Enabling and using the Commercial Investigations integration

Setting up the Commercial Investigations integration

• Reach out to the Commercial Investigations (CI) dedicated team to guide you through the process and prepare the systems for the integration.

Generate Lever API Key

• Log into your Lever admin account
• Navigate to Settings > Integrations and API > API Credentials
• Click Generate API Key
• Grant the following permissions:
  • Read Candidate
  • Read Candidate Application
  • Read Candidate Resume
  • Read Posting
  • Read Requisition
  •  Read User
  • List Tags
  • List Stages
  • Add Candidate Tag
  • Remove Candidate Tag
  • Create Opportunity
• Save your new API key securely and securely share it with your CI representative

For additional guidance on generating API keys on your Lever account, please refer to Lever's article on Generating and using API credentials. 

Configuring the Commercial Investigations integration

Enable Webhooks

• In Lever, go to Settings > Integrations and API > Webhooks
• Enable the 'Candidate Stage Change' webhook if it is not already enabled
• Click Add Webhook to add a new Candidate Stage Change webhook
• In the URL field, enter the unique webhook URL provided to you by your CI representative

• Leave all trigger checkboxes selected
• Click Regenerate Token to create a new webhook signature token
• Save this token to a secure place and securely share it with your CI representative

Confirm Trigger Stage

• Decide which stage in your Lever hiring process should trigger a background check
• Communicate the trigger stage to your CI representative

You can access your list of stages in Lever by navigating to Settings > Pipeline and archive reasons. For more information on adding stages, refer to our help article on adding pipeline stages

Package Selection Method

Discuss with your CI representative whether you prefer to select background check packages via tags or custom variables in Lever. The CI team will configure the system accordingly.

Testing

Once the CI team has configured the integration on the backend, they will guide you through the following testing process:

1. Create a test candidate in Lever
2. Move the candidate to the designated trigger stage
3. Verify that a background check is initiated
4. Check that status updates appear in Lever (as tags or notes, based on your preference)
5. Confirm that the final report link is added to the candidate's profile upon completion

Go-Live

After successfully testing, you may begin using the integration in your live hiring process. The CI team will provide any final instructions or best practices.

Remember, you do not need to worry about any backend configurations or complex setups. The experienced team at Commercial Investigations will handle all the technical details for you. Your role is simply to provide the necessary access and information from your Lever account.

This integration will significantly enhance your hiring process, allowing you to make informed decisions quickly and efficiently. As always, CI's dedicated support team is available to assist you every step of the way. Commercial Investigations is committed to ensuring you get the most value out of this powerful integration.

Using the Commercial Investigations integration

To use the integration, move the candidate to the designated trigger stage. Background check updates will appear as tags, or notes, based on your preference. 

Once the background check is complete, a final report link will be added to the candidate opportunity in Lever. 

Support

Should you have any questions or need assistance at any point, don't hesitate to reach out to your CI representative. 

Disabling the Commercial Investigations integration

1. In Lever navigate to Settings > Integrations and API
2. Under the API Credentials tab, locate the Commercial Investigations API credentials
3. Click Revoke access to disable the integration