Field mapping between Lever and Namely

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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
Packages LeverTRM, LeverTRM for Enterprise

 

This article depicts scope changes to the Namely integration included in the Fall 2023 Product Release, scheduled to rollout progressively in November 2023. For full details, refer to our Fall 2023 Product Release Notes.

To opt out of scope changes and turn off the Namely integration, contact Lever Support via the Support Request form

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.

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 Preferred name Middle name Last name
Mobile phone Home phone Personal email Email
Address 1 Address 2 City State (US and CA only)
Country Zip LinkedIn URL Job title
Start date Salary currency type Salary amount Salary start date
Resume      

 

 

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.
Email 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 To get these mapped please contact Lever Support via the Support Request form. Custom mappings are priced based on the request.

 

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 To get these mapped please contact Lever Support via the Support Request form. Custom mappings are priced based on the request.

 

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):
  • Full Time
  • Part Time
  • Intern
  • Contractor
  • Freelance
Custom Custom To get these mapped please contact Lever Support via the Support Request form. Custom mappings are priced based on the request.

 

Lever profile form fields

If the following fields exist in a profile form titled "Namely New Hire 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
Preferred Name Preferred name  
Last Name Last name Overrides Lever candidate details
Work Email Email Overrides Lever candidate details
Start Date Start date Overrides offer form values
Start Date Salary/date Overrides offer form values
Address Line 1 Address 1  
Address Line 2 Address 2  
City City  
State State  
Country Country  
Zip Zip  
Custom Custom To get these mapped please contact Lever Support via the Support Request form. Custom mappings are priced based on the request.

 

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

A profile form titled “Namely New Hire Form” will be automatically generated when the Namely integration is enabled. This form is optional but recommended, as it allows you to send over additional new hire information to Namely. After the form has been created, you may add, remove, update, and delete fields, but only the fields listed in the field mapping above can be sent to Namely.

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:

Namely form filled.

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

The following instructions will guide you in assuring that everything is set up correctly. In Namely, navigate to Company > Settings > Job Titles (under Organizational Structure) tab. Note: a Job Tier is required before Job Titles can be created.

Namely platform showing company page with list of job titles.

 

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.
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