Lever FAQs

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

All plan types, free of charge

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

Archiving opportunities in bulk

If you would like to archive many opportunities at once, head to your Opportunities list. Select multiple opportunities by checking theboxes next to their names, and choose Archive from the bulk action bar.

snooze

If you would like to archive all of the selected opportunities and move them into your archive, you should select Archive everything from the Choose job dropdown menu. To notify all of the affected candidates, select the option to send an email, and you will be taken to the email editor.

Archiving opportunities in bulk

If you've recently filled or closed a job posting, you can archive all opportunities for that specific job posting. If those candidates whose opportunities you select have other active opportunities, they will only be archived for the opportunity you select.

After selecting multiple opportunities, youll be given the option to select Archive from the bulk actions bar. From here, you will be able to select which job you would like to archive from the selected opportunities. Each role listed in the Choose job dropdown menu exists on at least one of the selected opportunities. If you've selected any general opportunities, without a job posting, the drop down menu will also have an option called "General opportunity.

After selecting a role to archive, you must select an archive reason, and can also choose to send an email to the affected candidates. Electing to dismiss pending feedback requests will stop email reminders for feedback from interviews that were scheduled for the application you are archiving.

You may also see the option to remove upcoming interviews if there are any scheduled for the opportunity you are archiving. Selecting this option means that the associated calendar events will be cancelled and those participating in the interview will be notified by your calendar provider. If you've chosen to send the candidate a calendar event, they will be notified as well!

If you've elected to send an email, the next steps of the process will consist of drafting and previewing your email.

Please note: If you have selected many opportunities, and are choosing to send an email, you may have selected multiple opportunities for the same candidate. Or, opportunities for candidates who have additional active opportunities outside your selection! If either of these cases is true, you will see a checkbox that lets you decide who you want to receive an email. If you use a checkbox to send fewer emails, the candidates will still be archived. Learn more about emailing in bulk here.

If a candidate has active opportunities for multiple roles, only the opportunity for the role that you specify will be archived. The other opportunities will remain in your active pipeline so that you can continue to evaluate the candidate for their additional applications.

This functionality is useful when you want to close a posting and notify all related candidates, but still consider these candidates for other roles they may have applied for. We recommend using the left sidebar to filter the Opportunities list by the specific posting and archiving the related applications from the bulk actions menu. Then you can safely close the posting.

Updating archive reasons or unarchiving in bulk

It is also possible to change opportunity archive reasons or unarchive opportunities via the bulk action menu. Navigate to your archive, and select the opportunities that you'd like to update. To move the opportunities to another archive reason, select the "archive" button.

To unarchive many opportunities, click on the v button in the bulk action menu, and select unarchive opportunities from the dropdown menu. This will unarchive the opportunities and move them back into your active pipeline.

Archive many candidates, but just for a while

When there is a group of candidates who you'd like to remember to reach out to at a later date, take advantage of our feature. Simply select multiple opportunities and choose the "snooze" option from the bulk actions menu.

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

All plan types, free of charge

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

Following provides a way to keep tabs on an opportunity and get email updates when important changes are made to the opportunity in Lever. This ensures that everyone involved in the hiring process for that specific opportunity is in sync and up to speed at all times.

How do I follow an opportunity?

To follow an opportunity,click on the Follow link next to the candidate profile owners name.

settings page

How do I stop following an opportunity?

Click on the Following link next to the candidate profile owners name.

How do I help administer the opportunities my coworkers follow?

In Team settings, Super Admins, Admins, and Team Members can edit the postings that users follow. When a user follows a posting, they will be added as a follower to any opportunity for that job.

From the job posting page, users can also configure which users are following opportunities associated with a given job posting.

Finally, on a profile, users can configure which users are following that individual opportunity.

Notifications about opportunities you follow

You can choose which notifications that youll receive about opportunities you are following on your .

These notification settings allow for granular control of which emails youll receive about opportunities youre following. Email notifications include:

New candidates report:A daily email about new opportunities and referrals on postings you follow

Notes: When a co-worker adds a note that notifies all followers, specifically @-mentions you, or replies to a note you left.

New hires and pipeline changes: When an opportunity moves to a new stage, is archived, snoozed, or hired. This is a daily update.

Owner changes:When an opportunity's profile owner changes

Interviews scheduled: When an interview is scheduled for the opportunity.

Feedback or Form completed: When a co-worker adds feedback, a referral form, or manually adds a form.

Hired referrals:When one of your referrals makes it through the pipeline.

Even if you decide to unselect all types of these notifications, you will still receive an email for notes that concern you directly. For example, youll still receive emails for notes where youre @mentioned and for interviews youre scheduled for.

Users who subscribe to New Candidates Report and/or New Hires and Pipeline Changes will be sent a single daily digest email. All other subscriptions will generate an immediate email notification to the user.

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

All plan types, free of charge

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

How do I get started?

Before you and your team can begin creating offers, a Super Admin should complete these steps:

Customize the offer form through the offer settings page. You can learn how to do this here.

Upload an offer letter template through the offer settings page. You can learn how to create offer letter templates here.

If you want employees and candidates to electronically sign the offer letter, ask a Super Admin on the team to enable our Docusign or Adobe Sign integration through our integration settings page.

How do I generate an offer?

Any user who has access to a candidate's opportunity has access to create an offer for it. Thus, offers in Lever can be created by Super Admins, Admins, Team Members and Limited Team Members; Interviewers do not have access to create offers.

Open the opportunity, change their stage to "Offer", and click the "Create offer" blue bar. You can also create an offer from the "..." menu.

help article

Fill out the "Offer details" and click "Next".

If you have offer approvals enabled for your team, you may see the following step appear. This step displays the offer approval chain for the job posting linked to your offer. Your offer must be approved before you can proceed to create the offer letter for the candidate.

After your offer has been approved or if your offer doesn't require approval, click next.

How do I send an offer outside of Lever?

If you're currently sending offer letters outside of Lever, you can manually update the opportunity by clicking "Sending offer outside of Lever?". Upload a signed copy of the candidate's offer letter or indicate that the offer was declined:

How do I send out an offer through Lever?

If there are template placeholders that were not on the offer form, we'll prompt you to fill out that information on this step. Any placeholders that aren't filled out won't be defined on the offer letter, and you don't want that!

Please note: If an offer template placeholder was on the offer form and not filled out on that step, you must discard the offer's approval and go back to that step to fill it out.

Upon filling out all of the placeholder information, preview the offer letter to ensure that it looks ready to go.

You can further customize your offer email to candidates at the bottom of the page.

Lastly, review and click "Send offer".

Who can view details about the offer?

Offers are only visible to Super Admins, Admins, and a subset of other people. For all of the information, read through this list of other offer participants in this .

On the opportunity, you can confirm who can view offer details by looking at the offer section in the upper righthand corner of the profile and clicking on the linked text that says "# others".

If a candidate accepts or declines an offer, the offer status will be visible in the offer section to those who have access.

Users who don't have access to view offer details will see this icon and message when they hover:

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

All plan types, free of charge

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

Save time and bulk editmultiple opportunities at once.

You can select all opportunities in your pipeline or a specific stage, or manually select the ones you'd like to change. Just click on the check box at the top of the opportunities list or next to the candidates' names:

Email

After you do this, pop over to the action bar, where you can do the following:

Change stage

Archive opportunities and email candidates(be very careful here!)

Add or remove tags

Share with team members

Snooze

Click on the "v" button at the end of the action barfor more options:

Add posting

Change owner

Merge profiles

Change origin

Delete(unadvised)

Unarchive opportunities (only available when you are viewing archived opportunities)

Cancel campaigns (only available to customers using Lever Nurture)

A couple of things to note:

You cannot recover deleted opportunities from within Lever.

You cannot undo a bulk-archive.

Make sure you're in the correct pipeline stage before selecting all candidates in that view.

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

All plan types, free of charge

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

Looking for an efficient way to reach out to many candidates at the same time? We've got you covered!

Get started by selecting all of the opportunities for the candidates that you'd like to email:

To select every opportunity in a specific stage, click into a stage in a pipeline tab and check the box at the top of the opportunities list.

Manuallycheck the boxes next to the candidates' names.

To select everyone across all stages in a pipeline tab, click into the pipeline tab you want (Lead, Applicant, Interview, or Archive), and then check thebox at the top of the candidates list. (Be careful with this -- you are potentially emailing a lot of people!)

Please note: If you select a group of opportunities, it is possible that a single candidate has multiple opportunities in the selection. If this is the case, you will be given options to avoid sending duplicate emails in the email editor. Look out for the suitcase icon in the opportunities list, as these candidates have multiple active opportunities.

How do I bulk edit candidate profiles? (Example for option #3)

After you select multiple opportunities, pop over to the action bar, where you can do the following:

Change stage

Archive opportunities and email candidates(be very careful here!)

Add or remove tags

Share with other users

Email

Snooze

We're looking for the "email" button!

After clicking this button, choose the template that you want to send to the candidates for all of the selected opportunities. From here, you can preview the email as each candidate will see it.

A couple of things to note:

Make sure you're in the correct pipeline stage before selecting all candidates in that view.

If you've selected multiple opportunities for the same candidate, you'll see a checkbox to control if you'd like to "send only one email for each unique candidate." This option will be checked by default, to avoid sending duplicate emails to the same person.

If you've selected a candidate with other active opportunities that are not included in your current selection, you'll see an option that says "don't email candidates with other active opportunities." This option is unchecked by default. If checked, any candidates with more than one active opportunity will be removed from the bulk email.

You cannot cancel or "undo" an email that you immediately sent to a candidate.

If you want to cancel a scheduled/delayed email, you must visit each individual opportunity to cancel the email.

If you need to CC or BCC a colleague on the fly, just start typing their email address. If your colleague has a Lever account, we'll automatically displaytheir email address for your selection!

Learn about other actions you can do in bulk here:

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

All plan types, free of charge

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

Not to be confused with Source, an opportunity's Origin defines how theopportunity entered into Lever. Origins are one of six fixed values:

Applied

Sourced

Referred

University

Internal

Agency

Each opportunity has one (and only one!) point of origin.

here

The Origin of an opportunity can be thought of as ahigher levelsource category (eg. multiple sources roll up to one origin).

Learn more about the difference between Origin and Source .

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

All plan types, free of charge

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

We know from our customersthat many users organize their sources into higher-level categories. Wecallthese broader categories origins. Origins allow you to group your sources together and build reports on these sources in bulk.

Example: for the origin of Sourced, youll see all of the candidates who you brought into your pipeline from places like GitHub, AngelList, Dribbble, etc. Then, instead of adding each of these individual sources to the reports filter, you can simply filter by origin = Sourced.

Each opportunity has one (and only one!) point of origin: Applied, Sourced, Referred, University, Internal, or Agency.

You can change opportunity origins individually or in bulk.

Available for

User roles

Super Admins, Admins, Team Members, and Limited Team Members

Plans

Enterprise, Professional, Starter, Legacy

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

When a candidate applies to your job posting, an opportunity for this role is automatically created in your Lever account. But perhaps you would like to consider this candidate for a different role, or maybe you are sourcing candidates and creating brand new opportunities. Whatever the case may be, you have the ability to manually create a new opportunity for an existing candidate.

To add a new opportunity, click "+Add" in the upper right hand corner of an existing opportunity.

This will open a list of your external, internal, and unlisted job postings for you to select from. If you do not see the job you are looking for in this list, either click the + more option at the bottom of the list to load additional postings, or begin typing to filter for your specific posting.

Tip: You cannot add a Closed or Draft posting to an opportunity.

If you would like to add a new opportunity for a candidate, but you aren't yet sure for which specific role, you can add a new general opportunity by selecting "don't choose job yet."

A general opportunity allows you to consider a candidate without selecting a job, and record any recruiting activity about the opportunity. If you decide to later select a job for the general opportunity, all previous recruiting activity will be associated with the job.

Please note: Beginning with the Fall 2019 release, the user who adds a new opportunity to an existing candidate will own that new opportunity by default.

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

All plan types, free of charge

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

In Lever, a candidate may be considered for multiple opportunities at one time. All of a candidate's opportunities will be linked, but each can be moved independently through the stages of your hiring pipeline. When you change an opportunity's stage, that new stage history will only be applied to the specific opportunity you've chosen to take action on.

Moving opportunities independently through your pipeline means that all hiring activity will be attributed to each individual opportunity so that you can accurately report on all activities.

A candidate will have a separate profile for each opportunity, but all of these opportunities will be linked to ensure that users are always aware of any other jobs the candidate is, or has been, considered for.

In addition to displaying linked opportunities, users will always be made aware of any hiring activity on a candidate's linked opportunities, without having to navigate between them. Important context related to other opportunities, such as Nurture campaigns, interviews, offers, feedback, and notes, will be displayed in order to give users the most complete view of a candidate's history.

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

Enterprise, Professional, Starter, Legacy

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

Our snooze functionality allows you to hide opportunities from your teams active pipeline and revisit the opportunity at a future date.

To snooze an opportunity, open the profile, click on the alarm clock button in the top action bar, and choose how long you'd like them to be snoozed for.

Tip: Click on Custom time to choose the specific date that the opportunity should awake on.

Opportunities page

If you change your mind after snoozing the opportunity, you can always edit or delete your snooze by clicking on the alarm clock button again.

When a snooze expires, the person who snoozed the opportunity will receive an email notification, which will include any notes that were attached to the snooze.

View snoozed opportunities

Your active pipeline will not show any snoozed opportunities by default. To see only snoozedopportunitiesin your pipeline, toggle on the snoozed filter at the bottom of your left sidebar on the . Youll also be able to see when the snoozes are ending!

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

All plan types, free of charge

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

Create an opportunity for a new candidate

Click Add Candidate at the top of your screen.

the difference between resumes and files

First, choose between manually adding a candidate or adding a referral.Manually adding a candidate will create a general opportunity for you to complete.Adding a referral will redirect to a referral page.

When you have created a new general opportunity, enter the candidates name, organization,location, etc., or add a resume to the opportunity.By default, the stage is set to New Lead, but you can change that if you wish. The candidates Origin will be set to Sourced, and the source tag will be Added manually.

Add a resume

Add a resume by clicking on the Upload resume link or dragging a document into the Upload resume area. (Levers resume parser will add information from the resume to the candidate summary.)

Make sure to upload a resume in the highlighted resume area and not in the files section.Learn more about .

Lever relies on a two-way sync which allows you tosend an email to a candidate, or send a calendar invite for an interview. This two-way sync works thanks to Lever's robust integration with Google Apps, Microsoft Exchange, or Office 365, depending on your email and calendar server.

At times, the credentials you've entered into Lever may become outdated. At this moment, Lever will prompt you to reset your authorization credentials. To do so:

1. Go to https://hire.lever.co/settings

2. Uncheck all three Permissions boxes (Contacts, Calendar, Email)

3. Click "Save Changes"

4. Re-check all three Permissions boxes

5. Click "Save Changes"

6. Re-authenticate your permissions through the authentication flow.

If you have any questions about your two-wayGoogle Apps, Microsoft Exchange, or Office 365 sync, don't hesitate to drop our team a note and we'll be more than happy to help.

Please note: The information in this article refers to default dashboards that are not customized. Your custom dashboards may be different.

Requisition by team and location

This report shows the volume of requisitions that were opened during the specified timeframe. It provides a breakdown by both team and location.

Requisition by age & Requisition by status

This report provides an overview of the age and status of requisitions. You can drill down into teams, location, hiring manager, etc. by using the filters in the left sidebar.

Requisition trend

This report shows how many requisitions were opened month over month.

Please note: The information in this article refers to default dashboards that are not customized. Your custom dashboards may be different.

Feedback by team

This report shows the average feedback scores given, grouped by team and sorted from high to low.

Interview calibration

The Interview calibration report provides a visual representation of the volume of feedback and average scores provided by hiring managers. This report makes it easy to identify outliers.

Applicant interviews

This report shows how many applicants were interviewed month over month. It can give you an idea of trends in your applicant interview volumes.

Please note: The information in this article refers to default dashboards that are not customized. Your custom dashboards may be different.

The main dashboard

The KPI hub displays high-level metrics in a single dashboard so you can see your key metrics at a glance. The dropdowns on the left allow you filter by date, requisition, team, location, owner or hiring manager. When updating these filters, all metrics on the page will be filtered by the selected parameters.

Open positions

The large metric displays the sum of open headcount based on requisitions as of the end date in the filter. Total positions reflects the headcount that was opened during the selected timeframe. The positions filled metric is calculated by dividing the number of hires made against requisitions by the total headcount.

Avg time to fill

The large metric displays how long it took on average to close out a requisition. Average days to hire is a measurement of how long it took to hire candidates that were hired during the selected timeframe. Average requisition approval is a measurement of how long it took for requisitions to get approved after they were created. If you do not use approvals, this number may be blank.

Hired positions

This metric shows how many hires were made during the specified time frame. The other metrics tell us how many offers are currently active that were opened during the specified time frame. The acceptance rate shows a percentage of how many offers were accepted during the specified timeframe for offers that were created during the specified time frame.

Screen-to-interview conversion

From this metric, we can see the percentage of candidates that reached a screen stage that also reached and interview stage. Stages are defined as "screen" or "interview" during implementation. Total leads shows how many leads were created during the specified timeframe. The number of candidates in screening shows how many of the candidates that were created during the specified timeframe that are currently in a screen stage.

Interviews completed

This metric tells us how many interview panels were completed during the specified time frame. Of the interview panels created during this time frame, the "Upcoming" metric shows how many are still scheduled to happen. Onsites shows how many interview panels were completed or scheduled during the specified timeframe.

Candidate in progress

This metric tells us how many candidates are active in our pipeline and created during the specified timeframe. The ratios show us the load on profile owners and hiring managers. It divides the number of candidates in progress by the number of profile owners or hiring managers associated with those candidates.

Please note: The information in this article refers to default dashboards that are not customized. Your custom dashboards may be different.

Pipeline snapshot

The pipeline snapshot shows active candidates as of the end date in the filter in the left sidebar. It is broken down by pipeline segment as opposed to pipeline stage. Stages belong to one of these segments and can be configured during implementation or by reaching out to our support team.

Avg days in stage by team

This report shows how long candidates spent in each pipeline segment, sorted by team. The color gradient gives a visual indication - the darker the color, the longer candidates spent in that pipeline segment. Not all candidates move through every pipeline stage, so there can be blank values.

Please note: The information in this article refers to default dashboards that are not customized. Your custom dashboards may be different.

Pipeline stage trends

This report provides a visual of how long candidates spend in each pipeline segment over time. The filters in the top right of this report allow you to change which pipeline segments you are viewing.

It also allows you to view a report of the number of candidates that entered each stage during the timeframe selected via the filters in the left sidebar. You can use the dropdown in the top-right corner and change it from "Days in stage" to "# of Candidates".

Time to hire snapshot

This report visualizes the average time to hire over time. You can drill down into specific teams, departments, locations, etc. by using the filters in the left sidebar.

Please note: The information in this article refers to default dashboards that are not customized. Your custom dashboards may be different.

Offers over time

This report visualizes the acceptance rate of offers that went out during the specified time frame. In addition to the trend line that shows percentages, it also displays the quantities of offers that were accepted and rejected in the lower portion.

Offer acceptance analysis

The offer acceptance analysis displays the offer acceptance rate grouped by hiring manager and requisition. It allows you to see the number of offers that went out for each hiring manager and requisition, as well as the acceptance rates for those hiring managers and requisitions.

Please note: The information in this article refers to default dashboards that are not customized. Your custom dashboards may be different.

Hired by source

This report provides a sorted view of which sources result in the most hires.

Source quality analysis & Highest quality sources

The source quality analysis and Highest quality sources reports go hand in hand. They visualize which sources are providing high quality candidates. High quality is defined by having a high offer acceptance rate.

Highest volume sources

This report provides a sorted view the shows which sources are producing the largest number of leads.

Sourcing analysis

This report provides a visual analysis of the volume of sourced candidates over time.

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plan

Available for all plans

Please note: In the coming months, we will be migrating all existing customers to our updated user interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever after July 15th, 2019, if you manage opportunities in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

In Lever, you should only have one profile per candidate. When candidates apply to a job posting, we automatically deduplicate by email address to ensure that a single candidate never has more than one profile within Lever.

However, its still possible for users to inadvertently create duplicate profiles for a single candidate. In those instances, Lever will alert you to potential duplicates by displaying a banner on the candidate profile.

blacklisted email addresses

This banner only appears in a few cases:

If we've detected that one of the profile's email addresses exists on another profile.

If the profile's full name matches a name on another profile, including variations of first names. (For example, "Edward Smith" might be raised as a duplicate of "Eddy Smith".)

Tip: We do not count any, middle initials, any text between quotation marks or parentheses, and anything fewer than three characters.

Clicking the link in the banner will display information about potential duplicates. You can open each of these profiles in a new tab to evaluate whether they are indeed duplicates. If you determine these profiles are not duplicates, you can simply dismiss the banner by clicking the X.

If you determine that some or all of the profiles are duplicates, you can simply choose to merge them into a single profile. To do so, simply:

Select all duplicate profiles

Click "Proceed"

Select the primary candidate profile (in the event there is any conflicting data among the profiles, we'll give preference to the primary profile)

Click "Merge Candidates"

Please note: Be careful when merging! Once you merge candidate profiles, you cannot undo the action.

In addition to merging duplicate profiles from the profile banner, you can also bulk-select and merge profiles from the main candidate list or search results list. To do so, you can simply:

Select duplicate candidates

Click the "v" menu to see more options

Select "Merge Candidates"

Select the primary candidate profile (in the event there is any conflicting data among the profiles, we'll give preference to the primary profile)

Click "Merge"

October 24th - November 5th, 2019

New Zoom Integration:Levers new Zoom integration is the first of its kind, allowing you to schedule Zoom meetings without leaving Lever! (Lever Enterprise only) Learn more.

Inactivity Alerts:Inactivity Alerts highlight on the Candidates page the candidates who have been stagnant, so you can prioritize who to act on. Customize the time thresholds per stage and keep your company on the same page about how candidates are moving along in the hiring process. Learn more.

New App Navigation:Quickly jump between Candidates, Jobs, Interviews and Reports with an updated tab navigation! We made this UI improvement among others to the top bar, including better formatting on narrow screens, to make Lever easy enough for anyone to use.

Expanded HRIS Integrations:This Fall, we will be adding a new Enboarder integration and we have also significantly expanded our integrations with two leading HRIS providers, Namely and BambooHR.

August 1st - April 15th, 2019

Diversity Insights:Anew feature designed to pinpoint instances of potential bias. Diversity Insights provides fully customizable surveys, granular reporting, and data-driven insights to help you build a more diverse pipeline. Learn more.

New Webhooks and Webhook Origin Filter:Ability toBuild integrations with profile-based triggers that depend on candidate deletion or application creation with new webhooks that fire on application created or candidate deleted events in Lever.

New Forms and Notes API Endpoints:Weve added two more endpoints to our API to make candidate profile data even stronger with structured data from custom or standard connector integrations. Add structured data to candidate profiles for reporting purposes, or trigger email notifications from @-mentions in a note with new CREATE notes and CREATE profile forms endpoints.

Add an image to an API key:You can now better surface integrations or highlight where data originated from by adding a custom image to an API key in Lever. Images added to API keys will display on the candidate profile beside the object created with that key. Learn More.

New and Enhanced Ecosystem Integrations:We have added new integrations with Paylocity Onboarding, and CoderPad. Additionally, we have expanded the functionality of our integrations with GoodHire, Click Boarding, and Xref. Click here to visit our help center articles about our integrations.

April 22nd - April 26th, 2019

Custom Job Site Analytics (EnterprisePlans only):Provides you the ability to specify a URL and accurately track the precise source location when a candidate applies directly to your custom Lever job site. Learn more here.

Expanded DocuSign Integration:When sending an email to a candidate or even creating a template, youll have the option to insert an E-Signature link in the email description. Learn more here.

Data API Endpoints:We haveseveral new API endpoints, including:

The ability to add/remove URL links

The ability to add/remove files

An email address filter to find and update specific candidate information

March 4th - March 8th, 2019

Internal Mobility (New Data API endpoints): You now have the ability to apply a candidate to a posting using new endpoints. Reference here for more details.

February 18th - February 22nd, 2019

Bulk Archive by Job Posting: Allows you to bulk select candidates and archive specific job applications associated to the candidate's profile. You can learn more here.

New In app toggle Integrations(Enterprise and Professional Plans)Lever offers a variety of integrations such as, First Advantage, ADP, Sterling, Checkr, Codility, HireRight, Py, Clara Labs, SkillSurvey, Hiretual, and Interviewing.io. You can check out the following integrations in your Lever integration settings. Learn more about our integrations here.

December 17th - December 21st, 2018

Internal Mobility (Internal Job Site): There is now a designated career page internal employees can go to and apply directly to jobs you have set only for people within your organization. Learn more here.

ADP Integration: Newly hired employee information will be sent to ADP WorkForceNowautomatically. You can visit the ADP Marketplace to get started. You can learn more here.

October 1st - October 5th, 2018

Agency (NEW update):Lever's Agency Management System now easily allows you to submit candidates to your Agency partners. Learn more here.

August 6th - August 10, 2018

Interview RSVP (NEW updates):Interview RSVP statuses can now be viewed on the candidate's dashboard. Also, you can now receive email Interview RSVP email notifications.

July 9th - July 13, 2018

Requisitions Export: Ability to extract and analyze important hiring data from your 'Report' settings. Learn more about Requisitions here.

Advance Selected Jobs:Quickly select and archive multiple job applications associated to a candidates profile. Learn more here.

June 18th - June 22nd, 2018

Interview RSVP: Users can see whether interviewers (or rooms) have accepted or declined their invitations. Learn more here.

[New Integration] GoodTime: For 'Recruiting' teams that schedule a high volume of interviews, this platform will help you work quickly and seamlessly across both platforms and ensure that interviews created in GoodTime are synced in Lever. Learn more here.

May 21st - May 25th, 2018

GDPR Settings: Set GDPR compliance policies for your Lever account from within your Lever Settings. Learn more about our GDPR features here.

GDPR Anonymization: Ability to bulk select candidates or one off anonymize a candidate's profile.

GDPR Data: Candidate can request copy of their personal data.

GDPR Filter: Ability to filter byGDPR protection (is this an EU resident), GDPR consent status, Consent expiration date, Date of send for last consent link.

GDPR API: New attribute to our candidates API endpoint:isAnonymized when candidate profile is accessed through the Data API.

October 24th - November 5th, 2019

Speed Performance Improvements: This Fall, weve continued to make improvements to our Chrome extension, job page and candidate page load time. In an effort to ensure you continue to have a good user experience while using Lever, weve made significant progress to the performance of Lever and will continue to make improvements in our seasonal releases for a faster platform.

Lever Talent Intelligence Enhancement:Were happy to introduce a modernized redesign set of default dashboards for Lever Talent Intelligence. The significant redesign allows customers to get started immediately with standard dashboards, then collaborate with our team of experts to tailor more sophisticated analysis to their needs.

Native Microsoft Office 365 Integration Enhancements:Our improvements to the native Microsoft O365 integration allow you to reschedule interviews on shared calendars from within Lever, even if you didnt create the event. You can now rely on admin consent when granting permissions to Lever. Admin Consent gives you greater control over who at your company can log into Lever, and reduces user error as individuals do not need to sync their email and calendar on their own. Learn more.

Duplicating Requisitions:Team Members and Limited Team Members can now duplicate any existing requisition they have access to (Admins and Super Admins will continue to be able to duplicate requisitions as well).

Offer Approval Compensation Band:Weve improved the logic that triggers conditional approvals for offers based on compensation. If either a minimum or a maximum value is not specified, the conditional approval will still trigger if applicable.

Transport Layer Security (TLS) 1.0 and 1.1 Deprecation:Lever recently announced the deprecation support for Transport Layer Security (TLS) versions 1.0 and 1.1. We want to ensure we are aligning with industry best practices for data security and integrity.

Updates for accounts with Opportunities:We have made improvements to emailing candidates in bulk, and added tools to support GDPR compliance. Please note: The version of Lever using Opportunities will continue to be released in the coming months. Learn more.

August 1st - August 15th, 2019

Default Interview Plan Enhancement:Ifyou would no longer like to be prompted to save a new interview plan when scheduling interviews, simply select do not show this again". Learn More.

EEO Export Enhancement:Super Admins now have the ability to access and export your company's anonymized EEO data. This can be done in your Lever reporting section. Click here.

Highlight Candidate Sourcer:When a new candidate is added to Lever by a member of your team, the profile will display the original sourcers name.

Requisition Count:The total number of requisitions of each status is now visible at a glance.

Docusign Sandbox Integration:Ability to test sending offers before going live by integrating your Lever Sandbox to a Docusign Sandbox. Please note: you must have both a Lever and Docusign Sandbox to utilize this integration.

Event Time Zone:To reduce confusion for teams scheduling across time zones, weve added the time zone that the event was scheduled in to the interview event details.

Candidate Counts:When in the Jobs section of your Lever account, you can now easily view the number of active and archived candidates for each job posting.

Tableau Server Upgrade:We have upgraded our Tableau Server to bring compatibility with the latest version of Tableau Desktop, new visualization capabilities, improved performance, and a new homepage experience.

Performance Enhancements: Weve made changes that will improve the load times of the candidate profile (particularly for international users) and various dropdowns in Lever. Additionally, weve made updates to the Jobs section of Lever to improve load times and speed.

July 8th - July 12th, 2019

ExpandedDocuSign (DocuSign accounts):We have updated the copy language in the insert drop down. When you click on "insert" you will see "DocuSign Link", instead of "Signature Link".

April 29th - May 3rd, 2019

Navigation Improvements: To enable more efficient navigation while using Lever, you'll now be able to navigate back to your Interviews list from an individual feedback form and you'll now be able to navigate to the job posting editor from the posting list on a candidate profile.

April 1st - April 5th, 2019

Interview Plans:An Interview Plan consists of a default set of interviewers, interview durations, and feedback forms. Once created, Interview Plans can be easily automatically populated when scheduling. You can learn more here.

January 21st - January 25, 2019

Internal Mobility 2.0: Allows you to schedule private interview events and disable your internal job site. You can learn more on how to schedule a private interview event here and if you no longer want to accept internal applications, you can learn more on how to disable your job site here.

January 21st - January 25, 2019

Dynamic Offer Builder:Dynamic Offers can minimize the time you spend on creating different offer templates for information such as, candidate bonus, relocation or equity in an offer letter to candidates. Learn more here.

January 14th - January 18th, 2019

Requisitions: When creating a requisition, we have updated the language from "name" to "requisitionname".

November 3rd - November 7th, 2018

Hired Integration: You can now avoid double booking interviews by having your company's Lever administrator update your Hired API keys in your integration settings.

Fetcher Integration:Fetcher recently rebranded from Scout to Fetcher. As a result of this rebrand, Fetcher will now be tagging candidates with "Fetcher" and will have access to candidates tagged as "Fetcher".

Sapling Integration:Sapling will store additional candidate information to help you track and report on your candidate and employee data in Sapling. This information includes offers, resumes, referrals, forms, and source tags.

LinkedIn Recruiter System Connect: We offer RSC and youcan learn how to enable RSC in Lever here.LinkedIn will discontinue their Cross System Awareness (CSA) integration and will replace it with their Recruiter System Connect (RSC) integration effective May 2019. You can learn more details here.

October 29th - November 2nd, 2018

Requisitions: Super Admins, Admins, Team Members and Limited Team Members are now able to delete requisitions that they've created and are in a draft, pending or rejected status.

Offers:Added additional placeholder such as,dropdown menu,currency, anddate.

Offers:Super Admins and Admins can now reorder offer forms.

Offers:Option to send offer to company signatory first, before candidate signs.

Offer: Option to add multi list in offer form.

September 17th - September 21st, 2018

Requisitions Enhancement: Ability to nowview key details about the candidates associated with your Requisitions.

Advance Email Permissions: If your company has strict email security policies, this enhancement will disable Lever from reading your emails. Note: This feature is only available for G Suite and O365 accounts. Learn more here.

August 20th - August 24th, 2018

GDPR:Updated the language on the consent request links sent through Lever to the candidate.

August 6th - August 10th, 2018

Access:Users now have a more flexible way to grant candidates to Limited Team Members from your company settings.

Roles and Access:Admins and Team Members who have partial Sensitive Information Privileges for a job posting, they too will be able to edit the posting's owner, hiring manager, and even the categories like team and location.

Job Postings: When configuring custom questions for a posting's application, users can now search for available custom question forms and view them in alphabetical order.

June 18th - June 22nd, 2018

Report Settings:Added more columns to our posting export. The columns included in the posting export are: Req code, Data published and Date closed.

Report Settings:Admins will no longer see the label "offers" in the reporting section.

Report Settings:For more consistencyin our reporting platform, we have added a link to export in the top right corner for your 'Offers' export.

Report Settings:Added additional "requisition for hire" column to our candidate export.

June 11th - June 15th, 2018

AngelList update:You will need to use AngelList Premium Jobs tocontinue sending matched candidates from AngelList to Lever.

Data API: We added new 'Interview' endpoints where you can now manage Interview Events and Interview Panels.

June 4th - June 8th, 2018

NEW to EEO:Now, you cansurvey sourced and referred candidates, automate the collection of EEO data, and edit the contents of the survey email!

University Picker:Added newAustralia and New Zealand universities to our global university picker.

Tags are one of many components associated with a candidates profile or a Posting. Tags provide you with the ability to easily filter candidates based on a number of categories.

a. Posting tags

Some tags are automatically associated with a candidate.

Fill out our contact form

These tags are based on the Posting that the profile is associated with.

Posting title

Location

Department/team

Work type

Please note: Although these tags are not explicitly displayed in the candidate profiles tags section, they are associated with the profile in the background! So you cannot manually apply them to the profile.

b. Candidatetags by posting

Postingtags are customizable and will be added to the candidate profile when the candidate applies to that posting or is manually added to it. These can be configured from each individual postings editor mode.

c. Source tags

These identify where the candidate came from. Examples include GitHub, Glassdoor, Referral, Posting, Career Fair, Indeed, and AngelList. Much like tags, you can add multiple sources.

Custom URL source tags allow you to track candidates that came into Lever through specific specific job board postings or social media campaigns. These unique source tags will allow you to determine exactly which postings and campaigns results in the most effective hiring. For more information about Custom URL source tags, check out this article.

Referral tags are a special type of source tag. Adding Referral as a Source Tag allows you to import more information. The person adding the tag will have the option to fill out the referral form and include their name, a rating for the candidate, and a short blurb about how they know each other.

Youll notice that Referral source tags are colored differently, drawing special attention to referrals made by your team members.

And within your pipeline at large.

How do I use tags?

We recommend that you work with your team to figure out the best way to use tags. Every company uses tags in a slightly different way and its best when everyone is following the same tagging conventions.

Some companies use tags to note previous positions or industries:

Universities/Education:

Previous employers:

Specific skills:

Need help? Or a second opinion about how youre using tags?

and well be happy to help!

Available for

User roles

Super Admins

Plans

Professional & Enterprise

As an official Namely partner, Lever makes it easy to automatically push hired candidate information from Lever into Namely, streamlining the recruiting to HR process and hence, saving time and improving data entry quality. Hired candidate data from Lever can be configured to push into Namely Onboarding or HRIS.

help article

Setup

Please note: To enable this integration, youll need to be a Super Admin of your Lever account and an Administrator of your Namely account. If the Namely personal access token is generated by a user other than an Administrator, you may not see all candidate details from Lever pre-populated in your Namely instance.

Fields

First name

Middle name

Last name

Preferred name

Mobile phone

Home phone

Personal email

Email

LinkedIn URL

Job title

Employee type

Start date

Salary Currency Type*

Salary Amount*

Salary Start Date*

Resume

*At this time, Namely only accepts salary information for employees with annually defined salaries. This means that hourly employees, for example, will not have their salary information populated into their corresponding Namely profile.

Enabling the Namely Integration in Lever

First, navigate to your account's Integrations page in Settings.

When you toggle on the Namely integration, please read through the accompanying integration details, then click the button "Send request to enable" which will notify Lever Technical Support of your request.

Lever will reach out to you requesting the following required information:

Namely Company URL- Be sure this is an EXACT match with the spelling you use for your Namely account (e.g. https://:COMPANY.namely.com/)

NamelyPersonal Access Token - This key can be generated from your Namely dashboard (Details below)

Desired Namely Record Type- You have the opportunity to choose whether to create a new Namely HRIS record, or create a new Namely Onboarding record when candidates are hired in Lever.

Configuring Namely

Creating a Personal Access Token

Tip: We recommend that you create a non-user account in your Namely instance with full Admin access to create the API key (such as [email protected] ). This will assure that the integration continues to operate successfully in the event that your admin users depart or have access role changes. This can be configured within the Namely's Personal Access Tokens menu.

To generate a personal access token, follow the steps below:

1. Login to Namely as the user account that you wish to use for the key creation

2. Click on your profile image in the top right corner of the window and select API.

3. Select thePersonal Access Tokens tab in the API menu.

4. In the Name text field, type "Lever Integration" and select theCreate button.

Once complete, Namely will generate a personal access token which you should copy and store in a document you can easily access. You will provide this token to Lever as part of your configuration.

Field Mapping

The Namely integration pulls candidate details from a variety of locations in Lever.Take some time to read through following help article which describes how the offer and profile forms can be configured to specify which data is sent to Namely.

Creating a new Namely record from Lever

Once the integration has been configured, you can begin sending new hire candidate data from Lever to Namely. The integration will create either an Onboarding record or a new HRIS record in Namely, depending on which you've selected for your integration.

Candidate Preparation

Before hiring the candidate, make sure that all desired fields are filled out on the candidate, requisition, offer and "Namely Form" profile form. The more fields present and populated in Lever, the more fields that will be pre-populated in Namely.

Hiring a Candidate

Once the candidate details have been filled out, you may then archive the candidate as "Hired" in Lever.

If you have elected to configure the Namely integration for Onboarding, a draft onboarding session will automatically be created in Namely within a few minutes. At a minimum, First Name, Last Name and Email are required to create a record in Namely.

Notice that many profile fields and salary information are pre-populated in Namely. For more information on how fields are mapped, please see this .

From here your team may click on the candidate to continue finalizing the candidate details. Once complete, click theKick Off button to finish.

If you have elected to configure the Namely integration for HRIS, the candidate will be created as a new employee directly in Namely HRIS.

Once the record has been successfully created in Namely, a new story will appear on the candidate profile page in Lever with the Namely ID.

Available for

User roles

Super Admins

Plans

Professional & Enterprise

As an official BambooHR partner,Lever makes it easy to automatically push hired candidates from Lever to BambooHR.Streamline the recruiting to HR process by pre-populating fields in BambooHR for new hires by sending candidate, offer, requisition, and profile from data in Lever when candidates are hired in Lever. The Lever-BambooHR integration will automatically populate a new BambooHR employee profile, minimizing the time spent on manual data entry.

help article

Setup

Please note: The BambooHR integration must be configured by a Super Admin on your Lever account and an Full Admin user on the BambooHR account. If the BambooHR key is configured by a user other than a full admin, you may not see allLever data pre-populated in your BambooHR instance.

Fields

Lever's enhanced integration with BambooHR now supports more fields than ever before!

First Name

Last Name

Preferred Name

Mobile Phone

Home Email

Job Title

Division

Department

Location

Address 1

Address 2

City

State

Zip code

Country

Hire Date

Pay Type

Pay Rate Currency

Pay Rate

Job Info Effective Date

Employment Status

Employment Status Effective Date

Enabling the BambooHR Integration in Lever

First, navigate to your account's Integrations page in Settings. Toggle on the integration.

When you toggle on the BambooHRintegration, please read through the accompanying integration details, then click the button "Send request to enable" which will notify Lever Technical Support of your request.

Lever will reach out to you requesting the following required information:

BambooHR Company URL- Be sure this is an EXACT match with the spelling you use for your BambooHR account (e.g. https://:COMPANY.bamboohr.com/)

BambooHRAPI Key - This key should be generated by a full admin user from your BambooHR dashboard (Details below)

Configuring BambooHR

Creating an API Key

Tip:We recommend that you create a non-employee user in your BambooHR instance with Full Admin access to create the API key (such as [email protected] ). Although this is not required, doing so will assure that the integration continues to operate successfully in the event that your admin users depart or have access role changes.

To generate a BambooHR API key, follow the steps below:

First, log into BambooHR then click on your account icon in the top right-hand corner of the dashboard menu and select API Keys.

Next click on the + Add New Keybutton in the My API Keys window.

In the API Key Name text box, type "Lever" then click the Generate Keybutton.

Click on the Copy Keylink and save the API key in a document you can easily access. Once complete, click theDone button. You will provide this API key to Lever as a part of your configuration.

Field Mapping

The BambooHR integration pulls candidate details from a variety of locations in Lever. Take some time to read through followingwhich describes how data from various Lever objects can be configured and mapped to maximize how much data is sent to BambooHR.

Creating a BambooHR employee profile record from Lever

Once the integration has been configured you can begin sending data from Lever to BambooHR when candidates are hired. The integration will create a new BambooHR employee profile record.

Candidate Preparation

Before hiring the candidate, make sure that all desired fields are filled out on the candidate, requisition, offer and "BambooHR New Hire" profile form. The more fields present and populated in Lever, the more fields that will be pre-populated in BambooHR.

Hiring a Candidate

Once the candidate details have been filled out, you may then archive the candidate as "Hired" in Lever. At a minimum, First Name, Last Name, and Home Email are required to create a record in BambooHR.

A new Employee record will be created in BambooHR.

Also included in the new BambooHR employee record will be its associated Job Info, Employment Status and Salary details.

Finally, new stories will appear on the candidate profile page in Lever with the BambooHR ID and notifying the candidate owner that the candidate was transferred over successfully.

There are two options for adding multiple candidates at once

1) Attach resumes to an email to [email protected] or [email protected] detailed instructions, go to Adding candidates via email. The limit is 15 resumes per email message.

help article

2) Create a spreadsheet using this template, shoot us a message with your spreadsheet (saved in a CSV format),and well help you with the import!

Please note: CSV files must meet the following format requirements:

CSV files must be provided in a comma-delimited format. Semi-colon and other delimiters are not acceptable

File names must be provided without spaces or special characters. Allowed characters are: a-z, 0-9, underscores (_) and dashes (-)

Files must be limited to 55,000 rows

*IMPORTANT* The following columns must be filled out:

Full name

Email

Lever Posting URL (if assigning the candidate to a posting)

Stage

Sources

Origin (choose one from this fixed list: Applied, Sourced, Referred, University, Internal, Agency)

A couple of other items to note:

Each new row will create a new candidate profile in Lever.

Preserve all column headings.

If youd like resumes attached to the profiles, send a zip file with the PDF and Word files along with the spreadsheet.

Separate multiple links with a comma followed by a space.

Separate multiple email addresses with a comma,no space.

Separate multiple tagswith a comma,no space.

Separate multiple sources with a comma, no space.

Be sure to name things exactly. For example:

New Lead for Stage, not Lead

JohnSmith_Resume.pdf for Resume Filename, not John Smith resume

Lever relies on email addresses to catch duplicate profiles. Make surethe Email column is accurate, so the CSV uploader can check against existing profiles.

Not sure what the difference is between sources and origin? Check out this .

Want to mark a note secret? In the "IsSecretNote" column, write yes. Keep it lowercase anddon'tuse spaces.

New Zoom Integration: Levers new Zoom integration is the first of its kind, allowing you to schedule Zoom meetings without leaving Lever! Add a Zoom meeting when you schedule an interview panel, and the Zoom meeting information will automatically be added to the interviewers calendar invite. Without having to switch between tools, save time and reduce the chance of errors (including if you need to reschedule). Zoom is one of the fastest growing video conference providers, and with the Lever integration, you can easily leverage video calls in your interview process. (Lever Enterprise only) Learn more.

Learn more.

Inactivity Alerts: Are candidates falling through the cracks in your pipeline? Inactivity Alerts highlight on the Candidates page the candidates who have been stagnant, so you can prioritize who to act on. Customize the time thresholds per stage and keep your company on the same page about how candidates are moving along in the hiring process. Keep your pipeline organized and ensure candidates do not go unnoticed. Learn more.

New App Navigation: Quickly jump between Candidates, Jobs, Interviews and Reports with an updated tab navigation! We made this UI improvement among others to the top bar, including better formatting on narrow screens, to make Lever easy enough for anyone to use.

Expanded HRIS Integrations:This Fall, we will be adding a new Enboarder integration and we have also significantly expanded our integrations with two leading HRIS providers, Namely and BambooHR. These expanded integrations represent a major improvement over the prior versions by enabling bi-directional sync of more than 20 new fields and allowing you to create custom mappings. This reduces the need for manual data entry and allows you to move seamlessly between the platforms.

Speed Performance Improvements: As we continue to invest in the performance and scalability of Levers platform, this Fall, weve continued to make improvements to our Chrome extension, job page and candidate page load time. In an effort to ensure you continue to have a good user experience while using Lever, weve made significant progress to the performance of Lever and will continue to make improvements in our seasonal releases for a faster platform.

Lever Talent Intelligence Enhancement: Were happy to introduce a modernized redesign set of default dashboards for Lever Talent Intelligence. The significant redesign allows customers to get started immediately with standard dashboards, then collaborate with our team of experts to tailor more sophisticated analysis to their needs. It provides executive-level dashboards for business leaders to identify staffing trends and increase the predictability of hiring.

Native Microsoft Office 365 Integration Enhancements: Our improvements to the native Microsoft O365 integration allow you to reschedule interviews on shared calendars from within Lever, even if you didnt create the event. You can now rely on admin consent when granting permissions to Lever. Admin Consent gives you greater control over who at your company can log into Lever, and reduces user error as individuals do not need to sync their email and calendar on their own. Learn more.

Fall 2019 Improvement Updates

Duplicating Requisitions: Team Members and Limited Team Members can now duplicate any existing requisition they have access to (Admins and Super Admins will continue to be able to duplicate requisitions as well).

Offer Approval Compensation Band: Weve improved the logic that triggers conditional approvals for offers based on compensation. If either a minimum or a maximum value is not specified, the conditional approval will still trigger if applicable.

Transport Layer Security (TLS) 1.0 and 1.1 Deprecation: Lever recently announced the deprecation support for Transport Layer Security (TLS) versions 1.0 and 1.1. We want to ensure we are aligning with industry best practices for data security and integrity.

Unavailable conference rooms when scheduling: To prevent double-booking conference rooms when scheduling, Lever will alert you when there is a conflict when scheduling a conference room.

Updates for accounts with Opportunities: We have made improvements to emailing candidates in bulk, and added tools to support GDPR compliance. Please note: The version of Lever using Opportunities will continue to be released in the coming months.

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

Enterprise, Professional, Starter, Legacy

The majority of interviews especially onsites end up getting rescheduled once or twice. Cut the time it takes to rearrange a complex interview panel in half with Levers reschedule workflow.

To get started, click the blue "Reschedule" button on the panel card displayed near the top of the candidate profile.

Next, you'll be brought into a focused workflow that will allow you to rearrange every member of your interview panel.

From here, you can choose who you'd like to send updated calendar invites to.

Please note:Office 365 interprets a change to an event description as a change for all attendees. So if you are using our Office 365 integration, we will send any changes to the entire panel.

In addition, the calendar invites will update automatically with the newly revised interview schedule.

Save your changes, and your interview has been rescheduled! You'll see the new panel reflected on the candidate profile.

Overview

There are 5 different access roles with Lever. With the exception of Super Admins, which have full permissions and access, each role is customizable for levels of administrative, sensitive information, and permission granting privileges.

here

To check your own access role, hover over your initials or avatar in the top right corner of Lever. Underneath your email address, you'll see your own access role:

Administrative Abilities

Users with "full permissions"Super Admins and Admins with Full Sensitive Information Privilegeshave access to all candidates and can fully manage all job postings, including the team, location, owner, and hiring manager.

Team Members can invite and manage Limited Team Members and Interviewers.

Sensitive Information and Sensitive Information Privileges (SIP)

Lever's Sensitive Information Privileges allows for flexible and granular permissioning of your most sensitive hiring data. Super Admins and Admins already provisioned with full SIP can configure Sensitive Information Privileges for users who are Team Members or Admins. On a per-user basis, these Privileges can be flexibly scoped to candidates associated with jobs within specified departments, team, locations or individual job postings (learn more here ).

While Limited Team Members cannot be configured with Sensitive Information Privileges, they CAN be granted access to individual secret objects on a candidate's profile or to hired profiles by specific means. For example, if a Limited Team Member is @-mentioned in a Secret Note, they will have access to view that individual secret object on the candidate's profile. You can also grant specific users one-off access to certain secret objects during the process of making it secret. Admins, Team Members, and Limited Team Members can also see hired candidate profiles if they are the owner or hiring manager of the posting the candidate was hired for.

For a more detailed and complete description of SIP and its configuration, please visit the Sensitive Information Privileges article here.

Below is an overview of each role's access to regular profiles, regular interview feedback, and sensitive information.

Granted by a Super Admin or an Admin that has full Sensitive Information Privileges.

Team Members and Limited Team Members can see feedback based on the configuration set on your company settings page. Learn more here.

Granted by a Super Admin, Admin, or Team Member. Learn more here.

Learn more about who can see individual offers here.

5Limited Team Members that are the posting owner or hiring manager for the hired posting can view the hired candidate profile. Learn more .

Reporting Access

Limited Team Members can view the specific dashboards for job postings that they follow.

Streamline the recruiting to HR process by allowing candidate information to flow seamlessly into BambooHR once a candidate is hired in Lever. The candidate data from Lever will dynamically populate a new BambooHR employee profile, minimizing the time spent on manual data entry.

Tip: This help article will walk you through the process of mapping your Lever data to BambooHR. For details on how the integration works and how to enable Lever's integration with BambooHR, please see this help article.

Field Mapping

Lever's native integration with BambooHR has been enhanced to pass more fields than ever before!

First Name

Last Name

Preferred Name

Phone Number

Job Title

Team

Location

Department

Home Address

Address 1

Address 2

City

State

Zip code

Country

Hire Date

Pay Rate

Pay Type

Job Info Effective Date

Employment Status

Employment Status Date

The following charts represent the fields that are supported with the standard BambooHR integration.

Please note:In order to support all data mapping options, the BambooHR integration must be authorized by a Full Admin on the BambooHR account.

Updates to these data mappings and custom fields are supported, but will require additional configuration. If you are interested in learning more, please reach out to Lever Support for more details.

Default Mapping

Lever Candidate Fields

The following candidate details will be transferred over by default (fields marked in red are requiredto create a new BambooHR employee profile record):

Lever Field

BambooHR Field

Notes

Name

First Name

The first 'name' listed in Name will be used.

Ex. If Name is "Damien Hector Fernandez", then the First Name is "Damien"

Name

Last Name

The last 'name' listed in Name will be used.

Ex. If Name is "Damien Espinosa Fernandez", then the Last Name is "Fernandez"

Email

Home Email

The first email on the candidate profile is used.

Phone

Mobile Status

The mobile number or if not found, the first number available is used.

-

Status

Set to 'Active' by default

Additional Fields

Custom

Please reach out to Lever Support to get these mapped.

Lever Offer Fields

If thefollowing fields exist in the signed offer form when the candidate is hired, they will be included.

Lever Offer Field

BambooHR Field

Notes

Candidate name

First Name

Overrides Lever Candidate details

Candidate name

Last Name

Overrides Lever Candidate details

Offered compensation amount

Pay Rate

Compensation Currency

Pay Rate Currency

Type of earnings

Pay Type

Acceptable values are "Year (Salary)", "Month (Salary)", and "Hour (Wage)"

Job Title

Job Title

Job Title must match a Job Title value in BambooHR. See below for more info.

Anticipated start date

HireDate

Anticipated start date

Effective Date: Job Info

Anticipated start date

Effective Date: Employment Status

Custom

Custom

Please reach out to Lever Support to get these mapped.

Lever Requisition Fields

If the following fields exist on the associated requisition for the signed offer, they will be included.

Lever Requisition Field

BambooHR Field

Notes

Location

Location

Location must match a Location value in BambooHR. See below for more info.

Team

Department

Team must match a Department value in BambooHR. See below for more info.

Department

Division

Department must match a Division value in BambooHR. See below for more info.

Work Type

Employment Status

Work Status must match a Employment Status in BambooHR. See below for more info.

Custom

Custom

Please reach out to Lever Support to get these mapped.

Lever Profile Form Fields

If the following fields exist in a profile form titled "BambooHR New Hire" they will be included.

Lever Profile Form Field

BambooHR Field

Notes

First Name

First Name

Overrides Offer form and/or Lever Candidate details

Last Name

Last name

Overrides Offer form and/or Lever Candidate details

Preferred Name

Preferred Name

Address 1

Address 1

Address 2

Address 2

City

City

State

State

Zip

Zip

Country

Country

Custom

Custom

Please reach out to Lever Support to get these mapped.

Configuration

Setting Up the Offer and RequisitionFields

Some of the information on the offer form and requisition are transferred by default, however if you would like to customize additional fields please reach out to Lever Support for assistance with custom mappings. Additionally, you will want to read through the following help articles to learn how to prepare your Offer and Requisition data for custom mapping:

How Do I Customize the Offer Form

How do I Add Requisitions to Lever

Setting up Profile Form Fields

This optional step needs to be completed by a Lever Admin or Super Admin.

Navigate to the form settings page in Lever Hire

Add a new form titled BambooHR New Hire

Include all the fields that you would like to send to BambooHR

Add the form to the desired candidate profile and fill out the form

For more details on setting up a profile form and adding it to the candidate profiles see this help article.

For example, if you want to pass 'First Name', 'Last Name' and 'Preferred Name' fields you would do so by following the above steps and as shown in the screenshot below:

Mapping Dropdown Values in BambooHR

In order to successfully create a candidate profile in BambooHR with job details, you must assure that the values in BambooHR exactly match the corresponding Lever dropdown values. These values are mapped as follows:

Lever Field

BambooHR Field

Job Title

Job Title

Location

Location

Department

Division

Team

Department

Work Type

Employment Status

Custom

Custom

* Please reach out to Lever Support for custom field mapping

The following instructions will guide you in assuring that everything is set up correctly.Start by logging into BambooHR and clicking on theSettingsicon at the top of the dashboard.

In the left-hand sidebar, selectEmployee Fields. Here you will want to assure that all of the values forDepartment, Division, Employment Status,Job TitleandLocation match exactly the values that you have configured in Lever.

Please note:Capitalization and special characters are important when mirroring your job values. For example, if your job location is listed in Lever as "Omaha, Nebraska - Regional Office" the location in BambooHR must be written exactly the same.

Available for

User roles

Super Admins, Admins

Plans

Enterprise, Professional, Starter

Our EEO features allow you to gain a complete picture of your candidate demographics. You can both display EEO questions on your job postings and survey candidates who don't apply through your Lever-hosted job site.

Note that U.S. federal government contractors are required to collect EEO data for OFCCP compliance purposes. But if your company doesn't contract with the government, you can still use this functionality to track and measure diversity hiring efforts.

How do I enable EEO questions?

To add EEO questions to your job postings, get started by navigating to the companysettings page. You must be an Admin or Super Admin to configure these settings.

Scroll down to the "Equal employment opportunity (EEO)"section.

this form

Click "Configure" next to the "Enable EEO questions" checkbox, and a new window will pop up.

For non-U.S. federal contractors, select "No" under the first question. Then select which questions you'd like to display on your job posting application form.If you choose to enable the survey, the same questions will appear on the survey.

Non-U.S. federal contractor settings

For U.S. federal contractors, select "Yes" under the first question. Then select whether you would like the EEO questions to be displayed in a long or shortened format.

U.S. federal government contractor settings

The long version will show race descriptions on the job application form.

The short version will initially hide the descriptions and allow candidates to expand the full question.

After you've configured your federal contractor status and questions, click the "Next" button.

Designate the job posting locations for which you want to display the EEO questions. EEO questions should only be asked on U.S.-based postings.

Click the blue button to save your changes. The EEO questionnaire will now appear on all of your published and internal job postings.

How do I gather EEO data from sourced candidates and referrals?

We understand that it's important to your team to have a complete picture of your candidate pool. Weenable you to automatically survey and collect diversity information from candidates who don't apply through your Lever-hosted job site, like sourced candidates and referrals. Learn more about how to take advantage of this functionality here.

How do I export answers to EEO questions?

Super Admins on your team can export the anonymized version of the Compliance (EEO/OFCCP) export here.

Super Admins can request an export of their account's EEO/OFCCP datacontaining personally identifiable information by submitting.

NOTE: When filling out the form, please indicate the date range for your export (if any).

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

Enterprise, Professional

Please note:Lever is only integrated with the SterlingOne platform in the US, and the scope of the integration does not include Sterlings Backcheck platform in the UK/Canada, or RISQ for APAC.The Sterling integration requires set up by both the Sterling and Lever teams. If youre interested in using Levers integration with Sterling, please reach out to your Sterling Account Manager in addition to reaching out to your Lever point of contact or Lever Support.

Overview

Drop us a note

At a high level, the Lever-Sterling Talent Solutions integration will initiate a Background Check order in Sterling when a candidate is moved to a particular stage in Lever. Overriding a default Sterling package is supported. Upon stage change, Lever will send candidate details to Sterling and Sterling will send an email to the candidate to add additional information and complete the background check. The status of the screening will be captured in Lever as tags as the screening proceeds. Displaying the screening results as Lever tags is supported as well and configurable. Once the background check is completed, Lever will update the candidate profile with a Sterling-gated link to the background check report and can optionally move the candidate to another stage in Lever.

Setup

1. Contact Sterling: Setting up the Lever-Sterling integration involves reaching out to your Sterling Account Manager to ensure your account is configured correctly for the integration. Simply request the "Standard Lever Integration" from your Sterling Account Manager. Your Sterling AccountManager will provideyou with your Sterling Client Id, Authentication Key and a list of your Sterling packages.

2. Setup in Lever:A Super Admin on the Lever Hire account should navigate to their integration settings page and locate the Sterling integration.

3. Select the toggle to expand the window, and then click the "Send Request to Enable" button.

4. A Lever support representative will automatically be notified of your request and will reach out to request the following information:

Sterling Client Id:Lever needs the Sterling Client Id of your account to configure the integration.

Sterling Authentication Key:Lever needs your Sterling Authentication in order to authenticate the integration with Sterling.

Trigger Stage: The pipeline stage in Lever that automatically triggers the Sterling background check package. (e.g., Background Check).

Default Package(Optional): The package that you want to run automatically when a candidate is advanced to the Trigger Stage. If a Sterling package name is specified in a tag on the candidate profile, we will run that specific package instead of the Default Package.

Stage on Clear (Optional): The pipeline stage that you want the candidate to automatically advance to when the Sterling background check clears.

Show Results (Optional):The results of the candidate's background check will appear as a tag on their profile (e.g., "sterling - alert", "sterling - clear", or "sterling - n/a"), should you decide to enable this functionality.

Authorization:Lever requires that a Super Admin on the account provide authorization to add the appropriate API key and webhook settings in your Lever account - do not delete these, or the integration will stop working!

Creating a Sterling Order from Lever

Onceyou'vecompleted setup, any candidate that is advanced to your Trigger Stage will be sent an email from Sterling to complete the background check. Lever will send candidate details including name, email address, and the candidate's Lever Candidate Id to Sterling. This data will be used to pre-populate a Sterling order for the candidate as demonstrated in the flowchart and screenshot below. In this example, the tag "Standard Package 1" is the name of the Sterling package used for the candidate's background check.

The candidate will then receive an e-mail invitation from Sterling to begin the background check process. Once the invitation has been sent, Lever will add the tag "sterling - new" to the candidate profile. The candidate then fills out the Sterling background check form. Once the candidate finishes filling out the form, the tag sterling - pending is added to the candidate profile. There will only be one Sterling status tag on a candidate's profile at any given time.

A full table of the possible tags can be seen below.There will only be one Sterling tag on a candidate's profile at any given time.

Lever Tag

Sterling Order Status Description

sterling - new

The screening request has been initiated

sterling - cancelled

The screening request has been cancelled

sterling - pending

The screening request is in progress

sterling - error

The screening request errored out or expired during processing due to system-related issues

sterling - release

Indicates that the submitter didnt select to use Sterling electronic disclosure and authorization form. Therefore, either through the integration or through a manual process, the release form must be provided to Sterling

sterling - completed

The screening request is complete

sterling - alert

At least one subcomponent of the screening report includes a discrepancy. If any subcomponent returns an alert value, the entire report will display as an Alert. Examples include: Employment and/or Education verification results (i.e. Discrepancy or Unable to Verify) etc.

sterling - clear

All subcomponents returned a clear value meaning there is nothing the customer has to review. We always advise customers to review all reports, but each subcomponent returned a clear value

sterling - n/a

There are a few products where a resultcan'tbe determined and therefore the value is N/A. For example, Sterlingwon'tdetermine if a credit report has an alert or clear status

sterling - meets criteria

Passed all screenings

sterling - review

Minor discrepancies in one or more screenings, need client review

sterling - does not meet criteria - review

Failed screening criteria, need client decision

Once the candidate has been sent to Sterling, you'll be able to see the pending Sterling invitations in the Upcoming Due Dates section in theSterling dashboard:

Once the candidate submits the background check form, the Sterling status will change to sterling - pending. When the background check is complete, the tag in Lever will change to "sterling - completed" as demonstrated in the screenshot below.

When the detailed background check report becomes available, the integration will add a gated Sterling link to the links section of the candidate profile as shown in the above screenshot. You will need to login to Sterling to view this link.

Overriding your Default Package

During setup, you have the option to provide a default package to send to all candidates that reach the trigger stage. However, you can also run different packages for different roles and candidates! In order to override the default package (or select a package if you did not provide a default package), simply add a tag with the name of the Sterling package to the candidate's profile before advancing them to the trigger stage! Remember that you can automatically tag candidates on Posting-by-Posting basis.

if any questions come to mind. We're always happy to help!

Levers webhooks allow you to seamlessly move candidates that are hired in Lever into your HRIS, minimizing time spent on manual data entry.

We even support one-click integrations with the following HRISs:

Namely - How do I enable Lever's integration with Namely?

Zenefits How do I enable Zenefits integration?

BambooHR - How do I enable Lever's integration with BambooHR?

ADP Workforce Now - How did I enable ADP Workforce Now integration?

For all other HRIS systems, including Workday, we recommend our custom webhook solution.

Getting started with a custom integration

To get started you will first want to enable and configure the candidate hired webhook for your account in Lever. To do this, you must be a Super Admin in Lever.

Visit the Webhooks tab on your accounts integration settings page.

Levers API support!

Then click to toggle on the candidate hired webhook and enter a callback URL. You can even verify that Lever can successfully POST to the provided url by clicking the verifybutton.

Now that the candidate hired webhook is enabled, Lever will POST to the provided callback URLevery time a candidate is marked as hired.

To see what other event types your custom integration can utilize, check out the list of webhooks events under API Overview > Webhooks.

Handling Webhook Requests

For HRIS integration, we recommend building a web server to receive the webhook requests from Lever and transform the data into a format consumable by your HRIS system.

Here is an example of how you can build your custom integration:

A candidate is marked as hired in Lever and Lever POSTs a webhook request to the URL configured in integrations settings.

Your web server receives the request and verifies that the request came from Lever using the request signature. You can find more information on how Lever generates its request signature for webhooks in our developer docs.

Your web server uses the candidateIds from the request body to request additional data for the candidate from Levers Read API. For example, you can retrieve the candidate profile to get the current stage of the candidate or get the candidates profile forms to determine their start date. Note that a candidates profile forms can be customized in your account to capture any additional information your HRIS integration requires.

Your web server formats the candidate data in a consumable format for your HRIS and sends the data into the system to create a new employee record.

To learn more about what candidate data you can request from Levers Read API, check out the full list of resources in our developer docs.

If you have any questions, feel free to reach out to

Please note - this featureis currently available to customers with Lever's Nurture product. For more information, feel free to contact support.

A Nurturetemplate sets the framework for how you send emails via Lever Nurture. To create a Nurturetemplate, navigate to your Nurture template settings (temporarily still labeled "Workflow templates"). You can choose to create a new Nurturetemplate thats visible only to you (My Templates) or your team (Team Templates). After selecting New, a Nurturetemplate will appear on the right side of your screen.

start a Nurture campaign

Nurture campaigns consist of the following elements:

1 start step

At least 1 touchpoint

A wait step between each touchpoint

1 finish step

1 final action step

The start step defines when your first touchpoint will be sent after the campaign has been successfully scheduled. Click into the start banner to edit the specific day and time that the first touchpoint should send. You can either choose a time automatically generated from the dropdown list or enter your own customized time. Click Done when you are finished making your selections.

Touchpoints are the emails that will be sent to candidates. Click into Touchpoint 1 to craft your first message. The message editor functions similarly to creating emails in other parts of Lever.

In addition to Levers standard email functionality, you can also change the email sender to two options:

Senders email - the message is sent from your own email address

Send For - the message is sent from another users email address

Send For allows you to send emails on behalf of other members on your team, diversifying your message across other stakeholders in your organization. In order to enable Send For with other users, you will need to first request permission. Please note that you can only make Send For requests to non-Interviewer Lever users in your organization.

You can insert auto-text tokens to populate your touchpoint with common candidate profile fields from Lever. Insert a placeholderto set a manual-text tokenin your touchpoint (this field will later be filled out once you start a Nurture campaign). A placeholder typically corresponds to an attribute that cannot be automatically generated in Lever. For example, users may choose to create placeholderslike {{skills/experience}} or {{years in last company}}. More information on placeholderscan be found here.

You can add as many touchpoints to a Nurturetemplate as you want. Adding a touchpoint will also add a corresponding wait step before the new touchpoint.

A wait step defines the timeframe between the last touchpoint sent and the next touchpoint. Wait steps can be edited to a custom duration. A waitstep is always followed by an additional touchpoint.

The finish step defines when the campaign will end and how long before a specified action is taken on the candidates.

Upon satisfying the finish step, candidates can be archived, snoozed, or have no action taken on them.

Just below the campaign title, you can enable emails to be automatically sent as replies to previous touchpoints in your campaign. When enabled, touchpoints sent from the same email address will thread together. In addition, the subject lines of subsequent emails in a thread will be locked down to mirror the same subject line as the initial touchpoint.

Example:

Touchpoint 1 is sent from [email protected]

Touchpoint 2 is sent from [email protected]

Touchpoint 3 is sent from [email protected]

When you enable emails to be sent as replies, Touchpoint 3 will be seen as a reply to Touchpoint 1 and will thread into the same email conversation. The subject line of Touchpoint 3 will be locked to mirror the same subject line as Touchpoint 1.

Touchpoint 2 will remain in a separate email thread because the message was sent from another email address.

Once you have finished creating your new Nurturetemplate, remember to title the campaign, and hit Save Changes.

Now youre ready to !

Available for

User roles

Configurable by Super Admins, Admins

Plans

Enterprise, Professional

Please note: Apply with LinkedIn requires a LinkedIn Recruiter contract (Corporate edition), or a company account with active job slots.

Levers integration with Apply with LinkedIn allows candidate to fill out your job applications using their LinkedIn profile data with just a click of a button. Candidateswon'tneed to sign in to LinkedIn for each application, and youll receive a link to their LinkedIn profile within Lever.

Adding Apply With LinkedIn (AWLI) to your job postings is done through two steps: 1) linking your LinkedIn contract to enable the new version and 2)adding AWLI to your application form.

1. Link your LinkedIn contract at Settings > Integrations > Partner integrations

At the top of the page, youll see a row and toggle for LinkedIn - Apply with LinkedIn. Click the toggle to open the row, and click Begin Setup to get started:

to this page at any time

Next, youll be brought to select which LinkedIn contract to link with Lever. If, like most companies, you only have one contract, it will be automatically selected. Otherwise, simply click Continue next to the appropriate contract to select it.

Then, click Request in the Apply with LinkedIn row:

Please note: You do not need to setup RSC to utilize Apply with LinkedIn, though you do need a Recruiter contract or active job slots.

Youll then be brought to a success message - simply click Go Back to resume setup:

Now, click Notify Partner. For some customer this step will automatically get skipped.

Youll then be brought back to the same success message - click Go back again to resume setup. The next step is to start the historical sync. Simply click Begin sync:

Depending on the number of postings in your account, the sync can take up to 15 minutes.

2. Add AWLI to your application form at Settings > Job Site > Application form

Once the sync in completed, youll want to make sureyou'veadded AWLI to your application form:

You can click the button to go to Job Site Settings, or navigate : under Personal Information, simply click the link for + Apply with LinkedIn.

This will automatically add the Apply with LinkedIn button experience to your job postings as the first question. It is not possible to make this question required.

Once completed, youll see the following under the toggle:

If you don't check the box, your candidates will see:

After you check this box, the text next to the Apply with LinkedIn button will update and appear like this:

With Lever's XML feed, you can post all your public job postings to supported job boards.Super admins can enable this feature by doing the following:

1. Go to Levers integrations settings page andscroll down to"Job Boards."

2. Click onLearn More next to "Job posting feed"

3. Click on the blue "Generate Job Feed" button.

4. Copy the XML code and click on the "Done" button:

job posting

5. Paste the code into the job posting pagein the job board where you want it posted. Your job postings should appear on most job boards within 24 hours. However if you don't see your job after this time frame, please contactus.

What if I want to publish only some of my job postings toa job board?

Using Lever's XML feed will push all your job postings to the job board you're using. At this time there is no way to select specific jobs through the XML feed.

What if I have an error in my job posting?

If you need to update or correct your job posting, make your changes on the in Lever and your updates will be reflected inthe job board.

How do I turn off the XMLintegration?

The XML integration must be deactivated from your job board where you used Lever's XML feed.

Lever's Inactivity Alertshighlight candidates who may be at risk of being forgotten or those who deserve a little bit of extra attention. After setting company-wide thresholds for how long a candidate should remain in a given pipeline stage, indicators in your opportunities list will spotlight candidates who have been inactive for too long.

To configure the amount of time a candidate can be in a stage without an interaction before being considered "inactive," visit your Company Settings.

archive

The period of time before an inactivity alert is triggered can be individually set, for each stage of your pipeline, according to your team's process. Perhaps you've set a goal that all new applicants must receive an email within 2 days, or the the maximum amount of time a candidate should spend in the onsite interview stage is 7 days, setting inactivity alerts can help surface opportunities that aren't meeting these timelines.

Whether or not you've viewed an opportunity, and whether the opportunity is considered inactive can be seen at a glance from your opportunities list. Opportunities that you have not viewed will have bolded names, and opportunities who have not had an interaction for longer than the specified amount of time will have a yellow clock icon.

You have viewed the opportunity, no inactivity alert

You have viewed the opportunity, opportunity is inactive

You have not viewed the opportunity, no inactivity alert

You have not viewed the opportunity, opportunity is inactive

Action Buttons

In addition to inactivity alerts, Lever helps you keep track of the next required action via action buttons. Action buttons appear in the Interview segment of your pipeline. (If your organization has a subscription to Lever Nurture, you may also see action buttons appear in your Lead pipeline.) These buttons indicate an interview action which is available, in progress or expired:

What does each type of button mean?

Priority: High Meaning: This candidate needs to be scheduled for an interview. Follow up: Send an Easy Book link or schedule an interview.

Priority: Low Meaning: This candidate is scheduled for an upcoming interview. Follow up: None.

Priority: Medium Meaning: This candidate has outstanding interview feedback. Follow up: Nudge your colleagues to submit feedback. Consider turning on interview reminders.

Priority: Low Meaning: This candidate has been sent an Easy Book link and needs to select an interview date and time. Follow up: None.

Priority: Medium Meaning: This candidate's Easy Book link has expired. Follow up: Send a new Easy Book link or archive this candidate.

Priority: High Meaning: This candidate's interview has taken place and all interview feedback has been submitted. Follow up: Move this candidate forward in the hiring process or .

With visible, company-wide indicators, your team can ensurequick follow ups and communication with candidates and take steps towards even more successful hiring!

Lever will delete account data at the request of a customer at any time. Additionally, Lever will delete account data post-termination of their Lever account, in accordance with our data retention policies. In order to request data deletion, you must have a Super Admin from your Lever account email [email protected] with the request.

Upon receipt of the request, our team will confirm that the request has been received, and may reach out for additional confirmation, as necessary, to assure the validity of the request.

Please be advised that once your Lever account data has been deleted, it cannot be restored.

Available for

User roles

All users. Can only be configured by Super Admins

Products

All plan types, free of charge

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever after July 15th, 2019, if you manage "opportunities" in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

Please note: Lever does not give legal advice. If youre looking for more information about whether your organization should be collecting data requests, please seek legal counsel.

Under the GDPR, data subjects have the right to access, rectify (update), or delete (erase) data you may have about them. Lever makes it incredibly easy to collect and track these requests, and make sure you respond appropriately to each one.

Data Requests

After configuring your account for GDPR compliance on your Company Settings Compliance tab, each Consent link (for customers relying on consent) or Unsubscribe link (for customers relying on legitimate interest) will also provide a way for candidates to submit data requests. Once they click on the Your Data tab, theyll see options to submit requests:

what we anonymize

Through this page, they can submit requests to your recruiting team which will appear in Lever. The appropriate user will be notified by email and within Lever. Once submitted, theyll see confirmation that their request was sent.

Tip: Lever will automatically cancel any pending Nurture touchpoints or delayed send e-mails when a candidate revokes consent or contact permissions. Lever will also warn you if you start a Nurture campaign or e-mail for a candidates who has revoked consent or where legitimate interest has expired

Request to view

If the candidate would like to access the current data you have about them, they can click on the blue Request Copy of My Data button. Theyll be able to add a short note explaining their request (optional), and that request will immediately appear on the candidate profile in Lever:

Clicking View Note will display their message. In addition, it will also appear on the Data Requests report:

On the profile, you can easily respond by clicking the Resolve dropdown, and selecting Send Personal Data:

This will automatically create a draft e-mail to send to the candidate that contains:

Candidate Name

Email

Phone

Skype

Links

Location

Application Question responses

Application Comments (e.g. cover letters)

You can remove or add details to each email as you see fit. You can also generate this email by clicking the ellipses at the top menu section of the candidate profile, and selecting Send Personal Data.

Then, mark the banner on the profile as resolved to have it reflected in the Data requests report.

Its possible that the candidate submits multiple requests. As soon as you respond to one, you may want to mark the rest as resolved to have the banners disappear.

Request to edit

If the candidates chooses to Edit my Information, theyll be able to provide a description of the changes theyd like to make. This request will immediately appear on the candidate profile in Lever and in the Data requests report. Clicking View note will display the candidates message:

Onceyou'vemade the change to their profile, simply click Mark Resolved, and the status will be updated on the report, and the banner will disappear. We suggest then emailing the candidate confirmation that the change has been made.

Request to delete (erasure)

If the candidates clicks Remove Me, youll see two banners appear on the candidate profile; one telling you that the candidate should now be anonymized, and one telling you about the request:

When youre ready to respond, click Anonymize - youll see a pop-up explaining what we anonymize, and asking for confirmation.

Once a candidate has been anonymized, they will see the following message (with 'Lever' replaced by your company name) if they attempt to load their consent or unsubscribe link:

For more info, see this help center article about .

May 28th-May 31st, 2019

Google Hangouts: When you send a calendar invitation to a candidate, the Google Hangout link in their calendar event will be identical to the links in your team's invitation.

December 3rd - December 7th, 2018

Email Notifications:If an interview is rescheduled for a candidate profile that you're following, and you have the interviews scheduled notification enabled, we will send you an email notification with the updated interview information.

Reports:In the "by posting" reports for the Candidate stats, Conversion rates, Pipeline speed, Interviews, and Interview calibration reports, the subtotal calculation for the "followed postings" section has been updated. The subtotal now reflects the postings that are loaded on the page. If you click the "load more" button. We will recalculate the subtotal if needed. Clicking on the subtotal will take you to the relevant report that's filtered by all of the job postings you follow.

Easy Book:When a candidate books a time through their Easy Book link, we will consistently select the first available interviewer.

October 15th - October 19th, 2018

Offer Approval: When you send out an offer approval that exceeds file limitations, we will no longer grey out the "send out approval" request button. You will be prompt with a warning banner message regarding your file limitation and you will have the ability to unselect files in order to proceed with the offer approval request.

August 20th - August 24th, 2018

Company signatory field:On the first step of offer did not have name of signatory, now, any signatories defined on step 1 will be listed in the information "who needs to sign" section.

Re-adding a deleted custom field onto an offer form inserts the custom field intoitsoriginal location on the field lists, now, once you re-add the custom field,it will appear in itsoriginal location.

August 13th - August 17th, 2018

When users changed a profile owner, the gravatar image does not reflect in real time. This has been fixed! Gravatar image will update immediatelyonce profile owner is updated.

June 25th - June 29th, 2018

Interview RSVP:Microsoft Office O365 users were repeatedly receiving "Can't get RSVP status: interview was changed outside of Lever" message when user did not make any changes outside of Lever. There has been a fix to this minor bug.

June 18th - June 22nd, 2018

Reporting Settings: Great news! We've fixed a minor bug where range dates for "last week" were not pulling correctly in our reporting filters.

Reporting Settings: Switched "origin" and "feedback form" columns that were located in the wrong field in our interview calibration export.

Diversity Insights:Measure your progress toward diversity goals with Diversity Insights, a new feature designed to pinpoint instances of potential bias in the areas that matter most to your company. Diversity Insights provides fully customizable surveys, granular reporting, and data-driven insights to help you build a more diverse pipeline and a more equitable recruiting process. Learn more.

New Webhooks and Webhook Origin Filter:Build integrations with profile-based triggers that depend on candidate deletion or application creation with new webhooks that fire on application created or candidate deleted events in Lever. Additionally, you can now configure each webhook to fire based upon a specific candidate origin.

New Forms and Notes API Endpoints:Weve added two more endpoints to our API to make candidate profile data even stronger with structured data from custom or standard connector integrations. Add structured data to candidate profiles for reporting purposes, or trigger email notifications from @-mentions in a note with new CREATE notes and CREATE profile forms endpoints.

Add an image to an API key:Better surface integrations or highlight where data originated from by adding a custom image to an API key in Lever. Images added to API keys will display on the candidate profile beside the object created with that key. Learn More.

Default Interview Plan Enhancement:If you would no longer like to be prompted to save a new interview plan when scheduling interviews, simply select do not show this again". Learn More.

EEO Export Enhancement: Super Admins now have the ability to access and export your company's anonymized EEO data. This can be done in your Lever reporting section. Click here.

Google Hangouts:Streamline video interviewing by enabling Google Hangouts. Have a Hangout link added to interview events created via Lever. Learn More.

Highlight Candidate Sourcer:When a new candidate is added to Lever by a member of your team, the profile will display the original sourcers name.

Learn more

Requisition Count:The total number of requisitions of each status is now visible at a glance.

Docusign Sandbox Integration:Ability to test sending offers before going live by integrating your Lever Sandbox to a Docusign Sandbox. Please note: you must have both a Lever and Docusign Sandbox to utilize this integration. Please reach out to our Support team to enable this functionality.

Event Time Zone:To reduce confusion for teams scheduling across time zones, weve added the time zone that the event was scheduled in to the interview event details.

Candidate Counts: When in the Jobs section of your Lever account, easily view the number of active and archived candidates for each job posting.

Tableau Server Upgrade:We will be upgrading our Tableau Server to bring compatibility with the latest version of Tableau Desktop, new visualization capabilities, improved performance, and a new homepage experience.

Performance Enhancements:As part of our ongoing work to ensure efficiency and consistency while using Lever, weve made changes that will improve the load times of the candidate profile (particularly for international users) and various dropdowns in Lever. Additionally, weve made updates to the Jobs section of Lever to improve load times and speed.

New & Enhanced Partner Integrations

New and Enhanced Ecosystem Integrations:This Summer, we will be adding new integrations with Paylocity Onboarding, and CoderPad. Additionally, we have expanded the functionality of our integrations with GoodHire, Click Boarding, and Xref. Click here to visit our help center articles about our integrations.

UpcomingNew Enhancement

Introducing Opportunities: Lever is enhancing our unified candidate profile by adding an opportunity timeline view. This new capability helps with enterprise scalability and data-driven recruiting by giving your recruiters and hiring managers the ability to manage the same candidate through multiple opportunities at the same time, while still supporting a holistic view of all candidate data in a single, unified profile. It also provides more precise sourcing and process reporting. .

So you're ready to send an offer letter when this error message pops up:

send offers

What does this mean?

It means that a particular setting on your DocuSign account hasn't been enabled.

To successfully integrate DocuSign with Lever, please contact your DocuSign account manager with this exact language:

We are receiving the error This Account lacks sufficient permissions. In-Session Permission is required when specifying a captive recipient. This error is known to be associated with In-Session signing not being enabled on the account. In order to send documents using Lever's integration with DocuSign, I would like to ask you to please set the In-Session signing to "enabled" in the Admin Console and in Account Plan Editor.

If your DocuSign account manager is unsure where to find this setting, please send this same information to their technical support team.

Once this DocuSign setting is enabled, you'll be ready to from Lever!

This functionality is available to all customers.

Only Super Admins and Admins can manage users.

Just hired an important employee who needs to be a Super Admin in Lever? Super Admins can access all hired candidate profiles, so you might be worried that they can read their own feedback and notes. Have no fearyou can prevent any user, regardless of access level, from seeing their own hiring details!

Were able to do this by looking at which hired candidate profile is associated with the user. Lets explore two ways that you can create this association!

Method #1: Add a new user.

Adding your new employee to Lever is the best time to associate their Lever user account with their hired candidate profile.

As a Super Admin or Admin, navigate over to your Team settings page and click on the blue "Add new user" button in the upper right-hand corner.

LinkedIn Recruiter

A screen will pop up that lets you fill in the users email address and full name. Beneath this is where youll associate the user with their hired profile!

The search results will show the relevant results for candidates who are archived as "hired". Click the blue "link" button next to the appropriate profile to create the connection.

If you accidentally select the wrong profile, simply click "Edit" on the selected result, then "Unlink".

Then proceed with the rest of your user setup!

Method #2: Update an existing user.

On your Team settings page, you may notice alert symbols next to a users access role for users who are not Interviewers. This alert will tell you which usersaren'tlinked to their hired candidate profiles. If the user is a Super Admin or becomes a Super Admin, this means they will be able to see their own hired profile.

Click anywhere on the users row, and a screen will pop up that lets you edit the user and search for their hired profile! This process is the same as the first method.

What does someone see when they look at a hired profile?

When a user views a hired profile linked to their Lever user, they will see an error message, like the one shown in this screenshot:

If you are a Super Admin and you are viewing a hired profile that is not linked to your Lever user, then you can see everything on the profile.

If you are an Admin, Team Member, or Limited Team Member, you will see the limited view shown above, just with a different error message: "Full details of hired candidates are only visible to Super Admins."

Users with an Interviewer role do not have access to profiles, so they cannot view hired profiles.

What type of information is visible on a hired profile?

If you are not a Super Admin, the following pieces of information are the only ones visible to you:

Candidate name

Headline (this is the field beneath the candidate name, which is usually populated with previous companies)

Profile owner

Hired date

Origin

Profile tags

Source tags

Email addresses (After a candidate profile is associated with a Lever user, we will add the Lever users email address to the profile.)

Location

Profile links

Phone numbers

The option to connect the profile to, if the integration is enabled

This integration is only available to teams that are entirely based on Office 365 and are not using any on-premise Exchange servers. If youaren'tsure about your companys configuration, please reference this help article and/or ask a member of your IT team to reach out to us.

There are many components to our Office 365 integration: login, email, and scheduling. In this article, we will discuss how to email candidates using your Office 365 account.

How do I send and receive emails from/to my Office 365 account?

This is an opt-in feature. Lever only syncs email with your permission.We use an authentication standard named OAuth, so we do not receive or store your Office 365 credentials.

Just tick the Email permissions box on your account settings page. After you hit the save changes button, well show you an Office 365 screen through which you can authorize us to send emails on your behalf.

Once permissions have been set up, youre ready to send and receive emails!

When you send an email to a candidate, we will send the email using the Office 365 account that you gave us permission to email from. (We cannot send emails from email aliases.) Youll see these emails in your Office 365 Sent folder. When the candidate replies to your email, youll see their response in your Office 365 inbox.

Tip: We assign a Lever category to each message in an email thread started from Lever. Categories can be used to filter your emails in Outlook! You can assign a color to the Lever category by right-clicking on the message, selecting Categorize, and hitting Manage Categories (the exact instructions and screenshot will vary by client). From there, choose to add a new category named Lever.

What is synced?

On the candidate profile, well display any emails sent to a candidate from Levers interface. If the candidate responds to an email sent from Lever, well display their response as well.

To sync conversations that occurred outside of Lever, go to the candidates profile and click on the refresh symbol next to the candidates email address. You can also navigate to the profiles Emails tab and click on the import candidate email button to accomplish the same refresh.

When you do this, we will check your Office 365 accounts Inbox folder to find and sync any unsynced email threads between you and the candidate. Anyone who has access to a candidate profile can sync their emails with that candidate!

Because Lever syncs directly with your "Inbox" folder, messages routed to different subfolders in O365 will not sync, so it's best to ensure a copy of the email is received in your "Inbox" folder even if you'd like to send a copy to other subfolders as well.

Can I sync emails other members of my team has received?

Levercan'tsync with someones Office 365 inbox without their permission. After a team member has granted us permission to sync emails, they can navigate to any profile they can access and manually import their conversations with a candidate.

Im not seeing any emails from a candidate I know Ive emailed.

Please make sure that the email address on the candidates profile in Lever matches the one in your Office 365 sent folder. Then try following the earlier instructions for syncing emails.

How do I make an email secret in Lever?

Just like notes and feedback forms, you can make emails secret by clicking on the lock icon. The secret mode is applied to the entire thread and makes it visible to only to the person making the email secret, email participants, Super admins, and Admins. Its not possible to make individual emails inside a thread secret.

How do I remove an email thread from a candidate profile?

Lever will never delete any emails from your Office 365 account. Clicking the trash icon next to the email will remove the email from the candidate profile, but keep the original intact in your email inbox.

Available for

User Roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

Enterprise, Professional

This help-article will walk you through the field mapping for the Lever-ADP Workforce Now integration. For an overview of the integration, please see How do I enable and use the ADP Workforce Now Integration.

Levers ADP Workforce Now integration allows you to streamline operations by automatically pushing new applicant onboard records to ADP when candidates are hired in Lever. Available information from Levers candidate profile, requisition, offer, and profile form are pre-populated in ADPs New Hire Wizard, and therefore saves time and improves data entry quality. The field mapping can be done during or afterenabling and setting up the Lever-ADP integration.

Lever-ADP Field Mapping Chart

The following field mapping chart outlines the fields used by the Lever-ADP Workforce Now integration.

Additional fields can be passed from Lever to ADP Workforce Now for pre-population by setting up an ADP Integration Form profile form and/or by adding custom fields to the Requisition object in Lever. Please make sure that the fields configured in Lever match the data type and values configured as listed in the chart below. Please note, configuring your profile forms and/or requisition custom fields is a one-time setup.

Lever Candidate

Lever Field

Lever Data Type

ADP Field

ADP Data Type

Name

text

First Name

string

Name

text

Middle Name

string

Name

text

Last Name

string

Email

text

Home Email

string

Phone

text

Personal Cell

integer

Lever Profile Forms

Configuring the field below is completely optional. If you would like to pass any of these fields from Lever to ADP, you'll need to set up a profile form calledADP Integration Form.

Lever Field

Lever Data Type

ADP Field

ADP Data Type

Reason for Hire

dropdown

Reason for Hire

dropdown

Salutation

dropdown

Salutation

dropdown

First Name

text

First Name

string

Middle Name

text

Middle Name

string

Last Name

text

Last Name

string

Generation Suffix

dropdown

Generation Suffix

dropdown

Professional Suffix

dropdown

Professional Suffix

dropdown

Preferred Name

text

Preferred Name

text

Gender

dropdown

Gender

dropdown

Address Line 1

text

Address Line 1

string

Address Line 2

text

Address Line 2

string

Address Line 3

text

Address Line 3

string

City

text

City

string

State

dropdown

State/ Territory

dropdown

Zip Code

text

Postal Code

string

Country Code

dropdown

Country

dropdown

Lever Requisition

Please note: Custom requisition fields are optional and require either an Enterprise plan or the Custom Requisition Fields add-on. Please reach out to your Lever account representative if you would like to add custom requisition fields to your Lever Hire account.

Lever Field

Lever Field Id

Lever Data Type

ADP Field

ADP Data Type

ADP Job Code

adpjobcode

dropdown

Job Title

dropdown

ADP Employee Type

adpemployeetype

dropdown

Worker Category

dropdown

ADP Business Unit

adpbusinessunit

dropdown

Business Unit

dropdown

ADP Department

adpdepartment

dropdown

Home Department

dropdown

Lever Offer

Lever Field

Lever Data Type

ADP Field

ADP Data Type

Type of earnings

dropdown

Regular Pay Rate

dropdown

Offered compensation amount

text(single line)

Offered compensation amount

decimal

Compensation currency

dropdown

Compensation currency

dropdown

Office location

dropdown

Location

dropdown

Lever Webhook

Lever Field

Lever Data Type

ADP Field

ADP Data Type

-

datetime

Hire Date

date

Setting Up Profile Forms

This optional step needs to be done by a Lever Admin or Super Admin.

Navigate to the form settings page in Lever Hire

Add a new form titled ADP Integration Form

Include all the fields that you would like to send to ADP

Add the form to the desired candidate profile and fill out the form

Learn about setting up a profile form and adding it to the candidate profiles in this help article.

For example, if you want to pass gender and salutation fields, you would do so by following the above steps and as shown in the screenshot below:

help articles

Adding Custom Fields to Requisition

This step is also optional and needs to be configured by a Lever Admin or Super Admin.

Navigate to the requisitions settings page, under the custom fields section in Lever Hire

Add the custom requisition fields (from the chart below) that you would like to send to ADP

Learn more about requisitions in Lever in these .

For example, if you want to pass the ADP Employment Type field, you would do so by following the above steps and as shown in the screenshot below:

Passing ADP Dropdown Fields

For any field of type dropdown in ADP, the dropdown values in ADP must match the dropdown values configured in Lever. The Lever-ADP Integration can accept ADP dropdown values in three forms:

Value Description

Code Value

Short Name

For example,if you want to add dropdown value for the ADP Job Code field, which maps to a custom requisition field in Lever, the dropdown values can be passed in any combination of the following ways:

Value Description: DA - Data Analyst

Code Value: DA

Short Name: Data Analyst

In the screenshot below, notice the 3 values been passed in different 3 ways:

Available for

User roles

Super Admins, Admins, Team Members, Limited Team Members

Plans

All plan types, free of charge

Please note: In the coming months, we will be migrating all existing customers to our updateduser interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever after August 1st, 2019, if you manage "opportunities" in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

Archiving profiles in bulk

If you would like to archive many candidates at once, or if you would like to archive many applications at once, head over to your Candidates list. Select multiple candidates by checking theboxes next to their names, and choose Archive from the bulk action bar.

snooze

If you would like to move all of the selected candidates into your archive and archive all active applications, you should select Archive everything from the Choose job dropdown menu. To notify all of the affected candidates, select the option to send an email, and you will be taken to the email editor.

Remember that archiving a profile in this way will archive all active job applications on their profile!

Archiving applications in bulk

If you've recently filled or closed a job posting, you can archive all candidates for that specific job posting. If those candidates are being considered for multiple job postings, they will only be archived for the job posting you select. If those candidates are only being considered for the job posting you select, their entire profile will be archived.

After selecting multiple candidate profiles, youll be given the option to select Archive from the bulk actions bar. From here, you will be able to select which job you would like to archive from the selected profiles. Each role listed in the Choose job dropdown menu exists on at least one of the selected candidates. If you've selected candidates without any active considerations on their profile, the drop down menu will also have an option called "General consideration.

After selecting a role to archive, you must select an archive reason, and can also choose to send an email to the affected candidates. Electing to dismiss pending feedback requests will stop email reminders for feedback from interviews that were scheduled for the application you are archiving.

You may also see the option to remove upcoming interviews if there are any scheduled for the application you are archiving. Selecting this option means that the associated calendar events will be cancelled and those participating in the interview will be notified by your calendar provider. If you've chosen to send the candidate a calendar event, they will be notified as well!

If you are using our O365 email and calendar integration, you will not have the option to delete calendar events for upcoming interviews in bulk. This is due to limitations with Microsoft's API. You will still see the list of candidates that have upcoming interviews. You can use this list to navigate directly to the candidates' profiles and cancel the interviews. When you cancel an interview directly from the profile, the calendar eventwillbe deleted as well.

If you've elected to send an email, the next steps of the process will consist of drafting and previewing your email.

If a candidate has active applications for multiple roles, only the role that you specify will be archived. The profile will remain in your active pipeline so that you can continue to evaluate the candidate for their additional applications. If no active applications remain, the profile will be moved into your archive.

This functionality is useful when you want to close a posting and notify all related candidates, but still consider these candidates for other roles they may have applied for. We recommend using the left sidebar to filter the Candidates list by the specific posting and archiving the related applications from the bulk actions menu. Then you can safely close the posting.

Updating archive reasons or unarchiving in bulk

It is also possible to change profile archive reasons or unarchive profiles via the bulk action menu. Navigate to your archive, and select the profiles that you'd like to update. To move the profiles to another archive reason, select the "archive" button.

To unarchive many profiles, click on the v button in the bulk action menu, and select unarchive candidates from the dropdown menu. This will unarchive the candidate profile and all applications on the profile.

Archive many candidates, but just for a while

When there is a group of candidates who you'd like to remember to reach out to at a later date, take advantage of our feature. Simply select multiple candidates and choose the "snooze" option from the bulk actions menu.

Available for

User roles

Super Admins

Plans

Enterprise or with add-on Data API access

If you would like to surface images alongside objects created via the data API, you have the ability to add an image to an API key any time a new key is created. To create a new API key, visit the API credentials tab of your Integrations settings. Under Lever API Credentials, click the generate new key button.

Once you have begun the key generation process, you will have the option to drag and drop your image, or upload an image from your computer to be used by the API key.

The image you select must be in .png format, and smaller than 500 kb. For best results, use a square image no larger than 400x400 pixels and is on a white, or solid color background.

After uploading an image to an API key, this image will be displayed in Lever on objects (ex. forms, notes) created using this key. The endpoints that will display this image when a key is used are denoted by an asterisk when selecting the permissions for your API key. Currently, images can be used with the create note and create profile forms endpoints.

Available for

User roles

Super Admins, Admins

Plans

Enterprise, Professional, Starter

Lever's Diversity Insights allows you to create a customizable survey and track candidate responses, providing the data you need in order to understand your team's progress on diversity and inclusion initiatives.

Where can I find Diversity Insights?

Lever's Diversity Insights feature is located under Settings -> Company -> Surveys tab. Once this feature has been released to your account, visit your Surveys settings to configure Diversity Insights.

Configuring the survey

https://hire.lever.co/reports/export/surveys

You can configure your Diversity Insights survey in three easy steps! Begin the configuration process by clicking on "Configure survey" next to the gear icon.

1. Questions

This is where you will create the questionnaire that is presented to candidates. There is a default survey already configured, but it is highly recommended that you edit the survey so that the information gathered will be relevant to your company's diversity efforts.

Please note: Lever's Diversity Insights currently only supports a single survey.

First, decide on a title and provide candidates with instructions. The instructions should contain everything that candidates need to know before filling out the survey, including why you are asking them for this information. Next, you'll need to decide on what questions to ask. Additionally, you can add clarifying instructions by clicking on "Add description" under the question title. You'll also need to add response options for each question.

Decide on how you want candidates to respond to your questions - Diversity Insights currently only supports multiple choice and multiple select type questions. You can use the ellipsis menu on the right to duplicate or delete questions, and you can use the arrows to re-order your questions. To delete a response option, hover to the right of the response option and click on the trashcan icon that is revealed.

2. Locations

The next step is to configure which postings include the survey as a part of the application process. You can include the survey on all postings by selecting "All locations" or you can select "Choose locations..." and decide on a per-location basis. The survey will appear on all Lever-hosted application pages where the posting is based in one of the selected locations. This includes the external and internal job sites.

3. Non-applicants

The final step is configuring the survey for non-applicants. You can choose whether or not you want to survey candidates that did not apply via the job site. Next, you'll need to specify a threshold stage. A survey will be sent to a candidate if they are associated with an application that wasnot created via the job siteand advanced to, or beyond, the threshold stage. A survey will also be sent if a non-job site application is added to the candidate's profile while they are in, or beyond, the threshold stage.

Please note: The stages "New Lead" and "New Applicant" may not be used as trigger stages. This is to prevent sourced and referred candidates from unintentionally receiving the survey when they are added to your pipeline.

When the survey is triggered, Lever will send a customizable email to the candidate's primary email address and CC their secondary email addresses. Use the "Survey email" section to customize your email. You can add auto-text tokens using the "<->" menu on the right. Scroll down to the bottom of the page and click "Show preview" to see what your email will look like. The email can only be triggered once per posting, but a candidate may receive multiple email surveys if they have multiple postings. Once submitted, survey responses are not editable.

Please note: Your survey must contain the "{{Survey link}}" auto-text token. If you do not include the token, it will be automatically appended to the end of your email.

A story will be added to the profile when the survey is sent to the candidate. If you manually add a job posting to a candidate's profile, the survey will send 15 minutes after the posting is added. This will help prevent accidental surveys from being sent!

Reporting

You can easily download the responses to your survey in the Reports section of Lever. You can navigate there by clicking "Download survey results" on the "Surveys" tab in your company settings, or you can navigate there directly by going to. Only Super Admins can download this data.

Please note: The information in the survey results is very sensitive. Be careful about how you handle and share data from this report.

To download the survey, select the start and end dates that you would like to report on. You can also use the dropdown menu to select "smart" timeframes, such as year to date, last month, or trailing quarter. Click "Download spreadsheet" and your report will be generated!

Diversity Insights provide a flexible way to measure demographic data that are important to your company.

If you see a candidate you'd like to move forward with, expand the Notes section by clicking in the "Add note" box.

Leave a comment about the candidate and @-mention your recruiter or hiring manager. You can choose to share your note with all of your coworkers who are following the profile.

You can also move the candidate to the next step in your hiring pipeline ( see Tracking candidates ), or archive them if they are not a good fit.

All past ratings on this candidates are accessible under the "Feedback" portion of the candidate profile. The total rating helps you decide if this candidate should be advanced or archived.

Overview

Levers Dynamic Offer Sections can easily reduce the amount of offer templates you and your team need to create and manage per role (or for separate roles) by generating paragraph text from your offer letter. Dynamic Offers can minimize the time you spend on creating different offer templates for information such as, candidate bonus, relocation or equity in an offer letter to candidates.

Please note: Dynamic Offers is available for customers using offers in Lever. Levers Dynamic Offers will require you to build conditions and add opening and closing tags to each of your offer templates from your offer settings. The condition format must be edited in your existing offer template and saved as a file using your choice of text editor and uploaded back in Lever. Conditions require an opening tag and a closing tag. The opening tag should always start with a hashtag # and should end with a closing tag {/}

Understanding conditions and how they work in Lever

Conditions populate information in the offer letter, from a rule and value on the offer form. Conditions are based around offer template placeholders, which correspond to a field on the offer. Just like placeholders, conditions are written and inputted directly into your offer letter template. First, please make sure you have defined your offer placeholders here.

Types of conditions to use in your offer template

Getting Started

Once you have identified which condition format and type you would like use (reference the table above) in your offer template, proceed to your offer template settings in Lever and select the appropriate offer template.

1. Go to your offer templates settings, open the offer template that you wish to add dynamic offer sections to, and download the file.

2. Open the file in your preferred document editor (e.g., Microsoft Word, Google Docs, etc) and add placeholders to sections of the offer letter that you wish to show based on values in the offer.

In the example above, you can see that a few different types of conditions are being utilized. The blocks of text, along with their respective dynamic placeholders, are shown in specific colors only for the sake of visual clarity.

4. Save offer template and upload back into Lever.

Final Step

Once you have uploaded your offer template back in Lever, you can proceed with your normal workflow when creating an offer for a candidate. Below, you can see an example of an offer form for a specific candidate.

Once a user has moved forward into the offer letter section of the offer workflow, they can select which offer letter template to use, and click to preview what the offer letter to this specific candidate will look like:

Note that in the above screenshot, there are no sections for Relocation Bonus or Stock Options. This is because when the offer details were provided for this specific candidate, the Contains relocation bonus dropdown selection was set to No and because the candidate was granted 0 stock options, so the conditions that would trigger the appearance of those sections were not satisfied.