Setting Up The Integration:

Head to the Integration section on the left-hand side green panel and search for 'Sterling' within the apps and select 'Add'.

Once done you'll be asked for information such as 'Client ID' and 'Client Secret' which you source from your Sterling Account Manager.

Once you've entered this information, click 'Save' and toggle 'Enable'. Don't forget to select the region! That's it the integration is now set up and you can send candidates to Sterling.

How to Send a Candidate to Sterling and Start a Background Check:

  1. Find and click on the profile of the candidate you would like to send to Sterling.

  2. Click on the ellipses in the top right-hand corner and select 'Sterling Background Check'

  3. A form will pop up, fill this out in full and press 'Send Invite'.

    Please note: the 'select package' and 'bill code' are pulled from Sterling and aren't populated by Pinpoint.

Once sent the candidate will receive an invite to start the process which looks something like this:

You should be able to monitor the status of the background check with Pinpoint 'from 'Invited' > 'Pending' to 'Complete'.

You can then click 'View Report' to see the completed background check.

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