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Setup Lever for Screenloop
Setup Lever for Screenloop

Step by step guide to setup Lever for Screenloop Lever Configuration

Updated over a year ago

Screenloop supports Lever as an ATS provider. Once setup and enabled, the users within your organisation will be able to automatically synchronise job positions, candidates, interview information and more!

Requirements

This guide assumes that you:

  • Have a Lever license

  • Have a user with the Super Admin permission

  • Have site administrator permissions in Screenloop

  • Have created a leverapi@<your-organization-email-domain> email account

If you are unsure or don't have permission, first you need to contact a Lever user in your organisation with Super Admin level permissions to ensure that either you or them are capable of executing the following steps described in this article.

Install Lever on Screenloop

In order to perform these steps you need to have site administrator permissions in Screenloop.

  1. Sign in to the Screenloop web portal.

  2. At the bottom of the navigation left panel click on Organization Settings

  3. In the left panel that just popped up, please click on Integrations

At this point we move to ‘Setup Lever and Screenloop’ below.

At any point, if something goes wrong or you aren’t seeing these pages, reach out to Screenloop support or directly at support@screenloop.com

Setup Lever and Screenloop

1. Create a Screenloop user on Lever

To create a Screenloop user on Lever, go to the Lever home page and navigate to Name (Icon) > Settings > Users. While on the Users page, look for a button + Add New User and click it.

Type Screenloop as the Full name and use the following convention for the Email address: leverapi@<your-organization-email-domain> e.g. if your organisation is Screenloop, then you should consider leverapi@screenloop.com

(Important: please note that the email address should be created before doing this step, as per the requirements for integration).

Click next and assign the Super Admin user permission:

Click next one last time and press on the Invite user button:

Logout from Lever and go to the leverapi@<your-organization-email-domain> email. Open the Lever email you received and click on the Sign-up new user button.

2. Click the connect button on the Lever integration

Go back to the Screenloop Integrations page that you opened in the first part of this guide.

Click on the 'Connect' with Lever button:

This will trigger an Authorize App workflow:

Click the Accept button.

After this step the following success message should be displayed:

3. Fill-in the Member ID section on the Lever integration

Still on Screenloop's integrations page, click on the refresh button next to the Member ID dropdown if there is no member showing-up on the dropdown.

Afterwards, select the Screenloop user you created in step 1. and hit the Submit button:

4. Copy Interview Webhook URL from Screenloop

Copy the value on the Interview Webhook field and press the Submit button:

5. Include Interview Webhook URL on Lever

Go to the Webhooks settings configuration on Lever and enable the following webhooks:

  1. Interview Created

  2. Interview Updated

  3. Interview Deleted

Add the Interview Webhook URL copied from Screenloop to both these Webhook fields: (please make sure you don't add https:// as it is there by default)

6. Conclusion

After going through the above setup new and rescheduled interviews will immediately sync with Screenloop and will later be available for review.

Note: Screenloop can only synchronize interviews that were scheduled or updated after the integration was completed. Interviews scheduled before the integration date will not be synchronized.

To get the most out of Screenloop, platform users should install the Screenloop Chrome Extension here.

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