How do Namely fields get mapped in Lever?

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.

Tip: 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 this help article.

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 charts represent the fields that are supported with the standard Namely integration.

First name Middle name Last name
Preferred name Mobile phone Home phone
Personal email Email LinkedIn URL
Job title Employee type Start date
Salary Currency Type Salary Amount Salary Start Date
Resume    
Please note: 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.

Default Mapping

Lever Candidate Fields

The following candidate details will be transferred over by default (fields marked in red are required to create a new record in Namely):

Lever Field Namely Field Notes
Name first_name  
Name last_name  
Email email Will retrieve the first e-mail on the candidate profile
- user_status

Automatically set to 'active' if configured for HRIS

Automatically set to 'pending' if configured for Onboarding

Email personal_email

Will retrieve the first e-mail 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 type 'home' on the candidate

Phone mobile_phone

Will return the first phone number with type 'mobile' on the candidate

Additional Fields Custom

Please reach out to Lever Support to get these 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 reach out to Lever Support to get these 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 Settings --> Work Type (values must be spelled exactly the same):

  • Full Time
  • Part Time
  • Intern
  • Contractor
  • Freelance
Custom Custom

Please reach out to Lever Support to get these 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 Overrides Lever Candidate details
Middle Name middle_name Overrides Lever Candidate details
Last Name last_name Overrides Lever Candidate details
Work Email 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 reach out to Lever Support to get these 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 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:

How Do I Customize the Offer Form

How do I Add Requisitions to Lever

Setting up Profile Form Fields

This optional step needs to be completed by a Lever Admin or Super Admin.

  • Navigate to the form settings page in Lever Hire
  • 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 see this help article.

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-NamelyForm.png

Mapping Dropdown Values in Namely

In order to successfully create a record in Namely with 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. Start by going to Namely and clicking on the Company > Settings > Job Titles (under Organizational Structure) tab.

Screen_Shot_2019-09-18_at_10.49.54_AM.png
In Namely, a Job Tier is required before Job Titles can be created.

Please note: 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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