How to use the Checkr and AllianceHCM integration

Objectives:

Learn about how to set up the Checkr and AllianceHCM integration and how to use the Checkr background. Checkr offers a supplemental service to AllianceHCM clients, and you can use the integration to order background check reports and review completed reports. Learn more about the integration here and learn more about Checkr here.

What's in this article?

An overview of how to use the Checkr integration with AllianceHCM, including:

• Enabling the Checkr and AllianceHCM integration
• Creating a Checkr account
• Ordering a background check on a job applicant
• Ordering a background check on an employee
• Reviewing a background check report

💡Good to know: The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to AllianceHCM, please get in contact with your customer service representative for additional help.

AllianceHCM tips: Keep an eye out for tips from our experts!

Enabling the Checkr and AllianceHCM integration

You must have administrative access to both Checkr and ALlianceHCM to enable the integration.

1. Log into AllPay. From your dashboard, select Configuration from the menu on the left.
2. Hover over the Application Configuration menu to open it and then select Integrations.
3. On the line for Checkr, click the Connect button.
4. If you're already a Checkr customer, select Login to connect your Checkr account to AllPay. If you're not a Checkr customer, add your company information and select Sign Up.

Log in and select Configuration

Open the Application Configuration menu and select Integrations

Click on the Connect button for Checkr

Select Login or Sign Up

Creating a Checkr account

1. If you’re not a Checkr customer, add your company information and select Sign Up to create a Checkr account, and complete your information.
2. Enter your payment information (credit card or bank information). Invoices for background checks will come directly from Checkr, not from AllianceHCM. (Payment information may be edited on the Checkr dashboard after the account has been created.)
3. Select Finish Sign Up to submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both AllianceHCM and you to begin ordering background checks through the AllianceHCM platform.
4. Once your account has been created, if your Checkr account is enabled for segmentation, it’s possible to assign background check packages to company codes or cost center codes (Nodes). For more information about nodes in Checkr and how to configure your account, see Payment & Billing, Adverse Actions, and Manage Account Settings.
5. Select Checkr Segmentation.
   
6. Select the AllPay Codes for Checkr and select Sync with Checkr & Save.
   AllianceHCM tip: Do not click sync button more than once. Once the integration is set up, clicking the sync button again will create more nodes.
   

Ordering a background check on a job applicant

AllianceHCM tip: There are limitations on who can submit background checks, limited by the settings under Security Users/Users in AllPay.

1. Log into AllPay. From the dashboard, open the Onboard menu and then select Applicants to view the list of your candidates.
2. Select a candidate to see their profile open from the right side.
3. On the top left of the applicant's profile, use the drop-down menu and select Order a Background Check to run a background check report.
4. On the background check dialog, select Checkr and the package that you want to run for the candidate.
   AllianceHCM tip: There are default packages set up with each account.
5. Click on Submit. Once the background check report is ordered, an email will be sent requesting the candidate’s information for the background check report.

Log in and select Applicants

Select an applicant to open their profile

Select use dropdown to find and click on Order a Background Check

Select Checkr, Package, then click Submit

Ordering a background check on an employee

AllianceHCM tip: There are limitations on who can submit background checks, limited by the settings under Security Users/Users in AllPay.

1. Log into AllPay. From the dashboard, open the HR menu and then select Background Checks.
2. Search for the employee that you’d like to run a background check for by using the filters and drop-down at the top of the screen.
3. Once you select the employee, click the Add button for a new background check request.
4. Within the Background Check Manager, select Checkr in the Service field and the package you want to run. Then click on Save.
   AllianceHCM tip: There are default packages set up with each account.

Log in and select Background Checks

Find the employee and click on Add

Choose Checkr, the package, and then Save

Review a completed report

To view a completed report, select Background Check to view the report status and results within the applicant menu.