Configure Background Screening Services for OpenAPI

You can use your preferred background screening provider if they have built integration with Dayforce.

Note: To use all Dayforce features, such as Candidate Status Mapping, you will need to ask your provider to provide OpenAPI endpoints to provide lists of available statuses, results, and adjudication statuses for clients.

Complete the Integration

After working with your provider to build integration with Dayforce, complete the integration:

1. Go to System Admin > External Integrations and click Add.
2. In the External Integration Group list, click Background Screening.
3. In the Provider list, select the name of your screening provider.
4. Note: If your provider isn't already listed, select Add New Provider.
4. In the Effective From field, enter the start date for the integration.
5. (Optional) In the Effective To field, enter the end date for the integration.
6. In the Tokens section, enter the integration tokens supplied to you by your provider. You also need to provide a unique provider name, a provider description, and a unique provider reference code that doesn't contain spaces.
7. See External Integration Tokens.
7. If you want users to include Right to Work checks when they create screening orders for candidates, select Include Right to Work.
8. Configure who to notify when new background screening orders are created or when the status of existing orders changes by selecting the following checkboxes: Send Notifications to Recruiter, Send Notifications to Hiring Manager, Send Notifications to Additional Users.
9. Note: Depending on this configuration, the assigned recruiter, the hiring manager, and any additional users specified in the Details tab of the job requisition receive these notifications.
9. In the Status Mappings section, select the statuses that indicate the background screening is complete and passed, or complete and failed. These statuses vary depending on your screening provider. You can select multiple statuses for each category but not the same status in both categories.
10. Note: If there is a conflict between the mappings you select, the statuses for Complete & Passed will take precedence. That is, the completion state is considered passed if the passed criteria are met.
10. Click Save.

See External Integrations Configuration.

(Optional) Configure Dayforce to Receive Personally Identifiable Information

Important: To use this functionality, you must contact your background screening provider and authorize the release of PII to Dayforce. Enabling this client property without providing this authorization to your provider might cause issues or delays for your background screening requests.

Enable the Retrieve PII from screening provider recruiting client property to allow Dayforce to retrieve and store personally identifiable information (PII), such as date of birth and SSN information, when provided by candidates during their background screening.

When this client property is enabled, this PII is provided by your background screening provider, stored in Dayforce, and is used to automatically populate the Candidate Hire form if you choose to hire the candidate.

To set this property: 

1. Go to Recruiting Setup > Client Properties.
2. Select the Retrieve PII from screening provider client property, and select the appropriate radio button:
   • Enable this feature
   • Disable this feature. This option is selected by default.
3. Click Save.

See Configure the Retrieve PII from Screening Provider Client Property.

(Optional) Configure Package and Billing Code Mappings

If your screening provider uses packages and billing codes, you can map specific jobs and job assignments in the Background Screening Mapping tab of Recruiting Setup > Integration Mapping.

See Configure Background Screening Mapping.

Set the System Role

Ensure that the Background Screening Integration System Role is available in the System Admin > Roles feature. This role is shown only when you log in using a system user role. The integration uses this role to insert and update background screening data in Recruiting.

Assign User Role Access

Assign the necessary user role access to background screening in Recruiting > Job Requisitions:

1. Go to System Admin > Roles.
2. Select the role that you want to assign access to.
3. In the Features tab, assign one or more of the following role features:
   • Under Recruiting > Actions:
     • Background Screening Order: Users can create background screening orders in the Candidates tab and in candidate profiles.
   • Under Recruiting > Job Requisitions:
     • Background Screening Results: Users can view and manage background screening orders in the Candidates tab and in candidate profiles. They can also use the status link in the Screening Order column of the Candidates tab.
     • Adjudication Status: Users can view the adjudication status of background screening orders in the Screening Order column of the Candidates tab.
     • Assign Background Screening Mapping: Users can access the Background Screening Package and Background Screening Billing Code fields in Job Requisition forms, the Add New Requisition wizard, and the Details tab of job requisitions.
4. Click Save.

Set Up Single Sign-On

If needed, set up single sign-on for each Dayforce user who requires access to background screening orders by supplying your background screening provider with each user's business email address (found in the Personal > Contact Information screen of People). Then your provider can create login credentials for each user.

Note: For recruiters (including non-employee recruiters), you can export a list of names and email addresses from Recruiting Setup > Recruiters.