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Using your Lever Connector.

A step-by-step guide to using your Lever Connector for inviting candidates to take assessments and assigning assessments to requisitions.

Please note: This tutorial requires the Connector to Lever already be enabled. Please email the Customer Success team if you have not completed this step.

Invite candidates to take assessments.

  1. Login to your Lever account.
  2. By default, you should be in your Candidate view, but if you are not, select "Candidates" from the top navigation menu on the upper left to go to your list of candidates.
    screenshot of Lever's navigational menu
  3. Select the candidate you want to invite to take an assessment and verify that they have a valid email address and a job assigned to them. Berke invitations require a working email address.
  4. Change the candidate's workflow step to “Perform Berke Assessment.” This tells Berke to send an email invitation to the candidate. After Berke sends the candidate an invitation, the candidate's status will be updated to “Berke Assessment Invitation Sent.”
    screenshot of a Lever candidate's workflow dropdown

Checking assessment status.

To check the status of any assessment, go to a candidate's profile page in Lever and scroll to just below the “Jobs” section. Lever will record the latest status changes here with the newest status at the top. Statuses include:

  • "Perform Berke Assessment" which indicates a manager in Lever has decided the candidate should take an assessment
  • "Berke Assessment Invitation Sent" which confirms the Berke system has delivered an invitation to an assessment to the email on record
  • "Review Berke Assessment Results" which means the candidate has completed enough of an assessment to qualify for a score on a job assigned to them
  • "Correct Berke Assessment Problem" which usually indicates an issue such as an incorrect candidate email address or a job that has not been assigned to a requisition in your Berke account
screenshot of the updates section of a Candidate profile

Reviewing completed assessments.

Once the candidate completes the assessment, Berke will automatically advance the candidate's workflow status to “Review Berke Assessment Results.” You can then view their Berke results.

  1. Login to your Lever account.
  2. By default, you should be in your Candidate view, but if you are not, select "Candidates" from the top navigation menu on the upper left to go to your list of candidates.
    screenshot of Lever's navigational menu
  3. Select the candidate you want to review.
  4. Scroll down on the candidate's page to just below the "Jobs" section. There will be a box labeled "Assessment Results" with several lines of information:
    • “Assessment Score” will be between 1 and 100. Note: If the Berke Assessment is complete and this line is blank, then the Berke Assessment is not configured to return a score.
    • “Assessment Result” will be High, Medium, or Low. High is between 67 and 100, Medium is between 34 and 66, and Low is between 1 and 33. Note: If the Berke Assessment is complete and this line is blank, then the Berke Assessment is not configured to return a score level.
    • “Assessment Report Link” is the URL to view the Berke Report and Interview Guide. It is not a link you can click, but you can copy it and paste it into your browser window's URL field. There is also an actual link to the assessment report in the right-hand column of the candidate's profile just above their email address. Note: This link does not require a Lever or Berke login. To share the report either download the PDF and email it as an attached or copy and paste the link into an email. Anyone who receives the link can access the report (but no other reports - the link is unique).

Assign assessments to requisitions.

Before you can invite anyone to take an assessment via Lever, you must first assign your job requisitions to the corresponding assessment you'd like each participant to complete. This is the only portion that will be completed inside your Berke account and must be completed by the account administrator within your company.

  1. Login to your Lever account.
  2. Create a new job you want to use with the Berke Assessment.
  3. An email will be sent to the integration owner informing them of the job requisition and prompting them to assign it to a Berke assessment. Click the email prompt or login to your Berke account.
    Lever requisitions prompt email
  4. Go to Settings in the upper right menu. Scroll down to Applicant Tracking and select “Assign Jobs” to reach the configuration page.
  5. By default, you will be shown a list of any unassigned requisitions currently in Lever. Click "Edit" to the left of the requisition's name to select an assessment to assign to it. You can assign the same assessment to multiple requisitions. Click the “Ignore” button if you have a Lever requisition you do not want to use with the Berke Assessment. If you have a lot of unassigned jobs at any given time, you can opt to use the auto-assign rules tool to process these more rapidly in the future.
    screenshot of the requisition assignment page
  6. Select the “Save Changes” button at the bottom left of the assignment window when you are done.

Lever Connector advanced settings.

Administrative accounts within Berke have further advanced settings available for use. To view these options, login to your Berke account and go to Settings in the upper right menu. Scroll down to Applicant Tracking and select “Lever ATS” to reach the administrative settings page.

screenshot of the Berke / Lever Connector advanced settings page

Technical Contact

The Technical Contact is the person assigned to receive any error messages the system might issue such as an assessment invitation that cannot be delivered (probably due to an invalid email address) as well as any assignment alerts.

Send Usage Instructions

Use this field to enter email addresses (one per line) for anyone you'd like to send a list of instructions on how to invite candidates to Berke assessments using Lever as well as other subjects such as reviewing completed assessment results within Lever.

Configure Assessment Invitation Message

Below this is an area where you can compose your message to candidates when inviting them to take an assessment. It is designed as a template so that you can insert dynamic data tags such as the candidate's name, manager's name, or job title that will change according to each candidate's application situation and add a personal touch to your message as well as build trust.

screenshot of an assessment invitation

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