Enabling and using the SeekOut Rediscovery integration

Setting up the SeekOut Rediscovery integration

This article is for setting up the SeekOut Rediscovery integration. To learn about the SeekOut export integration feature, please refer to this article.

For the latest guidance on the SeekOut Rediscovery integration please click here. 

Before You Begin

Please contact your SeekOut Customer Success Manager or the SeekOut support team to coordinate your integration setup.

Step 1. Generate API Credentials in Lever

• In Lever, navigate to Settings > Integrations and API.
• Open the API Credentials tab
• Scroll down and select the following permissions:
  • Read Endpoints:
    • find a user
    • find a stage
    • find a requisition
    • find a posting
    • find an opportunity referral
    • find an opportunity note
    • find an opportunity form
    • find opportunity feedback
    • find an opportunity
    • find all stages
    • find all requisitions
    • find all postings
    • find all opportunity referrals
    • find all opportunity offers
    • find all opportunity interviews
    • find all opportunity files
    • find all opportunity applications
    • find an opportunity resume
    • find a opportunity interview panel
    • find an opportunity interview
    • find an opportunity file
    • find an opportunity application
    • find an archive reason
    • find all users
    • find all tags
    • find all sources
    • find all opportunity resumes
    • find all opportunity interview panels
    • find all opportunity notes
    • find all opportunity forms
    • find all opportunity feedback forms
    • find all opportunities
    • find all archive reasons
    • download an opportunity resume file
    • download an opportunity file
• Scroll down and add a Key Name (e.g. seekout rediscovery)
• Click Generate New Key
• Click Copy Key and save it to a secure place. You will enter this key into SeekOut in a later step.
• Click Done

For additional guidance on generating API Key credentials in Lever please refer to this article. 

Step 2. Add Lever Integration to SeekOut

• In SeekOut, click your name at the bottom left of the SeekOut dashboard
• Select Integrations

• On the Integrations page, click + Add a Connection to open the list of applicant tracking systems. If you've set up an integration with SeekOut before, your current integrations will be listed on this page.
• Click the plus sign + at the top of the page to open the ATS list.

Step 3. Connect SeekOut to Lever

• In SeekOut, navigate to the Integrations page and click + Add a Connection.
• Locate Lever from the list of integrations.
• Click the Connect button

• On the Capabilities tab, check the box next to Rediscovery.
• Click Confirm Choices to continue to the next step.
• Review the requirements on the Permissions tab and click I'm ready.
• On the Credentials tab, enter your Lever API Key.
• Select Production from the Environment dropdown menu.
• Click Submit to save your credentials.
• SeekOut will automatically attempt to verify your connection.
• If you also have a SeekOut Export integration enabled, you will be prompted to choose a job from the dropdown list.
  • Select a job to send a test candidate to and click Verify.
• When successful, Lever will appear at the top of your Integrations page with a green check mark.
• Open Lever and verify that the SeekOut test candidate is visible and tied to the job you selected.

Using the SeekOut Rediscovery integration

Data Import Process

After the integration is setup and passes validation, we will automatically start downloading, indexing, and matching your candidate and job data. Depending on the amount of candidates and jobs, the timeline to finish the initial download can vary. Once the first full download is complete, the integration will automatically begin downloading any changes in the data. Depending on the amount of candidate and job changes, the timeline to see those changes reflect in SeekOut can vary.

How to use Talent Rediscovery

• In SeekOut, click Your ATS on the Search page to view candidates from Lever. 

• Lever has the same search functions that are available in the Public Profiles tab. Use keywords, Boolean, power filters, and diversity filters to refine your search. 

Filters and Profile Data in Your ATS 

The Your ATS tab has two additional features:  

• A set of filters specific to Lever (highlighted in purple below)
• The candidate's status, job application, resume, and contact information from Lever (highlighted in orange below)

• ATS Filters (purple): These are filters that are only available when searching candidates from Lever. The exact filters available will depend on the data SeekOut receives from Lever. For example, if your organization does not have any candidates assigned to the Technical Phone Screen stage, then that filter will not be displayed in SeekOut. See the section Unique Filters below for a list of filters available to you.
• Candidate ATS Data (orange): An overview of the candidate's data from Lever. See the Unique Profile Data section below for a list of details you'll find here.

ATS Insights

SeekOut aggregates candidate data from Lever and displays interactive charts for diversity, location, current/previous company, job title, and much more.

Hover your mouse over a row to see how many candidates share that data point and click on a row or use filters to refine your results even further. 

Print & Export Insights

• Click Print to print the current page. Use your browser's printer settings to select how many pages of data you wish to print.
• Click Export to export the data on the current page to a spreadsheet. You can download it as an XLSX file or view it in Excel Online. The spreadsheet has information and charts (when applicable) for the following candidate data:
  • Location
  • Current Company
  • Current Title
  • Past Company
  • Past Title
  • Skills
  • Years of Experience
  • Years in Role
  • School
  • Degree
  • Major
  • Diversity
  • Industry
  • Company Size
  • Other
    • Certifications
    • Languages
    • Groups
    • Interests
    • Honors/Awards 

Matching

SeekOut uses the candidate's LinkedIn URL as the main identifier for matching their Lever profile to their SeekOut profile. If there is no LinkedIn URL found in the candidate's resume or job application, other pieces of information will be used to try to match the candidate including GitHub URLs, job history, education history, etc. 

When a profile isn't matched, SeekOut will not enrich it with additional info. The profile will appear without a LinkedIn URL in the Your ATS tab. Only info mirrored from Lever (including the resume) will be shown in the profile. 

Unique Filters for Lever

• Stage (e.g. Application Review, Interview)
• Status (e.g. Rejected, Active)
• Job
• Rejection Reason
• Source
• Recruiter
• Last Updated

Unique Profile Data for Lever

• Last Updated: When the candidate data was last updated from Lever
• Recruiter: Recruiter assigned to the candidate
• View in Lever: A clickable link that takes you to the candidate record in Lever
• Applications: Job/Requisition name - Status, Recruiter
• Contact info
• Attachments: Clickable documents that are searchable and readable in SeekOut

Additional Support

Please reach out to SeekOut Support for any integration questions. 

Disabling the SeekOut Rediscovery integration

In SeekOut

1. On the Integrations page, click the arrow next to a connected integration to Edit or Remove the integration from your SeekOut account.

In Lever

1. Navigate to Settings > Integrations and API
2. Under the API Credentials tab, locate the SeekOu Rediscovery API credentials
3. Click the trash can icon to disable the integration