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Background Checks with Checkr

Use our background check partner, Checkr, to order background checks on prospective employees during the interviewing process and current employees as well.

Updated today

What's covered in this guide?

Connecting with Checkr

  1. In the top toolbar, hover over the Hire item and click Settings

  2. On the left side menu, click Integrations

  3. On the top right, click the + Add Integration button

  4. Locate the Checkr card and click + Add Integration

Creating a Checkr Account

  1. Fill out the information on the pop up and click Get Started

  2. Fill out the remainder of the required info. Have this data ready:

    1. Business Name

    2. DBA name (optional)

    3. Business Address (Street, City, State, Zip)

    4. US Tax ID (Must match the city associated with the Business Address)

    5. Credit Card information

  3. Once you have created a Checkr account, you will be re-routed to the Integrations page

Connecting an Existing Checkr Account

  1. Click Sign in on the pop up

  2. Fill in your email and password

For new Checkr accounts:

Your integration will be created but you will not be allowed to do any Checkr actions. Checkr needs to run its credentialing process with any new accounts. You'll have to wait until they approve and credential your account before you can order background checks. You should receive an email when they have completed this process.

Ordering Background Checks

Applicants

Once you connect your Checkr account, a new job application stage will be created called Background Check.

  1. Go to the job application you want to run a background check on

  2. Click on the dropdown for the job application stages and move it to the Background Check stage

  3. Click on the Background Check tab

  4. Click on the + Order Background Check button

  5. Fill out the necessary information on the pop up and hit Submit

    1. The information that is pre-filled out was the information collected on the candidate's job application

Existing Users

You can also order background checks for existing users.

  1. Go to the Staff page and click on the user you want to order a background check for

  2. Hover over the HR side menu item and click Background Checks

  3. The page should show a report of this user's background checks (or an empty report if none have been ordered)

  4. To order a background check, click Order Background Check underneath the report

Note: If a candidate is hired and becomes a user for your organization, their background check as a candidate will not appear in their user. You will need to visit their application to view that background check again.

Viewing Background Checks

You can view the status of a background check once you have ordered it for an applicant.

  1. Go to the job application you want to view a background check for

  2. Click on the Background Check tab

  3. Expand the Background Check Report section

Relevant Links:

Checkr's Homepage

Checkr Customer Dashboard

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