| 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 use) Manage profiles and view associated postings |
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| Packages | LeverTRM, LeverTRM for Enterprise |
The iMocha integration will allow you to send iMocha assessments directly from the Lever candidate opportunity.
Setting up the iMocha integration
- In iMocha, navigate to Settings > Integration > Lever > Configure
- Click on the Authorize button as shown below:
- After clicking Authorize, you will be redirect to log into Lever
- Once you login, you'll be redirected to iMocha to configure the integration
Configuring the iMocha integration
- In iMocha, select the 'Assessment Stage' in which you want the integration to trigger upon candidate entry
- Select the 'Assessment Complete Stage' in which you want the candidate moved to following assessment completion; this movement will happen automatically through the integration.
- Select the profile form template from the dropdown and choose 'iMocha Assessment'; if this is not yet created, click the plus sign to create it
- To sync and create tags in Lever, select a job posting from the dropdown and select the candidate for which you would like to create your assessment package tags
- We recommend creating a sample candidate that will hold all of the available package tags.
- Once all fields are selected click Save
- Click the Activate Integration button
Using the iMocha integration
- Add a package label as a tag on the candidate's opportunity
- Move the opportunity to the configured assessment trigger stage
- The candidate will receive an email from iMocha
- Once the test is completed, you will find the candidate in the configured assessment completion stage
- Assessment details will be added as a form on the opportunity
- An assessment report file will also be uploaded to the candidate profile upon completion
Disabling the iMocha integration
- In Lever navigate to Settings > Integrations and API
- Under the 'Authorized Apps' tab, locate the iMocha API credentials
- Click the trash can icon to disable the integration