Available for | User roles | Super Admins |
Packages | Select Lever packages. |
This article provides a deep dive into the default field mapping for the Lever to UltiPro Onboarding New Hire Sync Solution.
It is recommended that you review the "How do I user Lever's integration with UltiPro Onboarding?" article before viewing this article.
Opportunity Profile Field Mapping
The solution collects information from the Opportunity Profile.
Lever Field |
UltiPro Field |
Notes |
Name |
First Name |
The Name is split by space, then the first value returned is captured |
Name |
Last Name |
The Name is split by space, then the last value returned is captured |
|
|
If more than one value is available, the top value will be passed |
Phone |
Primary Phone |
Mobile is extracted first, if not, then the top value will be passed. |
Phone |
Secondary Phone |
Home is extracted first, if not, then the next available value is collected. This will not duplicate Primary Phone |
Opportunity ID |
External User ID |
NOTE: Values in red are required by the vendor.
Requisition Dropdown Field Sync
Before we dive into the field mapping for requisition, it's important to highlight this significant feature!
Note: This feature requires custom requisitions in Lever.
The solution offers the ability to create UltiPro-based custom requisition fields.
- UltiPro Onboarding Owner
- UltiPro Component Company Code
- UltiPro Job Code
- UltiPro Employee Type
- UltiPro Work Location
- UltiPro <ORG 1 NAME>
- UltiPro <ORG 2 NAME>
- UltiPro <ORG 3 NAME>
- UltiPro <ORG 4 NAME>
Not only will it create these custom fields, but the solution will manage the dropdown options available, syncing your values directly from UltiPro on a daily basis.
Part of the setup process for enabling the solution is the ability for you to select which fields you would like to sync. You can identify which fields you would like to sync when completing the Setup Form, also found in our "How do I user Lever's integration with UltiPro Onboarding?" article.
NOTE: Lever Hire instance requires custom requisition fields be enabled in order to get these custom fields.
Requisition Field Mapping
Lever Field |
UltiPro Field |
Notes |
UltiPro Component Company Code |
Component Company Code |
Code is parsed from dropdown value (e.g. “Eastwood Industries - HQ(005) - HDLBX” becomes “HDLBX”) |
Ultipro Job Code |
Job Code |
Code is parsed from dropdown value (e.g. “Accountant - ACCOUNT” becomes “ACCOUNT”) |
UltiPro Onboarding Owner |
Onboarding Owner Code |
ID is parsed from dropdown value (e.g. “Jeanne Foster - a0d3f080-fd69-4a46-8614-86202fd70dbf” becomes “a0d3f080-fd69-4a46-8614-86202fd70dbf”) |
Ultipro Employee Type |
Employee Type Code |
Code is parsed from dropdown value (e.g. “Regular - REG” becomes “REG”) |
Ultipro Work Location |
Work Location Code |
Code is parsed from dropdown value (e.g. “San Francisco, CA - SANF” becomes “SANF”) |
Ultipro <ORG 1 NAME> |
Organization 1 Code |
Code is parsed from dropdown value (e.g. “Software - SOFT” becomes “SOFT”) |
Ultipro <ORG 2 NAME> |
Organization 2 Code |
Code is parsed from dropdown value (e.g. “Corporate - CORP ” becomes “CORP”) |
Ultipro <ORG 3 NAME> |
Organization 3 Code |
Code is parsed from dropdown value (e.g. “West - WE” becomes “WE”) |
Ultipro <ORG 4 NAME> |
Organization 4 Code |
Code is parsed from dropdown value (e.g. “Isaacs, Victor - 02008” becomes “02008”) |
Work Type |
isFullTime |
TRUE if solution locates “full time” or “full-time” in the Work Type value (case sensitivity is ignored). |
NOTE: Values in red are required by the vendor.
Profile Form Field Mapping
The solution will define a new Profile Form Template in your Lever Hire Instance titled “UltiPro Onboarding New Hire Form”.
This is an optional form that your recruiters can fill out to provide detailed name and address information.
Lever Field |
UltiPro Field |
Notes |
First Name |
First Name |
Value collected from Opportunity if Profile Form is not completed. |
Preferred name |
Preferred name |
|
Middle Name |
Middle Name |
|
Last Name |
Last Name |
Value collected from Opportunity if Profile Form is not completed. |
Prefix Code |
Prefix Code |
|
Suffix Code |
Suffix Code |
|
Address Line 1 |
Address Line 1 |
|
Address Line 2 |
Address Line 2 |
|
City |
City |
|
State |
State |
|
Zip |
Zip |
|
Country |
Country |
|
Personal Message |
Personal Message |
NOTE: Values in red are required by the vendor.
Offer Form Field Mapping
The solution will collect salary and start date information from the Offer Form. Note that the solution is looking for
Lever Field |
UltiPro Field |
Notes |
Offered compensation amount |
Pay Rate |
|
Type of earnings |
Per Rate |
|
Type of earnings |
Is Salaried |
TRUE if Type of earnings is “Year (Salary)” or “Month (Salary)” |
Anticipated Start Date |
Start Date |
|
Anticipated Start Date |
Hire Date |
Custom Mapping
Do you capture information in Lever Hire at a different location than what was mentioned in the field mappings above? Let us know when filling out the Setup Form and we can investigate adjusting the mapping for those fields.
Note that UltiPro limits the ability to populate only standard fields for an onboarding record. Custom UltiPro fields are not available to pass.