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Setting up the Lever integration


Integrating Lever with Checkmate streamlines your candidate background screening process. Once set up, you can launch checks in Checkmate without leaving Lever, and view the progress of checks directly within Lever.

Before you begin

Checkmate integrations are configured at company level. To avoid any issues, we recommend completing the steps below using your company's Checkmate user account with the highest level of permissions.
You will also need Super Admin permissions in Lever to complete the webhook setup.

Once you've completed setup, see Candidate checks via Lever to get started.


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Enable the integration in Checkmate

Once you have your credentials, follow these steps to enable the integration in Checkmate:

  1. While signed in to your Checkmate account, navigate to your company settings by clicking your initials in the upper-right corner and selecting Company Settings.

  2. Navigate to the Integrations tab.

  3. Use the search field to find the Lever card, or scroll to find it.

  4. Toggle the Lever integration on.

  5. You will be prompted to log in to Lever to authorise the connection. Enter your Lever credentials and click Continue.

01_lever_setup_integrations_card


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Select a candidate stage in Lever

Checkmate checks will be launched from a single candidate stage in Lever.
You can use an existing stage or refer to Lever's Adding pipeline stages article.

  1. In Lever, navigate to the Candidates page and click on the stage from which you would like to launch Checkmate checks.

  2. Copy the stage ID from the URL. Keep this handy, you'll need to paste this into the Lever integration card in Checkmate.

02_lever_setup_stage_id


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Set up a webhook for status updates

  1. In Lever, navigate to Integrations and API and click on the Webhooks tab.

    03_lever_setup_integrations_and_api

  2. Enable Candidate Stage Change.

  3. Add a new webhook with the following URL: https://app.checkmate.tech/webhooks/lever

    04_lever_setup_candidate_stage_change

  4. Click on + Add Webhook.

    05_lever_setup_add_webhook

  5. Copy the Signature token for the webhook you just created.

06_lever_setup_signature_token


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Complete the integration setup in Checkmate

  1. Return to the Integrations tab in your Checkmate company settings and find the Lever card.

  2. Paste the stage ID into the Stage ID field.

  3. Paste the signature token into the Lever Webhook Signature Token field.

  4. Click Save.

07_lever_setup_checkmate_card
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