How do I enable and use the Sterling RISQ integration?

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Please Note

This Partner Integration will be available as part of the Fall 2020 Release. You may not see this functionality in your account until October 8th. We appreciate your patience as we roll out the release.

In a seamless enhanced integration, recruiters can initiate background check case, receive status and results in Lever, without even having to visit the Sterling RISQ screening portal; the only exception being the detailed screening reports that are hosted by Sterling RISQ.

Using the Sterling RISQ integration

Summary of the integration workflow:

  1. Recruiter submits the Background Check case by providing the name, phone number, email ID, and background check package of the candidate.
  2. Once the first response receives at Sterling RISQ end it will then validate the response is originating from lever or not using the code logic mentioned in lever documentation.
  3. If the Verification is failed, then it will post back error message saying Lever payload signature verification failed otherwise it will check the candidate stage.
  4. If the current stage is “Background Check” or “Reference Check” then Sterling will call further lever API to get the response otherwise, it will post back error message saying Current stage is not Background check or Reference Check.
  5. After fetching Background Check & Candidate information, Sterling RISQ creates the Background Check case. The status of the Background Check case in Lever is updated to “New”.
  6. The candidate receives an email containing a URL to the candidate portal. The candidate must visit the candidate portal and provide all the information necessary to process the Background Check case.
  7. Sterling RISQ posts the updated status to Lever. The Background Check case status in Lever changes to In Progress.
  8. Once the Background Check case is complete, Sterling RISQ posts back the updated status, score and report URL. The status is updated to “Completed” in the Lever. The report URL contains the full results and is hosted by Sterling RISQ.
  9. The score in the Lever is displayed after the completion of all the elements within the Background Check case.

Enable the Sterling RISQ integration

Summary of steps

The following list summarizes the steps to set up integration users in Lever:

  1. Configuration of Webhook URL and generating signature token
  2. Creating and configuration of a candidate
  3. Configuration of user, departments & team, locations, work types
  4. Creating of posting and configuration of package
  5. Creating of requisition and configuration of cost center, business unit and hiring country (2 or 3 ISO country code)
  6. Configuration of Recruitment Processes.
  7. Initiating a Background Check Case.

 

Configuration of Webhook URL and generating signature token

  • Within your Lever account go to “Integrations and API” section under settings then go to “WEBHOOKS” tab (see example screenshot below). Enable Candidate Stage Change then add Sterling webhook URL, scroll down click “Verify Connection”

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  • Once connection is successful, Lever will generate Signature Token (see below screenshot). Please share Signature Token with Sterling team.

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Creating and configuration of a candidate

  • Within your Lever account go to “Candidate” tab and click on “ADD CANDIDATE”>>” ADD MANUALLY” as shown below (see example screenshot below).

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  • Once new candidate is added, it will open following page where recruiter must fill below details.
  • Candidate Name
  • Organization
  • Email address
  • Location
  • Contact Info

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  • Add Candidate’s first name and last name with one blank space between names as shown below. (Please don’t add middle name). Reason – Lever has one field to capture full name while Sterling has separate fields to capture first, middle & last name.

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  • Add organization, location, candidate email id details. In contact info select “Home”.

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  • Upload candidate resume by clicking on “Add resume”. If uploaded resume has education and employment details, then Sterling will be able to map those details to Sterling Candidate portal.

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Configuration of User, Departments & Team, locations, work types

  • Within your Lever account go to “Users” section under settings and click on “ADD NEW USER” to add the user-Recruiter, Hiring Manager (see example screenshot below).

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  • Select the appropriate access role for the user

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  • Click on add another job posting to link posting to user

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  • Within your Lever account go to “Company” section under settings. Add Team by clicking on “Add Team” & click on “ADD DEPARTMENTS” to add department (see example screenshot below).

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  • Add multiple locations by clicking on “ADD LOCATION” (see example screenshot below).

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  • Add multiple work types (Full Time, Part Time, Internship) by clicking on “ADD WORK TYPE” (see example screenshot below).

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  • Within your Lever account go to “Requisitions” section under settings. Enable the Requisition by selecting the checkbox to “Enable requisition” and Uncheck other two (see example screenshot below).

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  • Add below custom fields by clicking “ADD NEW FIELD “and make them mandatory by clicking the checkbox beside it (see example screenshot below).
  1. Add “Number” field for Business Unit
  2. Add “Dropdown” field for Hiring Country (2 or 3 ISO country code)
  3. Add “Field Group” field for Cost Center

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  • Please follow the naming convention of FIELD NAME and FIELD ID (see example screenshot below).

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Creating of posting and configuration of package

  • Within your Lever account go to “Jobs” tab and under POSTINGS tab click on “ADD JOB POSTING” to add new job posting (see example screenshot below).

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  • Add package in posting under tags by clicking Add tag and linked the requisition created as shown below. (Note: One posting should have only one package configured to it).

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Creating of requisition and configuration of Cost center, Business unit(BU) and Hiring country

  • Within your Lever account go to “Jobs” tab and under REQUISITIONS tab click “ADD REQUISTION” to add new job requisition (see example screenshot below).

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  • Fill all the mandatory fields as shown in below screen shot, also linked the appropriate posting to it.

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 Configuration of Recruitment Process

  • After successfully creation of posting and requisition add the posting to the CHOOSE JOB in candidate profile and it will automatically add it into the opportunities of that candidate (see example screenshot below).

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Initiating a Background Check

  • When Candidate is created, stage/status (by default) is “NEW LEAD” (see example screenshot below).

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  • To initiate a background check, navigate to the candidate and change the candidate stage to “Reference Check” OR “Background Check” (see example screenshot below).

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  • The requested background check is reflected within the history. Note: The candidate receives two emails – one containing the UserID and Sterling RISQ candidate portal URL and the other, containing password and Sterling RISQ candidate portal URL. Candidates must log on to the Sterling RISQ candidate portal URL using the credentials provided and enter all the information required for the background check case.

 

View Background Check Case Status and Score

Once the Background Check case is complete, Sterling RISQ posts back the updated status, score and report URL. The status is updated to “Completed” in the Lever. The report URL contains the full results and is hosted by Sterling RISQ.

  1. Results page will show following
  • Status = Completed
  • Reference number = Sterling RISQ Background Check Case Number
  • Results Score = Case Score
  • Results Report = Sterling RISQ Report URL
  • Completed Date= Date of the order completion.

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Status and Scores

Status Supported Sterling RISQ and Lever

* To view status, score & report URL within Lever, please go to Candidate tab then Notes tab.

Status in Sterling RISQ

Description

Status in Lever

Ordered

Background Check Case is initiated. Awaiting Candidate to complete Candidate Portal.

New

Error

The Background Check Case screening request errored out or expired during processing. 

Error

Case Submitted

Candidate receives the invite and submits the information in Sterling RISQ Candidate Portal.

Case Submitted

In Progress

Background Check Case fulfillment has begun.

In Progress

Completed

Background Check Cases is fulfilled.

Completed

 

 

Scores Supported by Sterling RISQ and Lever

The following table lists the scores supported by the Sterling RISQ and Lever

Status in Sterling RISQ

Score in Sterling RISQ

Score in Lever

Completed

Verified Clear

Verified Clear

Completed

Alert Found

Alert Found

Completed

Clear-In-Scope Elements

Clear-In-Scope Elements

 

 

 

 

 

 

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