This guide outlines the Checkr/Recooty integration process and how to order background checks.
Getting started
The following items are required to enable the integration:
Admin access to Checkr
Admin access to Recooty
Connect to Checkr
Log in to Recooty as an admin user.
In the left navigation menu, select the Settings dropdown.
Click on API & Integrations.
Locate Background Check Platform Integrations.
From the Checkr tile, select Connect.
The Checkr sign-up/sign-in process will appear in a lightbox.
Complete the Checkr prompts. Once completed, you will be redirected to the integration page, where your integration status will be displayed.
Create a Checkr account
If your company does not yet have a Checkr account, one must be created during the integration process with Recooty. Refer to the “Connect to Checkr” section above on how to begin the Checkr account setup process from within Recooty.
Once you’ve been directed to a Checkr page during the sign-up process, you can either sign in to an existing account or create a new one.
If you are already a Checkr customer, select Sign In to connect your current Checkr account to Recooty.
If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Recooty (Payment information may be edited on the Checkr dashboard after the account has been created.)
Select Finish Sign Up which will submit the account to Checkr for review and redirect you back to Recooty. Once the credentialing process is complete, Checkr will notify both Recooty and you to begin syncing background check data through the Recooty platform.
Account hierarchy
The integration allows users to set up different "nodes" inside of their Checkr account to appear when they order a background check. You can use nodes to designate different locations, teams, or groups that order background checks within your organization. Checkr requires you to assign packages to nodes after you create them. Your Checkr invoice shows which node ordered which package.
Each time you order a background check, you select which node to order the check from, and then select from a list of packages available to that node. Invoices show the background checks that each node ordered within 2 billing cycles after setup.
To order a background check with an account hierarchy and nodes, please follow the steps within “Order Background Checks”. During the ordering process, Recooty asks the user to select their preferred node (if applicable) and package for ordering.
The list of packages appears based on the node you select. Select the background check package you want to order. If no packages appear, you must 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
Log in to Recooty as an admin user.
In the top navigation menu, select “Jobs”.
Choose the job with applicants requiring background checks.
From the job page, you will see all applicants.
Select the applicant you wish to run a background check for. A window will appear from the right.
In the new window, select Background Checks.
The background check invitation will appear, allowing you to invite the candidate and select Submit.
Review background checks
Log in to Recooty as an admin user.
In the top navigation menu, select “Jobs”.
Choose the job with applicants requiring background checks.
On the job page, you will see a list of all applicants.
Select the applicant you wish to run a background check for. A window will appear from the right.
In the new window, select Background Checks.
The report overview embed will display all background checks for the selected applicant along with their status.
For more information on reports and report statuses, refer to How do I interpret a background report.
Resubmit a background check
Recooty allows the user to try to submit a background check again in case there was a failure. Please follow the steps under “Order Background Checks” to resubmit a background check for your candidate.
Checkr’s candidate experience
Checkr's candidate experience overview describes the candidate's experience of the background check process. It provides information to answer common questions and resolve common issues.
Use the Checkr Dashboard
While the integration allows users to order background checks and find their status, the following features are available only within Checkr:
Order a candidate's report
Adjudicate a candidate’s report
The adverse action process: Deciding not to move forward with a candidate
Checkr settings
Manage account users
Set up payment information