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Lever Integration

Integrate Canditech with Lever.

Written by Justine Rosenblat

Lever's integration with Canditech allows you to seamlessly add Canditech’s assessment to a job's interview workflow. In this article, we will cover how to:


How Do You Enable the Lever and Canditech Integration?

To start, navigate to Canditech Platform > Settings > Integrations.

Note: The Settings page is only accessible to admin users.

Note: Connecting Lever requires a Super Admin role in your Lever account.

Open the Lever drop-down and press "Connect".

Log into your Lever account.

Click "Accept" to establish the connection between Canditech and Lever.

Note: Lever's webhook is set up automatically when you click Accept. No further setup is needed in Lever's Integrations and API settings.


How Do You Add a Canditech Stage to Your Lever Pipeline?

Navigate to your Lever Account > Settings.

Click on Pipeline and archive reasons in the left-hand panel.

Select "Customize Pipeline Stages" in the top right corner.

Select "Add Stage".

Type in Canditech Stage in the field provided, and toggle on "Stage used for interviews". Once ready, select "Add Stage".

The Canditech Stage will appear.

Click "Next" in the top right corner.

Step #2 requires no action. Click "Next" in the top right corner.

Review your changes in Step #3. Once ready, click "Save" in the top right corner.

You will be redirected back to your Pipeline settings page.


How Do You Attach a Canditech Assessment to a Lever Pipeline Stage?

Navigate back to the Canditech platform > settings > integrations.

Open the Lever dropdown. Click "Attach Assessment to Stage".

Select the required position from the dropdown menu. For example, we chose "Python Developer". Click "Next".

Select "Canditech Stage" from the dropdown menu. Click "Next".

Select the assessment you'd like to add from the dropdown menu. Click "Save".

Your assessment has successfully been added to your Lever Pipeline Stage.


How Do You Send Canditech Assessments to Candidates Through Lever?

Navigate back to your Lever homepage. Click "Candidates" and then "Add Candidate".

From the "Add Candidate" dropdown, select "Add Manually".

Enter the candidate's name and email in the fields provided.

Click on "Choose Job" and select the relevant job from the dropdown menu.

Once your test is set, navigate to the "New Lead" dropdown menu.

Select "Canditech Stage". Your assessment will be sent to your candidate.

Return to the Canditech Platform. Navigate to your Candidates tab. Here you will see the assessment invite sent to your new candidate.


How Do You Review Candidate Assessment Results and Make Hiring Decisions in Lever?

Once your candidate submits their test, their status in the Canditech platform will change to "Completed".

Navigate back to the candidates' page in Lever and click "Notes".

Once the candidate has submitted their assessment, their profile will contain a link to view the submitted assessment on Canditech, along with the assessment score.

When you navigate to the candidate's assessment session in the Canditech platform, you can give the candidate's test session a thumbs up or thumbs down decision.

Back in Lever, your decisions will be updated. Any time you set a pass/fail decision, add a comment, or change a question's score in Canditech, the update syncs back to Lever automatically.


How Do You Remove a Canditech Assessment from a Lever Pipeline Stage?

  1. In your Canditech account, navigate to Settings → Integrations and open the Lever integration card.

  2. Click REMOVE ASSESSMENT FROM STAGE.

  3. In the list of attached positions, locate the relevant Job and Stage, then click Remove from stage.

Note: Removing an assessment prevents future candidates from receiving automatic invitations when they reach that stage. Candidates who have already been invited will retain access to their assessments.


How Do You Disconnect the Lever and Canditech Integration?

  1. In your Canditech account, navigate to Settings → Integrations and expand the Lever integration card.

  2. Click DISCONNECT, then confirm by selecting Disconnect.


Get Help

Contact support@canditech.io for troubleshooting assistance regarding the integration.

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