| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Can only be enabled by Super Admins |
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| 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 HiPeople integration with Lever allows you to seamlessly link HiPeople to a job's interview plan, enabling you to automatically scale your collection of in-depth candidate references for each opportunity, as well as to conduct self-assessment or verify employment history. For more information refer to the HiPeople website.
Setting up the HiPeople for Reference Checks integration
| You must be a team or organization with admin rights in HiPeople to install this integration. |
To activate your Lever integration with HiPeople, please complete the following:
- Navigate to HiPeople and log in.
- Click on your logo at the top left.
- Click Settings.
- Click the Integrations option on the left-hand navigation menu.
- On the Integrations page, locate and click Lever under the Automate in HiPeople (Pull Integration) category.
- Click Lever to integrate your Lever account.
- You may opt to integrate with your Lever sandbox (if available on your Lever subscription) by clicking the Lever sandbox button.
- In the next step, you will be prompted to log in to your Lever admin account.
- On the following prompt, review the list of requested permissions and click Accept to authorize the integration.
Configuring the HiPeople for Reference Checks integration
Configure Webhook
- Once the integration is authorized, open Lever.
- Navigate to Settings > Integrations and API > Webhooks.
- Scroll down to the Candidate Stage Change webhook and toggle the webhook to the on position to enable the webhook if it is not already enabled.
After this step, you are good to go - your Lever and HiPeople accounts are connected.
| Make sure the Reference check pipeline stage is active on your Lever account for your organization. If you don't currently have this stage, please reach out to your Lever company admin to add the stage as an interview stage in your pipeline. You can find more information on customizing your pipeline here. |
Using the HiPeople for Reference Checks integration
Connect a HiPeople role to Lever
After enabling the HiPeople integration, you will be ready to use the integration. To begin, you'll need to connect a role in HiPeople to the corresponding job posting in Lever.
- In HiPeople, find the role you wish to integrate and click the 3 dots [ . . . ] menu located at the top right.
- Click Manage ATS automation.
- Select the role from Lever that you would like to integrate with this HiPeople role.
- Click Next.
- In the example below, the customer is integrating their Quality Engineer role in Lever with the Quality Engineer job in HiPeople:
- On the next page, configure the HiPeople stages to the Lever stages as defined in your job setup.
- For example, you could connect the HiPeople Reference Check stage to the Reference Check stage in Lever, as shown below:
Example Reference Check stage in Lever:
- Review your selected ATS pipeline stage & role selections.
- Click Confirm.
You are now ready to start using HiPeople for all candidates within the configured Lever role. Move the desired candidate in Lever to the respective trigger stage, and HiPeople automatically takes care of the rest.
Repeat the process above to connect additional roles.
Start a reference check for a candidate in Lever
- To start the reference check for a candidate, open the candidate opportunity in Lever.
- Move the candidate to the Reference check stage.
- Congratulations - the HiPeople request for the candidate to submit their references is on its way!
- You can view the progress of the reference check for this candidate by going to the respective role in HiPeople. The candidate profile is synced and a reference check invite has been sent automatically; no need for extra steps!
Review the reference check results in Lever
As soon as one of the candidate's referees have provided their feedback, you will receive an email from HiPeople with an invitation to review the reference check results.
In addition, you can access the reference check results on the Lever candidate opportunity by viewing the reference check PDF report or by clicking the results link as soon as the HiPeople reference check is completed.
Need help?
In case of any questions, reach out to HiPeople's world-class support team via support@hipeople.io.
Disabling the HiPeople for Reference Checks integration
1. In Lever, navigate to Settings > Integrations and API
2. Under the Authorized Apps tab locate the HiPeople app
3. Click Revoke Access to disable the integration