Configuring your Lever Application Form

Configure the Application Form

From the 'Application' tab on the Job site page, you can review the personal information questions built into your site's application form. Note that updates made to your job site application form are universal, meaning they are reflected on every job posting. The following questions are included on every application form and cannot be deleted:

• Resume
• Full Name (required by default)
• Email
• Phone
• Current Location
• Current company

The 'Full Name' and 'Email' questions are required by default; however, you can make the other personal information questions mandatory by clicking the asterisk (*) aligned to their right.

Pronouns

If you wish to give candidates the option to provide their preferred pronouns, click + Pronouns to add a pronouns field to your job site application form. NOTE: This field cannot be made mandatory. Unlike the other personal information questions, this field can be deleted. For more details, refer to our help article on using the candidate pronouns field.

Current Location

You can also use the ‘Current Location’ field to collect the candidate's location. This can be set as an optional compulsory question and will be the default question that appears in future applications.

When someone applies to a job via the Lever job site (either external or internal) if they upload a resume, the ‘Current Location’ field will get auto populated with the candidate location from the resume.

If the resume is not provided, or if the location cannot be parsed, the user can use this field to select a location manually. As they start typing, they will see matching locations from a drop-down to select from.

If the applicant is a suspicious user (a bot), they will not be able to use the Current Location drop-down unless they solve the hCaptcha puzzle.

Preferred Location

A preferred location question will automatically be added to all multi-location postings. Learn about multi-location configuration in our help article on creating and managing multi location job postings. You can configure this question in the Multiple location postings section.

• Make the question mandatory or not mandatory by clicking the asterisk (*) on the right.
• Click into the preferred location text box to update the question text. If you don't update the question text, the default preferred location question will be displayed.

When submitting the application form, applicants will choose a preferred location from a dropdown list. 

Link Questions

Link questions are fields on your application form that allow candidates to add URLs to relevant sites you request, such as their LinkedIn or GitHub profiles. To add link questions to your application form:

Navigate to Settings > Job Site.

Go to the Application Form tab and scroll to Link Questions.

Click + Add link question.

Enter the name of the desired link in the field.

You can rearrange the order of your link questions by dragging and dropping them into the desired order. Please ensure that you click Save Changes after updating your custom link questions.

On the applicant form, the word "URL" will be appended to the link name you chose in order to make the request clear to your applicants.

Configure Custom Application Questions

Users with Manage Job Sites permissions can create and edit custom questions. Learn how custom application questions can be added to job postings by your Lever users in our help article on adding custom application questions to job postings.

Click + Edit questions in the custom application questions section of the job posting editor, OR navigate to Settings > Job Site > Application form.

In the Custom Questions section, click + Add Custom Questions.

A custom questions editor will appear.

• Add a custom question's name.
• Flip the Responses are made secret by default. Toggle to the 'On' position if you wish for the applicants' answers to be secret. When this setting is enabled, only users with the appropriate Sensitive Information Privileges will be able to see the responses to the question.
• Type your question and choose a question type from the dropdown menu.
• Click the asterisk to make the question required.

Available question types are:

• Text (Single line)
• Text (Paragraph)
• Dropdown
• File upload
• Multiple choice
• Checkboxes
• University picker

If you require candidates to submit a cover letter or resume, prompt them to do so using a file upload question. Files uploaded via the file upload question type can be a maximum of 100 MB in size. If you require candidates to submit a video as part of their application, we recommend prompting them to do so using a single-line text question type with instructions to input a link to their video in the field.

If you have multiple questions that are always asked together, create them as part of the same question set by clicking the + Add Another Question button in the question editor. For example, in the image below, the two questions shown in the question editor will be added to a posting whenever the 'Academic Publications' custom question set is selected. Use the up and down arrows on the question tiles to rearrange the order of questions in a set.

When you have created your question(s), click Save Changes and then click the X to close the question editor. The saved question(s) will appear on the posting. 

Remove Custom Application Questions from your LeverTRM Environment

Users with Manage Job Sites permissions can remove custom application questions (or question sets) from your LeverTRM environment. Note that doing so will remove the question (or question set) from any job postings in which it is used, and it will no longer appear in the list of available custom application questions. 

Open a job posting containing the question and click the question tile to open the editor.

Click the ellipses (⋯) and select Delete. 

Bulk Delete Custom Application Questions

You can bulk delete a set of question groups. This will update all active (and non-active postings alike, like drafts). Be careful when deleting questions in bulk, as published jobs that use that question will also be deleted. Any answers received from applications prior to deletion will remain accessible in opportunities.

Navigate to Job Site Settings Page > Application Form tab > CAQ section.

Select the checkboxes for the question groups you want to delete.

Click Delete.

Click Delete questions in the confirmation modal

Search Custom Application Questions

You can search by custom application question groups to easily find groups of questions you want to delete or update. The search looks for matching title text to retrieve results.

You can see who was the last user in the company to edit a question in a question group in the ‘Last Edit’ column. The 'Last Edited’ column is updated on a going-forward basis after February 2024. The Postings column lists the number of active and archived job postings that include the Custom Application Question group, and the Questions column indicates the total number of questions within the group. 

To see a list of postings that use a Custom Application Questions group, click the hyperlinks in the Postings column.

You will be taken to the Jobs page, filtered to display a list of postings that use the Custom Application Question group. You will see the selected question group in the Custom application questions filter, located in the left-hand menu. 

It may happen that you click on the hyperlinked number under 'Postings' in the Job Site Settings page and see zero relevant jobs that belong to the specific Custom Application Questions group. This may be due to the question group appearing for a job that is in draft or has been closed. Simply click on ‘Draft’ or ‘Closed’ jobs from the sidebar menu in Jobs, and the right jobs should appear.

You can filter by different questions with the Custom application questions filter in the left-hand menu. Learn more about filtering the Jobs page in our help article on navigating the Jobs section.

Export Custom Application Questions and Responses

Users who have Super Admin level access (or those who have had export permissions configured by a Super Admin) can export a CSV file containing custom application question sets and candidates' responses. To do so, navigate to the Visual Insights section in your Lever environment, scroll to the Exports header in the left-side navigation menu, and select Feedback and forms. Scroll to Forms data export, select the Choose specific forms option in the first field, and then select the custom question (or question set) that you wish to export responses for from the menu that appears. Learn more about Visual Insights Exports in Visual Insights: Exports.

Alternatively, you can select All forms in the first field and then filter the exported CSV for responses to specific questions.

Export Custom Application Questions and Responses from Visual Insights

Visual Insights is Lever's updated in-app analytics interface. To export custom application questions and responses from Visual Insights, click the exports icon (⇩) in the left-side navigation, select Feedback from the exports menu, and then run a Forms data export as described above.