How do I work with agencies in Lever?

Please note: This is an upcoming product change. We will be rolling this update out to our customers gradually over the coming weeks. Contact our support team for further information!

Available for User roles All users. Can only be configured by Super Admins
Products All plan types, free of charge

Lever’s Agency Portal makes it easy for your team to work with external recruiting partners. With Lever’s Agency Portal, your team will be able to:

  • Manage relationships with agencies directly through Lever
  • Control how agencies can submit candidates through custom agency job site(s)
  • Review agency submitted candidates that flow directly to your Lever pipeline
  • Include agencies in candidate email correspondences with ease
  • Send automated daily status emails to keep agencies updated on their candidates

Please note: Lever is deprecating the ability for agencies to submit candidates through custom URL links where lever-origin=agency is present as a URL parameter. Other uses of custom URLs (like University hiring) will still be supported. Agencies will no longer be able to submit candidates through custom URLs later this year and will be directed to reach out to you for a new link.

If your company previously added agencies in the “blacklist” section in Lever - we’ve migrated the valid blacklisted domains for you! We recommend reviewing them on the Agencies page under Settings to complete the setup process.

Adding Agencies

The Agencies page will be your company’s primary directory to track all active and inactive agencies, as well as external recruiting partners.

To add a new agency, Super Admins can begin by clicking “Add Agency.”


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You'll be asked to provide information about the agency in the “Agency Information” section, which includes fields to collect the agency name, domain (optional), and a default source tag.

The default source tag, along with a "Job site" tag, will be automatically added to every candidate profile submitted by this agency through their custom agency job site. You’ll have the option to create a new source tag or select from an existing list of source tags.

To learn more about managing your agency source tags or associating existing agency source tags to a new agency, please visit this help article here.

You can also provide additional information about the agency in the “Primary Contact” section, which includes fields to capture the primary contact name, email address, and phone number (optional). The agency’s primary contact is the person designated to be CCed in any email correspondences for submitted candidates and to receive daily status emails from Lever about submitted candidates. Currently, each agency can only have one contact.

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If your team is no longer working with an agency, you can update their agency status by navigating to the ellipsis button and clicking “deactivate agency.” This action will prevent agencies from accessing their agency job site and Lever will stop sending the daily digest emails to the agencies' primary contact.


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Assigning Job Postings for an Agency Job Site

Once an agency has been added to Lever, your next step will be to assign the job posting(s) that will appear on their agency job site. With the ability to select from published or internal job posting(s), you can control which job postings agencies can view and submit candidates for through a custom agency job site URL that will be shared with the agency’s primary contact.

To assign job posting(s), click on the “Choose Job Posting…” picker and select the job posting(s) the agency should have access to submit candidates for.

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After the job postings have been assigned, clicking “Next” will bring you to the last step of the setup process. Here, you’ll have the option to send an invitation email to the agency’s primary contact which includes their agency’s job site custom URL. You can check the “Send email invite” box and customize the email template in the text editor box if you'd like! Once the agency’s job site URL has been shared with the agency, they’ll be able to start submitting candidates directly into your pipeline!

Please note: No confirmation email from Lever will be sent to the candidate or agency upon submission.

To learn more about how to share candidates’ statuses with your agency partners, please visit this help article here.

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The agency job site will only show job postings that you’ve specifically assigned to them. Similar to your Lever hosted job site, any changes made to the job posting(s) from Lever - such as edits to the job description, custom application questions, or job posting status - will be reflected on the agency job site in real time.

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Tip: We suggest using the “Additional Information” field at the bottom of the application form to provide more background on the candidate, but avoid confidential information! This field’s information cannot be marked secret within Lever.

To learn more about how to manage agency candidates after they’ve been submitted to your pipeline, please visit this help article here.

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