| Available for | Roles | Super Admin, Admin |
| Packages | Lever Basic, LeverTRM, LeverTRM for Enterprise |
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Looking for full training on how to become an effective Lever administrator? Check out our Administrator course series in Employ HireEd. |
This article provides a brief introduction to the core workflows you will commonly need to complete as an administrator of your organization's Lever instance. Refer to the help articles linked in each section for further reading, and to bookmark for future reference.
Understanding your pipeline
As the main point of action for candidate management, the pipeline serves as the backbone of the Lever platform. The ability to navigate your pipeline with accuracy and agility is a fundamental skill when it comes to using Lever.
Check out the following help articles to learn how the pipeline works and how to navigate it:
- Pipeline structure
- Candidates and opportunities
- Leads section
- Applicants section
- Interviews section
- Archive
- Filters
Administration and configuration
These resources enable you to configure the backend structure of your Lever environment including adding new users to Lever, setting up your department and team structure, and configuring your Lever-hosted job site. If you are new to Lever then these are the first resources to review before moving on to candidates and job postings.
Check out the following help articles to learn how to configure your Lever environment:
- Configuring personal account settings
- Adding and managing users
- Configuring company settings
- Best practices for pipeline customization
- Configuring your Lever job site
- Creating and managing offer forms
Job postings
Postings often provide candidates with a first impression of your organization and talent engagement strategy, all before they have even spoken with a member of your recruitment team. Postings also serve a critical administrative function, as they underpin the operation of opportunities and your ability to measure recruitment activity.
Check out the following help articles to learn how to create and publishing postings:
- Creating and managing job postings
- Creating job posting templates
- Adding custom application questions to job postings
- Creating and using interview plans
- Job board integrations
Adding candidates
If you serve a recruiter or sourcer function at your organization, you will find yourself regularly adding candidates to Lever. Lever supports a variety of methods for adding candidates to your pipeline to ensure a seamless recruitment workflow.
Check out the following help articles on the different ways you can add candidates to Lever:
- Adding candidates manually
- Adding candidates via the Chrome extension
- Adding candidates via LinkedIn Recruiter System Connect
- Submitting referrals
- Bulk importing candidates
Communicating with candidates
Your candidate outreach strategy is integral to drawing candidates into the top of your talent funnel and keeping them engaged over the course of their recruitment journey.
Check out the following help articles on the ways in which Lever can support your outreach efforts:
- Formatting emails in Lever
- Bulk emailing candidates
- Creating email templates
- Nurture campaigns
- Texting candidates
Managing candidates
Lever provides a centralized tool for managing the entire candidate journey. This includes screening, reviewing, evaluating, and eventually hiring or archiving candidate opportunities.
Check out the following help articles on how to manage the candidate relationship:
- Collaborating with your team through notes
- Getting started with scheduling
- Getting started with Lever as an Interviewer
- Archiving opportunities
- Creating offers
Reporting in Visual Insights
Visual Insights is Lever's in-app reporting solution designed to help you track key metrics, establish projections, and measure outcomes. In order to use each unique dashboard, it's important to know how to interact with your data through actions like filtering, sharing, bookmarking, and
Check out the following help articles on how to report from Lever: