Create Background Screening Orders with Sterling Direct

Before You Begin: This topic only applies to organizations that have configured the Sterling Direct integration in Dayforce. See Configure Sterling Background Screening Services.

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

If you aren't authorized to edit background screening packages and billing codes, and if no default values are 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 with Sterling Direct:

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.
4. When you click New Background Screening Order, Dayforce does one of the following:
5. • If you aren't authorized to edit screening packages and billing codes, Dayforce selects the default package and billing code for the job requisition and then submits the order automatically. No further action is required.
   • If you're authorized to edit screening packages and billing codes, Dayforce opens the Select Background Screening Details dialog box. You can then add package and billing code values or update the default values before submitting the screening order.
4. If you see the Select Background Screening Details dialog box, 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. If your organization doesn't use billing codes, this drop-down list doesn't show any options.
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 the Sterling website. If there is no valid email address available for the candidate, Dayforce displays an error message when you try to submit the order.

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.

The following statuses are used in these columns: 

• PreDraft: The screening request was sent to the candidate, but they haven’t provided any information yet.
• Draft:The candidate has provided some, but not all, of the required information.
• Pending: The candidate has submitted all of the required information, but the reports for the screening package are still pending.
• Complete: The candidate has submitted all of the required information and the reports in the screening package are completed.
• Canceled: The candidate didn’t submit the required information before the screening package's expiry date, resulting in the order being canceled.

These statuses are created by Sterling, and might be changed at any time.

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 Sterling. See Configure the Retrieve PII from Screening Provider Client Property.