Enabling and using the Coferral integration

Setting up the Coferral integration

Connecting Lever to Coferral

• Go to www.coferral.com/hiring to create a Coferral Account.
• Click Start Hiring.

• Create a Coferral account as a Hiring Company.

Establish the Integration

• Log into your Coferral account.
• Click ATS Integration on the left sidebar.

• On the Authorization tab, click Connect on the Lever by employ tile.

• Sign in to your Lever Admin account to authorize the integration.

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

• Verify that you can see 'Connected to the Lever ATS' on the Authorization tab.
• Review the prompt requesting verification of the webhook configuration within Lever.

Configuring the Coferral integration

Configure Webhooks

• In Lever, navigate to Settings > Integrations and API > Webhooks.
• Toggle on the 'Candidate Stage Change' and 'Candidate Hired' webhooks if they are not enabled.

Using the Coferral integration

Importing Job Listings to Coferral

• In Coferral, click Import Jobs to import your company’s public job listings from Lever.
• Navigate to the Imported Jobs tab to view the listings.

Update Listings in Coferral

• In Coferral, job listings highlighted in beige require updates; those in green are ready to post.

• Update job listings by clicking in the applicable field box and typing the correct value or choosing it from the dropdown.
• Click the eye icon () under 'Actions' to update the required Job Description details if the listing remains beige.

Posting Jobs in Coferral

• Check the box next to green-highlighted Job titles and click Post to Coferral.

• Look for a "Success" message after posting.

• Verify your posted job listings by navigating to Jobs > Active on the left sidebar.

Payment

• In Coferral, click the stripe icon () under 'Actions' to pay for your posting.
• Unpaid job listings will appear with a Status of "Pending".

• Complete a final review of the job listing and click Pay.

• Complete the Stripe payment process.
• Verify that the job status is now "Active".

Adding Candidates to Lever

Coferral’s expert referral network will refer pre-vetted candidates to your Lever account. These candidates have submitted interest in the role and have been identified by their colleagues as being in the top 10% of their network.

Candidates referred via Coferral will automatically be added as a new opportunity in Lever with 'coferral' listed as the source. 

Each candidate referred through Coferral will include a cover note in the opportunity 'Notes' tab detailing the referrer’s credibility and the candidate’s suitability.

Hiring and Payment

• When creating an Offer in Lever, the 'Offered Compensation Amount' will be the basis for Coferral’s invoice upon the candidate's hire.

• When the candidate stage is changed to 'Hired' in Lever, the job listing in Coferral will be moved from Jobs to Hires.

• Click the Pay icon to initiate the Stripe payment process in Coferral. 

• Download the invoice by clicking the Download icon.

• View the invoice details by clicking View invoice and payment details

• Complete the invoice payment using the Stripe payment option of your choice.

Account Management

The credentials used to create a Coferral account will serve as the admin account for your company in Coferral. 

For additional information or support, please contact support@coferral.com.

Disabling the Coferral integration

In Coferral

1. Navigate to ATS Integration on the left sidebar.
2. Click Disconnect underneath the message of 'Connected to the Lever ATS'.

In Lever

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