Mary Irvin

Data Explorer: Using dashboard templates

1. Analytics
2. Data Explorer

Available for Roles Super Admin Permissions • Access Visual Insights Report Builder (Data Explorer) Packages LeverTRM for Enterprise and/or Advanced Analytics add-on   This article...

• Edited November 11, 2024 18:37
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Fall 2024 Release

1. Services & Support
2. Product Release Notes
3. 2024

Our Fall 2024 product release is scheduled to roll out progressively to Lever accounts in October and November 2024. Below you will find the recording of our Fall Release webinar which took place o...

• Edited November 13, 2024 14:23
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What does Lever have access to on my Microsoft 365 account?

1. Administration & Configuration
2. Account Settings & Authentication

Available for Roles Super Admin, Admin, Team Member, Limited Team Member, Interviewer Permissions • N/A Packages Lever Basic, LeverTRM, LeverTRM for Enterprise Connect Lever to essentia...

• Edited October 08, 2024 19:55
• 1 follower
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Filtering and searching for candidates based on consent status

1. Candidate Management
2. Compliance

Available for Roles Super Admin, Admin, Team Member, Limited Team MemberSuper Admin and Admin for GDPR or compliance settings configuration Permissions • (Data compliance) Anonymize candidate...

• Edited October 02, 2024 16:10
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Setting up a referral form and tracking referred candidates

1. Sourcing & Top-of-Funnel Activity
2. Referrals & Internal Candidates

Available for Roles Super Admin, Admin, Team Member, Limited Team MemberBy default, only Super Admin and Admin users can configure the referral form Permissions • Manage form settings Packa...

• Edited September 11, 2024 13:51
• 1 follower
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Adding forms to candidate opportunities

1. Candidate Management
2. Candidates & Opportunities

Available for Roles Super Admin, Admin, Team Member, Limited Team MemberCan only be configured by Super Admins and Admins Permissions • (To use) Manage profiles and view associated postings• ...

• Edited September 06, 2024 19:39
• 1 follower
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Enabling and using the Google Meet integration

1. Integrations & API
2. Workplace Collaboration Integrations

Available for Roles (To use) Super Admin, Admin, Team Member, Limited Team Member(To enable) Super Admin Permissions • (To use) Manage profiles and view associated postings• (To enable) Manage...

• Edited August 09, 2024 19:00
• 1 follower
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Transitioning to Visual Insights from Lever Talent Intelligence (LTI)

1. Analytics
2. Lever Talent Intelligence

Available for Roles Super Admin, Admin, Team Member, Limited Team Member Permissions • View Visual Insights reports Packages Lever Basic, LeverTRM, LeverTRM for EnterpriseAdvanced Analytics ...

• Edited August 08, 2024 19:36
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Migrating your data from another Applicant Tracking System

1. Lever Essentials
2. Migrating Data

  Are you completing your own implementation or data migration through our self-service offering? For more information on this type of data migration, refer to our help article on migrating y...

• Edited October 30, 2024 23:20
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Transitioning to Visual Insights

1. Analytics
2. Visual Insights

Available for Roles Super Admin, Admin, Team Member, Limited Team MemberSome roles can only view select dashboards (see below) Packages All packages LeverTRM for Enterprise and/or add-ons req...

• Edited September 25, 2024 13:19
• 1 follower
• 0 comments
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