Enabling and using the Testlify 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 use) Manage profiles and view associated postings
• (To use) Create and edit postings
Packages LeverTRM, LeverTRM for Enterprise

The Testlify integration streamlines and reduces hiring efforts by initializing assessments from within Lever as an integrated part of the candidate journey. Candidate assessment scores and reports are viewable on the candidate opportunity in Lever. If you would like to watch a demonstration of how to set up and use the Testlify integration, check out the video below:


Setting up the Testlify integration

 

You must be a team or organization with admin rights in Testlify to install this integration.
  • Navigate to your Testlify dashboard
  • Click on your profile
  • Click Settings

Testlify settings page; menu extending from avatar in upper-right corner

  • Click on the Integration tab
  • Click Lever to initiate the integration

  • Review the list of requested permissions
  • Click Accept to complete the authorization

App authorization modal with listed permissions

Configuring the Testlify integration

Enabling the webhook

After authorizing the integration, the 'Candidate Stage Change' webhook is automatically configured in your Lever account. To enable the webhook, complete the following:

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

Candidate stage change webhook toggle outlined in Lever webhook settings

Mapping Testlify assessments to Lever job postings

Testlify uses tags on the Lever job posting to map the assessment. The tag assigns which assessment to send the candidate and at which stage. Use the following syntax for creating the assessment tags:

  • Testlify:<stage-name>:<assessment name>

For example, if you would like to send Testlfy’s assessment, "Backend Developer" to the candidate when they reach the stage "On-site interview" in Lever, then the tag would be assigned as follows:

  • Testlify:On-site Interview:Backend Developer

Job posting editor in Lever with Testlify tag outlined

Important

  • The first value of the tag should be "Testlify" only. This value signifies that this tag is meant to be consumed by Testlify. 
  • The stage you specify in the tag should be a valid stage in the Jobs interview plan on Lever.

Interview plan in Lever job postings editor; Interview plan tab and On-site Interview fields outlined

  • The assessment you specify in the tag should be a valid assessment created in your Testlify dashboard which you linked with Lever.

Backend Developer assessment outlined in assessment list in Testlify

Using the Testlify integration

  • In Lever, associate the candidate opportunity to a job posting
  • Move the candidate to the trigger stage specified in the Testlify tag attached to the job posting

Candidate opportunity profile in Lever with stage menu expanded and On-site stage outlined

  • The candidate will receive an email with the link to take the Testlify assessment

Reviewing assessment results 

After the candidate completes the assessment, Testlify will update the note on the application with the assessment result. The note will also contain a link to view the result in PDF format.

Testlify assessment results outlined on note on candidate's profile in Lever

Disabling the Testlify integration

  • In Lever navigate to Settings > Integrations and API
  • Under the 'Authorized Apps' tab, locate the Testlify app
  • Click Revoke access to disable the integration
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