Using the Searchlight integration

Outline

How the Integration Works

Here is a quick video from Searchlight CEO, Kerry Wang, on how the integration between Lever and Searchlight makes running references easy and valuable. Saving your team time and providing them more signal.

Customizing your Searchlight Assessments

Searchlight Assessments are the requirements a candidate must fulfill to complete their reference process, such as inviting a certain number of references or inviting specific references of a certain type (e.g manager, supervisor). Follow these steps to configure Assessments for different types of Jobs:

Click into the Company Setting > ATS Settings in Searchlight
Click Add Assessment to create your first Assessment
1. Give your Assessment a name. The name of your Assessment corresponds with the Lever tag in Lever that will trigger this specific Assessment.
  1. Suggestion: Start by creating an Assessment called ‘General’ to be your default reference assessment.
2. Choose the total number of days that a candidate and their references will have to provide feedback.
3. Select the survey the references will receive for this Assessment.
  1. You can select the Searchlight Gold Standard or a survey that we’ve customized for you. Searchlight’s survey questions are completely customizable.
4. (If you’ve enabled candidate self-assessments in Searchlight) Select the survey the candidate will be asked to complete for this Assessment.
5. Select the type and number of references you want for this Assessment.
Click the Save button to save your Assessment!
Repeat the previous steps for any number of Assessments. At a minimum, create one Default Assessment that works across all Job types and functions. Protip: Most partners have 1 default Assessment. Some create custom Assessments per function and distinguish between Individual Contributor and Management roles.
Back in Lever, when you want to invite all candidates for a Job to a specific Assessment (note, you can skip this step if you set up a Default Assessment), add a Tag corresponding to the Searchlight Assessment in the Job page. The figure below shows you where to add the tag on the Job in Lever.

Note: “Searchlight” is required as a prefix in the tag name.

If the name of your Assessment is “Marketing Template,” then the tag “Searchlight Marketing Template” will trigger Searchlight to send this Assessment to candidates when they are moved to the Searchlight trigger stage in Lever.