Assign Sterling Background Check
The Sterling background check is assigned to applicants from their
tab.
PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
Applicants: View Background Check Status | Allow user to view the background check status. The user cannot view the link to the detailed report. This permission cannot be constrained. | Recruiting |
Requisition: Reviewer |
Enables reviewer to access requisitions and applicants for requisitions for which they are a reviewer. This permission cannot be constrained. Note: This is a dynamically assigned permission that is not available in Security Role Administration. Once a requisition is in a Closed or Cancelled status or if the user is removed as a reviewer, the permission is revoked for the associated requisition. This permission cannot be manually assigned. Note: If an applicant reviewer is removed as a reviewer via the Applicant Profile page, the Requisition: Reviewer permission is revoked for the associated requisition. However, if the reviewer was also added as a reviewer via the General tab when creating, editing, or copying the requisition, the reviewer still appears on the In Review panel as a duplicate reviewer and retains access to the requisition and applicants from the Requisition: Reviewer permission. See Applicant Profile Page Overview for more information about duplicate reviewer instances. |
Recruiting |
To assign the background check:
- Click the Assign to Applicant link in the background check status type panel from the tab.
- This opens a pop-up in which you select the background check provider and package. The options that are available in these fields are dependent upon the integrations you have enabled in Edge Integrate and the settings for those integrations.
- Click Auto-Creation of User Record Note: If the user assigning the background check does not yet have a user record in the Sterling application, a user record is automatically created, using the user's first and last name, phone number, and email address - all of which are required fields. When Sterling creates the user record for the user who is assigning the background check, Sterling will send an email to that user to indicate that their user record has been created. . This initiates the Sterling background check process for the applicant.
If the submission process is successful, the status in the background check status type section will indicate Acknowledged. If the submission is not successful, then an error message displays.
Once the background check is assigned to the applicant, the status will change to Assigned, and Sterling will send an email to the applicant to initiate the background check process.