How do I enable and use the IntelliHR integration?

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Available for User roles Super Admin, Admin, Team Member, Limited Team Member
Can only be configured by Super Admins
Packages Select Lever packages

intelliHR has designed an integration via Zapier that is accessible to set up by any users of both Lever and intelliHR. The integration takes new hires from Lever and creates a new person, user account and job record in intelliHR; thus eliminating doubling handling of employee data.  

What the integration will do:

  • Improve engagement for job applicants and employees & deliver a consistent, paperless onboarding experience.
  • Set & Forget. You'll never have to worry about forgetting or delays to creating employee records in intelliHR after the point of hire. It'll be entirely automated!

 

Please note that applicant documents are NOT automatically uploaded to the document tab in intelliHR at this time. In addition, the integration does NOT automatically trigger onboarding workflows within intelliHR at this time. 

Readers of this article will learn the following:

 

Setup the integration:

 

Access role must be Super Admin in Lever to set up the integration. You will need access to a paid Zapier account. If you don't have one currently you'll need to sign up or you can discuss with your intelliHR team the costs associated with intelliHR hosting the Zapier set up on their account. 

 

Customers will be asked to create a service account (eg intelliHR@customerdomain.com) with Super Admin access to enable the integration. The role level can be downgraded after enablement is complete to restrict access.

Please review Lever-IntelliHR Enablement Procedure:Service Account document attached to this article. 

1. For information on how to connect and configure your Lever integration via Zapier, contact your friendly intelliHR Integration Team! You can reach them at integrations@intellihr.com

2. The initiator of the integration must have access to an intelliHR API Key. This can be retrieved via Settings / Public API Access Keys in your intelliHR platform. If you don't have access to this area; contact your intelliHR System Admin to assist in retrieving a key. 

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How to use the integration:

1. Once a candidate has accepted an offer, move the successful candidate to "Hired" on Lever. 

2. The candidate's personal and job information will be posted to the intelliHR platform.

3. Using this information, intelliHR will create the candidate's person record in the platform, as well as a new user account and job record

4. The HR/intelliHR admin will be notified of the new person having been pushed into the intelliHR system and will then need to manually trigger any required onboarding workflows and manually transfer across any required documents from the Lever platform. 

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What fields can be mapped across?

Create Person

Below is a list of fields that can be pulled across from the Lever candidate record to the person record in intelliHR. 

Source Field (Lever)

intelliHR Field

Candidate name

Candidate name

Candidate : name

Last Name

Candidate : emails

Primary Email Address

Candidate : phone numbers

Primary Phone Number

 

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Create Job

Below is a list of fields that can and can't be pulled across from the Lever candidate job record to the job record in intelliHR. 

Source Field (Lever)

intelliHR Field

Offer: job_title

Position Title

Offer: anticipated_start_date

Company Start Date

Users : Hiring Manager : Email

Supervisor Person ID

Users : Hiring Manager : Email

Supervisor Job ID

Posting: Department

Business Unit

Posting: Company

Business Entity

Posting: Location

Location

Posting: Commitment

Work Class

*Not Mapped, will pair according to work class.*

Work Type

Offer: Salary_Interval

Remuneration Schedule: Type

Offer: Salary_Amount

Remuneration Schedule: Base Annual Salary

Offer: Salary_Amount

Remuneration Schedule: Base Hourly Rate

*Not Mapped; defaults to 0*

Remuneration Schedule: Hours Per Week

Posting : Level

Pay Grade

*Not Mapped; defaults to "No Employment Condition"

Employment Condition

*Not Mapped; defaults to blank*

FTE

 

How to disable the integration:

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

2. Under the Authorized Apps tab, locate the IntelliHR app.

3. Click Revoke Access to disable the integration.

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