Lever Self Guided Implementation Schedule


This Lever Self Guided Implementation Schedule (the “Implementation Schedule”) is subject to the terms and conditions of the Agreement made between the Customer and Lever, Inc. (“Lever”).

1. Description of Services

1.1. Project Summary

Lever will provide Customer with access to the implementation resources with the required support to perform the tasks described in the Implementation Schedule. 

1.2. Project Objectives

Subject to the risks, assumptions and dependencies set forth in the SOW, Lever will provide Customer with the interactive tool to accomplish the following objectives:

  • Provide resources for best practices with configuration using the Lever platform
  • Training tailored to different types of Customer users
  • Completion of end-to-end user acceptance testing via a step-by-step guide
  • Switch Customer career site to be hosted on the Lever Services
  • Importation of legacy Customer Data confirmed by Customer

2. Project Detail

2.1. Project Scope

Lever’s Implementation Programs are designed to meet the Customer needs based on the size of their team, organization complexity, and the Lever products and services being implemented. The Lever Self Guided Package includes a collection of services offered by Lever as Implementation Services to identify configuration activities, support the configuration and setup of Lever Platforms, process legacy ATS data, conduct product training, provide expert product advice, tools for project management, resources for internal facilitation of user acceptance testing, provide launch preparation, go-live, and post production support all anchored in Lever’s implementation methodology.

2.1.1. Lever Self Guided Implementation

The Lever Self Guided Implementation is a comprehensive program of content designed to allow Customers to configure the Customer instance of the Lever Services quickly. Lever will provide the Customer with an interactive tool which will direct Customer through the essential activities that Customer will perform including:

  • Configuration activities
  • Data Import of legacy data pre-formatted by Customer in Lever’s standard csv template
  • In-product walkthroughs for platform training
  • Review of expert advice and best practices through Lever Launchpad (www.launchpad.lever.co)

All tasks will be outlined in a task focused project plan and each training will be via online resources. Any questions will be answered via a help ticket or through our Live Chat option. The Self Guided Implementation also includes access to the Lever Launchpad providing Customer access to documented configuration and workflow best practices during and post implementation. 

2.2. Deliverable and Responsible Party

Lever and customer will perform the following tasks during the Implementation:



Deliverable Detail
Responsible Party
Lever Customer
Self Guided Implementation Configuration Checklist Checklist of setup and configuration activities to be performed within Lever by the Customer team as part of the Configuration phase of Lever Primary Assist
Self Guided Implementation Configuration Tasks Completion of configuration checklist items Assist Primary
Self Guided Implementation Training Plan Development of training plan for the core and extended Customer team Primary Primary
Self Guided Implementation Training Content and Delivery Prepare Lever standard training materials for Customer use. Conduct training sessions for Customer user groups. Assist Primary
Self Guided Implementation Guided Training Ownership of reading and watching required training videos and help articles as defined by Implementation Specialist Assist Primary
Self Guided Implementation Internal documentation Create internal documentation for long term scalability with Lever   Primary
Self Guided Implementation Lever Hire Launch Deployment of Lever Hire via cutover of career site which is integrated to Lever Hire. Support final cutover activities and communication to Customer team. Disable access to Legacy ATS. Assist Primary
Self Guided Implementation Change Messaging Plan Delivery of Change Management plan, inclusive of stakeholder segmentation and segment-specific messaging purpose, timing, message templates and custom collateral. Assist Primary


2.3. Estimated Timeline

  Weeks from Project Start Date
Track Week 1 Week 2 Week 3 Week 4
Systems Integration & Career Site        
Launch Preparation        
Self Training        


Projected go live date for a Lever Self Guided Implementation Package is one (1) to four (4) weeks from the Effective Date of the Order Form.

2.4 Project Completion

2.4.1. Criteria

The project is complete when Customer has completed the following tasks:

  • The product has been configured in implementation
  • Customer has trained intended audiences
  • The career site has been switched to Lever
  • The legacy data has been imported if applicable

3. Location

Lever will provide access to the interactive tool. Requests by Customer for Lever to provide Professional Services remote or on site will require a new Order Form

4. Governance

4.1. Providing Resources

Customer will be required to provide resources for the implementation project to complete all configuration tasks. At times these resources may be filled by the same person:

4.1.1. Resources

Role Type Role Alloc. Activities
Core Project Team Executive Stakeholder 10%
  • Advocate for the project and be active in the promotion of the outcomes the implementation is intended to produce
  • Respond to escalated issues/risks within 2 business days
  • Disseminate communications as assigned to support Change Management
Implementation Lead, Customer Project Owner 50%
  • Decision maker
  • Internal project manager 
  • Change management specialist
  • Complete configuration tasks, or assign internal owner
  • Sign off on User Acceptance Testing
  • Coordinate training with additional internal stakeholders
  • Configure all relevant integrations 
  • Configure and own data import
Recruiting SMEs 25%
  • Participation in implementation as a subject matter expertise for recruiting, sourcing, and hiring practices
  • Complete configuration tasks as assigned
  • Participate in User Acceptance Testing
  • Attend training
  • Facilitate and deliver training for the recruiters, hiring managers, and interviewers they represent
Technical Resource 5% Email sync validation
Web Developer 10%
  • Responsible for the development and testing of Customer career sites
  • Integration of Customer career sites with Lever via the redirect link or  the Lever Job Postings API


4.2. Communication

4.2.1. Project Reporting Project Plan
Customer will have immediate access to an up-to-date project plan with dates and dependencies for each project milestone Targeted Communication
Targeted communication will be sent with details about next steps, outstanding items and project status

4.2.2. Project Meetings Training Sessions
All trainings will be on-demand sessions

4.3. Escalation Protocol

4.3.1. Change Control

The Customer Operations Lead is responsible for identifying and escalating issues and risks with a high impact to scope, budget, timeline, resourcing, or the general success of the project. Once such issue or risk has been identified, the Core Project Team shall determine if a Change Request is needed to modify the SOW. If a change to the SOW is required, both Parties agree to use the Change Request Form Exhibit B for documenting and approving the change.

The Change Request Form must be submitted formally in writing via email to the Lever Engagement Manager and Customer Executive Stakeholder who will then have two (2) business days to review the proposed change described in the Change Request Form and mutually approve and agree to be bound by it. Delays in timely review and disposition of Change Requests may result in delay of the overall project. Work described in the Change Request will not be performed until both parties have approved the change in writing.

Lever will be responsible for tracking the status of each Change Request by submitted, in review, approved or rejected. 

5. Fees

There is no additional cost for a Self Guided implementation, it is included in the price of the annual contract. In consideration for the Professional Services, Customer agrees to pay Lever at the rates set forth in the additional Order Form if applicable. 

6. Assumptions

6.1. Deployment timeline

Deployment timeline is based on Lever’s good faith understanding of the amount of time a Customer allocating the resources described in this Schedule will require to deploy the Services using the resources provided to Customer. 

6.2. Project Delays

If the project start date is delayed by Customer for any reason Customer understands that Lever’s ability to staff the engagement and/or meet the estimated duration and completion date could be at risk.

6.3. Resources and Completion Dates

If Customer cannot make necessary resources available or meet set completion dates for reviews and milestones, Lever reserves the right to revisit and revise the project's estimated costs, completion date and approach to completing the project.

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