Sterling Integration - Overview

The Sterling integration is a background check and drug screening tool. This integration streamlines and improves recruiters' efficacy of their hiring process.

Integration Guide

Select this link to download the Sterling Integration Guide.

Use Cases

  1. James is Acme Company's administrator and has been tasked with enabling the integration between Cornerstone and Sterling . This will allow Acme to include Sterling background checks in their hiring workflow.
  2. James goes to the Edge Marketplace to purchase and activate the Sterling integration.
  3. From the Edge Integrate page, James enters Acme's unique Client ID, Auth Key, Account Name, Background Check Names and corresponding IDs. These are provided by the Sterling project team.
  4. Acme's Cornerstone portal now has an active integration between Sterling and Cornerstone.
  1. Lisa is the Recruiting administrator for Acme.
  2. Holly, a hiring manager at Acme, is looking to add a new member to her Marketing team.
  3. With the integration enabled, Lisa is tasked with adding a background check status in all of Acme's marketing job requisitions.
  4. Lisa creates a new custom applicant status that is set to a custom integration type under Sterling Background Check.
  5. Lisa has now configured the Marketing job requisitions to include the Sterling custom status.
  1. Ashley, a recruiter at Acme, has identified Paul James to be a qualified applicant.
  2. To ensure a sound hiring decision is made and to protect Acme from potential risks, Ashley assigns a background check for Paul by moving Paul's applicant status to Sterling Background Check.
  3. Ashley selects the appropriate background screening package, then submits the request.
  4. Paul receives an email from Sterling and clicks on the link to complete the screening application request in Sterling.
  1. Toby is a new recruiter at Acme.
  2. James, Acme’s administrator for both Cornerstone and Sterling, was tasked with creating a user record for Toby in both systems. James created a user record for Toby in Cornerstone but failed to do so in Sterling.
  3. Working under the assumption that he can begin working in both systems, Toby was tasked with assigning a background check to the applicant, Dan White.
  4. Toby selects the appropriate background screening package then submits the request.
  5. Sterling identifies that Toby does not exist in their system and creates a user record for him. Note: The user must have a valid email address in your Cornerstone portal in order for Sterling to automatically create a user record in the Sterling system.
  6. Dan White is assigned to a background check successfully and receives an email from Sterling.
  1. Ashley is eager to find out the results of Paul's background check status.
  2. Ashley navigates to Paul's Applicant Profile Status page and sees the status on the request.
  3. To view additional details of the background request, Ashley clicks on the View Progress link, which will SSO her into Sterling site.
  1. Holly, one of Acme's hiring managers, does not have permissions in Cornerstone to assign a background check but has permissions to view its results.
  2. Holly would like to finalize hiring decisions and decides to review Paul's background check results.
  3. Holly navigates to Paul's Applicant Profile > Statuses page and clicks on the View Progress link. Note: Only the background check order request API has a provision to create a new user. If the user does not have an account in Sterling, the detailed report link will not automatically create a user record in Sterling. In order to allow access to this user, the client administrator should manually create users in Sterling.
  4. Upon launching the link, Holly receives an SSO error message indicating that she does not have an account in Sterling to view the report.

Implementation

This functionality is only available for organizations using Recruiting and must be purchased and activated via the Edge Integration Marketplace. It is necessary to have a contract and purchased assessments from Sterling Talent Solutions to implement the integration. The Sterling integration will need to be activated via Edge Integrate, and you will need to provide your company's pre-existing Sterling unique identifiers.

Security

The following existing permissions apply to this functionality:

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
Applicant Status Bank - Manage Grants ability to access and manage Applicant Status Bank. Recruiting Administration
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
Application Workflow Template - Manage Grants ability to access and manage Application Workflow Templates. This permission can be constrained by OU and User’s OU. This is an administrator permission. Recruiting Administration
Application Workflow Template - View Grants ability to access and view Application Workflow Templates. Recruiting Administration
Edge Integrations - Manage Grants access to the Integrations service for Edge Integrate where the administrator can configure, enable, and disable their third-party integrations that are used within the Cornerstone system. This permission cannot be constrained. This is an administrator permission. Edge
Edge Marketplace - Manage Grants access to the Marketplace service for Edge Integrate where the administrator can browse and purchase integrations that can be used to extend the Cornerstone system. This permission cannot be constrained. This is an administrator permission. Edge
Forms - Manage

Grants access to the Manage Forms functionality. This permission can be constrained by OU and User's OU. This is an administrator permission.

Note: This permission enables access to the Form Management functionality that is part of Cornerstone HR functionality and the Onboarding module. This permission does not grant access to the Training Forms Management functionality.

Forms Management Administration
Global Email Administration - Manage Grants ability to manage email trigger templates across all active modules in the portal. Enables creating, editing and deleting email message templates for various system actions and workflows. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Core Administration
Global Email Administration - View Grants view only access to email templates/triggers and email logs at the global level for the portal. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Core Administration
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
Resume Administration Grants access to resume administration, which enables configuration of resume sections, including custom resume fields. This permission cannot be constrained. This is an administrator permission. Note: This permission does not apply to the Universal Profile - Resume functionality. Talent/Succession - Administration