| 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 Serand integration empowers talent acquisition teams to invite candidates to complete Serand assessments seamlessly within Lever. Streamline your hiring process and gain deeper insights into candidates' skills, values, and cultural fit, all without leaving the Lever platform. For more information refer to the Serand website.
Setting up the Serand integration
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You must be a team or organization with admin rights in Serand to install this integration. |
Prerequisites
- Serand Account: Ensure you have an active Serand account with the necessary permissions to manage integrations.
- Lever Account: To configure the integration, you'll need a Lever account with Super Admin access.
Connect Serand and Lever
- Send a request to info@serand.co.uk to request the integration setup.
- Serand will send an authorization link for the integration.
- Click the authorization link.
- When prompted, log in to Lever using your Admin account.
- On the modal, review the list of requested permissions and click Accept to grant Serand access to your Lever data.
Configuring the Serand integration
In Serand, complete the following steps to configure the integration:
1. Trigger Stage: Choose the Lever stage at which you want to send Serand assessment invitations to candidates e.g., 'Phone Screen' or 'Assessment'.
2. Results Stage: Select the Lever stage where candidates should be moved after completing their Serand assessment.
3. Associate Job Postings (Optional): Link specific Serand assessments to corresponding job postings in Lever to ensure candidates receive the appropriate assessments.
- In Serand, navigate to the Assessments page to link the Serand assessment with the Lever Postings ID.
- You can locate the Postings ID in Lever by opening the job posting.
- Copy the job ID from the URL (see below) and paste it into the ATS ID field in Serand.
- Complete the Assessment setup requirements in Serand and save the assessment.
Using the Serand integration
Automated Candidate Screening
Once the integration setup is complete, you can begin using the integration:
- In Lever, go to the Candidates tab and open the desired candidate.
- Ensure the candidate is associated with the correct job posting.
- Advance the candidate to the assessment trigger stage as configured in Serand.
- Serand will automatically send an assessment invitation to the candidate.
Reviewing Responses
A link to the candidate's detailed Serand profile will be added to their Lever opportunity, allowing you to review the results and access in-depth insights into their skills, personality, and cultural fit.
Disabling the Serand integration
In Serand
- Email info@serand.co.uk and to request to remove the connection.
In Lever
- In Lever navigate to Settings > Integrations and API
- Under the Authorized Apps tab, locate the Serand app
- Click Revoke access to disable the integration