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 enable) Manage pipeline stages • (To use) Manage profiles and view associated postings • (To use) Create and edit postings |
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Packages | LeverTRM, LeverTRM for Enterprise |
The AssessFirst integration allow talent acquisition teams to seamlessly invite candidates to take AssessFirst tests from within Lever. Progress and results are updated on the Lever opportunity.
Setting up the AssessFirst integration
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You must be a team or organization with admin rights in AssessFirst to install this integration. |
- In AssessFirst, click on the icon at the top right to access your settings and select Integrations
- Click on Lever
- Click Activate
- On the modal, log into Lever
- Review list of requested permissions; click Accept
- Configure the following two fields on AssessFirst:
- Email address: This is the service user email account in Lever that has been assigned Super Admin rights to give the integration access to create an opportunity and add tags and notes to the opportunity (e.g. assessfirst@yourdomain.com). The email address should not be an existing company user. Please create this user as a Super Admin. Refer to our help article on adding users for instructions.
- Assessment ID: This is the Lever ID of the hiring stage where you want your candidates to receive the invitations. You can either create a dedicated AssessFirst stage on Lever or use an existing one. To retrieve the ID on Lever, navigate to Settings > Pipeline and archive reasons and click Reveal Stage ID of the relevant stage.
Configure the webhook
- In Lever, navigate to Settings > Integrations and API > Webhooks
- Locate the 'Candidate Stage Change' webhook and toggle the switch to the on (blue) position if it is not already enabled to activate the webhook
Configuring the AssessFirst integration
Set up a predictive model on the Lever job
- In Lever, navigate to Jobs via the platform header
- Select a job posting
- Add a tag to configure an AssessFirst predictive model
- Click Save Changes
How to identify a predictive model in the tag section
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The unicorn 🦄 indicates that the tag is an AssessFirst predictive model |
- The ✨ indicates it is a benchmark model
- No spark, indicates it is a created predictive model
- To only send the AssessFirst questionnaire, add the tag "No predictive model" to the job posting
Using the AssessFirst integration
Send an invitation to a candidate
- In Lever, navigate to the Candidates page via the platform header and open a candidate's opportunity
- Move the candidate's opportunity to the configured AssessFirst trigger stage
The AssessFirst invitation has been sent to your candidate. 🦄
View the candidate results on Lever
When the candidate finishes the assessment(s), the AssessFirst tag on the Lever candidate opportunity will change to "Completed".
In the notes section of their profile, you will find the AssessFirst scores and reports
Disabling the AssessFirst integration
- In Lever, navigate to Settings > Integrations and API
- Under the 'Authorized Apps' tab, locate the AssessFirst app
- Click Revoke access to disable the integration