| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Super Admin and Admin for GDPR or compliance settings configuration |
| Permissions | • (Data compliance) Anonymize candidates | |
| Packages | Lever Basic, LeverTRM, LeverTRM for Enterprise |
Before proceeding, note that Lever does not give legal advice. We advise contacting your organization's legal counsel for any questions related to data handling practices. In Lever, if you need to review candidate consent status, refresh consent, or anonymize candidates then you can apply specific parameters to narrow in on these candidates in bulk. Before proceeding, we advise reading the following help articles on the two (mutually exclusive) methods for managing data compliance in Lever, as your configuration settings will have bearing on the way you search for candidates:
- Configuring General Data Protection Regulation (GDPR) settings
- Configuring localized data compliance settings
Filtering the candidate dashboard by consent status
If you have GDPR or data compliance enabled, then Super Admins, Admins, Team Members, and Limited Team Members can filter their pipeline and archive for opportunities based on candidates' relationship to your GDPR policy or data compliance settings. The filters available, and the candidates who are surfaced, will all depend on how lawful basis is configured. There are two ways to configure the lawful basis under which data is stored for inactive candidates - legitimate interest or explicit consent. For more information on this, please refer to the following help articles:
To filter the candidate pipeline by consent status:
- Click the list icon in the candidate search bar
- Click + add filters to apply GDPR or data compliance filters.
Filter parameters may vary depending on your lawful basis configuration. The following filter parameters are available for GDPR:
- GDPR - all candidates, protected by GDPR, not affected by GDPR
- To be anonymized - i.e. how long until anonymization will be required
- Consent status - any status, open to future jobs, not open to future jobs, missing consent
- If filtering for candidates with a consent status of 'Open to future jobs' additional filters will appear that can be used to filter by the length of time until consent expires as well as the time range within which the last consent link was sent.
- If filtering for candidates that are missing consent, an additional filter will appear that can be used to filter by the time range within which the last consent link was sent.
- Last sent consent link (if relying on a lawful basis of explicit consent) - i.e. date range for the last day a consent link was shared
The following filter parameters are available for data compliance:
- Storage consent status - consent not required, consent provided, consent revoked, missing consent, none
- Future job opportunity outreach - open to future jobs, may be open to future jobs, not open to future jobs, none
- Compliance policy - i.e. the location a policy applies to
- Anonymization date range - i.e. how long until anonymization will be required
- Last sent consent link (if relying on a lawful basis of explicit consent) - i.e. date range for the last day a consent link was shared
Once you have filtered for the appropriate opportunities, you can take additional action in bulk such as emailing consent or unsubscribe links, or anonymizing candidates. For more information on anonymizing candidates, please refer to our help article on anonymizing candidate data.
Tracking consent status under data compliance settings
If you have data compliance enabled, then Super Admins and Admins, and users with the ‘Anonymize candidates' custom permission can filter for candidates from which consent must be collected. Learn more about custom permissions in our role permissions breakdown article.
To find a list of opportunities whose consent has expired:
- Navigate to Settings > Data compliance > Candidate data.
- The opportunities listed on this page are those for which consent from the associated candidate has expired.
- Use the time range filter to narrow down the selection of candidates based on how long ago their consent expired.
- From here, you can take action by anonymizing individual candidates, or candidates in bulk.