| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member |
| Permissions | • Manage profiles and view associated postings |
Origins and sources are both attributes of opportunities that tell you something about the nature of their addition to your pipeline. Although these two concepts are related, understanding the difference between them can help you maintain good data hygiene when you are adding candidates to Lever.
Define Origins and Sources
The essential difference between the two is:
- An opportunity's origin tells you how it entered the pipeline.
- An opportunity's source tells you the action(s) or location(s) that generated it.
The origin and source for an opportunity are automatically attributed when a candidate is added to Lever or an opportunity is added to an existing candidate profile.
Origins
An opportunity can only have a single origin. Lever has six pre-defined origins: Applied, Sourced, Referred, University, Internal, and Agency. These origins are hard-coded in the platform and cannot be customized. Each origin is defined as follows:
Applied - The origin attributed to opportunities that entered the pipeline via submission of an application to a posting, excluding submissions from the internal job site.
Sourced - The origin attributed to opportunities added by a Lever user, either manually or using the Chrome extension, as well as those added to the pipeline via an integration.
Referred - The origin attributed to opportunities that entered the pipeline via a Lever user's submission to their Lever environment's referral form.
University - The origin is attributed to opportunities that entered the pipeline via a job posting link configured to mark opportunities with a 'University' origin.
Internal - The origin attributed to opportunities that entered the pipeline via submission of an application to a posting on the internal job site.
Agency - The origin attributed to opportunities that entered the pipeline via an agency job site.
An opportunity's origin can be edited by clicking the origin on the opportunity profile and selecting a different origin from the menu.
You can also use the bulk action toolbar to change the origins of multiple opportunities simultaneously.
Sources
An opportunity can have multiple sources. To add sources to an opportunity, simply click into the source field and type the name of the source you wish to add.
Users with Super Admin or Admin access can lock down sources in their Lever environment via their account settings.
If sources are locked down, only users with Super Admin or Admin access can create new sources. Team Members and Limited Team Members will only be able to select from existing sources if they are manually adding sources to an opportunity. If sources are not locked down, any user can add a new source by typing it into the source field on an opportunity.
| Note that sources are case and spelling-sensitive. For example, the sources "LinkedIn" and "linkedin" would appear as two distinct sources available from which to select. |
Why are Origins and Sources Designed this Way
Attributing both an origin and at least one source to each opportunity is designed to make it easy to trace which of your recruitment channels are yielding the most significant number of high-quality candidates. You can use this insight to inform the types of investments you make in your recruitment strategy (e.g., contracting agencies, incentivizing referrals, sourcing from post-secondary job fairs).
'Sourced opportunities over time' chart in Visual Insights
NOTE: When a candidate is manually added, the source will show "manually added". While a user can change/update the source on the front end, reports will still show the original source "manually added".
Characterizing opportunities by both an origin and at least one source also makes it easier to filter for opportunities with a specific degree of granularity. For example, if you want to filter your pipeline for sourced opportunities (regardless of their exact origin), you can apply the filter 'Origin: Sourced.' If you want to filter your pipeline for opportunities from a specific source, such as LinkedIn, you can apply the filter 'Source: LinkedIn.'
Here is a summary of the differences between origins and sources:
| Origin | Source |
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