Enabling and using the AssessFirst 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 enable) Manage pipeline stages
• (To use) Manage profiles and view associated postings
• (To use) Create and edit postings
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


You must be a team or organization with admin rights in AssessFirst to install this integration.

AsessFirst infographic

  • 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. 

Setup integration modal on AssessFirst

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

Webhook settings page in Lever

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

Job posting editor in Lever with tag field labelled

  • Click Save Changes

How to identify a predictive model in the tag section


The unicorn 🦄 indicates that the tag is an AssessFirst predictive model
  1. The ✨ indicates it is a benchmark model 
  2. No spark, indicates it is a created predictive model
  3. To only send the AssessFirst questionnaire, add the tag "No predictive model" to the job posting

AssessFirst tags on Lever job posting with unicorn and sparkle icons outlined

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. 🦄

Stage change menu expanded on candidate profile in Lever

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". 

Completed AssessFirst tag with unicorn icon

In the notes section of their profile, you will find the AssessFirst scores and reports

Notes section of candidate profile with AssessFirst scores and report

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
Was this article helpful?
0 out of 0 found this helpful