Create Background Screening Orders with Sterling (Legacy)

Before You Begin: This topic only applies to organizations that have configured the legacy Sterling 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 from Recruiting.

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:

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 and then click Screen > New Background Screening Order in the toolstrip.
   • Click a candidate’s name to open their profile, and then select Screen Candidate > New Background Screening Order.
4. The application opens a separate browser window where you're logged into Sterling using single sign-on, and the Create New Order form is displayed in the Sterling system.
4. Depending on how you want the form to be completed, do one of the following:
   • If you want to fill out the screening order on behalf of the candidate, do one of the following:
     • Click Order if the candidate has provided their SSN number, and it has been populated in the SSN field (as depicted above).
     • Click Pin Order to begin the order without entering a value in the SSN field.
   • To speed up the submission process, Recruiting populates information from the candidate’s profile in the screening form, including personal information, work history, education, and references. This information can then be edited in the form.
   • Note: Filling out the screening order form on behalf of candidates is the best way to ensure that the information sent for screening is consistent with the candidate's profile.
   • If you want to make the candidate responsible for filling out parts of the background screening form, including work and education history, click Invite. When you click Invite, Sterling sends the necessary forms to the candidate by email.

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.