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Enabling and using the Glider AI integration

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Melody Tsulahara
Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Can only be configured by Super Admins
Permissions • To enable: Manage API credentials and manage integrations
• To enable: Manage pipeline stages
• To use: Create and edit postings
• To use: Manage profiles and view associated postings
Packages LeverTRM, LeverTRM for Enterprise

The Glider AI integration allows talent acquisition teams to seamlessly invite candidates to take Glider AI assessments from within Lever. Move candidates to the designated Glider assessment stage to invite candidates. The candidate assessment progress are updated on the Lever opportunity. Once the candidate completes the Glider AI assessment, a link to the report is added to the Lever opportunity.

In this article

Configuring the Glider AI integration

Enabling Webhooks

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

Adding the Glider Assessment and Connect stages to Lever

The integration requires that the following Glider Assessment stages are added to Lever: 

Assessment Stages Assessment Requested
Assessment Extension Requested
Assessment Re-invite Requested
Connect Stages Connect Requested
Connect Extension Requested

 

Complete the following steps:

  • In Lever, navigate to Settings > Pipeline and archive reasons
  • Click the Customize pipeline stages button

Pipeline and archive reasons settings page in Lever; arrow pointing to customize pipeline stages button

  • Click + Add stage

Arrow pointing to Add Stage button in pipeline stage editor

  • Enter the required stage name
  • Click + Add stage
  • Repeat for remaining stages
  • Drag and drop newly created stages to the desired placement on your pipeline
  • Click the Next button

Arrow pointing to Next button on second page of pipeline customization workflow

  • Click the Next button 

Arrow pointing to Next button on third page of pipeline customization workflow

  • Review the newly added stages
  • Click the Save button

Arrow pointing to Save button on final page of pipeline customization workflow

 

 If any Assessment / Connect stage names are changed while adding the stages, the new names should be communicated to contact@glider.ai to get updated in Glider.

For more on this topic, refer to our article on best practices for pipeline customization.

Setting up the Glider AI integration

 

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

Once you have completed the steps in the 'Configuring the Glider AI integration' section above, proceed with the following:

  • Contact contact@glider.ai to setup the Lever integration in your Glider account
  • Log in to Glider and navigate to the integration setup page
  • Click the ENABLE LEVER INTEGRATION button

Arrow pointing to Enable Lever Integration button in Glider

  • On the modal, log in to Lever
  • Review list of requested permissions; click Accept

App authorization modal with listed permissions

  • You will be redirected back to the Glider setup page and the Lever Authorization code will be stored in the Glider Database
  • In Lever, under Settings > Integrations and API > Webhooks, a Glider webhook will be configured under 'Candidate Stage Change'. Please reach out to contact@glider.ai in case the Glider webhook is not added

 

 In the event that the integration refresh token expires, you can access the integration setup page in Glider to generate a new Auth Code. Just click GET NEW AUTH CODE to get the new Auth code. You will then be prompted to re-authorize the integration to complete the authorization process and reconnect to Glider.

Using the Glider AI integration

Linking the Glider Assessment or Glider Connect to a job posting in Lever

  • In Lever, add tags to the job posting to link the Glider Assessment or Glider Connect package

Glider tags outlined on job posting in Lever

  • Any candidate's opportunity associated with the job posting will inherit the Glider Assessment or Glider Connect package tags

Glider tags outlined on candidate's opportunity profile in Lever, inherited from job posting

Assessment and Connect tags
The Glider Assessment Tags are customizable and comprised of 4 components:

Glider AI Assessment Tag Component Notes
Assessment Tag Prefix Configurable at the company level. Required.
Examples: ASSESSMENT, GLIDER_ASSESSMENT, GA
Assessment Name Glider Assessment Name. Optional.
Assessment ID Glider Assessment ID. Copy from the Glider Assessment page. Required.
Tag Separator Delimiter. Configurable at the company level. Required.
Examples: {:: , - , :}

 

Here are some typical Assessment Tag Formats:

  1. [Assessment Tag Prefix][Tag Separator][Assessment Name][Tag Separator][Assessment ID]
    • Example : "GA-Java Developer-kvNEy5fi2iRTQhbk9"
  2. [Assessment Tag Prefix][Tag Separator] [Assessment ID]
    • Example : "ASSESSMENT::kvNEy5fi2iRTQhbk9"

Similarly, there are 4 components in a Connect Tag which are customizable:

Glider AI Connect Tag Component Notes
Connect Tag Prefix Configurable at the company level. Required.
Examples: CONNECT, GLIDER_CONNECT, GC
Connect Name Glider Connect Name. Optional.
Connect ID Glider Connect ID. Copy from the Glider Connect page. Required.
Tag Separator Delimiter. Configurable at company level. Required.
Examples: {:: , - , :}

 

Here are some typical Connect Tag Formats:

  1. [Connect Tag Prefix][Tag Separator][Connect Name][Tag Separator][Connect ID]
    • Example: "GC-Java Developer-DNCQfDvCfmvuZwGD3"
  2. [Connect Tag Prefix][Tag Separator] [Connect ID]
    • Example: "CONNECT::hSuhWhRZcYyuQqsgG"

The default values of the tag components at the company level are:

  • Assessment Tag Prefix: ASSESSMENT
  • Connect Tag Prefix: CONNECT
  • Tag Separator: ::

Tag component values can be changed by sending an email to contact@glider.ai with the new values to get updated in Glider.

Inviting candidates for a Glider Assessment or Connect

  • In Lever, move the candidate's opportunity to the required Glider Assessment or Connect stage

Stage menu expanded on candidate opportunity profile in Lever; Connect Requested stage outlined

  • Once the opportunity is moved to the required trigger Assessment or Connect stage, the integration will invite the candidate to the Glider Assessment or Glider Connect via email
  • A new status tag (e.g. "CONNECT::INVITED") will be added to the candidate's opportunity in Lever and the Glider test invitation link will be included as a note

Notes tab, Connect:: INVITED tag, and Glider test invitation link outlined on candidate profile in Lever

  • When the candidate starts the test, the status tag is updated to "STARTED"

CONNECT::STARTED tag outlined on candidate opportunity profile in Lever

  • Once the candidate completes the test, the status tag will be updated to "COMPLETED"
  • The Glider AI report url is added to the notes on Lever

CONNECT::COMPLETED tag and Glider report URL outlined on candidate opportunity profile in Lever

Disabling the Glider AI integration

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