Welcome to Checkr!

This guide will help current GoodHire / GetHired integration users to move off of that integration and implement the new Checkr / GetHired integration. The new Checkr / GetHired integration provides a much-improved user experience, allowing customers to select a background check package, order the check, view the ETA, and see background check results, all from within the GetHired platform!

***Note: if you are not a GetHired user but are currently integrated with GoodHire through your ATS or Onboarding platform, please use this guide as it will be applicable to you. 

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• Prerequisites
• Enable Checkr Setup - ATS Platform 
• Enable Checkr Setup - Onboarding Platform 
• Order Background Checks - ATS Platform
• Order Background Checks (Onboarding Platform)
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 
• Frequently asked questions

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Prerequisites

The following items are required to initiate the Checkr integration within your ATS or Onboarding Platform. Please ensure you have the following before proceeding.

• Access to ATS Platform, with appropriate rights and / or Access to your Onboarding Platform, with appropriate rights 
• Access to Checkr, with admin rights

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 - ATS Platform 

1. Login to your ATS Platform 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 your ATS Platform.   
3. From the Integrations page, select ‘Checkr’. 

4. Once ‘Checkr’ is selected, click ‘Connect’. 
5. Clicking  ‘Connect” will launch the OAugh Sign-In process. 

• Since you will have already verified your Checkr account prior, select Sign In to connect your current Checkr account to your ATS Platform.

6. After completing the Sign In flow, you will be redirected back to your ATS and you will see the following message and can begin ordering background checks on candidates. 

Enable Checkr Setup - Onboarding Platform 

1. Login to your Onboarding Platform and navigate to the dashboard homepage. 
2. Once on the dashboard, select “View Employees” from the left navigation menu which will bring you to a page detailing all employees going through the onboarding process. 

3. Once you’re viewing an employee ‘card’, you can select ‘Run Background Check’. 

4. After selecting ‘Run Background Check’, a module will appear informing you to ‘Connect your Checkr Account’. 

5. Select ‘Connect’, which will launch the OAugh Sign-In process. 

• Since you will have already verified your Checkr account prior, select Sign In to connect your current Checkr account to your ATS Platform.

6. After completing the flow, you will be redirected back to the Employee Card within the Onboarding platform.  
7. Since you Signed In to Checkr, you will be able to re-select ‘Run Background Check’ and begin ordering background checks. 

Order Background Checks - ATS Platform

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

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

Order Background Checks (Onboarding Platform)

1. Login to the Onboarding Platform and navigate to the dashboard homepage. 
2. Once on the dashboard, select “View Employees” from the left navigation menu which will bring you to a page detailing all employees going through the onboarding process. 
3. Select an employee. 
4. Once you’re viewing an employee ‘card’, you can select ‘Run Background Check’. 

5. Once selected, the new invitation will populate. 

7. Please fill out the “Invite Candidate” prompts:
   1. Select a country
   2. Select a state
   3. Select a city (optional)
   4. Select a package
   5. Enter email (pre-populates by candidate)
8. Click ‘Submit’.
9. Once submitted, you will receive confirmation that the candidate was invited to the background check. 

Checkr Features

Use the Checkr Dashboard

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

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

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

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:

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

Resources 

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

Frequently asked questions

Can I set up the Checkr integration with my ATS / Onboarding Platform without disabling my existing GoodHire integration?

The GoodHire integration does not need to be disabled in your ATS or Onboarding Platform before the Checkr integration is activated. 

Once you’ve connected Checkr, we strongly 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. 

How do my GoodHire locations and / or billing codes translate over to Checkr? i.e. Account Hierarchy
When migrating your GoodHire account over to Checkr, Checkr will auto-create 'Nodes' within your account. Checkr 'Nodes' are the equivalent to your previous GoodHire locations and / or billing codes.

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

Welcome to Checkr! 

This guide will help current GoodHire / BambooHR integration users to move off of that integration and implement the new Checkr / BambooHR integration. The new Checkr / BambooHR provides a much-improved user experience allowing customers to select a background check package, order the check, view the ETA, and see background check results, all from within the BambooHR platform!

_________________________________________________________

• Prerequisites
• STEP 1 - Disabling the GoodHire Integration
• STEP 2 - Adding Checkr to BambooHR
• STEP 3 - Installing the Application
• STEP 4 - Installing the Application
• STEP 5 - Cleaning up your BambooHR account
• BambooHR Access
• BambooHR Help
• Using the Checkr Dashboard
• Frequently Asked Questions

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Prerequisites

• To disable the BambooHR | GoodHire integration, a user with GoodHire admin access levels should log in to the GoodHire Account
• After logging in, select the Account tab in the left-side navigation bar and navigate Integrations.
• Toggle BambooHR OFF to disable the integration 

STEP 2 - Adding Checkr to BambooHR

To enable Checkr from within BambooHR:

• Install the new app in BambooHR
• Must be done by a BambooHR admin
• Navigate to Account Settings, select the Apps section and install the Checkr App
  
  
  
  
• You will be redirected to enter your BambooHR account subdomain*.
• *The subdomain is the first part of your BambooHR URL. For example, if your BambooHR URL is https://helpcontent.bamboohr.com, your subdomain would be helpcontent
  
• Next, follow the steps and log into Checkr from the modal, then complete the installation.

STEP 3 - Installing the Application

Navigate to Settings Apps within Checkr. Click Install next to the Checkr app to begin. A modal will appear for you to connect your Checkr account and install the integration in BambooHR. You will need to log in to Checkr before you can initiate the installation. After installing the new app, Checkr will need to approve your account, which can take up to 24 hours. You will get an email notification of the approval from Checkr.

STEP 4 - Cleaning up your BambooHR account

When you previously set up the BambooHR | GoodHire integration, we had you create custom statuses within Settings in your BambooHR account. Those statuses should now be deleted to avoid confusion. To delete these statuses, navigate to Settings, then click Hiring, and then Candidate Statuses. Delete the following statuses from the Candidate Statuses list:

• Initiate Background Check - GoodHire
• Pending Background Check - GoodHire
• Completed Background Check - GoodHire

You are now ready to use the new integration.

STEP 5 - Begin ordering your Background Checks

To initiate a background check through Checkr, click the gear icon on the candidate record in BambooHR. Then click Run Background Check. This action will send the candidate information to your Checkr account to begin a new background check. If the candidate already exists in your Checkr account, the status will automatically change to Background Check In Progress.

A modal will appear for you to enter the following information:

• Candidate email address
• Country
• State
• Background Check Package
• Click Send Background Check to finish

Once the background check has been submitted, a tile will display the status of the background check on the candidate profile. An authenticated Checkr user can hover over the tile and click the three dots to view the report in Checkr or cancel the request.

When a request is canceled or Checkr expires, you will have the option to run another background check. After a report has been canceled or expired for more than 72 hours, the tile will disappear and a new request for a background check can be made from the gear icon.

The status tile will still be visible to Hiring Leads and Collaborators that do not have access to request a background check, however, they will not be able to perform this functionality. See the Access section for more information.

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. (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. 

BambooHR Help

• Do you need help changing a candidate's status in BambooHR? 
• Need to hire a candidate and begin their self-onboarding process?
• Want to learn more about BambooHR and Checkr's Partnership? Visit BambooHR's Marketplace.
• Visit BambooHR / Checkr Help Center

Using the Checkr Dashboard

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

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

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

Frequently Asked Questions

Q: Can I set up the Checkr integration with BambooHR without disabling my existing GoodHire integration?

A: A user with GoodHire admin rights will need to disable the GoodHire integration first before integrating BambooHR with Checkr. 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. 

This article contains the following FAQs: 

• Can I continue using my GoodHire and partner integration after creating a Checkr account?
• Do I need to disable my GoodHire and partner integration before migrating to Checkr?
• Will the reports I ran through GoodHire and my partner integration be available within Checkr?
• Can I switch partners during the migration?
• Who will handle my billing?
• What will happen to my pricing?
• What packages will I be able to order?

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: 

• Getting started with Checkr on Rippling

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.

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.

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

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.

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.

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.

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.)

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:

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

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

Welcome to Checkr! 

This guide 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:

• Enable Checkr setup
• Order background checks
• Monitor background checks
• Use the Checkr Dashboard
• Frequently asked questions

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.

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

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

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

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

     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.

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.

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

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

     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.

     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.

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: 

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

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

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. 

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:

• Disable GoodHire integration
• Enable Checkr setup
• Order background checks
• Use Checkr's Account Hierarchy
• Use the Checkr Dashboard
• Frequently Asked Questions

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

Step-by-step Instructions:

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

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

Click Checkr

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.

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:

To order a background check,

     1. Select a candidate

     2. Navigate to the Private tab

     3. Fill in the work location of the candidate

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

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.

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.

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.

Use the Checkr Dashboard

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

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

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

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.

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:

• Disable GoodHire integration
• Enable Checkr setup
• Order background checks
• Use Checkr's Account Hierarchy
• Use the Checkr Dashboard
• Frequently Asked Questions

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.

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

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

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

Enable Checkr setup

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

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

Click Checkr

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.

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:

To order a background check: 

     1. Select a candidate

     2. Navigate to the Private tab

     3. Fill in the work location of the candidate

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

The full process can be seen in the GIF below: 

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.

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.

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.

Use the Checkr Dashboard

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

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

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

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.

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.

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

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

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.

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.'

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.

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.

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