Why do opportunity dates matter?

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Please note: In the coming months, we will be migrating all existing customers to our updated user interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

The applied and archived dates for an opportunity are used by Lever Reports to associate recruiting activity that happened during that time period to that opportunity.

Please note: For the purposes of this article, “opportunity” simply means a specific consideration of a candidate for a specific job posting over a given period of time. It might refer to an opportunity for a candidate who applied through your job site, but it could also refer to an opportunity for a candidate who was sourced or referred.

Being able to track and trust your candidates’ opportunity dates means that your Talent Operations or Analytics teams can reliably:

  • Measure velocity in the interview process relative to each opportunity
  • Measure the total number of times a candidate has applied to a position or series of positions over a period in time
  • Track the effectiveness of campaigns that are not taggable (ie: big employment branding push, funding announcements, etc)
  • Conduct cohort analysis based on opportunity dates

What will happen when I manually create an opportunity?

When you manually create an opportunity for a candidate you have the option to not choose a job. Creating an opportunity without a job is called a general opportunity. Once a job is chosen, Lever will associate and existing recruiting activity on the opportunity, to that job. If there isn’t any recruiting activity that needs to be accounted for in Lever Reports, Lever will simply set the opportunity start date to be the actual time that you add the job.

Please note: The specific types of recruiting activity that Lever looks for are feedback (including notes with scores), interviews, stage changes, Nurture campaigns, and emails. 

If you ever want to edit opportunity dates later on, you can easily do so by clicking on the dates in the job section of an opportunity.

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