and you, and you may begin ordering background checks through the Ceipal platform. 
    6. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. Ceipal7.png

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

     

    Order Background Checks

    1. From the top menu bar within the Ceipal application, navigate to the Applicants tab. 
      1. The Applicants tab shows all of the applicants and the jobs they have applied for. 
    2. By clicking into an applicant and then section Submission Record, you will be brought to the applicant’s job submission. 
    3. On the submission page, the top menu bar will have an array of options. By Selecting the icon highlighted in the image below, you will be able to select Initiate Background Check.Ceipal8.png
    4. Once selected, you will next select “Initiate Checkr Background Check” from the dropdown.Ceipal9.png
    5. A window will light-frame titled “Checkr Background Screening” Ceipal10.png
    6. Within the window, please fill out the applicable candidate information. 
    7. Once the information is complete, you will select “Initiate” to initiate the background check order for the candidate.  
    8. If initiated successfully, you will see a window popup with the message “Candidate initiated for background verification through Checkr Background Screening”. 

    Monitoring Background Checks

    1. To review and monitor an applicant’s background check status, you can either navigate to the Applicants Tab or the Job Posting Tab and click on both the applicant and their specific job submission. 
    2. Within an applicant’s submission overview, you can select “Background Checks” from the top menu bar. 
    3. Here the applicant will have a “Background Check Results” section which will reflect the Background Check Requested, Processing Status, Result, Last Updated, ETA as well as a link to the Checkr dashboard to review the report within Checkr. Ceipal12.png
    4. Please note, “Background Check Results” can show multiple background checks requested for the applicant. 
    5. Underneath “Background Check Results”, the user will see an “Activities” section, which details the recent activity log for the requested BGC. 

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

    Ceipal13.png

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • ClayHR / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    ______________________________________________________________

    ______________________________________________________________

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

    Prerequisites

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

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

    Enable Checkr setup

    1. Please login to the ClayHR Platform. 
    2. Select the ‘Settings’ dial in the top right hand corner. This menu will be a dropdown and you should select ‘Third Party Integrations’. 
    3. Once selected, you will be brought to the ‘Third Party Integrations’ page. From this page, select the ‘New Integration’ button. 
    4. Select Integration Type > ‘Background Check’  > ‘Checkr’

    1. Once selected, you can customize the name of the integration. 
    2. Select ‘Save Integration’. 

    1. Once saved, click your user profile in the top right hand corner. This will populate a dropdown menu. Select ‘My Integrations’.
    2. On the ‘My Integrations’ page opens,  you must click ‘Connect to Checkr’. This will redirect you to the Checkr hosted Sign Up / Sign In flow 
    • If you are already a Checkr customer, select Sign In to connect your current Checkr account to ClayHR.
    • If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information

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

    Create a Checkr account

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

    To create an account for use with ClayHR: 

    1. 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 ClayHR. (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.
    5. Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
    6. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both ClayHR and you, and you may begin ordering background checks through the ClayHR platform. 
    7. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

    Account Hierarchy

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

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

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

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

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

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

    Order Background Checks

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

    1. Once logged into ClayHR and you’ve confirmed your integration with Checkr has been enabled, from within the Hiring Module (top navigation bar, select ‘Hiring’), go to ‘Candidates’ and open a candidate’s profile.  This will open a candidate specific profile and you will see all of the information related to the candidate. 
    2. From the left panel, on the candidate view page, go to the ‘Admin’ section. 

    1. From within the ‘Admin’ section, select ‘Start Background Check’. A module will appear and ask you to complete the following: Nodes, Package, Country, State and City. 
      1. Nodes, Package, Country and State are required fields. Checkr background checks rely on job location information to determine which disclosures and authorizations to use in pre-employment screenings. 
      2. City is optional and can be typed in to populate

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

    International Packages 

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

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

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

    Domestic Package with International Verifications

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

    • Education Verification
    • Employment Verification

    Review A Background Check

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

    1. Once logged into ClayHR and you’ve confirmed your integration with Checkr has been enabled, from within the Hiring Module (top navigation bar, select ‘Hiring’), go to ‘Candidates’ and open a candidate’s profile.  This will open a candidate specific profile and you will see all of the information related to the candidate. 
    2. From the left panel, on the candidate view page, go to the ‘Admin’ section. 
    3. On the Admin page, you will see the ‘Start Background Check’ button and a dropdown arrow. Selecting the dropdown arrow will populate a list of all of the initiated background checks. 

    1. Select the background check that you would like to see the status of and you will be brought to a progress page detailing the background check and its status. 

    1. Once a check has been marked Complete, click on it to open the report in the Checkr Dashboard, and review details. 

    Reviewing Statuses and Completed Results

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

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • ClearCompany / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

     

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

    Prerequisites

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

    • Access to Checkr and ClearCompany, with admin rights

    Enable Checkr Setup

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

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

    Select to Sign In or Sign Up for Checkr

    Create A Checkr Account

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

    To create an account for use with ClearCompany:

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

    ClearCompanySignUpCreate.png

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

    ClearCompanySignUp.png

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

    ClearCompanySignUpVerification.png

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

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

    Order Background Checks

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

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

    ClearCompanySelectOptions.png

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • Comeet / Checkr User Integration Guide

    Read More

    Welcome to Checkr!

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

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

    ________________________________________________________

    ________________________________________________________

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

    Prerequisites

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

    • Access to Comeet, with admin rights 

    Enable Checkr setup

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

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

    Screen_Shot_2021-11-10_at_3.41.17_PM.png

    Select Integrate and click on Step 1: Connect Your Checkr Account
    C2.png

    This will prompt you to either Sign Up or Sign In

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

    C3.png

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

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

    C4.png

    Create a Checkr account

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

    To create an account for use with Comeet:

    1. Click Set Up a Checkr Account when prompted, click Continue
      C5.png
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    2. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks
      Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.

      C7.png

    3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Comeet. (Payment information may be edited on the Checkr dashboard after the account has been created.)
      C8.png

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

    C9.png

     

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

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

    Order Background Checks

    Adding a Checkr Assessment Step in Comeet

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

    C10.png

    1. Edit the step type to > Checkr
      C11.png

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

      C12.png

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

    Reviewing Results

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

    C13.png

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

    C14.png

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • ControlMap / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    ______________________________________________________________

    ______________________________________________________________

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

    Prerequisites

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

    • Access to ControlMap, with admin rights 

    Enable Checkr setup

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

    1. Login to the ControlMap platform. 
    2. From your homepage, use the navigation bar on the left side of the page to select ‘Integrations’. 
    3. From the ‘Integrations’ page, select the ‘+ Integration’ purple icon in the top right corner. This will bring you to a page of available integrations. 
    4. Scroll to the bottom of the page. Under ‘Background Checks’ you will see Checkr. Select ‘Connect’. 

    1. Clicking ‘Connect’ will bring you to a new page with detailed information on the Checkr integration. 

    1. Click on ‘Connect to Checkr’.

    1. You will be redirected to the Checkr hosted, sign-in / sign-up flow to connect an existing or new Checkr account. 
    • If you are already a Checkr customer, select Sign In to connect your current Checkr account to ControlMap. 
    • If you are not a current Checkr customer, select Sign Up to create a Checkr account.

    1. Once you are connected and signed-in, you will be brought back to ControlMap. You will be redirected to the ‘Integrations’ page for Checkr where you can select your preferred schedule for weekly or daily syncs. 

    1. Based on the schedule, ControlMap will scan your Checkr account and update ControlMap with relevant information. 
      1. Upon account setup, ControlMap will do an initial scan. 
      2. Customers can also manually sync BGC reports to ControlMap. 

    Create a Checkr account

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

    To create an account for use with ControlMap: 

    1. Click Sign Up when prompted.
    2. Enter your name and company contact information, and click Continue.
    1. Enter payment information. Invoices for background checks will come directly from Checkr, and not from ControlMap. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    1. Provide the requested credentials. 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.
    2. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both ControlMap and you, and you may begin ordering background checks through the ControlMap platform. 
    3. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

    Order Background Checks

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

    Review A Background Check

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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



  • Crelate / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Prerequisites

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

    • Access to Crelate, with admin rights 

    Add Checkr to Crelate

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

    Enable Checkr setup

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

    CrelateEnable1.png

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

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

    Create a Checkr account

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

    To create an account for use with Crelate:

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

      Crelate2.png
    3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Crelate. (Payment information may be edited on the Checkr dashboard after the account has been created.)

      Crelate3.png
    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.

      Crelate4.png
    5. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Crelate and you, and you may begin ordering background checks through the Crelate platform.

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

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

    Order Background Checks

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

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

    Crelate5.png

    Crelate6.png

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

    Crelate7.png

    Crelate.pngCrelate9.png

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • Crendentially / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Prerequisites

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

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

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

    Enable Checkr Setup

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

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

     

    3) Now you should have been transferred to the Checkr page to sign in if you have an existing account, or to sign up if you need to register with Checkr. When completed, you will get the "Checkr successfully connected" confirmation.

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

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

    Create A Checkr Account

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

    To create an account for use with Credentially:

    1. Click Sign Up when prompted.

    GIF_1_1.66.gif

    1. Enter your name and company contact information, and click Continue.
    2. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Credentially. (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.
    1. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Credentially and your Administrator, and you may begin ordering background checks through the Credentially platform. 

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

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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


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

    Order Background Checks

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

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

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

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

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    International Packages

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

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

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

    Domestic Package with International Verifications

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

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

    • Education Verification
    • Employment Verification

    Reviewing Background Checks

    (For Administrators)

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

    • Once the background check has been ordered, the status of the report will be listed in the ‘Background Checks’ area of a Staff Member’s profile. 
    • Credentially will automatically display any status updates received from Checkr right on the same ‘Background Checks’ area, and within the report details
    • Once Complete, click on ‘Report Details’ to open the report in the Checkr Dashboard for review. (For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)

    Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations. Credentially will automatically reflect all status updates received from Checkr in the ‘Background Checks’ area in the left hand navigation.

    Background Check Statuses

     The statuses displayed for Administrators:

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

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

    Pending:  It could indicate one of the below statuses:

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

    Clear:  It could indicate one of the below statuses:

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

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

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

    Canceled: It could indicate one of the below statuses:

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

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

    Background Check Info Credentially Displays for Administrators

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr's Candidate Experience

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

    The overview includes:

    Resources

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

  • Criteria Corp / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Prerequisites

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

    • Access to Criteria Corp, with admin rights 

    Add Checkr to Criteria Corp

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

    Enable Checkr setup

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

    Checkr_1.png

    Checkr_2.png

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

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

    Create a Checkr account

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

    To create an account for use with Criteria Corp:

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

    Criteria_Corp-_OAuth_step_1.png

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

    Criteria_Corp-_OAuth_step_3.png

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

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

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

    Order Background Checks

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

    Criteria_Corp-_checkr_menu.png

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

    Criteria_Corp-_checkr_complete.png

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • Discovered ATS / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

    The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to Discovered ATS submit a request to contact us.

    ______________________________________________________________

    ______________________________________________________________

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

    Prerequisites

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

    • Access to Discovered ATS, with admin rights 

    Enable Checkr 

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

    Option 1

    1. Log in to Discovered ATS
    2. Once logged in, you will be on the Discovered ATS dashboard homepage.
    3. From the homepage, you can navigate to account settings in the top right hand corner.. From settings, select “Checkr Settings”. 
    4. Within “Checkr Settings”, you can select “Connect or Create Checkr Account”. Selecting this option will begin the sign up / sign in process. 
      • If you are already a Checkr customer, select Sign In to connect your current Checkr account to Discovered ATS.
      • If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information             Discovered_ATS_1.png

    Option 2

    1. Log in to Discovered ATS
    2. Once logged in, you will be on the Discovered ATS dashboard homepage.
    3. From the homepage, you can view a job posting and the candidates that have applied. 
    4. Once you’ve selected a specific candidate’s profile, you can navigate to the “Background Check” tile and select “Integration with Checkr”. Selecting this option will begin the sign-up / sign-in process. 
      1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Discovered ATS.
      2. If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information.           Discovered_ATS_2.png
    5. Once you’ve signed in or signed up, the background check portion of a candidate’s profile will now give you access to “Request Background Check”.        Discovered_ATS_3.png

    Create a Checkr account

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

    To create an account for use with Discovered ATS:

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

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

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

    Order Background Checks

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

    1. On a job posting, navigate to the candidate profile of the candidate you wish to request a background check for. 
    2. Once within the candidate profile, navigate to the “Background Check” section and select “Request background check”. 
    3. Once selected, the “Invite Candidate” workflow will begin and the user will be prompted to select: Country, State, City, Background Check Package, and email of the candidate. 
    4. Once complete, select “submit”. By selecting “submit”, the user will receive a confirmation on the screen that an invitation will be sent to the candidate to initiate the background check.  Discovered_ATS_4.png

    International Packages 

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

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

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

    Domestic Package with International Verifications

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

    • Education Verification
    • Employment Verification

    Review A Background Check

    Monitoring A Background Check

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

    1. On a job posting, navigate to the candidate profile of the candidate you wish to see background check results for. 
    2. Once within the candidate profile, navigate to the “Background Check” section. 
    3. Within the “Background Check” section of the candidate profile, the user is able to see all background checks that have been initiated on the candidate. 
    4. While in progress, the background check tile will share the following information: the background check package requested, the status of the background check, the ETA for completion, and the option to “View Candidate”. 
      1. By selecting “View Candidate”, the user will be redirected to the Checkr dashboard to review the candidate within Checkr.               Discovered_ATS_5.png
    5. Once a background check has been completed and the status is returned, the background check status and the result will display within the background check tile. If the status and background check result require additional review, the user can select “View Report” to navigate to the Checkr dashboard and review the background check results. 

    Reviewing Completed Results

    Once the background check has been ordered, the status of the report will be listed in the Discovered ATS candidate profile. Once Complete, click on “View Report” to open the report in the Checkr Dashboard, and review details. 

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

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

    Resubmit A Background Check

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • DocQ / Checkr User Integration Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Prerequisites

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

    • Access to DocQ, with admin rights 

    Add Checkr to DocQ

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

    Enable Checkr setup

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

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

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

    Create a Checkr account

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

    To create an account for use with DocQ:

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

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

    Order Background Checks

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

    Creating a Workflow and Document Template

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

    Q1.png

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

    Q2.png

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

    From the window that populates on the right, enter :

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

    Q3.png
    Now that a template is created, navigate back to Workflows” and click on your created Checkr - Default Workflow”.

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

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

    Q5.png

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

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

    Q6.png

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

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

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

     

    Building out the rest of the Workflow

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

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

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

    Q7.png

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

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

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

    Q8.png

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

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

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

    Map the properties for the second plugin as follows:

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

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

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

    Adding Conditions to the Workflow

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

    Q9.png

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

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

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

    Approved Route Conditions

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

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

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

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

    Edit the first condition box to appear as follows:

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

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

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

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

    Reject Route Conditions

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

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

    Edit the first condition box to appear as follows:

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

    Q10.png

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

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

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

    Your final workflow should be as follows:

    Q11.png

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

    Testing the Workflow

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

    template”

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

    Q12.png

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

    Q13.png

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

    Q14.png

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

    For a quick overview of the Checkr Dashboard, please see Getting started with Checkr. For additional support and/or questions please contact our support email: support@docq.app

  • Drata / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Prerequisites

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

    • Access to Drata, with admin rights 

    Add Checkr to Drata

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

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

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

    Enable Checkr setup

    1. Click on your company's name in the lower left corner.
    2. Click "Connections" from that menu.Drata_1_.jpeg
    3. Click the "Connect" button for the Checkr integration.Drata_2.jpeg
    4. A drawer will extend from the right side of the screen providing details on making the connection.                                     Drata_3.png
    5. Choosing either option will prompt you to connect to Checkr, where you'll see the visual below, prompting you to begin an OAuth connection.Drata_4.png                                      If you are not already signed in, you will be prompted to log in to your Checkr Dashboard.
    6. If Account Hierarchy is enabled, step two of this connection will ask you to select a Node that has been set up in your Checkr account.
    7. After a Node has been selected (or no nodes were present), you will then be able to select which package will be used by any candidates initiating background checks from within Drata.Drata_5.png
    8. After the connection has been made, it’s important to determine whether you would like to enable ordering through the Drata platform. NOTE: Drata’s product aims to remove admin bottlenecks and instead allows employees to initiate background checks on themselves. If you would like to restrict employees from being able to initiate background checks on themselves, please follow Step #9 below
    9. If you do not want employees to have any view in their 'My Drata' onboarding related to background checks, instead choose the option "We use a different background check solution and will upload manually per employee on the Personnel page". This will hide the "Background Check" section for your employees.
    10. Click the “Update” button to configure the changes. Drata_6.png

    Create a Checkr account

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

    To create an account for use with Drata:

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

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

    Order Background Checks

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

    1. User will go to their “My Drata” Screen, and scroll down to “Background Checks”, expanding the accordion. 
    2. From here, users will enter their City and State and click “Start My Background Check”. Drata_7.png
    3. This will kick off the Checkr-hosted background check flow, and the candidate should receive an email to finish the process within Checkr. 

    Monitor Background Checks

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

    First Place: 

    1. Navigate to the Drata “Connections” menu
    2. Find your connected “Checkr” tile
    3. Click “Manage Background Checks”.Drata_8.png
    4. This will display all background checks detected by Drata that originate in Checkr. Drata_9.png

    Second Place: 

    1. Navigate to the “Personnel'' section of Drata. 
    2. Sort all users by the “Background Check” column. 
    3. Candidates who have fully completed background check reports will display with a green checkmark, and everyone else will be red X’sDrata_10.png

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • eBacon / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Prerequisites

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

    • Access to eBacon, with Admin rights 

    Enable Checkr setup

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

    unnamed.png

    unnamed-1.png

    Click Background Check from within the Company Menu in order to see the above button inviting you to connect. Clicking Connect will open a window asking you to Sign Up or Sign In

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

    Create a Checkr account

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

    To create an account for use with eBacon:

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

    unnamed-2.png

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

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

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

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

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

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

    Order Background Checks

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

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

    unnamed-3.png

    unnamed-4.png

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

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

     

    unnamed-5.png

    unnamed-6.png

    Once the background check has been ordered, the status of the report will be listed in the eBacon  Background Check dashboard. Once Complete, click on the Eye icon to the right of each line to open a report, or on the link at the bottom of the page to open the report in the Checkr Dashboard (for more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center).

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • EPAY Systems / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    ________________________________________________________

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

    Prerequisites

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

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

    Add Checkr to EPAY Systems 

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

    Enable Checkr setup

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

    EPAY-_Account_Details.png

    Next, click Checkr

    EPAY-_Checkr_listing.png

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

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

    Create a Checkr account

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

    To create an account for use with EPAY Systems:

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

    EPAY_Systems_Oauth_1.png

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

    EPAY_Systems-_Oauth_2.png

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

    EPAY_Systems_Oauth_3.png

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

    Screen_Shot_2020-05-11_at_1.21.08_PM.png

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

    Order Background Checks

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

    To order a background check,

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

    Screen_Shot_2020-05-11_at_1.23.04_PM.png

    Screen_Shot_2020-05-11_at_1.23.43_PM.png

    Screen_Shot_2020-05-11_at_1.24.16_PM.png

    Once the background check has been ordered, the status of the report will be listed in the EPAY Systems notes tab of the candidate’s record and in the messages section on the homepage/dashboard. Once Complete, click on view report to open the report in the Checkr Dashboard, and review details. (For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)

    Screen_Shot_2020-05-11_at_1.24.56_PM.png

    Screen_Shot_2020-05-11_at_1.25.27_PM.png

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • Erecruit / Checkr Integration Guide (for Admins)

    Read More

    Note: This is the Erecruit/Checkr Integration Guide for admins configuring their Checkr integration. If needing the user guide for recruiters ordering background checks for candidates see Erecruit / Checkr Integration Guide (for Recruiters)

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Provision Checkr as an Integration Partner

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

    File a support ticket with Erecruit and request that they 

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

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

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

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

    Confirm Recruiter users’ permissions

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

    Add permissions to the Checkr API user

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

    Add permissions to the Recruiter user

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

    Configure Requirement Integration Packages

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

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

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

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

    Repeat for each Checkr Package you wish to enable.

    Configure Requirement Statuses

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

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

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

    Name Icon   Integration Status
    Processing  ErecruitProcessing.png  processing Processing
    Initiated  ErecruitInitiated.png  initiated Initiated
    Invitation Sent  ErecruitEmail.png  email N/A
    Invitation Expired  ErecruitError.png  error N/A
    In Progress  ErecruitInProgress.png  inprogress In Progress
    Consider  ErecruitInProgress.png  inprogress Review
    Dispute In Progress  ErecruitInProgress.png  inprogress N/A
    Clear  ErecruitAccept.png  accept Pass
    Adverse Action  ErecruitExclamation.png  exclamation Fail
    Error

    ErecruitError.png

    error

    Error
    Suspended ErecruitError.png  error N/A

     

    Configure Requirement Definition

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

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

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

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

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

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

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

    • Set “Unconfirmed” as the Default status.

    Configure Workflows 

    Add Owner when Requirement is created

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

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

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

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

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

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

    Use Estaff365 Onboarding to collect candidate PII and consent

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

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

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

    Save the workflow.

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

    Use Estaff365 with MVR Checks

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

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

    Your integration is now complete and ready to use!

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

  • Erecruit / Checkr Integration User Guide (for Recruiters)

    Read More

    Note: This is the Erecruit/Checkr Integration Guide for recruiters ordering background checks for candidates. If needing the user guide for admins on how to configure the integration see Erecruit / Checkr Integration Guide (for Admins)

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Checkr Integration 

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

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

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

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

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

    Prerequisites

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

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

     

    Step 1: Define the Background Check Package for each Position

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

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

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

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

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

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

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

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

    Step 2: Initiate the Background Check

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

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

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

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

    Manually initiate background checks

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

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

    Automatically initiate background checks

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

    Step 3: Review Background Check Results

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

    The descriptions of each Erecruit status is listed below:

    Name

    Icon

     

    Description

    Unconfirmed

    ErecruitUnconfirmed.png

    unconfirmed

    The Requirement is ready to be initiated.

    Processing

    ErecruitProcessing.png

    processing 

    The Requirement has been initiated; it has been added to the processing queue and will be processed by Checkr shortly.

    Initiated

    ErecruitInitiated.png

    initiated

    The Requirement has been processed by Checkr and will be updated with a corresponding status shortly.

    Invitation Sent

    ErecruitEmail.png

    email

    An invitation has been sent to the candidate. 

    If all screenings in the package have been enabled for manual order, the Requirement will skip the Invitation statuses and go directly from Initiated to In Progress.

    Invitation Expired

    ErecruitError.png

    error

    The invitation has expired and a new report must be ordered.

    If a Requirement is in this status, you must create a new Requirement and re-initiate it manually.

    In Progress

    ErecruitInProgress.png

    inprogress

    The background check is in progress. The Report Link field with a link to the Checkr Dashboard is now accessible from the Requirement.

    Consider

    ErecruitInProgress.png

     inprogress

    The report has completed as Consider, and is pending an adjudication decision.

    Dispute In Progress

    ErecruitInProgress.png

    inprogress

    A candidate has opened a dispute for a record on their report. When the dispute is resolved, the report will return to In Progress.

    Clear

    ErecruitAccept.png

    accept

    The report has completed as Clear, or the report has been adjudicated as Engaged

    Adverse Action

    ErecruitExclamation.png

    exclamation

    A pre-AA or post-AA decision has been issued to the candidate.

    Error

    ErecruitError.png

    error

    An error has occurred. For more information about the error and how to fix it, check the Requirement notes.

    If a Requirement is in this status, you must create a new Requirement and re-initiate it manually.

    Suspended

    ErecruitError.png 

    error 

     The candidate did not submit all information required to resolve an exception raised by Checkr within 7 days of notification. The candidate link to update information is still active. 

    The candidate did not resolve all information required to begin a background check within  30 days of their invitation. The status is still Suspended but the link is no longer active and a new report must be ordered.

    If a Requirement is in this status, you must create a new Requirement and re-initiate it manually.

     

    Available Checkr Background Check Screenings

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

    Using Checkr Apply Flow

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

    Using Estaff365 Onboarding

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

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

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

    Screening

    Required Candidate PII 

    All criminal screenings

    • First name
    • Middle name (or no middle name)
    • Last name
    • Email
    • Phone number
    • Date of birth
    • SSN

    Motor Vehicle Report

    • First name
    • Middle name (or no middle name)
    • Last name
    • Email
    • Phone number
    • Date of birth
    • Driver’s license state
    • Driver’s license number

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

     

  • Faith Teams / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    ____________________________________________________

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

    Prerequisites

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

    • Admin access to Checkr
    • Admin Access to Faith Teams

    Enable Checkr setup

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

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

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

    Create a Checkr account

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

    To create an account for use with Faith Teams:

    1. Click Sign Up when prompted.
    2. Enter your name and company contact information, and click Continue.
    3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Faith Teams. (Payment information may be edited on the Checkr dashboard after the account has been created.)
    4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.

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

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

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

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

    Order Background Checks

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

    Background Checks for a Role

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

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

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

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

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • Flock / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Prerequisites

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

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

    Enable Checkr setup

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

    Flock-_Settings_App.png

    Next, click Connect with Checkr

    Flock-_Get_Started.png

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

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

    Create a Checkr account

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

    To create an account for use with Flock:

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

    Flock_OAuth_1.jpg

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

    Flock_OAuth_2.jpg

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

    Flock_OAuth_3.jpg

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

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

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

    Flock-_Authorize.png

    Next, you will be redirected back to Flock and once the account is credentialed, you will see a green checkmark on the Checkr Application (Settings > Apps). 

    Flock-_Checkr_green_checkmark.png

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

    Order Background Checks

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

    Flock-_People_Offers_tab.png

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

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • Fountain / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

    Prerequisites

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

    Step 1: Copy Production API Key from Checkr

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

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

    fountain8.png

    Step 2: Add Checkr as an Integration

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

    fountain7.png

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

    Step 3: Add Webhook

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

    fountain6.png

    Step 4: Add a Background Check to your Workflow

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

    fountain5.png

    You can drag the Checkr stage to the correct place in the workflow, and select it to configure settings.fountain4.png

    The settings that you can configure:

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

    Testing your Checkr Integration

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

    Test Social Security Numbers


    111-11-2001 Criminal screening will return with status 'clear'


    111-11-2002 Criminal screening will return with status 'consider'



    Test Driver License Numbers


    California: F1112001 MVR report returns with status 'clear'


    California: F1112002 MVR report returns with status 'consider'

    fountain3.png

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

    Viewing Results

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

    fountain2.png

    fountain1.png

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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

  • FreshTeam / Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

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

    _________________________________________________________

    _________________________________________________________

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

    Prerequisites

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

    • Access to Freshteam as a Premium user with admin rights 

    Add Checkr to Freshteam

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

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

    The configuration page is divided into 3 parts

    1. Connect Checkr

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

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

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

     

    1.png

     

    1. Connect Freshteam: 

    Here 2 parameters are required:

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

    3.png

    Now you have Checkr Integrated with Freshteam!

     

    Ordering background check for a candidate

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

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

    Below images show the various steps:

    4.png

    Image 1: Filling basic details to initiate background verification 

     

    5.png

     Image 2: Selecting the Checkr background verification package 

     

    Viewing your Candidate assessment background check status 

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

    Green: Approved

    Yellow: Pending

    Red: Consider

     

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

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

    6.png

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

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

    7.png

     

    Viewing reports & Using tags to filter candidate background checks

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

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

    8.gif

     

    Checkr and Freshteam Status Mapping reference table: 

    Checkr Report Status

    Checkr Report Result

    Freshteam Status in Candidate page and comments

    Freshteam Tag

    Freshteam Comment added? 

    Invitation Status

    NA

    Invitation Sent

    Checkr-pending

    Yes

    Invitation

    Expired

    NA

    Invitation

    Expired

    Checkr-Complete

    Yes

    Invitation Deleted

    NA

    Invitation

    Canceled

    Checkr-Complete

    Yes

    Invitation Completed 

    NA

    Invitation Completed

    Checkr-pending

    No

    Complete

    Clear

    Eligible

    Checkr-Complete

    Yes

    Complete

    Consider

    Pending

    Checkr-Complete

    Yes

    Disputed

    NA

    Disputed 

    Checkr-Complete

    Yes

    Suspended

    NA

    Suspended

    Checkr-Complete

    Yes

    Pending

    NA

    Pending

    Checkr-pending

    No

    Complete

    Clear

    Clear

    Checkr-Complete

    Yes

    Complete

    Consider

    Not Eligible

    Checkr-Complete

    Yes

     

     

    Use the Checkr Dashboard

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

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

  • GetHired (ATS Platform, Enterprise) | Checkr Integration User Guide

    Read More

    Welcome to Checkr!

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

    ______________________________________________________________

    Integrated with GetHired but not using ATS Enterprise? Check out the Onboarding or ATS SMB User Guide

    ______________________________________________________________

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

    Prerequisites

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

    • Access to GetHired, with appropriate rights 

    GetHired shows the Checkr integration in both the ATS (hiring) and Onboarding module of their platform. The background check integration is available in both modules, with slightly different behavior. 

    GetHired uses Checkr embeds for initiation, monitoring and review. The differences between the ATS and Onboarding are in: 

    • Finding the Sign-In / Sign-Up (OAuth) link 
    • Initiating the Background Check 

    Enable Checkr Setup - Two Options (GetHired ATS, Enterprise) 

    Option 1

    1. Login to the GetHired ATS and navigate to the dashboard homepage. 
    2. Once on the dashboard, select “Integrations” from the left navigation menu which will bring you to the designated Integrations page within GetHired.   
    3. From the Integrations page, select ‘Checkr’. 

    1. Once ‘Checkr’ is selected, click ‘Connect’. 
    2. Clicking  ‘Connect” will launch the OAuth Sign-In / Sign-Up process. 
    • If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired.
    • If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information

    1. After completing the flow, you will be redirected back to GetHired. 
    2. If you had to create a new account via Sign Up flow, then you will see the following message as your account will need to be credentialed by Checkr. 

    1.  If you Signed In to Checkr, you will see the following message and can begin ordering background checks on candidates. 

    Option 2

    1. Login to the GetHired ATS and navigate to the dashboard homepage. 
    2. Once on the dashboard, select “Jobs” from the left navigation menu which will bring you to the job details page. 
    3. Once you’ve selected the job, you will be brought to a page detailing the job as well as all of the applicants. 
    4. Select an applicant. 
    5. Once on the applicant, you will see an action toolbar. 
    6. In the toolbar, click on ‘check mark’. Background Checks are also available until the profile tab > ‘Background Check’.
    7. If your account is already connected to Checkr, the new invitation embed will appear. 
    8. If your account is not already connected to Checkr, you will be prompted to go through the OAuth Sign-In / Sign-Up process by clicking ‘get started’. You will be brought to the GetHired integrations page.

    1. Clicking  ‘Connect” will launch the OAuth Sign-In / Sign-Up process. 
    • If you are already a Checkr customer, select Sign In to connect your current Checkr account to GetHired.
    • If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information

    1. After completing the flow, you will be redirected back to GetHired. 
    2. If you had to create a new account via Sign Up flow, then you will see the following message as your account will need to be credentialed by Checkr. 

    1. If you Signed In to Checkr, you will see the following message and can begin ordering background checks on candidates. 

    Create a Checkr account

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

    To create an account for use with GetHired:

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

    Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

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

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

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

    Order Background Checks

    1. Login to the GetHired ATS and navigate to the dashboard homepage. 
    2. Once on the dashboard, select “Jobs” from the left navigation menu which will bring you to the job details page. 
    3. Once you’ve selected the job, you will be brought to a page detailing the job as well as all of the applicants. 
    4. Select an applicant. 
    5. Once on the applicant, you will see an action toolbar. 
    6. In the toolbar, click on ‘check mark’. Background Checks are also available until the profile tab > ‘Background Check’.

    1. Once selected, the new invitation will populate. 
    2. Please fill out the “Invite Candidate” prompts:
      1. Select a country
      2. Select a state
      3. Select a city (optional)
      4. Select a package
      5. Enter email (pre-populates by candidate)

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

    International Packages 

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

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

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

    Domestic Package with International Verifications

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

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

    • Education Verification
    • Employment Verification

    Review A Background Check

    Monitoring A Background Check

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

    Reviewing Completed Results

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

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

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

    Resubmit A Background Check

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

    Checkr Features

    Use the Checkr Dashboard

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

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

    Checkr’s Candidate Experience

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

    The overview includes:

    Resources 

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