Candidate Management
Article topics include: candidates and opportunities, interviews, Fast Resume Review, stage changes, archiving opportunities, requisitions, offers, and automation workflows.
Candidates & Opportunities
- Understanding the difference between candidate profiles and opportunities
- Why do opportunity dates matter?
- Who can view Hired opportunities?
- How do I add a secret note to a candidate’s profile?
- How do I sort out good and bad candidates?
- How do I share candidates?
Pipeline Management
- Call-to-action buttons
- Automatic stage progression in the Lead section of the pipeline
- What is Last Interaction?
- Inactivity alerts
- Understanding pipeline stages
- Using the bulk action toolbar
Candidate Search
Interviews
- How do I schedule an interview? (G Suite)
- How do I add/remove Google Meet links from Google Calendar interview invites?
- What should I know about scheduling and rescheduling in Lever? (Office 365)
- How do I reschedule an interview?
- Creating and using Easy Book links
- How do I schedule a private interview?
Fast Resume Review
Stage Changes
Archiving
Requisitions
Offers
- How do I revise an offer?
- Creating offers
- Creating offer letter templates
- Using dynamic sections in offer letter templates
- Requesting offer approval
- What information appears in the offer approval request?
Automation Workflows
General Data Protection Regulation (GDPR)
- Resolving data requests
- How can I rely on legitimate interest for processing the GDPR in Lever?
- How do I see a candidate’s consent status on an opportunity?
- How can I reach out to candidates to collect or refresh consent?
- How do I filter opportunities by GDPR status?
- How do opportunities appear in Lever after anonymization?
Migrating to the Opportunities Data Model (2019)
- What should I know before updating my integration for Opportunities?
- How do I update my auto-categorization integration for Opportunities?
- How do I update my assessment integration for Opportunities?
- How do I update my background check integration for Opportunities?
- How do I update my data warehouse integration for Opportunities?
- How do I update my HRIS integration for Opportunities?