Installation instructions for Checkr Integration with Freshteam
New to Checkr? We have an exciting gift for you!
Receive $40 ? off your first background check when you use the code FRESHTEAM. Offer valid till December 31st, 2022.1. 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,
Existing Checkr Customer: Click "Sign in", and log in using your existing checkr credentials. Please login via a user account that has admin access on Checkr to give the required API access.
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
3. Configuration: Here, provide the list of roles that will be able to initiate the BG check. Below image shows the 3rd step. Click Install to complete the installation.
Now you have Checkr Integrated with Freshteam!
Ordering background check for a candidate
To order Checkr background verification through Freshteam, simply follow the following instructions
1. Click on recruitment tab --> Select a job --> Select candidate --> Click on Checkr icon on the right
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 support@checkr.com for assistance with adding a node. Once this is done, you can continue using your Checkr integration seamlessly.
2. Checkr tab will slide out, then fill in the candidate PI data along with the Checkr background check you want to run
3. Once all the data is filled click on "Order BG check" This will enable the background check for the package selected
Below images shows various steps
Image 1: Filling basic details to initiate background verification
Image 2: Selecting the Checkr background verification package
Viewing your Candidate assessment background check status
Administrators or the roles granted the access can view the stage the background check status the candidate is at: There are a total of 3 colour codes used to define the stage of the background check; Green: Approved, Yellow: Pending & Red: Consider
One can view the candidate background checks status, either from the comments tab in 360 view, this tab shows the detailed scope of things around candidate background check along with other background check related information
Image: The above image shows the candidate background check status in candidate 360 view
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: