Performing a background check is a crucial part of the hiring process, providing insight into an applicant’s history, and helping ensure that the candidate is a good fit for the position.

In this article, you'll learn how to:

  • Set up the background check integration with a provider, Checkr.

  • Set up billing with Checkr.

  • Run a background check for a position

1. Getting started with Checkr - Signing Up

STEP 1: From your Workstream dashboard, go to Company.

STEP 2: Select Integration under Company Settings.

STEP 3: Select Checkr under Background Check.

STEP 4: Click Connect.


STEP 5: Complete the fields shown below. This will set up your Checkr account:

  • Create Account

  • Payment Information

  • Verification (only legitimate businesses may order background checks).

  • Once you are done filling out the fields, you will automatically connect with Checkr. 

Note:

  • If you ALREADY have a Checkr account and are turning on the integration within Workstream for the first time, repeat steps 1-4 and click the Sign-in button as shown below,

  • Please contact clients@checkr.com if you need any assistance in your account and billing information.

2. Set up a background check for a position 


Before starting your first background check, the Admin has the option to enable and disable default packages. The Admin may want to do this to prevent team members from running certain packages.

To do this, repeat steps 1 to 4 of the above section (A). Then click the toggle buttons to turn on/off the packages,

In case you need to customize a package,  you may email Checkr at clients@checkr.com for any assistance. 


***Setting up a Background Check Stage***


STEP 1: Go to Positions tab.

STEP 2: Click any location and select a position under it and click Edit position.

STEP 3: Click the Add new stage button 

STEP 4: Select Background check then type any stage name for it and drag it to any order that you want to place it,


STEP 5: After you have created a stage for the background check, click that stage then choose only one package (among the enabled packages) that you want to use then click Save.

STEP 6: Click the Automation tab then select the automation rule that says

  • When an applicant enters this stage... Send them a message.

  • This is important to make sure that when you move the applicant to this stage, he/she will receive a notification about it.

  • If you want to learn more about background checks from Checkr, you can visit learn.checkr.com .

If you have questions and need some assistance, send us a message by clicking the intercom icon found at the bottom right of your dashboard or send us a message at help@workstream.is

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