Assign Sterling Background Check

The Sterling background check is assigned to applicants from their Applicant Profile > Statuses tab.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Applicants: Initiate Background Check This permission grants access to manage background checks from the Applicant Profile page. This applies to background checks that have been configured in the Integration Center. This permission cannot be constrained. Users who have this permission will have an Assign to Applicant link in the background check status type panel on the Applicant Profile page. Once the background check is assigned, the page will display "Assigned - [Date Assigned]." Recruiting
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
Applicants: View Background Check Status and Details Link This permission allows users to view the background check status and view a link to access the background check report, which can be found in the background check status type panel on the Applicant Profile page. This permission cannot be constrained. Recruiting
Requisition: Manage Grants ability to access and manage all requisitions regardless of ownership (constraints permitting). This permission also grants read-only access to the Applicant Review tab when creating or editing a job requisition. This permission can be constrained by OU, User's OU, and Grade. Recruiting
Requisition: Owner

Enables owner to access requisitions and applicants for requisitions for which they are an owner. This permission also grants read-only access to video interviews that are completed by applicants via HireVue. For portals with Referral Suite enabled, this permission also enables requisition owners to edit the referral source on the Applicant Profile page. This permission cannot be constrained.

Note: This is a dynamically assigned permission that is not available in Security Role Administration. If the user is removed as an owner, the permission is revoked for the associated requisition. This permission cannot be manually assigned. Also, if a user has both the permission necessary to manage requisitions and be a requisition owner, the constraints of the Requisition: Manage permission overrule those of the Requisition: Owner permission. For requisition owners that do not also have permission to manage requisitions, only certain fields are editable when editing a requisition.

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:

  1. Click the Assign to Applicant link in the background check status type panel from the Applicant Profile > Statuses tab.
  2. 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.
  3. Click Submit. This initiates the Sterling background check process for the applicant. 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.

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.