• Partner Integration FAQs

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    This article contains the following FAQs: 

    Can I continue using my GoodHire and partner integration after creating a Checkr account?

    Checkr will begin phasing out the legacy GoodHire integrations in Q1 2023, at which point access to your partner integration will run exclusively through Checkr. 

    Do I need to disable my GoodHire and partner integration before migrating to Checkr?

    It is a best practice to disable your partner integration with GoodHire before you enable the integration with your new Checkr account. 

    For Greenhouse customers specifically, you will need to disable the integration with GoodHire first. Please see the Greenhouse-Checkr (Assessment Users) guide or Greenhouse-Checkr (Legacy Users) guide for details.

    Will the reports I ran through GoodHire and my partner integration be available within Checkr?

    No, historical and archived reports will not be moved over to Checkr. However, you’ll still have access to your GoodHire account and all previously run reports.

    Can I switch partners during the migration?

    Yes. If you’re interested in learning about available integrations, Checkr’s broad partner ecosystem includes more than 70 options. Learn more

    Who will handle my billing?

    Unless you are a Rippling customer, you will make payment directly to Checkr for services ordered with Checkr. 

    Please visit the GoodHire FAQs section for additional information about GoodHire customers moving to Checkr. 

    Related articles: 

    What will happen to my pricing?

    In the vast majority of cases, assuming you stay on the same partner integration, Checkr will honor pricing and the equivalent Checkr packages you are familiar with from GoodHire's integration with your current partner.* If you notice any discrepancies in your pricing and you are a managed account, reach out to your CSM. Otherwise, reach out to Checkr Customer Support

    Please note that there might be differences in taxes, county check costs, and pass-through fees applied.

    Please visit the GoodHire FAQs section for additional information about GoodHire customers moving to Checkr. 

    *Current GoodHire package base prices will be maintained on the Checkr Platform at the time of migration but will be subject to the terms of the Checkr Services Agreement. Fees owed may vary based on taxes, county check costs, and applicable pass-through fees. Learn more.

    What packages will I be able to order?

    Assuming you continue using the same partner, you will be able to order the Checkr equivalent of the packages you are familiar with from GoodHire's integration with your current partner.

    Please visit the GoodHire FAQs section for additional information about GoodHire customers moving to Checkr.

  • Getting started with Checkr on Breezy

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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 an excellent resource for questions that may not be covered in this user guide. If you have Breezy-specific questions not covered in this guide, please email support@breezyhr.com for additional assistance.

    This guide describes how to set up Checkr to use within Breezy HR so 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:

    • Access to Breezy HR, with admin rights

    Add Checkr to Breezy HR

    To complete this process, you must have admin access to both Checkr and Breezy HR.

    Enable Checkr setup 

    First, enable Checkr from within Breezy HR. To initiate integration, click the Systems Settings gear in the upper right-hand corner of Breezy, then click Integrations.

    mceclip0.png

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

    mceclip1.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.

    Connect Checkr and Breezy HR

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

    mceclip2.png

    Order Background Checks

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

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

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

    mceclip3.png

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

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

    mceclip4.png

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

    mceclip5.png

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

    Use the Checkr Dashboard

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

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

  • Getting started with Checkr on Ceipal

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    Welcome to Checkr! 

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

    This article contains information on the following:

    The Checkr Help Center is an excellent resource for questions that may not be covered in this user guide. 

    Prerequisites

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

    • Access to Checkr, with admin rights
    • Access to Ceipal, with admin rights 
    • While the GoodHire integration does not need to be disabled in Ceipal before the Checkr integration is activated, it’s strongly recommended. Please see this FAQ for further details. 

    In order to have access to Checkr, with admin rights, GoodHire customers should complete their new Checkr account setup, as outlined in email correspondences and in-app GoodHire banner notifications. Please log in to GoodHire and follow the instructions to “Join Checkr”.

    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 in the top right-hand corner.

    mceclip0.png

         2. Within the menu dropdown, click “View Profile.”

    mceclip1.png

         3. Within the user profile, select “User Preferences.”

    mceclip2.png

         4. Within user preferences, scroll down to the “Checkr BGV” option.

    mceclip3.png

         5. While viewing “Checkr BGV,” you can select the blue arrow icon to authorize and enable your connection with Checkr.

    mceclip4.png

         6. By selecting the arrow icon, you will be redirected to the Checkr Sign Up / Sign In flow.

         7. Once at the Checkr Sign Up / Sign In flow, all GoodHire customers should select Sign In to connect their current Checkr account to Ceipal.

    • Before signing in to Checkr within Ceipal, GoodHire customers should ensure that they’ve followed the instructions within GoodHire to access and activate their new Checkr account.
    • If you have not done so, please log in to GoodHire and follow the instructions to “Join Checkr.” By following the steps outlined, GoodHire customers can ensure their account information, packages, and pricing have been carried over to Checkr correctly.
    • Once verified, you may use your Checkr account details to Sign In to Checkr, as highlighted in the image below.

    mceclip5.png

    Order background checks

    1. From the top menu bar within the Ceipal application, navigate to the Applicants tab. 
      • 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.

    mceclip6.png

         4. Once selected, you will next select “Initiate Checkr Background Check” from the dropdown.

    mceclip7.png

         5. A window will appear titled “Checkr Background Screening.”

    mceclip8.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, and ETA as well as a link to the Checkr dashboard to review the report within Checkr.

    mceclip9.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 statuses of all the orders in a single place and can open the reports of respective orders from the screen below.

    mceclip10.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.

    Use the Checkr Dashboard

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

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

    Frequently asked questions

    Can I set up the Checkr integration with Ceipal without disabling my existing GoodHire integration?

    While the GoodHire integration does not need to be disabled in Ceipal before the Checkr integration is activated, it’s strongly recommended. We recommend disabling the GoodHire integration and moving all background check ordering to Checkr once your account is activated. By ordering background checks within Checkr, you will avoid reports being updated in GoodHire once your GoodHire access has been restricted to read-only. 

  • Getting started with Checkr on Greenhouse (Assessment Users)

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

    This article contains information on the following:

    Prerequisites

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

    • Access to Greenhouse, with admin rights

    Disable GoodHire integration

    Please submit a ticket to Greenhouse Customer Support using the subject line “GoodHire to Checkr migration”. They will respond and ask you for a customer verification code and org-wide account access. It’s important to note you will need Site Admin permissions in order to grant org-wide account access. Once you have confirmation from Greenhouse that they have deleted the API key, you may set up the Checkr integration.

     

    Enable Checkr setup

    Greenhouse_Enablement_V3.gif

    Step-by-step Instructions:

    To enable the integration, log in to your Greenhouse dashboard. From the main screen, select Integrations.

    GH_Dashboard_Integrations.png

    From the left-hand navigation menu, select Candidate Background Checks

    GH_CBC_Dropdown.png

    Click Checkr

    GH_-_CBC_-_Checkr_Select.png

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

    GH_Checkr_Setup.png

    Order background checks

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

    GH_GOODHIRE_Candidates.png

    To order a background check,

         1. Select a candidate

         2. Navigate to the Private tab

    mceclip5.png

         3. Fill in the work location of the candidate

    Note

    Work location is required to ensure the correct disclosure forms are sent to the candidate based on the compliance laws in different states.

         4. Select the Background Check Package to run, and click Export to Checkr.

    mceclip6.gif

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

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

    mceclip7.png

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

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

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

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

    Use Checkr’s Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

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

    mceclip8.png

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

    mceclip9.png

    For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr’s Account Hierarchy User Guides.

    Use the Checkr Dashboard

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

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

    Frequently Asked Questions

    How do I know which version of the GoodHire/Greenhouse integration I have?

    You use the Greenhouse Assessments integration if background checks are started under the Assessments tab on a candidate profile. If background checks are run when a candidate is marked as hired or run as a stage, you are using the legacy integration.

    Can I set up the Checkr integration with Greenhouse without disabling my existing GoodHire integration?

    The GoodHire integration must be disabled before the Check integration is activated.

  • Getting started with Checkr on Greenhouse (Legacy Integration)

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

    This article contains information on the following:

    Prerequisites

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

    • Access to Greenhouse, with admin rights

    Disable GoodHire integration

    First, log into your GoodHire account and navigate to the integrations tab under Account. Move the toggle for the Greenhouse integration to OFF.

    mceclip0.png

    Log into your Greenhouse account and navigate to the Dev Center: https://app.greenhouse.io/web_hooks
    From here, delete all GoodHire-related webhooks.

    mceclip3.png

    Next, navigate to the API credentials page: https://app.greenhouse.io/configure/dev_center/credentials
    Here, delete the GoodHire API key.

    mceclip2.png

    You have now successfully disabled the GoodHire and Greenhouse integration and may proceed with setting up the Checkr integration.

    Enable Checkr setup

    Greenhouse_Enablement_V3.gif

    To enable the integration, log in to your Greenhouse dashboard. From the main screen, select Integrations.

    GH_Dashboard_Integrations.png

    From the left-hand navigation menu, select Candidate Background Checks

    GH_CBC_Dropdown.png

    Click Checkr

    GH_Select_Checkr.png

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

    GH_Checkr_Setup.png

    Order background checks

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

    GH_Candidates.png

    GH_Checkr_Select_Candidate.png

    To order a background check: 

         1. Select a candidate

         2. Navigate to the Private tab

    private_tab_-_crop.png

         3. Fill in the work location of the candidate

    Note

    Work location is required to ensure the correct disclosure forms are sent to the candidate based on the compliance laws in different states.

         4. Select Background Check Package to run, then click Export to Checkr.

    The full process can be seen in the GIF below: 

    mceclip5.gif

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

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

    mceclip6.png

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

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

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

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

    Use Checkr's Account Hierarchy

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

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

    To order a background check with Account Hierarchy and nodes:

         1. Fill in the work location of the candidate as you usually would for any background check through Greenhouse.

         2. Select which Hierarchy node you would like to order from.

    mceclip7.png

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

    mceclip8.png

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

    Use the Checkr Dashboard

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

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

    Frequently Asked Questions

    How do I know which version of the GoodHire/Greenhouse integration I have?

    You use the Greenhouse Assessments integration if background checks are started under the Assessments tab on a candidate profile. If background checks are run when a candidate is marked as hired or run as a stage, you are using the legacy integration.

    Can I set up the Checkr integration with Greenhouse without disabling my existing GoodHire integration?

    The GoodHire integration must be disabled before the Check integration is activated.

  • Getting started with Checkr on Lever

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

    Step 1: Disable Your GoodHire Integration

    In order to disable your GoodHire integration, first log in to your Lever account, then click, “Settings” then click  “Integrations and API.” You can then toggle off the GoodHire integration by clicking the green button next to GoodHire.

    mceclip0.png

    Step 2: Obtain Your Checkr API Key

    Prior to integrating your Checkr and Lever accounts, you’ll need to obtain your Checkr API Key from within the Checkr dashboard. Please ensure that you are on your 'Live' Checkr instance (not 'Test’) when you complete this step:

    1. Log in to Checkr Dashboard
    2. Navigate to “Account settings”
    3. Select the “Developer Settings” tab

    mceclip1.png

         4. Select the copy icon to copy the API key.

    mceclip2.png

    Step 3: Activate the integration in Lever

    Once you’ve copied your Checkr API key, log into your Lever account and perform the following actions:

    1. Navigate to Settings > Integrations and API, scroll to the 'Background and reference checks' section, and click the Checkr toggle
    2. Click the Send Request to Enable button
    3. A Lever Support representative will be notified of your request and will reach out to you via email to ask you to provide the following information:
      • The API key from your 'Live' Checkr instance (retrieved in Step 1)
      • The name of the default Checkr package that you wish to be applied to candidates that are sent from Lever to Checkr
      • The name of the pipeline stage in Lever that you wish to trigger a background check
      • Authorization to configure the appropriate API key and webhook settings in your LeverTRM environment; note that modifying or disabling the API key and webhook settings after a Lever Support agent has configured them could cause the integration to stop working
    4. The Lever Support representative will send you a confirmation message when the Checkr integration has been successfully enabled in your LeverTRM environment with the information you provided; the Checkr toggle on the ‘Integrations and API’ page of your Settings will also turn green to indicate that the integration is active

    Sending candidates from Lever to Checkr

    Once the integration is enabled, and when an opportunity reaches the trigger stage in your pipeline, a Checkr background check will be initiated for the candidate. Note that upon reaching the trigger stage, Lever only sends the name and email address of the candidate to Checkr. Once a candidate has been sent to Checkr, their pending invite link will appear on the homepage of your Checkr dashboard.

    mceclip3.png

    Background check operations

    When their opportunity reaches the trigger stage, the candidate will receive an email via Checkr inviting them to initiate the background check. Once the invitation has been sent, an 'Invitation Pending' tag will be added to the opportunity on the candidate's profile in Lever. Once the candidate has completed the background check, the tag will change to read 'Invitation Completed.'

    If no records were found in the background check, the tag will change to read 'Report Clear' and a gated link to the results will be added to the Links section on the candidate's profile in Lever. The link will only be accessible to authenticated Checkr users. If records were found (e.g. criminal records, traffic violations, sex offender status), the tag will change to read 'Report Consider.'

  • Getting started with Checkr on Rippling

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    User Guides

    Click here to access the Checkr-hosted Rippling / Checkr Integration User Guide.

     

    If you are already logged into Rippling, you may use the steps listed in the Rippling-hosted Checkr User Guide.

    Frequently asked questions

    What changes should I anticipate as I migrate from using GoodHire through Rippling to Checkr through Rippling?

    With the Rippling + Checkr integration, you'll be able to introduce a nearly identical background check experience through Rippling as you had with GoodHire, with the introduction of some new features like International screenings and automation using Rippling's Policy tool. You'll also see a change in the billing process, as you'll be billed directly by Rippling for all orders placed through the integration.

    Who will handle my billing once I start using Rippling through Checkr? 

    Rippling will bill you for all orders placed through the integration. You'll be able to find these charges within Company Settings > Billing > Invoices.

    What packages will I be able to order in Rippling? 

    Rippling will show all packages you have set up in your Checkr account as available for order within their platform. If you have packages assigned to nodes, you'll first need to select the node when ordering to see the available packages. If you've recently added a new package to your customer account, you may not see it available for order right away. You can manually sync your Rippling account with Checkr, which will pull in the newly created package.

     

  • When will GoodHire customers that use API or Integrations lose access to GoodHire?

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    Question

    When will GoodHire customers that use API or Integrations lose access to GoodHire? 

    Answer

    API and Partner Integration customers will receive proactive email communications about the migration to Checkr. Updates on when these integrations will stop working will be communicated to you well in advance.

  • I integrated GoodHire with my ATS/HRIS/Other software, how do I integrate Checkr with that?

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    In many instances, integrating Checkr with third-party platforms is simple. You can find helpful user guides in our partner integrations help center.