How do I send EEO surveys to sourced or referred candidates?

Please note: This feature is only available for customers that have indicated that they are U.S. federal contractors in their EEO settings. Click here to learn more about setting up EEO questions.


As an Admin user, navigate to Lever's company settings. Scroll down to the Equal employment opportunity section.


Click "Configure" next to the second EEO checkbox.


A new window will appear for you to select a stage that will trigger an EEO survey for candidates. When a candidate moves to or past the selected stage and has not applied to a job, the candidate will be sent an email with a link to your EEO survey.


Click "Turn On Survey" to activate the automated survey email to sourced and referred candidates.

Upon enabling the survey, a text editor will appear, allowing you to compose the survey email for candidates.

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