How do I enable and use the Gem integration?

Follow
Available for User roles Super Admins, Admins, Team Members, Limited Team Members
Packages All

Use Gem's full pipeline visibility for optimizing the recruiter and sourcer workflow to dynamically create opportunities in Lever. Add Gem candidates to the corresponding posting in Lever. Open the Lever opportunity link to begin tracking the applicant. 

What can you do with the Gem integration?

  • Upload a sourced candidate from Gem directly into Lever & connect it to a Lever job posting
  • Change a candidate’s stage in Lever without leaving Gem
  • Sync email conversations from Gem into Lever notes/candidate profile, providing context on the candidate within Lever

Setup the integration:

Note: Access role must be Super Admin in order to set up the integration.

1. In the Gem platform

2. From your right-hand menu in the Gem app or extension, click the button "Log in to Lever" to grant Gem access to your Lever account
gem-connect.png
3. In the pop-up window, sign in to your Lever account

 

How to use the integration:

Select a Lever posting to create an opportunity from the right side menu in Gem under the Lever title
Screen_Shot_2020-12-21_at_10.52.48_AM.png

Click 'View Candidate' to open the Opportunity page in Lever. Changes to the Opportunity stage will sync back to Gem

Screen_Shot_2020-12-21_at_10.56.47_AM.png

 

How to sync email conversations from Gem into Lever notes/candidate profile, providing context on the candidate within Lever

  1. Contact your Gem CSM to enable Gem to Lever email sync!
  2. Once enabled, you will see emails synced as notes to candidates uploaded to Lever from Gem:



Screen_Shot_2020-12-21_at_11.16.45_AM.png

 

How to disable the integration:

1. Navigate to your Integrations & API Settings Page

2. Under the Authorized Apps tab locate the Gem app

3. Click Revoke Access to disable the integration

 

Was this article helpful?
0 out of 0 found this helpful