Enabling and using the COGBEE integration

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Available for User roles Super Admin, Admin, Team Member, Limited Team Member
Can only be configured by Super Admins
Packages Select Lever packages

The COGBEE integration will provide a seamless, automated and convenient AI-enabled interview experience for your recruitment teams and candidates.

Readers of this article will learn the following:

Setup the integration:

 

Access role must be Super Admin in Lever to set up the integration. You must be a team or organization with admin rights in COGBEE to install this integration.

Connect the Integration

1. Log in to the COGBEE application and navigate to the Settings menu. Click on the Account tab. Locate Lever on the list and click the Click here to sign in button to enable the integration.

COGBEE platform showing lever configuration section

2. Log in to Lever on the modal. 

Lever login modal

3. Review the requested permissions. Click Accept

Lever authorize app modal showing list of permissions

You will be redirected back to COGBEE to complete the remaining details required for the integration.

Enable Webhook

1. On Lever, click here or go to Settings > Integration and API > Webhooks

2. If it is not already toggled, toggle the 'Candidate stage change' webhook on.

Select Trigger Stage

1. On COGBEE, select 'Interview Assessment' (or any other stage of your choosing) from the Select Stage dropdown list.

COGBEE platform showing select stage dropdown list

How to use the integration:

Initiate Interview Assessment

1. On Lever, you can assign a candidate to the assessment checks process by moving the candidate to the assessment stage (e.g. 'Interview Assessment') as configured on COGBEE.

Lever candidate profile showing stage change list with interview assessment outlined

The integration will take the necessary steps to create the assessment, assign and schedule the candidate.

2. You can also manually select an assessment by adding the assessment tag to the opportunity. The dropdown list of available assessments can be found by typing "CB:" into the tags field (e.g. 'CB:Java - 194'). All COGBEE tags will start with 'CB:'. 

Lever candidate profile showing cogbee tag

Review Status Updates

The COGBEE integration will automatically add notes to the Lever opportunity to indicate the candidate's progress. 

  • 'Assigned': Candidate is assigned to a position.
  • 'Scheduled': Mail sent to candidate with test link.
  • 'Submitted': Candidate submitted the test.
  • 'Recommended': Evaluator changes candidate status to recommended. A link to the evaluation will be included with the note. 
  • 'Not recommended': Evaluator changes candidate status to not recommended.

Lever candidate profile showing COGBEE updates

In addition, the integration will also update the opportunity with status tags. 

Lever candidate profile showing COGBEE updates

How to disable the integration:

1. Navigate to your Integrations & API Settings Page in Lever.

2. Under the Authorized Apps tab, locate the COGBEE app.

3. Click Revoke Access to disable the integration.

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