How to Upload and Match Background Checks

Secureframe supports both manual uploads and automatic background check retrievals via integrations with Vetty and Checkr. This guide covers how to upload a background check manually and how email matching helps pull in completed checks automatically.

Uploading a Background Check Manually

If you already have background check reports from a third-party vendor and NOT using one of our Integrations, you will need to upload all reports for U.S. employees as evidence in the Data Room and assign them to the relevant employees. This will allow auditors to access the reports directly from the platform.

To Upload:

  • Head to the Data Room, click Upload Files, then uplad the file in question
  • Make sure Evidence Type, Background Check Report is selected, then select the employee associated with the background check, then click Upload.
  • Note: This will automatically link the check with the user in the platform and mark the associated test as passing.

Visit our full Data Room guide to learn more about how to upload evidence or export.

Choosing the Right Email Address

Background check data is matched to users based on email address and name.

  • Use the same email that was used to complete the background check with Vetty or Checkr.

  • If the check was completed before your company issued a work email, use the personal email originally used for that background check.

  • Note: The personal email record can always be later merged in Secureframe with the new employee email address.

📌 Tip: Matching emails improves backfilling of completed reports.

Frequently Asked Questions (FAQ)

Do you have Background Vendor you recommend?

  • Yes, we have 2 vendors (Vetty & Checkr) that are integrated into Secureframe, each offering multiple packages available for the specific background levels you need. 

I tried to export Background Checks but I get the following error and nothing shows up in the export?

  • Certain exports like Background checks and Performance Reviews are sensitive and can only be exported by Super Admins. 

I am using one of your Background Providers (Checkr or Vetty) and for some reason Secureframe isn't picking up the Background check with the right user?

  • In some cases, you may have accidentally brought in 2 of the same users into Secureframe and the background check isn't sure which to associate with. 
  • If you do have 2 of the same users, we recommend Merging those into one first and after that is complete you can manually associate the background check to that new user.

Why can't auditors get access to my background checks from Secureframe?

  • Auditor are not Super Admins, so by default they do not have level of access for Background Checks, which contain sensitive data. Also important to note that Auditors don't need to see the background checks. They only need to know that it has been completed and when.
  • If your auditor is requesting these documents, your Super Admin can always export and provide manually after careful consideration. 

How are background checks pulled into the Secureframe platform if the Checkr or Vetty integration is connected?

  • Secureframe retrieves background check data by matching users using the following process:
    • Email Match â€“ Secureframe first attempts to match users by email address.
    • Name Match â€“ Secureframe checks the first and last name.

Note â€“ Secureframe compares the email and name data pulled from different integrations and matches them with the Checkr or Vetty integration to retrieve the background check information. Even if an employee has not been invited to the platform, Secureframe can still pull their background check if they have been added to the Personnel page through another integration (e.g., Google Workspace). Their background check information will be retrieved using the email and first/last name match.

What is the email address used for?

  • A copy of your background check will be sent to the email provided. Depending on where you'd like to receive the copy of your background check, you can choose a personal email or work email.

What if I already completed a background check previously?

  • If you have completed a background check, with Checkr or Vetty previously, then you should enter the same email address used during your background check. This might be a different email than your company email if the background check was run before you were issued a company email address.  Entering your same email address will help backfill the completed background check report. 

Screen_Shot_2021-12-21_at_2.16.06_PM.png

Was this article helpful?

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.