| 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 |
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| Packages | LeverTRM, LeverTRM for Enterprise |
CLARA’s integration with Lever allows CLARA to process candidates, producing CLARA scores in near real time. Follow these steps to add efficiency to your evaluation process and help you collaborate seamlessly with your team. For more information refer to the CLARA website.
Setting up the CLARA integration
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You must be a team or organization with Partner admin rights in CLARA to install this integration. |
To configure the CLARA integration, you’ll need to enable the integration in the CLARA app, and set up the webhooks between CLARA and Lever using the following steps:
- Log into CLARA using your Partner Admin credentials
- Navigate to Settings > Integrations
- Click Add New Integration
- Select Lever from the list of ATSs
- Click on Connect to ATS
- On the modal, sign in to your Lever Admin account to connect both platforms
- Review the list of requested permissions and click Accept to authorize the integration
You will be redirected to CLARA to select jobs to process.
Configuring the CLARA integration
- In Clara, select which jobs you would like to process using the CLARA integration.
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You can select jobs from Lever at any time using CLARA. |
- Click Next: Follow-up Questions
- Select which pipeline stages CLARA should use when sending out candidate follow-up questions
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Next, select which Lever applicant statuses you want to map to the status within CLARA. Changing an applicant’s status in Lever will update the status in CLARA, but not the reverse.
- Finally, check the Lever webhook page. In Lever go to Settings > Integrations and API > Webhooks to ensure that CLARA’s connections are verified and active.
- Congratulations! The connection between CLARA and Lever is active. You should see the following success notification in CLARA.
Using the CLARA integration
Screening with CLARA
Step 1: Log In
Begin by logging in to CLARA with your Recruiter or Partner Admin credentials.
Step 2: Navigate to the Job Candidates Page
Once logged in, find candidates by scrolling to the specific job you're managing and clicking into it.
You'll notice that CLARA has already pre-sorted candidates into categories such as 'Not Qualified' or 'Pre-Qualified' based on their CLARA scores that reflect the specific requirements set for the role. To perform this analysis, CLARA reads the job description using semantic AI techniques. CLARA extracts from that a list of requirements broken down into categories like personal skills, hard skills, experience and more, and compare candidate application materials (resume, cover letter, answers to follow-up questions) to rank them and score them.
As CLARA scores candidates, the integration is able to move them into categories such as Not Qualified or Pre-Qualified.
Step 3: Access Candidate Application Profiles
Click into a candidate card to open the Candidate Application Profile.
Here, you'll find a wealth of information including the CLARA score and details, requirements match, a candidate summary, detailed education and experience information, and a comments section for internal communication.
The scores you find in the Candidate Application Profile are added as notes on the the candidate opportunity in Lever.
Example of how score notes appear in Lever:
Step 4: Drag and Drop Candidates
As you review candidates in CLARA, you can manage them by dragging and dropping their candidate cards between columns/categories. This streamlines your work by allowing you to quickly organize and prioritize candidates for further consideration or next steps.
Step 5: Share Qualified Candidates with the Hiring Manager
Once you've identified a list of qualified candidates in CLARA, click on the Share with Hiring Manager button above the columns on the upper-right side of your screen.
This action will open a popup window enabling you to include a personalized message for the Hiring Manager or to provide additional information that may assist in their decision-making process. When you click Share with Hiring Manager in the popup window, your message will be delivered and the Hiring Manager will be notified.
Step 6: Review the Hiring Manager's Decision
Once you've shared the qualified candidates with the Hiring Manager, they will have an opportunity to make comments or to advance their selections. Once they have done so, you will receive a notification that will appear in the upper right-hand corner of your screen.
The next time you visit the Jobs page, you will see that the candidates they have chosen to advance will appear at the top of the page.
You can also find the CLARA status of the candidate as a note in Lever.
Congratulations! You've successfully navigated the candidate screening process using CLARA.
For additional information or troubleshooting not covered here, reach out to support@getclara.io or click on the Partner Help Center button on the app.clara.io platform.
Disabling the CLARA integration
- In Lever navigate to Settings > Integrations and API
- Under the Authorized Apps tab, locate the CLARA app
- Click Revoke access to disable the integration