Enabling and using the Joinedly integration

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Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Can only be enabled by Super Admins
Permissions • (To enable) Manage API credentials and manage integrations
• (To configure) Manage company settings
• (To use) Manage profiles and view associated postings
Packages LeverTRM, LeverTRM for Enterprise

The Joinedly integration will automatically add hired candidates to Joinedly to begin their journey. Relevant fields on Lever will be mapped to Joinedly fields automatically.


Setting up the Joinedly integration

 

You must be a team or organization with admin rights in Joinedly to install this integration.

Integration steps are to be completed once. Please follow the steps clearly. You may reach out to founders@joinedly.com if you face any issues.

  • In Joinedly, navigate to Integrations; select 'Lever Integration'
  • You will see two options:
    • Sign in with Lever
    • Signature Token (generated on Lever)
  • Click Sign in

Joinedly dashboard with lever sign in modal and sign in button outlined

  • On the next screen, log into your Lever account

Lever login page

  • Review list of requested permissions; click Accept to authorize app

Lever and Joinedly authorize app modal showing list of permissions and blue accept button

  • In Lever, navigate to Settings > Integrations and API > Webhooks
  • Turn on the 'Candidate Hired' webhook by toggling the toggle to the on (blue) position

Lever settings integrations and API page with candidate hired webhook outlined

  • The signature token will automatically be added to Joinedly

Configuring the Joinedly integration

In Lever

  • Navigate to Settings > Company > Locations
    • Make sure that locations in Lever exactly match your offices in Joinedly

Lever company settings with locations section outlined

  • Navigate to Settings > Company > Departments & Teams
    • Make sure that teams in Lever exactly match team names in Joinedly

Lever company settings with teams section outlined

In Joinedly

  • Navigate to Settings > General > Offices
    • Make sure that offices in Joinedly exactly match your locations in Lever

Joinedly settings with offices field outlined

  • Navigate to Settings > Teams
    • Make sure that team names in Joinedly exactly match team names in Lever

Joinedly settings with configure teams page with list of job postings

Using the Joinedly integration

Whenever a candidate is marked as 'Hired' in Lever, they will automatically get added on Joinedly and their journey will start. Relevant fields of Lever will be mapped to Joinedly fields automatically.

In case of a security breach

If you feel that there is any security breach of data between Joinedly and Lever, you must regenerate a security token and update it on Joinedly.

Lever integrations and API settings candidate hired section with generate token outlined

Joinedly lever signin modal with signature token and field outlined

Disabling the Joinedly integration

  • Navigate to Settings > Integrations and API > Authorized Apps
  • Locate the Joinedly app
  • Click Revoke Access
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