| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Can only be configured by Super Admins |
| Permissions | • To enable: Manage API credentials and manage integrations • To configure: Manage form settings • To use: Manage profiles and view associated postings |
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| Packages | LeverTRM, LeverTRM for Enterprise |
The Würk integration allows users to process and transfer newly hired candidates and their information directly into the Würk platform, from Lever. This includes new hire basic employee information, compensation, and additional compensation. This integration also includes an email notification service that Würk sends out to alert users when candidates are successfully created, being processed, or if there are any errors in creating new employee profiles inside of Würk.
Setting up the Würk integration
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You must be a team or organization with admin rights in Würk to install this integration. |
Authenticating the integration
- As an admin, log in to your Würk account
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Go to Würk Help and select Lever Authentication
- Log in to your Lever account
- Review the list of requested permissions; click Accept.
Configuring the Würk integration
Custom Fields
Custom fields play a fundamental role when integrating Lever to Würk. Würk will provide clients with the complete set of standardized field names (with their format) so that Würk can gather all the information needed for their candidates. Clients are to choose which fields (see below) they want to add on the offer or the provided forms.
Würk/Lever Form Fields available for mapping with Lever
Würk Additional Compensation Form
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Values can be added to the Offer or the Additional Compensation Form. Default values may apply. |
- Additional Compensation X (X is number of Add. Compensation to map on Wurk. Multiple can be added)
Würk Compensation Form
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Values can be added to the Offer or the Compensation Form. Default values may apply. |
- Effective From
- Amount
- Amount Period
- Time
- Number of Pay Periods per Year
Würk Employee Information Form
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The EIN field is mandatory for the integration to successfully onboard new employees. Values can be added to the Offer or the Employee Information Form. Default values may apply. |
Mandatory Fields:
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EIN
All other fields can be set up at the clients' discretion:
- Username
- Birthday
- Hired
- Started
- Seniority
- Middle Name
- Last Name
- Nickname
- Primary Email
- Secondary Email
- Cost Center X (X is number of Cost Center to map in Wurk. Multiple of them can be added)
- External Id
- Address Line 1
- Address Line 2
- Country
- City
- State
- Zip
- Home Phone
- Cell Phone
- Work Phone
- Job Title
- Standard Work Day
- Employee Type
- Pay Type
- Benefit Auto Enrollment Eligibility
- Union
- Badge
- HR Custom Field X (X is number of HR Custom Field to map in Wurk. Multiple of them can be added)
Opportunity
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These files will be mapped from Lever to Wurk if the appropriate configuration is done on Wurk. |
- Files
- Resumes
Creating forms
- In Lever, navigate to Settings > Forms
- Click New Form to begin creating the form
- Enter "Wurk Employee Information" as title of the form.
The following screenshots show you fields you can add to this form & the required format it needs to be in.
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The format used on the forms must match exactly. All other fields besides EIN are NOT mandatory. Clients can add all other fields at their own discretion. |
- Username (txt format)
- Birthday (date format)
- Hired (date format)
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Start Date (date format)
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Seniority (date format)
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First Name (text format)
- Middle Name (text format)
- Last Name (text format)
- Nickname (text format)
- Primary Email (text format)
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The EIN field is mandatory for the integration to successfully onboard new employees. |
- Secondary Email (text format)
- EIN (dropdown format)
- EIN = Shortname - System Id
- EIN format must match exactly for integration to pick up newly hired candidates. (Please see example below)
- Cost Center (dropdown format)
- External ID (text format)
- Address Line 1 (text format)
- Address Line 2 (text format)
- Country (text format)
- City (text format)
- State (dropdown format)
- ZIP (text format)
- Home Phone (text format)
- Cell Phone (text format)
- Work Phone (text format)
- Job Title (dropdown format)
- Standard Work Day (drop down format)
- Employee Type (dropdown format)
- Pay Type (dropdown format)
- Benefit Auto Enrollment Eligibility (dropdown format)
- Union (dropdown format)
- Badge (yes/no format)
- HR Custom Field X (dropdown format)
- Once the form has been completed click Save Changes
Using the Würk integration
Add the Würk form to the candidate opportunity
- In Lever, open an existing candidate opportunity or add a new one.
- Click the ellipses (⋯) button and select Add Form
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Please review the 'Creating Forms' section to set up the fields on the forms that you need prior to adding forms to a candidate's profile. |
- Select a Würk Integration form from the menu
- Complete the Würk form(s) as required.
- Complete the job offer in Lever.
- You may mark the offer as signed after clicking the Candidate Signed button on the Offer Sent screen.
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Once the offer has been signed, move the candidate to the Hired stage in Lever.
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Once a candidate has been marked as Hired in Lever, their profile will be SENT to Würk.
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In order for the Hired candidate to be processed and created in Wurk, the candidate needs to have a special tag Wurk.
Notifications service
The integration manages the following notifications per employee submitted/hired:
- Employee created successfully.
- Employee is currently being processed.
- Errors encountered during the employee creation process.
If you encounter any errors, please reach out to the Würk Support Team email support@enjoywürk.com
Email notification example
Disabling the Würk integration
- In Lever navigate to Settings > Integrations and API
- Under the Authorized Apps tab, locate the Würk app
- Click Revoke access to disable the integration