Lever

The setup guide provides step by step guidelines and instructions on connecting the Lever account with the Harver that will allows you to invite candidates to an assessment and see the candidate results in the Lever.

Before setting up the integrations, check the Integration Guidelines and Integration FAQs to make sure you have all necessary information and configurations ready in Harver Platform.

In this Guide

1. Instructions before enabling Integrations
2. Harver Integration Configuration Steps
3. Lever Integration Configuration Steps
4. Adding Harver in Workflow to invite Candidate
   1. Add the Harver Stage
   2. Add a tag to trigger the Harver assessment
   3. Candidate State change - Webhhook Configurations
   4. Application Created - Webhhook Configurations
5. Candidate progress & results
6. Validating Integration Setup
7. Additional Questions/Support

Instructions before enabling Integrations

Before enabling integrations, make sure you have;

1. The requisitions in ATS and vacancies in Harver are configured.
2. The Lever UserID, API Key and Webhook Key generated in Lever.

Harver Integration Configuration Steps

Login to Harver platform to perform below steps. You must be a Harver Admin to be able to complete all these step.

1. In Harver platform, go to Integration Menu tab and clicks Add new integrations. Select the Lever MarketPlace from drop down and Clicks Add Integrations.
2. This will start configuring the integration and progress will be shown. Once completed, click on Continue to Overview.
3. In General Overview, only ATS First Ad-Hoc integration pattern is supported so will be enabled by default.

4. Then go to section Credentials, and configure;

   1. API Token - Which is used to validate the requests from Lever to Harver. It’s added to the header of their requests; retrieved by an admin user in Lever.

   2. User ID - For security/auditing purposes. The ID of the technical user created in the Lever account by the Lever client admin.

   3. Secret ID - Used to validate requests from Harver to the specific Lever account. Retrieved by an admin user in Lever.

5. Next go to ATS to Harver section and configure all the applicable stages the candidate lands so Harver can validates inbound webhook to invite person to Harver in real time. Use the exact Lever Marketplace stage name / stage ID. i.e.

6. Next go to Harver to ATS section configure the stage for the candidate when they completes their application in Harver, move them to this stage. Use the exact Lever Marketplace stage name.

   1. Enable the toggle

   2. And add stage ID. Value to be provided by Lever.

7. Once all steps and configurations are completed, go back to General section and enable the integration.

If enabling integration fails, error will be shown. Please fix particular issue to enable the integrations successfully.

Note that incase you want to discontinue with ATS or disable integration due to some reason, same configuration toggle is used to disable the integration with ATS.

Lever Integration Configuration Steps

To enable the Harver integration in the Lever ATS, follow the below steps in Lever i.e.

1. Go to Settings > Integrations and API.
2. On Partner Integrations page, locate the Harver integration toggle under the Assessments heading.
3. Expand the integration tile click the Generate new key button.
4. It will generate the API key which you need to configure in Harver. Make sure to save the API key as it's only shown once. Then press done.
5. And enable the Integrations.

Adding Harver in Workflow to invite Candidate

Add the Harver Stage

1. Add and choose the Harver stage in order to invite candidate automatically for Harver assessment when candidate is moved to a “trigger stage”.
2. This stage can be any stage in Lever pipeline. e.g. applicant-new, assessment, Reached Out etc.

Add a tag to trigger the Harver assessment

1. Add the Harver Vacancy tags to the relevant job postings to invite the candidates as the tag is used to identify which jobs are connected to Harver.
2. Once added, and when candidates apply to the job, they inherit the tag and the integration uses it to route the person to the Harver.
3. Harver tags format is: harver-vacancyId (vacancyId is 24 characters)

Candidate State change - Webhhook Configurations

In order for the integration to move candidates to a specific change automatically, configure Webhook in Lever Settings.

1. Navigate to Settings > Integrations and API > Webhooks.
2. Get the webhook URL from Harver and configure in Webhook URL in the field.
3. Generate Webhook signature token which is used to validate the requests from Lever to Harver. It’s added to the header of their requests. Configure it in Harver Integration configurations i.e. Credentials > Secret ID.
4. Enable the Candidate Stage Change webhook, and click Verify Connection.

Application Created - Webhhook Configurations

Optionally, if you wish to invite all candidates to Harver who apply to a job, automatically, configure Webhook in Lever Settings.

1. Get the webhook URL from Harver and configure in Webhook URL in the field.
2. Enable the Application Created webhook, and click Verify Connection.

Candidate progress & results

Harver will use tags to show if the candidate has been invited, and send the scores once they complete the assessment and the results will be updated on the candidate application e.g.

1. Once candidates is invited to any Harver assessment by moving the candidate to the Harver associated Stage (trigger-stage), the candidate will be automatically registered in Harver and receive a Harver Invitation email.
2. The candidate profile will show a tag and a comment as a confirmation e.g. Tag Harver: Invited.
3. Once the candidate completed the Harver Journey, the results will be updated on the candidate application where in the candidate overview you will find a note with the numerical score, and the pdf report with the details of the results available for download.

Validating Integration Setup

Please take a moment to ensure your Integration setup was configured successfully. We recommend you complete the following steps:

1. Create a test Job Requisition for a position that will leverage an assessment.
2. Add the appropriate Harver Job Code/assessment to the test requisition.
3. Complete a candidate application, including the assessment.
   1. Confirm the candidate experience.
4. Review results on hiring dashboard in your ATS and confirm you see the following:
   1. Assessment Recommendation.
   2. Link or access to the full report details.

Additional Questions/Support

For any additional queries, please contact support team at support@Harver.com