Enabling and using the Canditech integration

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Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Can only be enabled by Super Admins
Permissions • (To enable) Manage API credentials and manage integrations
• (To configure) Manage pipeline stages
• (To use) Manage profiles and view associated postings
Packages LeverTRM, LeverTRM for Enterprise

The Canditech integration allows talent acquisition teams to seamlessly invite candidates to take Canditech assessments from within Lever. A results link is added to the Lever candidate opportunity.


Setting up the Canditech integration

 

You must be a team or organization with admin rights in Canditech to install this integration.
  • In Canditech, navigate to Canditech Platform > Settings > Integrations
  • Open the Lever dropdown and click Connect

Lever intergration tile in Canditech

  • Log into your Lever account
  • Review the list of requested permissions and click Accept to establish the connection between Canditech and Lever

Configuring the Canditech integration

Enable webhooks

  • In Lever, navigate to Settings > Integrations and API > Webhooks
  • Scroll to the Candidate Stage Change webhook
  • Toggle the webhook to the on (green) position to enable if it is not already enabled

Webhook configuration page in Lever settings wiht Candidate Stage Change toggle outlined

  • Click + Add webhook
  • Open the dropdown arrow on the right side and click Verify Connection

Verify connection button outlined on Candidates Stage Change webhook configuration tile

  • Wait until you receive the confirmation that the connection has been verified

Verify connection button outlined on Candidates Stage Change webhook configuration tile; button reads 'Verified'

Add Canditech stage to Lever pipeline

  • In Lever, navigate to Settings > Pipeline and archive reasons
  • Click Customize Pipeline Stages in the top right corner

Pipeline and archive reasons page in Lever Settings; customize pipeline stages button outlined

  • Click Add Stage

Add stage button outlined in pipeline customization interface

  • Type in "Canditech Stage" in the 'Name' field
  • Move the 'Stage used for interviews' toggle to the on position
  • Click Add Stage

Add stage modal; name, stage used for interviews toggle, and add stage button outlined

  • The 'Canditech Stage' will appear among the other stages in your pipeline; move the stage to the desired position in your pipeline (if applicable)
  • Click Next

Newly added stage outlined in pipeline stage customization interface

  • Click Next

  • Review your changes and then click Save

Save button outlined on final page of pipeline customization workflow

  • You will be redirected back to the Pipeline and archive reasons settings page

For additional guidance, refer to our help article on adding pipeline stages.

Attach Canditech assessment to pipeline stage

  • In Canditech, navigate back to Platform > Settings > Integrations
  • Open the Lever dropdown
  • Click Attach Assessment to Stage

Lever integration modal in Canditech; attach assessment stage button outlined

  • Select the required position from the dropdown menu (e.g. "Python Developer")
  • Click Next

Position menu outlined in Attach assessment stage modal

  • Select 'Canditech Stage' from the dropdown menu; click Next

Stage menu outlined in Attach assessment stage modal; Canditech stage selected

  • Select the assessment you would like to add from the dropdown menu; click Next

Assessment menu outlined in Attach assessment stage modal

Your assessment has successfully been attached to your Lever pipeline stage.

Using the Canditech integration

Send assessments to candidates

  • In Lever, navigate to the Candidates section and click + Add Candidate and select the option to manually add a new candidate (alternatively, you may choose to open an existing candidate opportunity)

Close up Add Candidate link in Lever platform header; Add manually option outlined in expanded menu

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

Candidate opportunity profile in Lever; name and email fields outlined

  • Click the Choose Job button and select the relevant job from the dropdown menu

Menu extending from Choose Job button on candidate opportunity profile; Python Developer option outlined

  • Once your test is set, navigate to the stage dropdown.
  • Move the candidate's opporutnity to the 'Canditech Stage'; the Canditech assessment will be sent to the candidate

Stage menu expanded on candidate opportunity profile; Canditech Stage outlined

  • Return to the Canditech platform
  • Navigate to the 'Candidates' tab; here you will see the assessment invite sent to your new candidate

Assessment invite outlined on Candidates page in Canditech

Reviewing candidates and making decisions

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

Assessment listed with completed status on Candidates page in Canditech

  • Navigate back to the Candidates page in Lever
  • Open the candidate's opportunity profile and navigate to the 'Notes' section

Notes tab outlined on candidate profile in Lever

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

Canditech assessment note on candidate profile; verdict reads n/a

  • Navigate to the candidate's assessment session in the Canditech platform to give the candidate's test session a thumbs up or thumbs down decision

Thumbs up rating on candidate assessment in Canditech

  • The decision (Verdict) will be updated in Lever

Canditech assessment note on candidate profile; verdit reads passed

Getting assistance

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

Disabling the Canditech integration

  • Navigate to Settings > Integrations and API > Authorized Apps
  • Locate the Canditech app
  • Click Revoke Access
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