For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt

How to Integrate Zinc with Lever: Step-by-Step Setup Guide

## How to Integrate Zinc with Lever For guidance on how to set up your integration, you can refer to the following video: <iframe src="https://www.youtube.com/embed/6pGIe55SjSo" width="100%" height="400" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen ></iframe> ### Step 1: Connect Accounts 1. Open your browser and paste this link: https://app.zincwork.com/setup/lever. 2. Sign in to both **Lever** and **Zinc**. 3. You need to be a **Lever Super Admin** to approve the integration. ![lever-1](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/lever-1.svg) ### Step 2: Share the Signing Token with Zinc 1. Go to **Integrations > Webhooks** in Lever. 2. Find the **"Signature token"** for the candidate stage you want to start checks from. - For example, if you want checks to begin when a candidate reaches the **Hired** stage, share the **Hired signing token**. ![lever-2](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/lever-2.svg) ### Step 3: Add the Webhook 1. Zinc will reply with a webhook to add to Lever. 2. Once added, click the **"Verify Connection"** button on the webhook. 3. After this step, the integration will be live and active! ![lever-3](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/lever-3.svg) ### Step 4: Trigger Zinc 1. When the webhook is activated and showing green, Zinc will automatically trigger when candidates reach the selected stage. 2. The first check package you created will be sent unless relevant tags are added to the candidate. ![lever-4](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/lever-4.svg) ## What Happens Next **Let Zinc work** Zinc will contact your candidate via email and text, asking them to complete the background checks you have chosen. We will send automated reminders to ensure that you get your checks in good time. **Track the progress** You can view the status of each candidate’s checks in your ATS. We’ll notify you by email as soon as an individual check is completed.. **View insights** View your candidate reports directly from your ATS to make better hiring decisions without leaving your ATS or HRIS. --- ## Access note (Zinc vs Lever) User access on Zinc and Lever is separate. If a check syncs across to Lever and you have a Lever account, you can see the information that synced to Lever. However, the report link is part of the Zinc platform—so to open the report link, you need access to a Zinc account. The integration returns a report **URL** into Lever — it doesn't deliver individual check results or the report PDF directly into the platform. ![lever-5](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/lever-5.png) ## Good to Know **Can background checks be prevented for internally filled roles?** This is outside Zinc's control — it needs to be configured in your own Lever admin settings. Zinc treats any request it receives as intentional. **Are CV checks available via Lever?** Yes CV checks are available for Lever users. If you are an existing Lever customers who want to start using CV Checks, you need to complete a one-time-re-authentication required --> Click **Activate Lever Integration** in Zinc under your Lever integration. --- This completes the Zinc and Lever integration setup and overview, covering account connection, webhook setup, triggering, candidate communication, access control, and special considerations.