This guide outlines the Checkr/Gem integration process and how to order background checks.
Getting started
The following items are required to enable the integration:
- Admin access to Checkr
- Admin access to Gem
Connect to Checkr
- Login to your Gem account.
- Navigate to Settings Integrations page.
- From “Integrations”, locate the Checkr tile. Select “Connect to Checkr”.
- A window will appear for you to complete the Sign-Up / Sign-In process with Checkr. If your company does not yet have a Checkr account, one must be created during the integration process with Gem. Refer to the “Connect to Checkr” section below on how to begin the Checkr account setup process from within Gem.
- Once completed, you will land back on the Integration page. The integration will automatically be set to ‘On’ once your Checkr account has been credentialed. Ensure the status is correctly set to ‘On’ so you can begin ordering background checks.
Account hierarchy
The integration allows users to set up different “nodes” inside of their Checkr account to appear when you order a background check. You can use nodes to designate different locations, teams, or groups that order background checks within your organization. Checkr requires you to assign packages to nodes after you create them. Your Checkr invoice shows which node ordered which package.
Each time you order a background check, you select which node to order the check from, and then select from a list of packages available to that node. Invoices show the background checks that each node ordered within 2 billing cycles after setup.
To order a background check with an account hierarchy and nodes, please follow the steps within “Order Background Checks”. During the ordering process, Gem asks the user to select their preferred node (if applicable) and package for ordering.
The list of packages appears based on the node you select. Select the background check package you want to order. If no packages appear, you must 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
- From your Gem dashboard, navigate to the candidate in which you want to run a background check for.
- From the Candidate’s profile, select the “Background Check” tab.
- Select “Initiate Background Check”. A window will open for you to invite the candidate to their background check. Populate the form with the candidate’s information and click submit.
- Once submitted, you will receive confirmation on screen that the background check invitation has been sent. Close this window.
- From the candidate’s profile, the background check will now be visible in Report History with the status, “Invitation Pending”. This will continue to update in real-time.
Review background checks
- Login to your Gem account.
- From your Gem dashboard, navigate to the candidate in which you want to review.
- From the Candidate’s profile, select the “Background Check” tab.
- Under background check, you will see a box for Checkr appear. Within the Checkr box, you will be able to review the Report History for the candidate. Within the report history lives all background checks for the candidate.
After you order a background check, the report status appears in the report history tile. Once the report status changes to Complete, you can click the blue date text to jump to the report in the Checkr Dashboard or download the complete report directly
For more information on reports and report statuses, refer to How do I interpret a background report.
Checkr’s candidate experience
Checkr’s candidate experience overview describes the candidate experience of the background check process. It provides information to answer common questions and resolve common issues.
Resubmit a background check
Gem allows the user to try to submit a background check again in the case there was a failure. Please follow the steps under “Order Background Checks” to resubmit a background check for your candidate.
Use the Checkr Dashboard
While the integration allows users to order background checks and find their status, the following features are available only within Checkr:
- Order a candidate’s report
- Adjudicate a candidate’s report
- The adverse action process: Deciding not to move forward with a candidate
- Candidate stories: Better understand the past and present
- Checkr settings
- Manage account users
- Set up payment information
- Getting started
- Connect to Checkr
- Account hierarchy
- Order background checks
- Review background checks
- Checkr’s candidate experience
- Resubmit a background check
- Use the Checkr Dashboard