Field mapping between Lever and Namely

Streamline the recruiting to HR process by allowing candidate information to flow seamlessly into Namely once a candidate is hired in Lever. The candidate data from Lever will dynamically populate a new Namely Onboarding or HRIS record, minimizing the time spent on manual data entry.

This help article will walk you through the process of mapping your Lever data to Namely. For details on how the integration works and how to enable Lever's integration with Namely, please see our help article on enabling and using the Namely integration.

Field mapping

Lever's native integration with Namely has been enhanced to pass more fields than ever before, including custom Namely profile fields. The following chart lists a summary of the fields that are supported with the standard Namely integration (detailed field mapping charts can be found further on in the article).

In order to support all data mapping options, the Namely integration must be set up by an Administrator on the Namely account. Updates to these data mappings and custom fields are supported, but will require additional configuration. If you are interested in learning more, please reach out to Lever Support for more details via the Lever Support request form.

Default mapping

Lever candidate fields

The following candidate details will be transferred over by default (fields denoted with an asterisk are required to create a new record in Namely):

Lever offer fields

If the following fields exist in the signed offer form when the candidate is hired, they will be included.

Lever requisition fields

If the following fields exist on the associated requisition for the signed offer, they will be included.

Lever profile form fields

If the following fields exist in a profile form titled "Namely New Hire Form", they will be included.

Configuration

Setting up the offer and requisition fields

Some of the information on the offer form and requisition are transferred by default, however if you would like to customize additional fields please reach out to Lever Support via the Lever Support request form for assistance with custom mappings. Additionally, you will want to read through the following help articles to learn how to prepare your Offer and Requisition data for custom mapping:

• Creating and managing offer forms
• Creating and managing requisitions

Setting up profile form fields

A profile form titled “Namely New Hire Form” will be automatically generated when the Namely integration is enabled. This form is optional but recommended, as it allows you to send over additional new hire information to Namely. After the form has been created, you may add, remove, update, and delete fields, but only the fields listed in the field mapping above can be sent to Namely.

For more details on setting up a profile form and adding it to the candidate profiles refer to our help article on configuring and using forms.

For example, if you want to pass 'first_name', 'last_name' and 'preferred_name' fields you would do so by following the above steps and as shown in the screenshot below:

Mapping dropdown values in Namely

In order to successfully create a record in Namely with a job title, you must assure that the values in Namely exactly match the corresponding Lever dropdown values. These values are mapped as follows:

* Please reach out to Lever Support for custom field mapping

The following instructions will guide you in assuring that everything is set up correctly. In Namely, navigate to Company > Settings > Job Titles (under Organizational Structure) tab. Note: a Job Tier is required before Job Titles can be created.