Welcome to Checkr!
This guide will walk you through the Checkr / Planning Center 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 Planning Center, please email support@planningcenteronline.com for additional assistance.
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This guide describes how to set up Checkr to use within Planning Center, such that Planning Center users can initiate, view, and process Checkr background checks from within the Planning Center interface.
Prerequisites
The following items are required to initiate Planning Center / Checkr integration. Please ensure you have the following before proceeding.
- Access to Planning Center, with admin rights
Add Checkr to Planning Center
First, enable Checkr from within Planning Center. You must have admin access to both Checkr and Planning Center to complete this process.
Enable Checkr setup
1. To initiate integration, go to the Accounts page and click Integrations.
2. Next, click Connect to Checkr.
Clicking Connect to Checkr will open a window asking you to Sign Up or Sign In.
- If you are already a Checkr customer, select Sign In to connect your current Checkr account to Planning Center.
- If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information.
Create a Checkr account
If your company does not yet have a Checkr account, one must be created before integration with Planning Center.
To create an account for use with Planning Center:
- Click Sign Up when prompted.
- 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 Planning Center. (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.
Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Planning Center and you, and you may begin ordering background checks through the Planning Center platform.
Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.
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 requires you to assign packages to nodes once they are created, and will then display which node ordered which package on your Checkr invoice.
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.
To order a background check with Account Hierarchy and nodes:
- Fill in the work location of the candidate as you normally would for any background check.
- Select which Hierarchy node you would like to order from.
The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you will need to 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
Once your Planning Center and Checkr accounts are connected, click on People, and within the Overview section, scroll down to the Recently Created Profiles.
To order a background check,
- Select a Candidate
- Click the drop-down menu from the check icon located in the right-hand corner
- Click Add Background Check
- Next, click Choose Package
- Select a Package and click Next
Once the background check has been ordered, the status of the report will be listed in the Planning Center candidate profile and in the Background Checks tab of the People section. Once Complete, click on it 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.
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
- Full background check report results
- Adverse Action initiation and processing tools
- Checkr settings
For a quick overview of the Checkr Dashboard, please see Getting started with Checkr
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 exceptions and 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.