Sora / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr / Sora integration process, and outline how to use the Checkr dashboard for the background check process. 

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to Sora, please fill out a support request for additional assistance.

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• Prerequisites
• Add Checkr to Sora
• Enable Checkr setup
• Disable Checkr setup
• Create a Checkr account
• Order Background Checks
• Background Check Monitoring
• Resubmit a Background Check
• Sora User Permissions
• Use the Checkr Dashboard

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This guide describes how to set up Checkr to use within Sora, such that Sora users can initiate and view Checkr background checks from within the Sora interface. 

Prerequisites

The following items are required to initiate Sora / Checkr integration. Please ensure you have the following before proceeding.

• Access to Sora, with super administrator rights 

Add Checkr to Sora

First, enable Checkr from within Sora. You must have super administrator rights to Sora to complete this process. 

Enable Checkr setup

1. Log into your Sora account and from Sora’s home dashboard, navigate to settings in the top navigation bar. 
2. From settings, select the integrations tab.                           
3. From the integrations tab, you can search for Check, located under the “Other” category.                   
4. Once Checkr is selected, you will see “Integration Setup” and below a button labeled “Log in to set up integration”.
5. Select “Log in to set up integration”.                             
6. Once selected, the Checkr hosted Sign Up / Sign In window will appear. 
   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Sora.
   2. If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information
7. If you are signing-in, upon successfully signing in, you will return to the Check Integration page and see the following message: “Checkr is configured for use”.
8. If you are signing-up, upon successfully signing-up for Checkr, the integration settings page will automatically refresh and display a warning message. The warning message will let you know that your Checkr account has to be credentialed prior to use and may take up to 24-48 hours. Once the credentialing process is complete, Checkr will notify both the customer and Sora, and the customer may begin ordering background checks through the Sora platform.

1.  

Disable Checkr setup

You can disconnect your Checkr <> Sora integration at any time. To do so, please contact Checkr to shut off the integration. At that time, Checkr will shut off the integration, and notify Sora and Sora will clear the connection automatically. This will be reflected in the Checkr integration tab within Sora. 

Create a Checkr account

If your company does not yet have a Checkr account, one must be created before integration with Sora.

To create an account for use with Sora:

1. Click Sign Up when 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 Sora. (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.
   1. 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 Sora and you, and you may begin ordering background checks through the Sora platform. 
6. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

Order Background Checks

Once your Sora and Checkr accounts are connected and verified for use, please follow the steps below to begin ordering background checks. 

1. Navigate to the Workflows page and select the workflow you would like to add a background check to.                                                                                   
2. Click “manage workflow” in the top right corner
3. Add a new integration step at the direct point in the workflow. A tab will slide out. 
4. Under the “action” tab, in the drop-down menu select the background screening task.
5. Under the “options” tab, select the options for the check.         
6. Save and publish the new integration task using the “Create (Publish)” button. 
7. To initiate an actual background check along with the other tasks in the workflow, exit the workflow editor and add an employee by clicking the “add employee” button in the top right-hand corner.                             
8. When the employee reaches the background check step in the workflow, Sora will automatically create the candidate object and order the background check with the pre-configured options.       

Background Check Monitoring Process

To monitor the status of a candidate’s background check, please follow the steps below. 

1. Navigate to the “Employees” tab in the top navigation bar. 
2. Click on the desired employee. 
3. In the flyout, select the “Background Checks” tab
4. Here each card represents a separate background check that has been run.       

The following information is displayed: date of initialization, source (task) of initialization, package name used, estimated completion of the check, status of the report and a link to the report itself. 

Once Complete, click on the link to the 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.)

Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations. 

Resubmit a Background Check

1. In the selected workflow, click on the desired user and open the details of the enrollment. 
2. If a background check task encounters an error, it will be flagged indicated by a red flag icon next to the name of the task. 
3. Hovering over the icon will reveal details about the nature of the error. 
4. The flag and the error details can also be seen by opening the task and navigating to the “Flags” tab. 
5. To re-run the background check integration task, open it, navigate to the “Flags” tab and click “Rerun integration” under the error details. 
6. This will rerun the task with the same configuration.                 

Sora User Permissions

• To connect/disconnect a customer account to Checkr using OAuth, one must have super administrator access. 
• Submitting a background check: A background check is a task in a workflow within Sora, think of it like a step in a list of actions. These steps (tasks) can have various triggers (after the previous task, when the employee enters the workflow, etc.). After a workflow is configured with background checks within it, the submission will be done automatically upon the configured trigger. By default these workflows can be managed by administrators, and workflow administrators so they have the ability to control when a background check is invoked from the workflow configuration. 
• Reviewing background check results: The status, ETA, report link, and some additional information is displayed on the profile of the associated employee under a tab called background checks. Sora has an extensive permission system that by default only exposes this tab to administrators. Administrators have the power to control who else can see the results on an individual level. 
• With Sora’s permission system, it is possible to grant the rights needed for the above operations to anyone. 

Use the Checkr Dashboard

While the Sora integration allows users to order background checks and view their status, the following features are available only within Checkr: 

• Background check invitation links
• Full background check report results
• Adverse Action initiation and processing tools
• Checkr settings 
• New and existing user management
• Billing information
• Email notification preferences

For a quick overview of the Checkr Dashboard, please see Getting started with Checkr.