Checkr User Guide
●To enable the integration you must have admin access to Checkr and TAM to complete this process
●As a TAM user, you must have a user role that has been given the level of permissions to access “Addons and Integrations”. This level of access is delegated from an admin but is not restricted to admin users.
2.Once on the “Add-on Tools / Integrations” page, you will see a box titled “Background Screening” and Checkr. Next to Checkr, select “Connect to Checkr”.
3.By selecting “Connect to Checkr”, you will be brought to the Checkr hosted Sign-Up / Sign-In page.
a.If you are already a Checkr client, selectSign Into connect your current Checkr account to TAM.
b.If you are not a current Checkr client, selectSign Upto create a Checkr account, and add your billing and credentialing information
4.Once you have completed either the Sign In or Sign Upflow, you will be redirected back to the “Add-on Tools / Integrations” page within TAM.
a.If you are already a Checkr client and chose toSign Into an existing Checkr account, your account will be ready to begin initiating background checks upon a successful redirect back to TAM.
b.If you are not a current Checkr client and chose toSign Upfor a new Checkr account, your account willnotbe ready to begin initiating background checks upon a successful redirect back to TAM. Rather, you will need to wait for your account to be credentialed by Checkr before you have BGC initiation access. The Checkr tile within the integrations page will say, “Account credentialing in progress. Usually takes less than 1 business day”. Both you and TAM will be notified when your account has been credentialed.
Create a Checkr account
If your company does not yet have a Checkr account, one must be created before integration with TAM. Clicking “Connect to Checkr” from the “Add-on Tools / Integrations” page within TAM will open a window asking you toSign UporSign In.
●If you are already a Checkr client, selectSign Into connect your current Checkr account to TAM.
●If you are not a current Checkr client, selectSign Upto create a Checkr account, and add your billing and credentialing information
To create an account for use with TAM:
1.ClickSign Upwhen 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 TAM (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 TAM and you, and you may begin ordering background checks through the TAM platform.
6.Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.
○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 recommends you assign packages to nodes once they are created, and will then display which node ordered which package on your Checkr invoice. While recommended, assigning packages to nodes is not required. If no packages are assigned to nodes, all packages will be available for ordering.
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.
The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. 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
Manual Ordering
Once your TAM and Checkr accounts are connected, you can begin running background checks on your candidates.
1.Login to your TAM account. From your TAM desktop, select “Talent Pool” from the top navigation menu.
2.From your Talent Pool page, you can use the ‘Select Position’ dropdown at the top of the page to select the position you would like to review.
3.Once all applicants for the position have populated, select the candidate you would like to run a background check for.
4.After selecting a candidate, you will be brought the candidate’s card.
5.If your account has been successfully connected to Checkr, you will see a Checkr icon in the icon array.
6.Clicking the Checkr icon will open the ordering module for the background check. Select ‘Run Background Check’.
7.Once selected, you will be asked to “Invite Candidate” and submit the following information: country, state, city, node (if applicable), package, email address.
8.Once all of the information for the candidate is complete, select submit. This will successfully invite the candidate to the background check.
a. After you order a background check for a candidate they’ll complete Checkr’sCandidate Experience.
Resubmit A Background Check
TAM does support the ability to resubmit a background check for a candidate if the invitation has expired or was previously canceled. To do so, please review the “Manual Order”flow above as the process remains unchanged.
Review A Background Check
Once your TAM and Checkr accounts are connected, you can begin running background checks on your candidates. Once background checks have been initiated, you can follow the steps below to review their status and result.
1.Login to your TAM account. From your TAM desktop, select “Talent Pool” from the top navigation menu.
2.From your Talent Pool page, you can use the ‘Select Position’ dropdown at the top of the page to select the position you would like to review.
3.Once all applicants for the position have populated, select the candidate that you would like to review, specifically reviewing the status / result of their background check.
4.After selecting a candidate, you will be brought the candidate’s card.
5.If your account has been successfully connected to Checkr, you will see a Checkr icon in the icon array.
6.Clicking the Checkr icon will open the review module for the background check. Select “Review Background Results”.
7.Once selected, the module will populate with all of the background checks that have been run on the specific candidate.
a.The module displays: the name of the package ordered, the status of the invitation to the candidate, the status of the report’s progress and its ETA, and the result of the report and its completion timestamp. The module will also provide 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.
8.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:
● Report layout
● Clear and Consider statuses
● Engage the candidate or begin the adverse action process
Most database screenings are completed within a few seconds. More comprehensive searches can take longer. Checkr ETA also provides an estimate of the time it will take.
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
● Cancel an invitation
●Full background check report results
● Adverse Action initiation and processing tools
●Checkr settings
○ New and existing user management
○ Billing information
○ Email notification preferences
○ Manage Checkr packages
● Candidate Stories
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 exceptionsand 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.