Enabling and using the Yardstick integration

May Fan

May 29, 2023 19:47

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 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.

In this article

Setting up the Yardstick integration
Configuring the Yardstick integration
Using the Yardstick integration
Disabling the Yardstick integration

Setting up the Yardstick 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 Yardstick integration

Connect a Yardstick role to a job posting 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 Yardstick 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 t he 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 Yardstick integration

In Lever, navigate to Settings > Integrations and API
Under the 'Authorized Apps' tab locate the Yardstick app
Click Revoke Access to disable the integration