Enabling and using the Guided Compass integration

Guided Compass is a career matching and tracking platform that allows employers to design
their ideal candidates, post career event, projects, and work opportunities, and received screened
candidates from our partners. Guided Compass will pass your postings to intermediary partners (i.e., educational
institutions, workforce developments, and mentors) so that they may educate, train, and refer
candidates to employment opportunities. We also use algorithms to help employers build
customized talent pipelines for each of their departments, and to help these intermediaries add to
your pipelines.

Lever’s integration with Guided Compass allows you to automatically get notified of relevant job
opportunities, add screened candidates to your job postings, and add prospective candidates to
your pipeline. In this article, we will cover how to:

• Set Up Lever/Guided Compass Integration
• How to use the Guided Compass Integration with Lever
• [Optional – Informational Only] Maximizing your Guided Compass Experience
• How to Disable the Integration

Setup the integration:

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

1. Navigate to your Guided Compass Profile, then go to settings and click “Integrations and API”.
You should see something like the screenshot below:

2. Click on “Lever”. You will be asked accept Guided Compass to create new opportunities, view
opportunities, and view jobs in your Lever account. Ideally, enter the same email you used to
create your Guided Compass Employer account.
3. Then click “Accept” to officially authorize Guided Compass.

How to use the integration:

Posting Jobs
When creating job posts, for Guided Compass and Guided Compass Intermediary Training
Partners to be most effective, the Post Description should include keywords that will help us
place the right candidates. These keywords include desired educational degrees, coursework,
experience, skills, knowledge, traits, and other tags. The more detail, the better. This will be used
to source and screen candidates for your organization.

Receiving Candidates
We (and our partners) will typically only refer 3-5 candidates at one time. This is because our
partner organizations often have processed where they administer months of career-pathway
related training and conduct formal interviews to effectively screen candidates for you. Partners
can drag-and-drop the candidates they would like to refer, so candidates are ranked according to
the order to they are added to the system.

Ideally, we can set up a profile form with your Lever instance so that we can pass the following
information:

• The ranking from the partner organization (e.g., #2);
• The name of the referring organization (e.g., Los Angeles City College);
• The match score (e.g., 89%) – calculated using our algorithms against your ideal candidate; this includes scores input by partners (e.g., internal coursework, interviews).

To set this up, please email creighton@guidedcompass.com. For the match score, if you have not
specified your candidate for this department or posting, we will use the default “benchmark” or
ideal candidate for the departmental area specified by our intermediary partner(s). Email
creighton@guidedcompass.com for more information about Guided Compass Benchmarks.

Receiving Prospects
If you have specified a “benchmark” or ideal candidate, we will provide leads to build your
talent pipeline. Part of what Guided Compass offers is career exploration, which includes career-
seekers’ ability to favorite employers. In addition, career-seekers can specify their ideal
employers in their career assessments, in interviews, or to their mentors. These all provide great
resources to post prospective candidates to your Lever account. Email
creighton@guidedcompass.com for more information about Guided Compass Benchmarks.

[Optional – Informational Only] Maximizing Your Guided Compass Experience
The following will allow us to provide the best service to you:

• Feedback on any and all candidates referred from the Guided Compass platform. Email
  creighton@guidedcompass.com;
• Give feedback on the match score accuracy. Email creighton@guidedcompass.com;
• Consider designing your ideal candidate for each department. Email
  creighton@guidedcompass.com.

How to disable the integration:

1. Navigate to your Integrations & API Settings Page in Lever

2. Under the Authorized Apps tab locate the Guided Compass app

3. Click Revoke Access to disable the integration