How do I push candidates to Click Boarding to kick off new hire onboarding?

Officially hired a candidate? Want to make their onboarding as painless as possible for everyone involved? Make it easy on yourself and for your new hires by enabling an integration with Click Boarding. As soon as you've marked a candidate as hired in Lever, their information will be automatically sent over to Click Boarding where you can start setting up their own personalized and relevant onboarding experience.

Here's how to set up the integration:

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  • Generate an API key for that integration partner. You'll be able to see exactly which actions the integration with Click Boarding will authorize.

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  • Grab that newly generated API key from Lever.

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  • You'll also need to grab your Lever webhook signing token from the Webhooks tab.

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  • Next, you'll need to send the Click Boarding team your API key and the webhook signing token so that they can set up the integration—please reach out to your Click Boarding account rep for the exact details on secure transmission. At the same time, you should request your Click Boarding webhook configuration URL.
  • Add the webhook configuration URL to the "Candidate hired" section of the Webhooks tab, and then click the "Verify" button to confirm that the webhook is configured correctly.

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  • Now, when you're using Lever, as soon as you mark a candidate as hired, the candidate will automatically be pushed from Lever to Click Boarding so that you can start configuring their onboarding process. Here's a candidate in Lever:

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  • ...and here's what this candidate looks like once pushed to your Click Boarding Action Center:

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Please note: A candidate profile must have a candidate's name, email address, and phone number to be ported over to Click Boarding. If you’re missing any one of these three fields at the time of hire, you can edit the profile and then manually re-run the webhook!

Check out Click Boarding's video on the Click Boarding-Lever integration to learn even more about the benefits of combining these two platforms.

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