Configure Sterling (Legacy) Background Screening

Note: Dayforce doesn't create or maintain Sterling accounts on behalf of organizations.

This topic explains how to configure the legacy Sterling background screening functionality.

Complete the Integration between Dayforce and Sterling

1. Go to System Admin > Client Properties.
2. Click the Properties tab.
3. In the Account Code for Sterling Screening field (in the General section), enter the account code that Sterling provided you with.
4. Click Save.

Define Sterling as your Screening Service Choice for Recruiting

1. Go to Recruiting Setup > Client Properties.
2. Select the Candidate Screening Service Choice client property, and then enter 2 in the Value field to define Sterling as the screening service provider for your organization.
3. Note: You can enter more than one screening service choice in the Value field. See Configure the Candidate Screening Service Choice Client Property.
3. Click Save.

Assign User Role Access

To assign the necessary user role access to the screening functionality in candidate profiles and in the Candidates tab of 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 both of the following role features:
   • Under Recruiting > Actions:
     • Background Screening Order: Users can create new background screening orders from the Candidates tab and from candidate profiles.
   • Under Recruiting > Job Requisitions:
     • Recruiting > Job Requisitions > Background Screening Results: Users can view and manage existing background screening orders from the Candidates tab and from candidate profiles. Users can also access the status link in the Screening Order column of the Candidates tab.
4. Click Save.

Set Up SSO

Note: The Screening User Id column in Recruiting Setup > Recruiters is only shown if the Candidate Screening Service Choice client property is set to 2 in Recruiting Setup > Client Properties; otherwise, the column is hidden.

To set up single sign-on (SSO) for each Dayforce user who will have access to Sterling:

• Provide Sterling with the ID from the Screening User Id column of Recruiting Setup > Recruiters. This unique ID is automatically generated for each user in the list of recruiters, and only users who are listed in the Recruiting feature can use Sterling. After you provide Sterling with the user's ID, Sterling creates a login for the user.
• Alternatively, if the user already has a Sterling account outside of Recruiting, you can replace the ID that Recruiting automatically generates in the Screening User Id column with the user's existing Sterling user ID. If, at any time, that column is cleared, users won't be able to use Sterling through Recruiting.

You can export the list of recruiters by using the Export button in the Recruiting Setup > Recruiters toolstrip.