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 https //help checkr com/s/article/10062213824663 contact checkr customer support 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 checkr integration settings once your checkr account is connected 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 https //help checkr com/s/article/216553468 report statuses 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 background check invitation links https //help checkr com/hc/en us/articles/217084017 how do i request a background check review and adjudicate a candidate's report https //help checkr com/s/article/216553188 adjudicate a candidate s report adverse action https //help checkr com/s/article/4415910153367 begin the adverse action process initiation and processing tools checkr settings manage account users https //help checkr com/s/article/216687928 manage account users set up payment and billing information https //help checkr com/s/article/4429308795927 set up billing and payment information set account notifications https //help checkr com/s/article/360010450474 set account notifications to see a quick overview of the checkr dashboard, head over to welcome to checkr https //help checkr com/s/article/360000020208 welcome to checkr here’s checkr’s user guide https //help checkr com/hc/en us/articles/4421183201559 ashby checkr integration user guide on the ashby <> checkr integration faq can the checkr integration support international background checks? yes, these are supported