| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Can only be enabled by Super Admins |
| Permissions | • (To enable) Manage API credentials and manage integrations • (To use) Manage profiles and view associated postings |
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| Packages | LeverTRM, LeverTRM for Enterprise |
Streamline the recruiting to HR process by allowing candidate information to flow seamlessly into Namely once a candidate is hired in Lever. The candidate data from Lever will dynamically populate a new Namely Onboarding or HRIS record, minimizing the time spent on manual data entry.
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This help article will walk you through the process of mapping your Lever data to Namely. For details on how the integration works and how to enable Lever's integration with Namely, please see our help article on enabling and using the Namely integration. |
Field mapping
Lever's native integration with Namely has been enhanced to pass more fields than ever before, including custom Namely profile fields. The following chart lists a summary of the fields that are supported with the standard Namely integration (detailed field mapping charts can be found further on in the article).
| Mappable fields | |||
| First name | Middle name | Last name | Preferred name |
| Mobile phone | Home phone | Personal email | |
| LinkedIn URL | Job title | Employee type | Start date |
| Salary currency type | Salary amount | Salary start date | Resume |
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At this time, Namely only accepts salary information for employees with annually defined salaries. This means that hourly employees, for example, will not have their salary information populated into their corresponding Namely profile. |
In order to support all data mapping options, the Namely integration must be set up by an Administrator on the Namely account. Updates to these data mappings and custom fields are supported, but will require additional configuration. If you are interested in learning more, please reach out to Lever Support for more details via the Lever Support request form.
Default mapping
Lever candidate fields
The following candidate details will be transferred over by default (fields denoted with an asterisk are required to create a new record in Namely):
| Lever field | Namely field | Notes |
| Name* | first_name* | |
| Name* | last_name* | |
| Email* | email* | |
| - | user_status* | Automatically if set to 'active' if configured for HRIS. Automatically set to 'pending' if configured for Onboarding. |
| personal_email | Will retrieve the first email address on the candidate profile. | |
| URL | linkedin_url | Will retrieve the first 'linkedin.com' URL on the candidate profile. |
| Phone | home_phone | Will return the first phone number with the type 'home' on the candidate profile. |
| Phone | mobile_phone | Will return the first phone number with the type 'mobile' on the candidate profile. |
| Additional fields | Custom | Please contact Lever Support to get custom fields mapped. |
Lever offer fields
If the following fields exist in the signed offer form when the candidate is hired, they will be included.
| Lever field | Namely field | Notes |
| Job title | Title | Job title values must be an exact match in Namely and Lever |
| Anticipated start date | Start date | |
| Compensation currency | Salary/currency type | Will copy if Salary Interval equals 'Year (Salary)' and Currency Type equals 'USD' |
| Anticipated start date | Salary/date | Will copy Anticipated Start Date if Salary Interval equals 'Year (Salary)' and Currency Type equals 'USD' |
| Offered compensation amount | Salary/yearly amount | |
| Custom | Custom | Please contact Lever Support to get custom fields mapped. |
Lever requisition fields
If the following fields exist on the associated requisition for the signed offer, they will be included.
| Lever field | Namely field | Notes |
| Work type | employee_type | Lever must be configured with all of the following work types in Settings > Company > Work Types (values must be spelled exactly the same):
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| Custom | Custom | Please contact Lever Support to get custom fields mapped. |
Lever profile form fields
If the following fields exist in a profile form titled "Namely Form", they will be included.
| Lever field | Namely field | Notes |
| First name | first_name | Override Lever candidate details |
| Middle name | middle_name | Overrides Lever candidate details |
| Last name | last_name | Overrides Lever candidate details |
| Work email | Overrides Lever candidate details | |
| Preferred name | preferred_name | |
| Start date | start_date | Overrides offer form values |
| Start date | Salary/date | Overrides offer form values |
| Custom | Custom | Please contact Lever Support to get custom fields mapped. |
Configuration
Setting up the offer and requisition fields
Some of the information on the offer form and requisition are transferred by default, however if you would like to customize additional fields please reach out to Lever Support via the Lever Support request form for assistance with custom mappings. Additionally, you will want to read through the following help articles to learn how to prepare your Offer and Requisition data for custom mapping:
Setting up profile form fields
This optional step needs to be completed by a Super Admin, Admin, or user assigned to a role provisioned with the 'Manage form settings' permission.
- Navigate to Settings > Forms
- Add a new form titled “Namely Form”
- Include all the fields that you would like to send to Namely
- Add the form to the desired candidate profile and fill out the form
For more details on setting up a profile form and adding it to the candidate profiles refer to our help article on configuring and using forms.
For example, if you want to pass 'first_name', 'last_name' and 'preferred_name' fields you would do so by following the above steps and as shown in the screenshot below:
Mapping dropdown values in Namely
In order to successfully create a record in Namely with a job title, you must assure that the values in Namely exactly match the corresponding Lever dropdown values. These values are mapped as follows:
| Lever field | Namely field |
| Job title | Title |
| Custom | Custom |
* Please reach out to Lever Support for custom field mapping
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Capitalization and special characters are important when mirroring your dropdown values. For example, if your Job Title is listed in Lever as "Solutions Architect", the Job Title in Namely must be written exactly the same. |