| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member |
| Permissions | • Manage profiles and view associated postings | |
| Packages | Lever Basic, LeverTRM, LeverTRM for Enterprise |
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This introduction to Lever is covered in more detail in Lever's Administrator course series in Employ HireEd. |
This article is the second in a series designed to help you understand the structure and operation of Lever's unified pipeline. This article covers two key concepts that you will need to grasp in order to properly utilize your pipeline - candidates and opportunities.
Defining candidates and opportunities
It is important to understand the difference between a candidate and an opportunity in Lever, as these are the entities that comprise each section of the pipeline. Grasping the distinction between the two will explain why a single candidate may appear in multiple places in your pipeline.
Candidate profiles and opportunities are defined as follows:
A candidate profile consists of information specific to the candidate, regardless of the job(s) they apply for. The candidate profile includes contact-level information such as their name, location, email address(es), telephone number(s), and external profile URLs (e.g. LinkedIn). Candidate profile information is cumulative, meaning it is pulled from all jobs for which the candidate has been considered.
An opportunity represents the consideration of a candidate for a specific job. The opportunity consists of opportunity-specific information such as the posting title, the resume the candidate provided with their application, as well as the opportunity's stage, origin, and source.
Candidate and opportunity behaviour
When viewing a section of the pipeline, what you are actually looking at is a list of opportunities grouped by stage. If an opportunity is associated with a candidate that has other active opportunities elsewhere in the pipeline, this will be denoted by a suitcase icon in the opportunity list.
Clicking into an opportunity will bring up the associated candidate profile defaulted to the opportunity you selected. When viewing a candidate's profile, all associated opportunities are listed on the upper right.
To bring this distinction into focus, let's look at an example. In the image below, we can see an opportunity for the candidate Meghan Kelley's application to the Strategic Partnership Manager role. This opportunity is currently in the Applicant section of the pipeline in the stage 'New Applicant.'
Based on the suitcase icon, we can see at glance that Meghan has another active opportunity in the pipeline.
If we click into Meghan's Strategic Partnership Manager opportunity, we can see she has another active opportunity for the Sr. Account Manager role at the 'On-site Interview' stage.
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Information for a candidate's other active opportunities can also be revealed by clicking the suitcase icon in the opportunity list view. |
Sure enough, if we navigate to the Interview section of the pipeline, we find Meghan's other active opportunity listed in the 'On-site Interview' stage.
Understanding the value of opportunities
The pipeline has been designed to list opportunities in order to allow for flexibility when it comes to managing candidate relationships. There are two specific ways in which you can put this into practice.
If you are hiring for multiple roles within a single department, candidates simultaneously applying to multiple postings will likely be a common occurrence. The opportunity-centric structure allows recruiters to manage applications autonomously throughout the pipeline while still reflecting a unified journey on the candidate profile.
As with the active sections of the pipeline, the Archive lists individual opportunities in order to allow for the granularity required to rediscover relevant candidates. Candidates may have multiple archived opportunities, each of which may be archived for a different reason. Candidates with at least one opportunity that was archived for a reason that is amenable to rediscovery, such as 'Future hire' or 'Better for another role,' will be easier for your recruitment team to find when sourcing from this section of the pipeline in the future.
For more information on the benefits of the opportunity-oriented structure, refer to our help article on understanding the difference between candidate profiles and opportunities.
Next steps...
Now that you understand the relationship between candidates and opportunities, let's take a closer look at the different sections that make up the pipeline. First up, we will examine the Lead section of the pipeline.
If you would like to jump to the other articles in this series, select from the options below: