Available for | Roles | Super Admin, Admin, Team Member |
Packages | Lever Basic, LeverTRM, LeverTRM for Enterprise |
|
Looking for an overview on how to use Lever as a Recruiter? Check out our Recruiter Training Program in Employ HireEd. |
Whether you're a recruiter, coordinator, sourcer, or another key stakeholder, this article provides a brief introduction to the core workflows you will commonly complete as a Lever power user. Refer to the help articles linked in each section and bookmark them 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
Creating job postings
Job postings play a crucial role in connecting employers with potential candidates. Lever allows you to create job postings from scratch or based off a template, and then link these to requisitions (if your Lever package supports this feature).
Check out the following help articles to learn more about job posting creation:
- Creating and managing job postings
- Understanding the difference between job postings and requisitions
- 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: