Enabling and using the Canditech integration

Melody Tsulahara

July 30, 2024 07:42

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 configure) Manage pipeline stages • (To use) Manage profiles and view associated postings
	Packages	LeverTRM, LeverTRM for Enterprise

The Canditech integration allows talent acquisition teams to seamlessly invite candidates to take Canditech assessments from within Lever. A results link is added to the Lever candidate opportunity.

In this article

Setting up the Canditech integration
Configuring the Canditech integration
Using the Canditech integration
Disabling the Canditech integration

Setting up the Canditech integration

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

In Canditech, navigate to Canditech Platform > Settings > Integrations
Open the Lever dropdown and click Connect

Lever intergration tile in Canditech

Log into your Lever account
Review the list of requested permissions and click Accept to establish the connection between Canditech and Lever

Configuring the Canditech integration

Enable webhooks

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

Webhook configuration page in Lever settings wiht Candidate Stage Change toggle outlined

Click + Add webhook
Open the dropdown arrow on the right side and click Verify Connection

Verify connection button outlined on Candidates Stage Change webhook configuration tile

Wait until you receive the confirmation that the connection has been verified

Verify connection button outlined on Candidates Stage Change webhook configuration tile; button reads 'Verified'

Add Canditech stage to Lever pipeline

In Lever, navigate to Settings > Pipeline and archive reasons
Click Customize Pipeline Stages in the top right corner

Pipeline and archive reasons page in Lever Settings; customize pipeline stages button outlined

Click Add Stage

Type in "Canditech Stage" in the 'Name' field
Move the 'Stage used for interviews' toggle to the on position
Click Add Stage

Add stage modal; name, stage used for interviews toggle, and add stage button outlined

The 'Canditech Stage' will appear among the other stages in your pipeline; move the stage to the desired position in your pipeline (if applicable)
Click Next

Newly added stage outlined in pipeline stage customization interface

Click Next

Review your changes and then click Save

Save button outlined on final page of pipeline customization workflow

You will be redirected back to the Pipeline and archive reasons settings page

For additional guidance, refer to our help article on adding pipeline stages.

Attach Canditech assessment to pipeline stage

In Canditech, navigate back to Platform > Settings > Integrations
Open the Lever dropdown
Click Attach Assessment to Stage

Lever integration modal in Canditech; attach assessment stage button outlined

Select the required position from the dropdown menu (e.g. "Python Developer")
Click Next

Position menu outlined in Attach assessment stage modal

Select 'Canditech Stage' from the dropdown menu; click Next

Stage menu outlined in Attach assessment stage modal; Canditech stage selected

Select the assessment you would like to add from the dropdown menu; click Next

Assessment menu outlined in Attach assessment stage modal

Your assessment has successfully been attached to your Lever pipeline stage.

Using the Canditech integration

Send assessments to candidates

In Lever, navigate to the Candidates section and click + Add Candidate and select the option to manually add a new candidate (alternatively, you may choose to open an existing candidate opportunity)

Enter the candidate's name and email in the fields provided

Candidate opportunity profile in Lever; name and email fields outlined

Click the Choose Job button and select the relevant job from the dropdown menu

Menu extending from Choose Job button on candidate opportunity profile; Python Developer option outlined

Once your test is set, navigate to the stage dropdown.
Move the candidate's opporutnity to the 'Canditech Stage'; the Canditech assessment will be sent to the candidate

Stage menu expanded on candidate opportunity profile; Canditech Stage outlined

Return to the Canditech platform
Navigate to the 'Candidates' tab; here you will see the assessment invite sent to your new candidate

Assessment invite outlined on Candidates page in Canditech

Reviewing candidates and making decisions

Once your candidate submits their test, their status in the Canditech platform will change to "Completed".

Assessment listed with completed status on Candidates page in Canditech

Navigate back to the Candidates page in Lever
Open the candidate's opportunity profile and navigate to the 'Notes' section

Notes tab outlined on candidate profile in Lever

Once the candidate has submitted their assessment, their opportunity profile in Lever will contain a link to view the submitted assessment on Canditech, along with their assessment score

Canditech assessment note on candidate profile; verdict reads n/a

Navigate to the candidate's assessment session in the Canditech platform to give the candidate's test session a thumbs up or thumbs down decision

Thumbs up rating on candidate assessment in Canditech

The decision (Verdict) will be updated in Lever

Canditech assessment note on candidate profile; verdit reads passed

Getting assistance

Contact support@canditech.io for troubleshooting assistance regarding the integration.

Disabling the Canditech integration

Navigate to Settings > Integrations and API > Authorized Apps
Locate the Canditech app
Click Revoke Access