Enabling and using the iMocha integration

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
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:

imocha settings showing authorize button in Lever setup

  • After clicking Authorize, you will be redirect to log into Lever

Lever welcome page showing email address and password fields

  • 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

Lever integration page

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

Lever candidate profile showing imocha form summary

  • An assessment report file will also be uploaded to the candidate profile upon completion

Lever candidate profile showing uploaded imocha pdf file

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
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