Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Can only be enabled by Super Admins |
Permissions | • Manage API credentials and manage integrations | |
Packages | LeverTRM, LeverTRM for Enterprise |
The Lattice integration will reduce manual work to create employees in Lattice HRIS by automatically creating and updating employees that are marked as hired in Lever. This integration will increase data accuracy, reduce risk of manual error, and save time. For more information refer to the Lattice website.
Setting up the Lattice integration
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You must be a team or organization with Admin rights in Lattice to install this integration. |
Prerequisities:
- Confirm Lattice has been set up as the source of truth
- You must be an Super Admin in Lattice and Lever to authorize the integration
Authorize the integration
- In Lattice, navigate to Company > Platform > Integrations
- Locate the Lever integration option
- Click View Integration
- Click Proceed to Lever to authorize the integration
- When prompted, log in to Lever using your admin credentials
- Review the list of requested permissions and click Accept
- You will be redirected to the Lever Sync page in Lattice
- Run a manual sync to import a hired candidate in Lever to Lattice
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The candidate has to be marked as Hired in Lever to sync over to Lattice. |
- You should see the candidate in the onboarding section of Lattice
- Once you have validated that the integration has synced the candidate to Lattice as expected, turn on automatic syncing nightly
Using the Lattice integration
The Lattice integration will automatically create employees in Lattice once the candidate opportunity is hired in Lever.
The Lattice integration supports the following field mapping:
Lever Field | Lattice Field |
Candidate \ Personal Email |
Personal Email |
Candidate \ Name |
First Name |
Candidate \ Name |
Last Name |
Offer \ Anticipated Start Date |
Start Date |
Job \ Department |
Department |
Job \ Title |
Job Title |
Candidate \ Phone |
Mobile Phone |
FAQ
When I connect my Lever and Lattice accounts, what syncs?
From the day you validate your credentials and connect your account, the integration will sync employees with a hire date equal to or after the day of connection.
When does an employee come over from Lever to Lattice?
When an employee is marked as hired in Lever they will be brought over to Lattice and “dropped” in the onboarding state.
What does the Lever integration use as a unique identifier?
Personal Email.
Is Start Date required?
The candidate offer MUST have an anticipated start date on their offer letter to be synced.
Will anything sync after my employee’s start date?
No. After the employee starts at your company we will no longer sync information from Lever to Lattice. The reason for this being that if the employee updates their address in Lattice (say they moved) the sync will revert back to the address on record we have in Lever. We do not want this to happen since Lattice is the source of truth.
I changed an employee’s information in Lever, will those changes show in Lattice?
If the change is on the Offer Letter, you must mark the candidate as “unhire”, make the change in data and then remark the candidate as hired. This is only if the employee has not hit their start date yet.
If the change is on the candidate profile, you do not need to do anything with hire or un-hire. The change will be reflected after the sync. This is only if the employee has not hit their start date yet.
What types of employees sync from Lever to Lattice?
Any employee you mark as “Hired” in Lever will be brought over in a sync to Lattice Onboarding.
Departments in Lever and Lattice don’t match.
If the Departments in Lever and Lattice do not match, the hired candidate’s department will not sync. They must match in both systems to sync.
How are Employee IDs applied to employees?
Without “auto-id generation” turned on in Lattice, the Lever integration will generate a random Employee ID for the new hires as they appear in Lattice. This can be edited afterward. If you have “auto-id generation” turned on, Lattice will generate an Employee ID for the new employee as they come over to Lattice from Lever.
Are Custom Fields supported?
Lattice supports custom field mapping for: text, number, date, and single select field types. The integration does not support multi-select fields or user fields in Lever.
Disabling the Lattice integration
- In Lever navigate to Settings > Integrations and API
- Under the Authorized Apps tab, locate the Lattice app
- Click Revoke access to disable the integration