Enabling and using the skillXchange 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

The skillXchange integration automates the candidate assessment process, providing unique skill score data for job-specific skills, candidate soft skills and applied knowledge. Recruiters can seamlessly invite candidates to take skillXchange assessments from within Lever. Assessment progress and results are updated on the Lever opportunity. For more information, visit the  skillXchange website.

Setting up the skillXchange integration


You must be a team or organization with admin rights in skillXchange to install this integration.
  • In skillXchange, navigate to the Dashboard
  • Click the pencil icon. Your company detail page will slide into view
  • Copy the Webhook URL to your clipboard for later use
  • Click the Lever tab, then click authorize

  • On the modal, log into Lever

  • Review the list of requested permissions and click Accept to authorize the integration

Configuring the skillXchange integration

Setup Webhook

  • Log in to Lever
  • Navigate to Settings > Integrations and API > Webhooks
  • Enable the Candidate Stage Change webhook by clicking the toggle to the on (blue) position if it is not already enabled
  • Click + Add webhook
  • Paste the previously copied skillXchange Webhook URL to the webhook URL field

  • Copy the Signature token to your clipboard
  • Navigate back to the skillXchange platform as you did in step 1
  • Paste the Signature token from Lever into the skillXchange Webhook Token field
  • Select the desired trigger stage from the Trigger Stage drop-down list. The trigger stage will identify at which Lever stage you would like skillXchange to send the test assessment to the candidate. 
    • (Optional) Select a To Stage.  
      • If a 'To Stage' is configured, then skillXchange will move the candidate opportunity to the selected stage if all of the test assessments associated with the Job are passed. 
      • The candidate will not move to the 'To Stage' if all associated assessments are not Passed 

  • This completes the integration setup. 

Using the skillXchange integration

skillXchange assessments are associated to an Opportunity or to a Job Posting in Lever, through the use of tags.

  • To associate a skillXchange assessment to a Lever Job Posting, open a Job Posting in Lever
  • Add the skillXchange Test Assessment tag to the Job Posting (e.g. "skillXchange – .Net Developer Skills").
    • The tag must include the prefix "skillXchange - "
  • Click Save Changes

When a candidate’s opportunity stage is changed to the designated trigger stage, the integration will lookup all Tags associated with the Opportunity and Job Posting and look for skillXchange assessment names that match the applied tags.  

If a match is found, the candidate will receive an email notifying them of the assessment(s) associated to them. 

The candidate clicks Click to Start and takes the assessment.  

When complete, the integration will save the assessment result as a note on the Lever opportunity, and, if all assessments are passed and completed, the integration will advance the candidate's stage to the configured To Stage (if configured). 

The integration will update the opportunity opportunity with progress tags that represent the current status for every assessment.  

Possible statuses include: 

  • skillXchange – {{Assessment Name}} – Sent
  • skillXchange – {{Assessment Name}} – In Progress 
  • skillXchange – {{Assessment Name}} - Complete 

Disabling the skillXchange integration

  1. In Lever navigate to Settings > Integrations and API
  2. Under the Authorized Apps tab, locate the skillXchange app
  3. Click Revoke access to disable the integration
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