Configure your Crosschq Connector with Lever
Read the sections below to learn more about the steps necessary to connect Crosschq with Lever:
- Connecting to Lever
- Setting up the connector
- Crosschq templates configuration
- Requestors and Hiring Managers
- Sending a Crosschq from Lever
Connecting to Lever
Within Lever, go to settings > integrations and API scroll down, and find Crosschq within the Background and reference checks section.
Enable the connector by clicking the slider.
(To enable the Lever integration for NHA, Crosschq will need access to the confidential data.)
Click "Generate New Key" and copy the API key. Make sure to save the API key as it's only shown once. Then press "done".
Next, log into your Crosschq administrator account, then click Organization Settings > Connectors item on the menu. Locate the Lever listing in the main panel, then click the Manage button.
Click the slider to enable the connector, click "edit parameters" and paste the API key into the Lever API Token field.
Close the Edit Parameters section and follow the next steps to set up the webhooks.
Setting up the connector
Set up webhooks to trigger the Crosschq request from Lever and to automatically update the hiring status in Crosschq when a candidate is marked as hired in Lever.
On the Lever Connector page within Crosschq, copy the Webhook URL by clicking the copy button at the right.
Go back to the Lever admin page and access the Webhooks tab.
Enable the Candidate Stage Change slider so that it turns green in color, click Add Webhook, and then paste the Webhook URL you copied from Crosschq.
Navigate back to Crosschq and copy the Webhook Hired URL.
Go to the Lever admin page > Webhooks tab again, scroll down, click the Candidate Hired slider so that it turns green in color, select Add Webhook, and then paste the Webhook Hired URL you copied from Crosschq.
Now that the webhooks are set up within Lever you must add the signature tokens to Crosschq.
Navigate back to Crosschq, select "edit parameters" and paste the two signature tokens created in the steps before as listed below:
- Paste the signature token from the Candidate Stage Change section into the Webhook Sign-in Token field.
- Paste the signature token from the Candidate Hired section into the Webhook Hire Sign-in Token field.
You can confirm that the webhooks are working properly by selecting verify connection within Lever.
Finally, use the Lever Interview Stage field to select the stage at which you want the Crosschq request to be triggered. Note that all stages you create within Lever will populate in this drop-down menu. Then click "Save Changes".
Note: If a candidate is not hired, the owner of the candidate will receive an email two weeks after Crosschq is complete that prompts the owner to indicate if the candidate was hired or not. When the owner responds to this email message, the status will update in both Crosschq and Lever.
We have implemented a new auto-cancelation feature, now when candidates are marked as rejected they will automatically have their reference request canceled within Crosschq.
Crosschq templates configuration
Templates are reference request configurations that are used to trigger requests from ATS connectors. You have to set up your Crosschq templates to be able to send Crosschq requests from an ATS.
Within Crosschq, go to Organization Settings > Templates. Select Create New Template.
Enter the required information such as the template name, add an ATS Tag for that template, and create a description of the template.
Within the Request Settings, add in the position, select the appropriate survey, and configure the number/type of references you want to be associated with this request. Please note, the relationship type can either be specified or you can select any relationship type and let the candidate determine the type of reference. Additionally, you can add customized notes to each specific reference request, i.e. "Please provide a manager reference from X company."
From there, add optional hiring manager information. Finally, you can create custom emails or text messages associated with each template by filling out the custom notifications section. When you are done, select Create Template.
At any point, if you need to edit or delete a template select the three dots next to the template and you can manage from there.
Back in the Lever admin facility, it's important to ensure that any job that you create contains the survey tag so that the template will match the job.
Please note that tags should be all lowercase
Access your job requisition, locate the tags section, and add the template tag:
Requestors and Hiring Managers
Read this section to understand how users in the ATS are going to be assigned to the Crosschq request.
Crosschq will assign as requestor the Lever user listed as "Owner" within the candidate's profile.
As for the Hiring Managers, Crosschq will add all users listed as Hiring Managers within the Job's Hiring Team in Lever.
Sending a Crosschq from Lever
How to send a Crosschq from Lever
Choose a candidate that is currently applying for a specific job and ensure that the tag for the job matches the tag of the default template that you've chosen in Crosschq.
When you are ready to start the Crosschq reference request, go to the candidate's page in Lever and move that candidate to the stage you chose in the Lever Interview Stage field when setting up the connector. This will automatically initiate the Crosschq request.
You will be able to keep track of each request status change by accessing the Notes section within the candidate profile:
How to view a Crosschq Report
To view a Crosschq reference report in Lever, go to a candidate page. Along the right side, you will find a link to the Crosschq report (see the figure below). Click this link to open another page from which you can review the Crosschq report.
Additionally, the recruiter will get a notification in the notes section of the candidate's profile in Lever when the request is completed with a link to the report.
Activate the "Attach Crosschq 360 Report to candidate's profile upon completion" option in the Crosschq admin to automatically ingest PDF reports into Lever. You will see the PDF attached to the candidate's opportunity:
Prospect Ingestion
You can control how to export prospect data from Crosschq to Lever. On the Lever connection page in Crosschq, locate these two slider buttons:
- Manually export prospects from Crosschq to Lever — export all existing prospects from Crosschq to Lever.
- Automatically export new prospects to Lever — automatically export any future prospect over to Lever.
You can enable one or both of these settings.