|Available for||Roles||Super Admin, Admin, Team Member, Limited Team Member|
|Permissions||• View profiles and associated job postings|
|Packages||LeverTRM, LeverTRM for Enterprise|
||This article depicts and describes an updated version of the pipeline interface included in the Summer 2023 Product Release, scheduled to rollout progressively in August 2023. For full details, refer to our Summer 2023 Product Release Notes.|
This article covers adding a new candidate manually to your Lever environment. To learn about adding referrals, visit our help article on submitting referrals. To learn about importing multiple candidates at once, refer to our help article on bulk importing candidates.
Note that Lever automatically prevents duplication of candidate profiles if a candidate applies to multiple postings with the same email address. However, when candidates are manually added to Lever it is still possible to inadvertently create duplicate profiles. For more information on managing duplicate candidates refer to our help article on merging duplicate candidate profiles.
Adding new candidates
Adding a candidate will create a general opportunity and a new candidate profile.
- Click + Add Candidate button above the opportunity list
Add a resume by clicking on the + Add resume button or drag a document into the 'Upload resume' area. Lever’s resume parser will add information from the resume to the candidate summary including their candidate's name, organization, and contact details. For more information on adding resumes, refer to our help article on adding and deleting resumes.
By default, the stage is set as 'New Lead', the Origin as 'Sourced', and the source tag as 'Added manually.'