Connecting and working with agencies

Connecting agencies to Lever

To connect an agency to your Lever environment:

• Navigate to Settings > Agencies and click the + Add agency button.
• In the editor, fill in the required 'Agency Information' fields. Below is breakdown of the required and optional fields:
  • Agency name
  • Domain - the email domain for the agency
    • Avoid inputting common/public email domains such as @gmail.com or @yahoo.com, as doing so will prevent email addresses from these domains from being added to new candidate profiles.
  • Default source tag - the source tag that will be applied to every opportunity associated with a candidate submitted by the agency, along with the 'Job site' tag.
    • Source tags are particularly helpful if you have multiple agencies connected to your Lever environment in order to maintain good data hygiene. Refer to our help article on managing agency source tags to learn more.
• Fill in the 'Primary Contact' fields (name, email, as well as phone number if applicable). The primary contact will be cc'ed on any email correspondence with candidates submitted to the Lever pipeline from the agency, as well as receive daily status emails from Lever about submitted candidates.
  
  • If a primary contact at an agency uses their email address for a candidate they submit in place of the candidate's email address, emails sent to the candidate from Lever could become improperly threaded. To prevent this, we advise inputting an email domain (see above) and primary contact email address (even though these fields are optional) when adding an agency.

• Click the Next button to proceed. In the next section of the editor, select from external and unlisted job postings to publish to the the agency's custom Lever job site.
  • A URL for the custom job site will be sent to the primary contact for the agency once it has been connected to your Lever environment.
  • If you do not wish to assign job postings to the agency at this stage, click the Skip This Step button.

• Click the Next button to proceed. In the final section of the editor, you can modify the email containing the link to the custom agency Lever job site that will be sent to the primary contact.
  • If you do not wish send this email to the primary contact, de-select the 'Send email invite' check box.

• Click the Done button to complete the connection. Once connected, the agency will be listed on the Agencies page in your Settings.
  • If you opted to not send an email containing the job site URL to the primary contact when connecting the agency, you can find and copy the URL from here to then send to the agency by other means.

Updating agencies and assigned postings

If you ever need to update an agency's information (e.g. domain, source tag, primary contact) or assigned postings, you can do so by completing the following steps:

• Navigate to Settings > Agencies and select the agency that you wish to update.
• In the editor, update agency information as necessary.
• If you are updating the postings assigned to an agency, click the 'Assign Jobs' tab in the editor. From here, you can assign additional jobs to the agency or remove assigned jobs by hovering over the posting and clicking the trash can icon.

• Click the Save Changes button to implement your updates.

If you ever wish to copy the URL for an agency job site or deactivate an agency that you have connected to your Lever environment, navigate to the Agencies page in your Settings, click the ⋯ button aligned to the right of the agency and select the appropriate option from the menu. These actions can also be taken from the agency editor, via the ⋯ button.

Managing agency-submitted candidates

Candidates submitted via an agency job site will have the default source tag (defined when the agency was connected) attached to their opportunity profile in Lever. The agency primary contact will also appear on the candidate's opportunity profile.

When sending emails to agency-submitted candidate's in Lever, the primary contact will appear in the cc field of the email composer (provided their email address was added in the agency connection configuration. Click the agency name in the field to cc the primary contact.

Daily status email for agencies

Actions taken with agency-submitted candidates are summarized on the daily status email sent to the primary contact for the agency. The following tallies appear on the daily status email:

• Assigned job postings
• Submitted candidates
• Interviews scheduled within the last 24 hours
• Candidate stage changes
• Candidates archived

Example of a daily status email

A CSV file will be attached to the email listing the following information for currently active candidates as well as candidates archived within the last 6 months:

• Candidate name
• Organizations
• Job posting(s)
• Upcoming interview date
• Archived status
• Archive reason
• Archive date
• Hired status
• Current stage name

Example of a CSV attached to a daily status email

Candidates will only appear in the daily status email if their opportunity profile has the agency's default source tag attached and their opportunity is associated with a job posting assigned to the agency. If an agency partner no longer wishes to receive the daily status email, you can accommodate this by updating the agency information to remove the primary contact's email address (see the 'Updating agencies and assigned postings' section above for instructions).

Frequently asked questions