Installation instructions for Checkr Integration with Freshteam
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1. Go to Settings > General Settings > Integrate with other Apps > Apps
2. You can search for “Checkr” from the search bar on the page or you can find it under "All" in the Browse by Category Section.
3. Here, you will find "Checkr”, click on the Install button next to it, to initiate the integration.
4. It will take you to the configurations page
The configuration page is divided into 3 parts:
1. Connect Checkr
Click on " Install", and you will be shown the Checkr login page as below,
New Checkr Customer: Fill in all required details to create a new Checkr account, Checkr verifies your company details, and activates your account in a few days.
2. Connect Freshteam:
Here 2 parameters are required
Domain Name: Your Freshteam domain URL will be auto-populated
API Key: You can find your API key by clicking on your profile icon at the top-right corner of the screen. Know More
NOTE If you see this error after clicking on the Checkr icon - "Oops. seems you have not enabled Account Hierarchy in your Checkr account. Please enable it and then try initiating BG check from Freshteam." - you may need to add a node to your Checkr account. Please reach out to firstname.lastname@example.org for assistance with adding a node. Once this is done, you can continue using your Checkr integration seamlessly.
Image 1: Filling basic details to initiate background verification
One can also view the status directly from Checkr placeholder as shown in the image below. Here only the colour code status for the background check will be shown, with green, yellow and red as respective colour code
Viewing reports & Using tags to filter candidate background checks
Enabling background verification also creates tags in the process. Tags can be used to filter candidates who are in various stages of the process. There are two candidate tags that are created, Checkr-Complete and Checkr-Pending.
For every BG report check status the following tags are created
Below GIF demonstrates the use case for the same
Checkr and Freshteam Status Mapping reference table: