Create Background Screening Orders - Open API

Before You Begin: If you require information for HireRight or Sterling, see Create Background Screening Orders with HireRight or Create Background Screening Orders with Sterling.

If your organization has configured the use of a background screening service in Dayforce, you can initiate screening orders for candidates in the Recruiting feature.

If screening packages and billing codes are required but you aren't authorized to add these values, and if no default values were defined, the New Background Screening Order option is disabled for the job requisition.

Note: For job requisitions that use candidate status mapping, the New Background Screening Order action might not be available until the candidate is in a certain status. If needed, you can see which candidate status the action is available for in the Job Requisitions screen. In the Improved Recruiter Experience, click the link in the Candidate Status Mapping column. In the Classic Recruiter Experience, click the Candidate Status Mapping is Used indicator ().

To create a background screening order:

1. Go to Recruiting > Job Requisitions.
2. Open the job requisition that you want to create the screening for.
3. In the Candidates tab, do one of the following:
   • Select a candidate in the list, and then click Screen > New Background Screening Order in the toolstrip.
   • Click a candidate’s name in the list to open their profile, and then select Screen Candidate > New Background Screening Order in the left-side panel.
4. When you click New Background Screening Order, Dayforce does one of the following:
   • If packages and billing codes aren't used by your organization, Dayforce submits the order automatically. No further action is required.
   • If packages and billing codes are used by your organization but you aren't authorized to edit these values, Dayforce selects the default package and billing code for the job requisition, and then submits the order automatically. No further action is required.
   • If packages and billing codes are used by your organization and you are authorized to edit these values, Dayforce opens the Select Background Screening Details dialog box in which you can add package and billing code values or update the default values before submitting the screening order.
4. If the Select Background Screening Details dialog box is displayed, do the following in each field:
   • Package: Select the screening package that you want to send to the candidate.
   • Billing Code: Select the billing code that should be used for the selected screening package. This field is required if billing codes are displayed in the field drop-down list.
5. Click Submit.

When you submit a background screening order, the candidate is sent an email with a link to complete the screening package on your screening provider's website. If there is no valid email address available for the candidate, Dayforce displays an error message when you try to submit the order.

Depending on how the integration with your screening provider was configured, Dayforce might also send a notification to the hiring manager, recruiter, and additional users when screening orders are created and when status changes are received from your provider.

You can review the background screening order status in the Candidates tab. In the Improved Recruiter Experience, go to the Background Screening Order column. In the Classic Recruiter Experience, go to the Screening Order column. Click the View Screening link to review the status of the screening order on the Sterling website. See Review Sterling Background Screening Orders.

Note: When you open the Candidate Hire form for a candidate who has completed a background screening, their date of birth and SSN information might be populated in the form automatically. This functionality is only available if Dayforce has been authorized to retrieve and store personally identifiable information (PII) from your provider. See Configure the Retrieve PII from Screening Provider Client Property.