| Available for | Roles | Super Admin, Admin |
| Packages | Lever Basic, LeverTRM, LeverTRM for Enterprise |
|
|
Looking for full training on how to become an effective Lever administrator? Check out our Administrator course series in Employ HireEd. |
Implementing Lever on your own is easy! To ensure you stay on track and get the most out of Lever we've created a project plan that will guide you through our recommended steps and allow you see value quickly.
Step 1: Your Implementation Tasks
Change management is an essential component to the success of your implementation with any software. You'll want to make sure the appropriate internal kickoff questions are asked before getting started, and team members are kept informed of changes that may impact their workflow.
Please take time to review the following resources before getting started with your implementation tasks:
- Preparing for effective change management - This includes helpful email templates to customize and send to your team
- Self guided discovery and auditing guidelines
In order to get the most out of Lever each user will need to grant Lever permission to sync emails to candidates and access their calendar to schedule interviews.
To access your email and calendar sync settings:
- Navigate to Settings > My account
- For instructions, refer to our help article on configuring personal account settings
Configuring your pipeline will allow you to customize your Lever account to match your company's ideal recruiting process, and give you visibility into where candidates are in your process. For more information on Lever's unified pipeline approach, refer to our help article on understanding the structure of your unified pipeline.
The unified pipeline consists of three main sections, and each section will have unique stages for candidates to pass through:
- A Lead section for opportunities associated with potential candidates that you are sourcing
- An Applicant section for opportunities associated with candidates that have applied to your job postings
- An Interview section for opportunities that have progressed to an interview stage
To customize your pipeline stages:
- Navigate to Settings > Pipeline and archive reasons
- Learn more in our help article on best practices for pipeline customization
When you're no longer moving forward with your candidate, you'll need to archive them. There are many reasons why candidates may no longer be active in your company's interview process and if you plan on sourcing candidates from your archive pipeline, you'll want to ensure these reasons are specific and clear.
You should be able to answer the following two questions based on the name of your archive reason without needing to dig into the candidate's profile:
- Why did you truly pass on this candidate? Was it because they're too junior? Did they not have relevant skills? Make those their own archive reasons!
- Would you want to reengage with this candidate in the future? Your archive is a goldmine full of warm leads that you can source from in the future! Knowing if you'd want to reengage with candidates in specific archive reasons will allow you to easily reach out to them in the future.
To customize your archive reasons:
- Navigate to Settings > Pipeline and archive reasons
- Learn more in our help article on adding archive reasons
Here are some example archive reasons:
- Too junior
- Communication skills
- Skills not relevant to the role
- Better for another role
- Future opportunity / keep warm
- Timing
- Industry fit
- Comp expectations
- Location
- Withdrew
- Position filled
- Offer declined
- Unresponsive
- Hired
Proper management of your company-level settings is key to enabling consistency among your organization's Lever users, as well as good data hygiene for reporting purposes.
To configure things like your user's authorization method, GDPR compliance, or surveys:
- Navigate to Settings > Company
- For instructions, refer to our help article on configuring company settings
Ensure that each of your job postings are properly organized by assigning them to the appropriate Department, Team, Location, and Work Type. You will need to complete this step before you can create a job posting.
To access your department, team, and work type settings:
- Navigate to Settings > Company
- For instructions, refer to our help article on configuring company settings
There are a number of ways that you can customize your Lever-hosted job site, and they can all be found in your job site settings. You can set up links in the site’s header and footer, add a company logo, and change the color of your buttons.
To access your job site settings:
- Navigate to Settings > Job Site
- Learn about optimizing candidates' experience on your job site in our help article on configuring your Lever-hosted job site
Now that you've configured job site settings and created teams, locations, and work-types, you can now move on to creating your jobs.
To create a job posting:
- Navigate to the Jobs section of Lever
- Click Add job posting
- To learn how to add job postings, and better understand how your jobs will be structured in Lever refer to our help article on creating and managing job postings.
- To learn about saving time and creating better consistency through standardized job posting templates, refer to our help article on creating job posting templates.
Interview feedback templates
The most effective way to streamline your recruiting process is to build your interview criteria into feedback templates. Feedback forms are the best way to capture relevant information about your interview with a candidate to help determine whether they should move forward.
To customize your interview feedback forms:
-
Navigate to Settings > Feedback
-
Learn how to establish your interview process in our help article on creating interview feedback forms
Email templates
Creating email templates is a great way to save time when reaching out to candidates and create consistency in your communication. If you aren't sure where to begin, simply customize the built-in templates with your company's information. Pro tip: adding a placeholder in the subject line is a great way to personalize your email and prevent unintentional threading.
To customize your interview email templates:
- Navigate to Settings > Email templates
- Learn how to establish your interview process in our help article on creating email templates
Forms
Forms are a way to capture structured administrative data such as competitive offer information, offer declined, or reference check information.
To access your form settings:
- Navigate to Settings > Forms
- Learn more in our help article on creating form templates
Before inviting the rest of your organization to begin using Lever, make sure you feel comfortable and proficient with all aspects of the candidate lifecycle. This is also an opportunity to make sure you've configured everything correctly and that Lever responds in the ways you'd expect. This includes adding a test candidate to Lever and taking them through your hiring workflow.
The Lever Chrome Extension is a great way to up your sourcing game! You can view the help articles to learn more about the Chrome Extension too! Use the subtasks below to mark off the articles as you read them. Don't forget to install it using the link below.
- Download the Lever Hire Chrome extension via the Chrome Web Store.
- Learn how to source and add candidates via the Lever Hire Chrome Extension in our help article on using the Lever Chrome extension.
- Learn how to email candidates via the Lever Chrome Extension in our help article on emailing candidates via the Lever Chrome extension.
Now is the time to make your new career page live! Tell your developers to add a link to your Lever-hosted job site into production on your company's website. The URL to your Lever job site can be found in job site settings.
To access your job site setting:
- navigate to Settings > Job site > Setup
Mark this task as complete once you are able to access your new careers page from your website and candidates are able to apply for jobs. If you would like to build a custom job site or review the options available, you can refer to our help article on your Lever career site options.
Now it's time to tell the world you're hiring! To access partner job board settings and enable job boards like LinkedIn, Indeed, or Job Target:
- Navigate to Settings > Integrations and API and scroll to the 'Job boards' section
Learn about configuring your job board feed in our help article on using Lever's XML job posting feed. To explore all our job board integrations, refer to the job board integrations section of help center.
Lever is one of many essential tools in your HR tech stack. It’s about time that those tools talked to each other. Take a look at the links below to see which integrations Lever offers and how to access them.
To access your integration settings:
- Navigate to Settings > Integrations and API
- Learn more about our full list of integrations in Lever's Integration Ecosystem
Step 2: Data Migration
It's time to import your historic candidate data into Lever. In order to import your data you'll need to transform it into the Lever expected format. Before proceeding, note that Lever's bulk import feature is the most efficient method for importing candidates manually. We advise using the bulk import feature as a first step when migrating data into Lever. To learn more about this method, refer to our bulk candidate import help article.
If needed, please review the following resources based on the type of data migration included with your Lever contract:
Once your data has been transformed into the Lever expected format send it to our Support Team for it to be imported in to your account.
If you would prefer to upload your data without assistance from Lever, then please refer to our help article on bulk importing candidates.
Step 3: Final Steps
It's time to create accounts for your team so they can start using Lever. Here are some helpful tips when adding your team:
- As a reminder, you can use the email templates in our help article on preparing for effective change management to welcome the team to Lever prior to creating their accounts.
- We strongly encourage you to integrate signing into Lever as part of your onboarding process for new employees. This way, everyone can learn about Lever from the get-go.
- Make sure they have the right level of access to Lever and candidate information. Take a look at the resources below to get started and for more information about the different access roles in Lever.
- If you would like to bulk invite several users at once, then provide a list in the format of 'email,name,accessRole' and our Support team can upload them to the system for you.
To access your list of Users:
- Navigate to Settings > Users
- Learn how to add members of your team to Lever in our help article on adding and managing users
- Understand user permissions in our help article on user access role breakdown
- Learn how to grand access to sensitive information in our help article on sensitive information privileges
Based on your planned use of Lever, or the Lever features available to you, you may wish to consider some additional configuration. This may include requisition management, capturing the offer workflow, tracking approvals, or automating certain tasks. Please note, some of these features are only available for certain Lever packages.
Here are some articles to review, or keep bookmarked for future reference:
Post implementation, you'll have access to the Lever support team for assistance. They support team can be accessed via live chat by hovering over your avatar in the top right and clicking 'contact support.'
Reach out to the Lever support team via the Lever Support Request Form.
Below you'll find helpful resources to train and onboard new team members to Lever and tips & tricks to streamline your recruiting process.