How do I enable and use the Refapp integration?

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Available for User roles Super Admins, Admins, Team Members
Packages Select Lever packages

Setting up the Lever and Refapp integration will allow you to perform effortless reference checks directly from within Lever.

Setup the integration:

Note: Access role must be Super Admin in order to set up the integration.

1. Ensure you are logged in to Refapp as a Refapp Administrator.

2. Go to the “Company Settings” page

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3. Open the “Integrations” tab and locate the Lever logo. Click “Connect with Lever”

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4. You will now be taken to Lever. After logging in, you are presented with an authorization confirmation question. Click “Accept” to continue and allow Refapp to read and write data in your Lever account.

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5. You are now taken back to Refapp. Click “Connect” to finalize the connection and go back to the Company Settings page.

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6. The final step is to select the Lever recruitment stage that should trigger a reference check in Refapp. Click “Configure” below the Lever logo, select the stage from the dropdown and click OK followed by Save in the bottom of the Company Settings page

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7. Now you are all set and anyone in your team can run Refapp reference checks from within Lever

How to configure the integration:

The integration is now enabled. Click Manage to view and edit the settings.

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Select the Lever pipeline stage and default test. We recommend using a stage specific to assessments, it should be in line with when in the process you'd like to administer the quiz. if you'd like to add a pipeline stage, reach out to Lever Support to get a stage added to your Lever account.  

How to use the integration:

Any time a candidate reaches the Lever stage that was configured in the setup, the candidate is added to Refapp in a project that corresponds to the Lever Job Posting that the candidate is considered for.

To get the most value out of the integration, you need to work with Refapp project templates and select the appropriate template for the position via Lever Tags.

Here’s how it works:

Set up Refapp Project Templates: Start by adding project templates corresponding to your typical hiring types. This includes which questions to ask, automation options etc. 

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Whenever you have modified the list of templates (added, removed or renamed), you need to synchronize with Lever by opening Company Settings + Integrations + Lever Configure and clicking “Update”. This step ensures that the tags shown in Lever for settings correspond to your current project template list.

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Select the setting (project template) via Lever Tags

In the settings when you set up or edit a Job in Lever, type an R in the Tags field and select from the tags starting with “Refapp Template”

 

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Now, when a candidate reaches the “Reference Check” stage (or whichever stage you configured to start the reference checking), the candidate is created in Refapp and both a Note and a Tag is added to the candidate in Lever to display the progress:

 

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As the reference check proceeds and is finally completed, the note and tag (“Refapp Status: XXX”) for the candidate in Lever will update accordingly and you can easily jump into Refapp to view the report and/or the Refapp candidate page via links in the note:

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Do know that the language for candidates in Refapp will always be set to your account default language since there is no setting for language on the candidate level in Lever, so ensure your project templates always include a questionnaire for the default language. If you need to change the language, you can edit the candidate language in Refapp at any time.

How to disable the integration:

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

2. Under the Authorized Apps tab locate the Refapp app

3. Click Revoke Access to disable the integration

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