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: 


Checkr Report Status

Checkr Report Result

Freshteam Status in Candidate page and comments

Freshteam Tag

Freshteam Comment added? 

Invitation Status

 NA

Invitation Sent

Checkr-pending

Yes

Invitation

Expired

 NA

Invitation

Expired

Checkr-Complete

Yes

Invitation Deleted

NA

Invitation

Canceled

Checkr-Complete

Yes

Invitation Completed 

NA

Invitation Completed

Checkr-pending

No

Complete

Clear

Eligible

Checkr-Complete

Yes

Complete

Consider

Pending

Checkr-Complete

Yes

Disputed

NA

Disputed 

Checkr-Complete

Yes

Suspended

NA

Suspended

Checkr-Complete

Yes

Pending

NA

Pending

Checkr-pending

No

Complete

Clear

Clear

Checkr-Complete

Yes

Complete

Consider

Not Eligible

Checkr-Complete

Yes