Enabling and using the InterviewPlanner 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

InterviewPlanner is a powerful interview scheduling platform that’s streamlined, customizable, and feels good to work in. With InterviewPlanner, you can save hours of time per week while still curating a highly personalized candidate experience. With our intelligent schedule suggestions, automated interviewer load balancing, and customizable email and calendar event templates, you can build an efficient and scalable scheduling workflow for your team.

Setting up the InterviewPlanner integration

Step 1: Connecting the Integration

  • In Interview Planner, navigate to the 'Integrations' page and click the Edit button next to the ATS section
  • Select Lever as your ATS and click Connect Your Account

Interview Planner settings page showing ATS dropdown menu

Interview Planner settings page showing Lever chosen from the ATS dropdown menu

  • In the modal, click Accept to grant Interview Planner access

Lever and Interview Planner authorization modal showing list of permissions

Using the InterviewPlanner integration

As soon as the integration is connect postings and opportunities will begin to sync. As you schedule interviews through the Interview Planner system updates will be posted as noted on the opportunity.

Lever opportunity profile showing upcoming interview scheduledLever opportunity rofile showing on-site interview scheduled

Disabling the InterviewPlanner integration 

  • In Lever navigate to Settings > Integrations and API
  • Under the 'Authorized Apps' tab, locate the Interview Planner API credentials
  • Click Revoke Access to disable the integration
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