Sterling

• New packageRuns when Sterling adds a screening package to your account. Packages there before the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New sub-accountRuns when a sub-account is added to your Sterling account. Accounts there before the workflow is turned on don't start it.

• List packagesList your screening packages, with the searches each runs and the candidate details each needs.
• Get packageGet one screening package: its searches, how many of each, and the candidate details it needs.
• List sub-accountsList your Sterling account and its sub-accounts, with their ids.
• List bill codesList the bill codes you can put on an order.
• List candidate formsList the Candidate Hub forms (workflows) an invite can use, such as Consent Plus.
• Create candidateAdd a candidate: the person to run a background check on. Give what the package needs, or leave it for the candidate to fill in through an invite.
• Get candidateGet a candidate's details and the ids of their screenings. SSN and date of birth come back partly hidden.
• Find candidatesFind a candidate by their email address or by your reference for them.
• Update candidateChange a candidate's details. Fields left empty keep what Sterling has; screenings already ordered keep the details they were ordered with.
• Create screeningOrder a background check on a candidate with one of your packages. Sterling bills for it on Production. Optionally invite the candidate to give consent and fill in their details first.
• Get screeningGet a background check: its status, result, each search's progress and a link to the report in Sterling.
• Wait for screeningPause the workflow until Sterling has finished a background check (or needs someone to act on it), then give its status and result. Checks every 30 minutes.
• List screening notesList the notes Sterling's team made on a background check and on each of its searches, such as when they contacted the candidate.
• Resend screening updateHave Sterling post a background check's latest update to its updates address again. Only for a check ordered with an updates address.
• Get screening reportSave a background check's report in Lodol as a PDF or web page, to email or store.
• Create report linkMake a link to a background check's PDF report. It works once, within 5 minutes.
• Attach document to screeningAttach a file to a background check, such as a signed consent form or the driver's license Sterling asked for.
• List screening documentsList the files attached to a background check.
• Download screening documentSave a file attached to a background check in Lodol.
• Attach document to candidateAttach a file to a candidate, such as their resume, for searches that need one.
• List candidate documentsList the files attached to a candidate.
• Start adverse actionStart the adverse action process on a finished check with a Consider, Review or Level 3 result: Sterling sends the candidate a pre-adverse action notice with their report.
• Pause, resume or cancel adverse actionPause, resume or cancel an adverse action process before the final notice goes out. Cancelling scores the report and needs a reason.

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