| 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 |
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| Packages | LeverTRM, LeverTRM for Enterprise |
The CodeScreen integration with Lever allows you to do the following: (1) Select which CodeScreen assessment is required for each role you have on Lever. (2) Invite candidates to take CodeScreen assessments directly from the Lever platform as candidates enter the assessment stage. (3) Status updates from invitation to completion. (4) Have candidate CodeScreen assessment reports automatically attach to their Lever candidate profile and their scores displayed. For more information refer to the CodeScreen website.
Setting up the CodeScreen integration
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You must be a team or organization with admin rights in CodeScreen to install this integration. |
For the latest information on the CodeScreen integration refer to the CodeScreen support article.
- To start, click here to sign in to CodeScreen
- You will then be prompted to authorize the CodeScreen application from inside your Lever account
- Click the blue Accept button. You will then see the following confirmation message:
Configuring the CodeScreen integration
Add Webhook Signature to CodeScreen
- In Lever go to Settings > Integrations and API > Webhooks.
- Toggle the 'Candidate Stage Change' webhook to the on (blue) position to enable, if it is not already enabled.
- Add the following URL to the URL field.
- Now, copy the value of the 'Signature token' field, and then paste it into the Lever Webhook Signature field in the Integrations section in CodeScreen.
- Click the Save changes button at the bottom of the page.
- Finally, in Lever, click the Verify Connection button in Lever to complete the process.
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You will not have access to the Integrations section on CodeScreen unless you are an admin user. If you are not an admin, please contact one of the admin users in your organization, and they will be able to make you an admin |
Add CodeScreen Stage to the Job Interview Plan in Lever
- In Lever, navigate to Settings > Pipeline and archive reasons > Pipeline stages
- Click on the Customize Pipeline Stages button
- Now, click the + Add Stage link on the right
- Enter the stage name
- IMPORTANT: The name of the stage must begin with CodeScreen, e.g. CodeScreen Assessment.
- Click the blue Add Stage button to add the stage to Lever
- Navigate back to the job posting that you want to add a CodeScreen assessment to and click the Add tag link in the section on the right
- Add the CodeScreen assessment tag using the following syntax: CodeScreen {assessmentName}
- For example, if the name of the assessment in CodeScreen is Frontend Developer, then the name of the tag should be 'CodeScreen Frontend Developer'
Please refer to our help article on adding pipeline stages to Lever for additional guidance.
Using the CodeScreen integration
Send Assessment
- To send a CodeScreen assessment to a candidate from Lever, go to your Candidates dashboard
- Select the opportunity by clicking the checkbox on left of the row of the candidate
- Click the Stage button
- Click the name of your CodeScreen trigger stage
- The CodeScreen assessment will automatically be sent to candidate.
- The candidate will receive an email containing the instructions for the assessment.
See default email template below:
You are able to edit the email templates that are used to include your own wording and your company’s branding. You can read more details about this in CodeScreen's help article on editing email templates.
Track Candidate Progress
Once a candidate is sent a CodeScreen assessment, a new progress tag will be added to the candidate opportunity in Lever (i.e. 'CodeScreen: Candidate Invited')
The progress tag will be updated on the opportunity once the candidate begins the assessment (i.e. 'CodeScreen: Assessment in Progress').
Review Result
Once the candidate has submitted their solution to the assessment, you will be notified via email by CodeScreen. The results will be added to the Lever opportunity as Feedback.
The rating is displayed as a number between 1 - 4, which is based on the CodeScreen score. Learn more about scores in CodeScreen's help article on viewing candidates.
Once you click into the feedback details, the CodeScreen score, result (Passed, Failed or Expired), and the failure reason (only present if the candidate did not pass) are displayed. For more information on failure reasons refer to CodeScreen's help article on viewing candidates.
You can also view the full report on CodeScreen by clicking the report link, which will bring you to a page on CodeScreen similar to the following:
A video demo showing the integration in action is available to view in CodeScreen's video on integrating CodeScreen with Lever.
Disabling the CodeScreen integration
- In Lever navigate to Settings > Integrations and API
- Under the Authorized Apps tab, locate the CodeScreen app
- Click Revoke access to disable the integration