Getting started with Lever as a Recruiter

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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:

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: 

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:

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:

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:

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