Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Forms can only be edited by Super Admins and Admins; Offer fields and offer forms can only be edited by Super Admins |
Packages | Lever Basic, LeverTRM, LeverTRM for Enterprise |
This article provides a breakdown of how fields are mapped between Lever and Paylocity when hire data is transferred. Before proceeding, we recommend reading our help article on how to enable and use the Paylocity integration.
How field mapping works between Lever and Paylocity
When a candidate's opportunity is archived as 'Hired,' Lever will look for the necessary information to pass to Paylocity in order to create their onboarding record. Lever looks for information on the 'Paylocity Onboarding' form, the offer form, and the candidate profile, in that order. In other words, when looking for information to pass to the Paylocity onboarding record:
- Lever will first look form information on the 'Paylocity Onboarding' form attached to the hired candidate's profile. You can find instructions on how to set up the 'Paylocity Onboarding' form in our Paylocity integration setup article. If the 'Paylocity Onboarding' form is absent or the required field has not been filled out...
- Lever will look for that information on the offer form associated with the offer sent to the hired candidate. Note that the only default field on the offer form that the integration will read is the 'Anticipated start date' field. All other fields would have to be added as custom fields to the offer form, which can result in very lengthy offer forms with duplicate fields (e.g. a default 'Candidate name' field and custom 'First Name' and 'Last Name' fields). For this reason, we advise using the 'Paylocity Onboarding' form to capture all information that you want to pass to the Paylocity onboarding record, and reserve use of custom offer fields for exceptional circumstances. To learn how to add custom fields to your offer form, refer to our offer forms help article. If the offer form is absent or the required field has not been filled out...
- Lever will look for that information on the candidate profile itself. If the required does not exist or has not been filled out on the candidate profile...
- The field will appear blank on the Paylocity onboarding record
Field mapping breakdown
Below is a breakdown of how fields from the 'Paylocity Onboarding' form, offer form, and candidate profile are mapped to the Paylocity onboarding object, respective of the order in which Lever looks for information (outlined above). Only the candidate information fields listed in the table can be passed from Lever to Paylocity.
Lever Field | Paylocity Field | First source | Second source | Third source |
Personal Email | Candidate profile | N/A | N/A | |
Phone Number | Mobile Phone | Candidate profile | N/A | N/A |
Paylocity User Name | Username | 'Paylocity Onboarding' form | Offer form Custom field |
Candidate profile Concatenate first and last name; apply lowercase formatting; append a number to the end if the username is already taken (e.g. firstnamelastname1). Letters, numbers, periods, and underscores are the only characters allowed in this field. |
Paylocity Instance | N/A | 'Paylocity Onboarding' form | Offer form Custom field |
If the first and second source are absent, but your integration only maps to one Paylocity instance, that instance will be used by default. |
First Name | First Name | 'Paylocity Onboarding' form | Offer form Custom field |
Candidate profile |
Last Name | Last Name | 'Paylocity Onboarding' form | Offer form Custom field |
Candidate profile |
Address 1 | Address 1 | 'Paylocity Onboarding' form | Offer form Custom field |
Offer form Default 'Candidate address line 1' field, take value before the comma |
Address 2 | Address 2 | 'Paylocity Onboarding' form | Offer form Custom field |
Offer form Default 'Candidate address line 1' field, take value after the comma |
City | City | 'Paylocity Onboarding' form | Offer form Custom field |
Offer form Default 'Candidate address line 2' field; if value format is <City>, <State>, <Zip> take value before first comma |
State | State | 'Paylocity Onboarding' form | Offer form Custom field |
Offer form Default 'Candidate address line 2' field; if value format is <City>, <State>, <Zip> take value between first and second comma |
Zip | Zip | 'Paylocity Onboarding' form | Offer form Custom field |
Offer form Default 'Candidate address line 2' field; if value format is <City>, <State>, <Zip> take value after second comma |
Start Date | Expected start from | 'Paylocity Onboarding' form | Offer form Default 'Anticipated start date' field |
N/A |