You can configure background screening mappings for jobs and job assignments in the Background Screening Mapping tab of Recruiting Setup > Integration Mapping. When a mapping is configured, the specified package and billing code are automatically populated when new job requisitions are created for that job assignment.
Note: This functionality is available for integrations configured in the System Admin > External Integrations feature.
Right to Work packages and billing codes are also included if the background screening provider external integration includes Right to Work.
To map a background screening package and billing code to specific jobs and job assignments:
- Go to Recruiting Setup > Integration Mapping and click the Background Screening Mapping tab.
- If you're using the Sterling Direct integration, click Update Package and Billing Code List in the toolstrip. This button retrieves the current list of packages and billing codes from Sterling. If you're using the OpenAPI integration, this button isn't displayed, and the list of packages and billing codes is retrieved automatically.
- Click Add Job.
- In each column, do the following:
- Job: Select the job that you want to set a default package and billing code for. This list displays the jobs that were configured for your organization in the Org Setup > Jobs and Job Assignments feature.
- Package: Select the package that you want to populate by default in background screening orders for the specified job.
- Billing Code: If applicable, select the billing code that you want to populate by default in background screening orders for the specified job. This list is automatically filtered based on the value you selected in the Package field.
- Note: The Package and Billing Code drop-down lists display the options that your organization configured with your background screening provider.
- If you want to configure a different default package and billing code for one or more job assignments under the job, click the arrow to the left of the Job column. The job row expands and displays the list of job assignments that were configured for that job in the Jobs and Job Assignments feature.
- Select a value in the Package and Billing Code fields for each job assignment. If a job assignment-level mapping isn't configured, the job-level mapping is used by default.
- Click Save.
After the mapping is saved, it's automatically assigned to any new job requisitions created for that job. If you want to assign the mapping to existing job requisitions, you can do so using the Assign to Existing Job Requisitions button in the toolstrip. See Assign Background Screening Mappings to Existing Job Requisitions.
If needed, you can delete a mapping by selecting the row and clicking Delete in the toolstrip.