Enabling and using the Doublefin integration

Setting up the Doublefin integration

• Login into Doublefin Headcount at https://hcapp.doublefin.com
• Navigate to the "Manage Doublefin” option by clicking your profile icon on the top right

• Click Integrations located on the left navigation bar to access the Integrations page
• Click the Add Integration button on top right of the Integrations page
• In the “Add Integration” modal:
  • Select ATS from the “Type” dropdown
  • Select LEVER from the “System” dropdown
  • Click the Add button in the bottom right of the modal

• Click Edit Integration
• In the “Authentication settings'' modal, select Production
  • If you have a Lever Sandbox environment, you can select Sandbox to test the Doublefin Headcount integration with your Lever Sandbox Environment prior to enabling the integration with your Lever Production account.
• Click Use OAuth2

• On the modal, log into Lever using your Lever Admin account

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

Configuring the Doublefin integration

After successfully completing authorization, the integration is now setup in read-only mode.

Depending on your ATS (Lever) usage scenario for your organization, the read-only mode may be sufficient.

• On the Edit Integration pop-up in Doublefin, click the X at the top right to begin using the integration.
• If your organization requires ATS push mode for openings, click the Enable Push button to continue configuring the integration for push mode.

Setup Push Mode in Doublefin (Optional)

• On the Edit Integration screen in Doublefin, create three optional custom fields in Lever for the following additional Doublefin Headcount properties:
  • Doublefin’s cost center
  • Doublefin’s job level
  • Doublefin’s backfill for
• Configure the field mapping to Lever
• Click Save to enable "Push Mode"

• To abort the "Enable Push" progress and go back to read-only mode, click Disable Push.

Enable Requisitions in Lever

• In Lever, navigate to Settings > Requisitions
• Click Enable requisitions if this setting is not already turned on
• Your requisition settings will depend on if you will be using the Doublefin integration in read-only or push mode. Please check with Doublefin for more information.

Using the Doublefin integration

[Read-Only Mode] Pull requisition information from Lever and associate with approved headcounts in Doublefin

• In Doublefin, click Manage Data in the main navigation bar at the top
• Click Positions/Reqs from the menu at left side
• Click an entry in the "Approved” tab

• On the Opening modal, if the information says the current opening is "Missing from Lever”,  link this Doublefin req to an existing Lever Requisition by completing the following:
  • Click Refresh

• Open Lever
• Open a Requisition
• Copy the Req. code (see example below with Lever Req. code "100")

• Go back to Doublefin and paste the Lever Req. Code into the Lever Requisition Code field to link the requisitions
  
• After inputting the Lever requisition code, click Refresh

• Once the refresh is complete, the Opening screen will be updated with a success notification.
• Click the View in Lever link to be view the Requisition record in Lever

[Push Mode] Add the approved headcounts in Doublefin App to Lever

Push Mode allows you to create a new requisition in Lever from Doublefin or add a Doublefin req to an existing requisition in Lever. 

Complete the following steps to add a new Requisition in Lever from Doublefin:

• In Doublefin, click Manage Data in the main navigation bar on top
• Click Positions/Reqs from the left-side menu
• Click an entry in the “Approved” tab

• On the modal, if the information says the current opening is "Missing from Lever”, click Add to Lever.

• In the popup modal, select the "Add Mode" option (see supported options below):
  • Add a new requisition: If you want to create a new Lever Requisition for this Doublefin req
  • Add to an existing requisition: If you want to add the Doublefin req to an existing Lever Requisition with multiple headcounts. IMPORTANT: this operation will increase the “headcountTotal'' field of the Lever requisition by 1
  • Link to an existing requisition: Similar to the “Refresh” in read-only mode, this option links the current Doublefin req to an existing Lever requisition with a single headcount. This operation will not affect the “headcountTotal” field of given Lever Requisition.
• Click Add a new requisition

• Click Save
• The Doublefin Requisition will display as successful
• Click the View in Lever link to review the newly created Lever requisition “J062875” in Lever

Disabling the Doublefin integration

In Doublefin

1. Navigate to the Admin > Integrations page
2. Select the Lever (ATS) integration
3. Click Remove to disable the integration

In Lever

1. In Lever navigate to Settings > Integrations and API
2. Under the Authorized Apps tab, locate the Doublefin app
3. Click Revoke access to disable the integration