Sharing candidates

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Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Permissions • Manage profiles and view associated postings
Packages Lever Basic, LeverTRM, LeverTRM for Enterprise

One of the best ways to get eyes on promising candidates is to share them directly with your coworkers. You can share promising or interesting candidates with teammates from within your Lever instance or external stakeholders, so long as you have their email address. You can even share candidates with internal teammates and external users at the same time.

Readers of this article will learn about:

Sharing candidates

Navigate to the Candidates section and select the candidates you would like to share, either by using the check all box or manually selecting individual candidates. 

  • Click the Share button

Pipeline view with select candidate and share buttons outlined

To share candidates with internal teammates, select them from the dropdown in the 'Recipients' field or by typing their name. To share candidates with someone outside of your Lever instance, type in their email address. To add multiple external recipients, separate them with a comma or by pressing your enter/return key.

You can also add a message if you would like to give your recipients any additional context about the candidates that you are sharing with them. If sharing internally, the message will be added as a note to the candidates' profiles. You can give the batch of candidates a rating using scale beneath the message field. If sharing internally, the rating will be added to each of the candidates' profiles. Click the Send button to share the candidates.

Share opportunities editor

How shared candidates appear to recipients

The emails received received by those with whom you have shared candidates will differ slightly, depending on whether they are internal or external to your Lever environment.

Emails to internal users in your Lever environment

Internal users with Super Admin, Admin, Team Member, or Limited Team Member access in your Lever environment will receive an email notification from Lever with all of the following information (if available):

  1. Your note
  2. Each candidate’s name
  3. Each candidate’s former organization(s)
  4. A link to each candidate’s resume
  5. A link to view each candidate’s Lever profile

Your teammates can reply directly to the email notification, which will both send a notification to you and also leave a nested comment within the note on the candidate profile.

Email with shared candidates as it appears to an internal user.

Emails to Interviewers and recipients external to your Lever environment

Users with Interview level access and recipients external to your Lever environment will receive an email notification from the email address associated with your Lever account with the following information (if available):

  1. Your note
  2. Each candidate’s name
  3. Each candidate’s former organization(s)
  4. Attachment of each candidate’s resume

These recipients can reply directly to the email, which will go to the email address associated with your Lever account. Notes and conversations with external recipients will not be recorded on the candidate profile.

Email inbox with shared candidate list and attachments

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