The short answer: Defend Pre-Screen automatically runs a risk check on candidates in Lever when they reach a configured hiring stage, then writes results — a risk classification and tag — directly back to their Lever record so your team can triage without leaving the ATS.
How It Works
When a candidate advances to a configured stage in Lever, Proof automatically pulls their available PII — name, email, phone, and address — and runs it through the same Defend risk engine your organization uses for transaction screening. No action is needed from the recruiter. Results are written back to the candidate's Lever record within minutes as a note and a tag (proof_defend_low, proof_defend_medium, or proof_defend_high), so your team can filter and act on risk signals right inside Lever.
The pre-screen uses only the PII already present in Lever — no selfie, no credential upload, and no action required from the candidate.
What Gets Written Back to Lever
After screening runs, Proof adds the following to the candidate's Lever record:
- A note — a summary of the risk signals evaluated, including any flags on phone, email, or identity data.
- A tag — one of proof_defend_low, proof_defend_medium, or proof_defend_high, based on your organization's configured Defend thresholds.
You can filter your Lever pipeline by these tags to quickly surface candidates that warrant a closer look.
Requirements and Setup
This feature is off by default and must be enabled for your organization. To get started, you'll need:
- Defend enabled on your Proof account — this feature is included at no additional cost as part of your Defend subscription.
- A Lever ATS account with admin access to configure integration settings.
- A Lever API key — provided by your Lever admin and shared securely with Proof during setup.
Once enabled, your CSM or Proof's implementation team will configure which Lever stage triggers the screening and connect the integration using your credentials. You won't need to make changes in Proof's portal — everything surfaces in Lever.
Summary Checklist
- Defend Pre-Screen runs automatically when a candidate reaches a configured Lever stage — no recruiter action needed.
- Results appear in Lever as a note and a proof_defend_low/medium/high tag.
- Candidates experience zero friction — no selfie or document upload required.
- The feature is off by default and included in your Defend subscription — contact your CSM to enable it.
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