Enabling and using the Criteria Corp integration

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 use) Manage profiles and view associated postings
	Packages	LeverTRM, LeverTRM for Enterprise

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Setting up the Criteria Corp integration

• Notify Criteria that you wish to use the integration. Criteria Corp will enable the integration for you to complete the activation process from your Criteria account. 

Activate the Integration within the Criteria Platform

• Login to the Criteria Platform as an Admin user and go to Settings > Integrations
• The Lever tile should be visible, if not, please contact Criteria
• Click Enable

• Log in to Lever  

• Review the list of requested permissions and click Accept to authorize the connection between Lever and Criteria

Configuring the Criteria Corp integration

Configure Stages

You will be returned to Criteria to complete the setup process.

• Click Edit Configuration

• Configure the integration to use the Stages you’d like to use in the integration. You can return here and edit this configuration at any time.  

• If you would like to send the assessment when the candidate applies, toggle on the I would like the ability to invite candidates to a Criteria Job when they apply toggle.
• If you are triggering assessments when the candidate is moved into a certain stage for the first round of testing, then select the stage from the Invite candidate to Criteria Job when they are in this stage drop-down list. 
• If you plan to use 2 rounds of testing (e.g., 2 assessment packages or 1 assessment package and 1 video interviewing package), you will need to select the stage from the Invite candidate to Second Criteria Job when they are in this stage drop-down list that should trigger for the second round of testing. 
• If you would like to report on Hired Candidates in the Criteria Platform, toggle on the I would like to flag candidates as 'Hired' when they are moved to the 'Hired' Stage in Lever toggle. 
• Once the Stages have been configured, click Save

Enable Webhook Types

Criteria will automatically manage the webhooks in Lever for you when you configure the stages via the Criteria Platform. However, you will need to manually enable the webhook types from within Lever for the integration to work properly. 

• Login to Lever and go to the Settings > Integrations and API > Webhooks page.  

• The Criteria webhook entries will already be present as these were initialized by Criteria when you completed the setup. 
• Enable the following 3 webhooks by toggling them to the on (green) position if they are currently disabled:
  • Application Created 
  • Candidate Stage Change 
  • Candidate Hired 

It won't hurt to turn on a webhook type that you are not currently using for the Criteria integration, it will just avoid having to remember to do this later when/if you do start using it. However, you can choose to just turn on the webhook types that you are currently using via Criteria integration. 

• Toggle on the Application Created webhook in Lever if Trigger testing on Application is 'Yes' in Criteria. 
• Toggle on the Candidate Stage Chage webhook in Lever if Trigger testing on Stage 1 or Trigger Testing on Stage 2 has a stage selected in Criteria. 
• Toggle on the Candidate Hired webhook in Lever if Flag candidate as "Hired" in Criteria is 'Yes' in Criteria. 

Using the Criteria Corp integration

Associate a Criteria Corp Package with Lever Postings

The Lever Job will need to be set up with a Tag that indicates when to send the Criteria testing to the candidate and which Criteria package to invite the candidate to.

The Tag must be created with a specific format with the appropriate stage prefix and Criteria package code. 

The format of the tag is "Criteria", followed by a colon (:), followed by the stage that the Criteria testing should be triggered (Apply, S1, or S2), another colon (:) and then the Criteria package code, which is the Job Code from Criteria. 

Examples: 

• Criteria:Apply:JB-XXXX to trigger testing when the candidate applies 
• Criteria:S1:JB-XXXX to trigger testing on the stage you configured as Stage 1 
• Criteria:S2:JB-XXXX to trigger testing on the stage you configured as Stage 2 

To configure the package tags, complete the following:

• In your Criteria account, navigate to the Jobs tab and locate the appropriate Job.
  • If the Job does not exist, create a new Job.
• Once you’ve identified the Job, copy the Job Code, which is the text starting with JB- under the job name. 

• Once the Job Code has been copied from the Criteria Platform, navigate to the Jobs tab in your Lever Account.
• Select the appropriate Lever job and click the Add tag button.
• Enter the Tag with the stage at which this package should be triggered for the candidate, along with the Criteria Job Code.
  • You may want to type the Tag somewhere else first so you can copy and paste it into Lever.
• Remember, the Tag should be Criteria: then Apply: or S1: or S2: then the Job Code.
• Enter the Tag and click Save Changes
  • You may need to create the Tag for the first time in Lever if you have not used it before.  

• If multiple rounds of testing will be used, add the additional Tags for the other stages that you wish to use in this Job.
• Copy the Job Code for each stage from Criteria. 

Trigger Criteria Testing on Application 

If you have turned on the Trigger testing on Application toggle in the Criteria Platform and have set up the Lever Job with a Tag containing the Apply keyword, candidates will be automatically invited as soon as they apply in the Lever Job Opening.  

• Once the application is submitted, the candidate is added to the New Applicant stage in Lever. Criteria will be notified to invite the candidate.
• Criteria will use the Apply Tag on the Lever Job to determine which Criteria package to invite the candidate to. The Job Settings from Criteria will be used to apply the expiry date, invitation email template, time adjustments etc. to the new candidate. Criteria will send the invitation email to the candidate. 

• When Criteria has successfully invited the candidate, the Invited Tag will be added to the candidate opportunity in Lever.
• The tag will be in a similar format as the Tag on the Lever Job - Criteria: then the stage Apply: then the status.
  
  • In this example, the Tag applied is Criteria:Apply:Invited. This Tag will be updated to contain a different status as the candidate progressed with the Criteria testing. 

• A Note will also be added to the Lever candidate opportunity to indicate that the candidate was invited. 

Trigger Criteria Testing on Status Change 

If you have set up Stage 1 and/or Stage 2 in the Criteria Platform and have set up the Lever Job with a Tag containing the S1 or S2 keyword, then candidates will be invited when they are moved into the applicable stage/s in Lever. 

• Locate the candidate you’d like to send the assessment to and move them to the appropriate status. 
• Based on the status the candidate was moved to, Criteria will use the S1 or S2 Tag on the Lever Job to determine which Criteria Package to invite the candidate to.
• The Job Settings from Criteria will be used to apply the expiry date, invitation email template, time adjustments etc. to the new candidate. Criteria will send the invitation email to the candidate. 

• When Criteria has successfully invited the candidate, the Invited Tag will be added to the candidate opportunity in Lever.
• The Tag will be in a similar format to the Tag on the Lever Job – Criteria: then either S1: or S2: then the status. In this case the Tag applied is "Criteria:S1:Invited". 

• A Note will also be added to the candidate opportunity in Lever to indicate that the candidate was invited. 

Viewing Assessment Results 

When a candidate has completed an assessment, the results will be sent to Lever.

• The Completed Tag will be added to the candidate opportunity in Lever.
• The Tag will be in a similar format as the Tag used to invite the candidate – Criteria: then either Apply:, S1, or S2: then the status.
• A Note will be added to the candidate opportunity displaying the results and a link to the Criteria report for that candidate. 

• If score ranges were set on the Criteria Package, then either an In Range or Out of Range tag will be added on the candidate, using the standard naming format.

• When the report link is clicked, the score report will open as a PDF, or the Criteria Dynamic Score Report will be displayed, according to your company settings in Criteria. 

Video Interview Status Updates and Results 

Once the candidate completes their Video Interview the evaluators will receive an email to complete their evaluations. 

• An Evaluating tag will be added to the candidate opportunity to let you know that the candidate has completed the interview and it's currently with the evaluators. 

• The Video Interview status will be updated in the Notes section of the Lever opportunity.
• The status will be Evaluation in Progress and will display the number of evaluations as well as the minimum number of evaluations that needs to be reached before the score is generated. 

• Click the report link to see the pending video interview report. Evaluators may click the button to login to Criteria and complete their evaluation. 

• A new Note will be created on the Lever opportunity after each evaluator submits their evaluation. 

• Once the minimum number of evaluators has been reached, the package will be considered completed and scores will be available.
• The Completed Tag will be added to the candidate in Lever. 

• The candidate scores and a link to their Criteria score report will be available in their candidate profile in Lever.
• The Note will include the overall video interview score and the recommendation from each evaluator. 

• When the report link is clicked, the score report will open as a PDF. 

Hired Candidates 

If you have turned on the Hired toggle in the Criteria Platform and a candidate is moved into the Hired stage in Lever, the candidate will also be moved to the Hired stage in the relevant Criteria Job in the Criteria Platform. 

• Move the candidate to the Hired stage in Lever. The associated candidate will be automatically moved into the Hired stage in the Criteria Platform.
• If the Lever candidate has completed multiple rounds of testing via the integration with Criteria, all the associated Criteria candidates will be moved to the Hired stage in Criteria. 

For any integration inquiries, please contact Criteria at integrations@criteriacorp.com. 

Disabling the Criteria Corp integration:

1. In Lever navigate to Settings > Integrations and API
2. Under the Authorized Apps tab, locate the Criteria Corp app
3. Click Revoke access to disable the integration
4. Notify Criteria that you are no longer using the integration so it can also be disabled in your Criteria account.