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Using the Sterling Integration
Using the Sterling Integration

Many of our customers use Sterling as their background check provider, with our new integration it's now even easier via Pinpoint.

Edd Slaney avatar
Written by Edd Slaney
Updated over a week ago

Pinpoint's integration with Sterling allows you to order background and other checks on a candidate from within the Pinpoint interface using your company's Sterling account.

The guide to the Sterling integration is split into 3 parts

Roles required to configure and use the Sterling Integration

In order to enable and configure the Sterling integration ahead of it's use, you'll need to have the Company Manager role assigned to you.

To order check on candidate and be able to view the results, you'll need the Background Check Creator role.

If you just need to give people access to view a completed background check result, you can assign them the Background Check Viewer role

Connecting Pinpoint to your Sterling account

Step 1

From the left hand menu, select the Integrations page under the settings menu.

Step 2

In the integrations menu, click on the Apps button and then search for, or scroll down to, the Sterling integration. Click the Add button for that integration.

Step 3

With the integration added, you'll need to fill in your Client ID and Client Secret, and select which the region you're operating in. You can get these details from Sterling's team if you don't already have them.

Step 4:

Once you have successfully saved your Hirer ID, you'll need to make sure the toggle switch in the top right hand corner of the page is set to Enabled, and with this done, it will now be possible to post jobs

How do I check a candidate using Pinpoint's Sterling integration?

Step 1

While looking at the candidate's application profile, click the action button (the three small dots) above their details, select the Sterling Background Check option:

Step 2

The Background Check form will open. The details that we hold on the candidate will populate the Name and Email Address fields, but you'll need to select the correct Package and Bill Code. The items available to pick from in these lists are supplied to us by Sterling and depend on your which of their services you have set up, so you can add additional packages via Sterling's team if you need additional options. When you've selected everything correctly, hit the Send Invite button.

Once you've pressed Send Invite, the candidate will receive an invite to start the process.

Step 3

With the invite sent, you can monitor the status of the background check within Pinpoint via the Background Checks tab on a candidate's application. Invited candidates will have the Invited Status, Candidates that have started the process or who are being reviewed by Sterling will be Pending, and when the results are ready, the candidate will be marked as Complete. Once they have been marked as completed, you can click the click the View Report button to view the complete set of results from within the Sterling interface.

Step 4

You will be notified if a candidate you have visibility over's background check has been completed and the results are ready for you to view, as long as you have the 'New Background Check Report Received' notification enabled. It will be enabled for you by default, but you can enable or disable it from your personal settings menu, found by clicking your initials in the top right hand corner, selecting the Settings menu and then, the notifications tab.

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