Enabling and using the Yardstick integration

May Fan

November 22, 2022 23:24

Available for	User roles	Super Admin, Admin, Team Member, Limited Team Member Can only be configured by Super Admins
Available for	Packages	Select Lever packages

The Yardstick integration allows you to get add candidate names and resumes to Yardstick from Lever and upload Yardstick candidate scorecards to Lever.

Yardstick is an Intelligent Talent Selection tool that allows growing companies to use the candidate interview process to incorporate cultural values, identify talented, diverse candidates, and raise the talent bar with structured interviews.

Readers of this article will learn the following:

Setting up the integration
Configuring the integration
Connecting a Yardstick Role to a Job in Lever
Importing a Candidate from Lever to Yardstick
Using the Integration

Setting up the integration

Access role must be Super Admin in Lever to set up the integration. You must be a team or organization with admin rights in Yardstick to install this integration.

In Yardstick, navigate to Organization settings. If you do not have access to it, either ask the admin in your company or reach out to Yardstick support.

Yardstick organization dashboard

In the integrations section, click Add ATS.

Yardstick organization summary with add ats button outlined

Select Lever.

Yardstick select integration page with Lever button outlined

Review the requested permissions and click Continue.

Lever permissions modal showing list of permissions

You will be re-directed to Lever. Log in with your Lever credentials.
On the modal, review the list of requested access permissions. Click Accept to authorize the integration.
You will be be redirected back to Yardstick.

Configuring the integration

Connect a Yardstick Role to a Job in Lever

Create a role in Yardstick.
Click Import ATS Role.

Yardstick create role page with import ATS role button outlined

Select a Job to import to Yardstick.

Yardstick ATS jobs page with job and description outlined

The link ID identifies which Lever Job the Role is connected to.

Yardstick create role page job ID outlined

Click Create to save the role to Yardstick.

Importing a Candidate from Lever to Yardstick

Select Import ATS Candidate.

Yardstick add candidate page with import ATS candidate button outlined

Select which Candidate to Import.

Yardstick ATS candidates page with candidate in list selected

Click Create to save the candidate to Yardstick.

Yardstick add candidate page with candidate name field filled in

Using the integration

Continue to use Lever to track candidates through the pipeline and schedule interviews.

Use Yardstick to build the structured interview guides and conduct interviews.

A link to the Yardstick interview is on the candidate record in Lever and on the calendar invite sent to the interviewer.

After the interviews are completed in Yardstick, the feedback can be reviewed on the candidate record in Lever or on in the Debrief Meeting in Yardstick.

Disabling the integration

1. In Lever, navigate to Settings > Integrations and API

2. Under the Authorized Apps tab locate the Yardstick app

3. Click Revoke Access to disable the integration