Checkr
This guide walks you through integrating your Checkr account with Ashby, so you can use Checkr background checks as assessments in your interview plans.
Permissions & Prerequisites The following items are required to initiate Ashby / Checkr integration. Please ensure you have the following before proceeding.
- Access to Ashby with Organization Admin permissions
- A Checkr account (more on how to create one below.
- For Checkr customers that are simply connecting Ashby to their existing Checkr account, Segmentation is required to utilize this integration. To ensure your account is set up to be compatible, click here to contact Checkr Support.
- If you already have a Checkr account, you need to ensure that the account hierarchy feature is enabled. Log into the Checkr dashboard and navigate to the Account section. If the Account hierarchy tab is visible it means that the account hierarchy feature is enabled. If the tab is not visible, then you should reach out to your Checkr support representative to get it enabled.
Connecting Checkr to Ashby
If you don't already have a Checkr account
If your company doesn't yet have a Checkr account, you need to create one before you can integrate with Ashby.
To create an account for use with Ashby:
- Log into your Ashby account and navigate to Admin in the top nav bar.
- Locate Integrations > Integrations on the left menu.
- In the Integrations Marketplace, locate and open the Checkr tile.
- Click Connect to Checkr.
- Enter your name and company contact information, and click Get Started.
- Enter your payment information. Checkr, not Ashby, sends invoices for background checks directly. (You can edit your payment information on the Checkr dashboard after you create your account.)
- 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. Select Purpose: Pre-employment to use Checkr for hiring and employment background checks.
- Click Continue to submit your information to Checkr for review. Once Checkr completes the credentialing process, it notifies both Ashby and you, and you can begin ordering background checks through the Ashby platform.
If you already have a Checkr account
First, enable Checkr from within Ashby:
- Navigate to Admin > Integrations > Integrations.
- Click on the Checkr tile.
- Click Connect to Checkr.
- On the pop-up, click Sign In.
Configuring integration settings
Once you connect Checkr, you can view and configure the integration settings.
Adding Assessments: Determine how background check activities get added to candidate profiles to prompt a background check in Checkr. Choose from the following settings:
- Configure in interview plan: use this option if you'd like to configure activities on an interview plan, rather than automatically add a Checkr background check activity to the offer or hired stages.
- Automatically add to hired stage: when a candidate reaches the hired stage, an activity prompting a user to start a background check in Checkr appears. The activity will be created automatically but the assessment will need to be started manually from the activity.
- Automatically add to offer stage: when a candidate reaches the offer stage, an activity prompting a user to start a background check in Checkr appears. The activity will be created automatically but the assessment will need to be started manually from the activity.
Connect to Checkr: If you need to reauthorize your connection for any reason, click Reauthorize with Checkr.
Ashby API Access: This shows the API key created for this integration. Click the arrow icon to the right of the API key name to view the API key and the permissions it's been granted.
Last Edited By: The user who last amended the integration settings.
Last Edited: A timestamp showing when the last edits were made to the integration settings.
You may see a The Checkr integration is not fully configured message within your integration settings if Checkr is yet to complete the credentialing process for your Checkr account.
Configuring Checkr background checks in an interview plan
If you select Configure in interview plan in the Adding Assessments setting of your Checkr integration settings, you need to add Checkr activities to your interview plans. To do this:
- Navigate to the job in question in Jobs > Jobs.
- Click on the Interview Plan tab.
- Click + Add Activity to X on the interview stage where you'd like to add the activity.
- Select Add Activity and select Checkr from the Integrations section of the popover.
- Determine the options for your background check activity.
It is not possible to set Checkr activities to start automatically.
Starting a Checkr background check from an activity
If you've added Checkr background checks to your interview plan, or set them to be added automatically to the Offer or Hired stages in your integration settings, Ashby automatically adds an activity to the candidate's profile once they reach the appropriate stage. Click on the Checkr activity and select Start Assessment. In the window that opens, select options for the check, and click Start.
Once you order the background check, its status appears on the Ashby candidate dashboard. Once it's complete, click on it to open the report in the Checkr dashboard and review the details. (For more information on reports and report statuses, see Report statuses and assessments in the Checkr Help Center.)
Most background checks complete within 24 hours, but completion time can range from a few minutes to a few weeks, depending on the type of check ordered, the candidate's geographic location, and county courthouse operations.
Who can initiate Checkr background checks in Ashby?
Any Ashby user with the Edit a Candidate permission stripe can initiate the Checkr assessment in Ashby. This is the only permission they need — the Ashby user doesn't need their own Checkr account to do this.
Use the Checkr dashboard
While the Ashby integration lets users order background checks and view their status, the following features are available only within Checkr:
- Adverse Action initiation and processing tools
- Checkr settings
To see a quick overview of the Checkr Dashboard, head over to Welcome to Checkr. Here’s Checkr’s User Guide on the Ashby <> Checkr integration.
FAQ
Can the Checkr integration support international background checks?
Yes, these are supported.