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

Available for User roles Super Admins, Admins
Plans Enterprise, Professional, Starter

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 or Super Admin, navigate to your company settings. Scroll down to the Equal employment opportunity section.

CompanySettings_EEO.png

Click "Configure" next to the second EEO checkbox that describes the survey.

CompanySettings_EEO_ConfigureSurvey.png

A window will appear for you to select a stage that will trigger an EEO survey for candidates. When a candidate who did not apply via your Lever-hosted jobs page moves to or past the selected stage, the candidate will be sent an email with a link to your EEO survey. This will happen whether or not a job posting/application exists on the profile.

CompanySettings_EEO_TurnOnSurvey.png

Click "Turn On Survey" to activate this functionality.

Upon enabling the survey, a text editor will appear, allowing you to customize and preview the email that will contain the survey link and be sent to candidates.

CompanySetting_EEO_SurveyEmail.png

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