Enabling and using the HR Cloud 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 use) Manage profiles and view associated postings
Packages LeverTRM, LeverTRM for Enterprise

The HR Cloud integration with Lever allows users to seamlessly import hired candidates to the HR Cloud platform. Learn more on the HR Cloud website


Setting up the HR Cloud integration

  • Ask your HR Cloud Account Manager to enable the Lever integration for you.
  • Log in to HR Cloud (HR Admin) and navigate to Settings.
  • There you will find Lever listed in the 'Integrations' section.
  • Click Lever.

  • Click Connect on the next screen to connect to Lever and integrate directly with HR Cloud.

  • On the prompt, log in to Lever using your Admin account. 

 

  • Review the list of requested permissions and click Accept to authorize the integration. 

Configuring the HR Cloud integration

Enable Webhooks (optional)

If the 'Use webhook for import' setting is enabled in HR Cloud (see additional webhook details under the Using the HR Cloud Integration section) please complete the following steps:

  • In Lever, go to Settings > Integrations and API > Webhooks.
  • If it is not already enabled, toggle the 'Candidate Hired' webhook to the on position.
    • The HR Cloud integration webhooks have already been automatically configured in Lever once you enable the 'Use webhook for import' setting in HR Cloud. 

Using the HR Cloud integration

Importing candidates from Lever to HR Cloud

  • In HR Cloud, navigate to the Integrations screen.
  • Click Import to import candidates from Lever.
  • Every time you click Import, HR Cloud will collect information about all hired employees from Lever and add them to the HR Cloud system.

Automatic Import

You may choose to enable 'Automatic Import.' Enabling 'Automatic Import' will automatically import newly hired employees from Lever into HR Cloud. The daily import will occur at 12:00 AM PST.

Use Webhook for Import

If the 'Use webhook for import' setting is selected, the integration will automatically create a webhook in Lever. New employees (hired candidates) are imported to HR Cloud within a couple of moments.

Field mapping from Lever to HR Cloud

The following information is sent from Lever to HR Cloud for all hired employees:

Lever HR Cloud
First Name First Name
Middle Name Middle Name
Last Name Last Name
Candidate's Email Email
Job Name Position
Job Department Department
Job Location Location
Job Work Type Employment Type
Job Hiring Manager Manager
Offer: Anticipated Start Date Start Date
Opportunity Id Employee Number

 

Disabling the HR Cloud integration

  • In Lever navigate to Settings > Integrations and API
  • Under the Authorized Apps tab, locate the HR Cloud app
  • Click Revoke access to disable the integration
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