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Getting Started

These articles will help you get your bearings with the LeverTRM platform when it comes to navigating the platform and learning how to use core functionalities.

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  • LeverTRM Product Overview
  • LeverTRM Glossary
  • Role permissions breakdown
  • Understanding the structure of your candidate pipeline
  • Using Lever as a hiring manager
  • Lever career site options
  • Self Guided Implementation Plan
  • Email notifications
  • Candidates and opportunities in the pipeline
  • Operating the Lead section of the pipeline
  • Operating the Applicant section of the pipeline
  • Operating the Interview section of the pipeline
  • Operating the Archive
  • Filtering the candidate pipeline
  • Adding and managing notes
  • Getting started with Lever
  • Getting started with Lever as an Admin
  • Getting started with Lever as an Interviewer
  • Does Lever support languages other than English?
  • Getting started with scheduling in Lever
  • Understanding the differences between domains and instances
  • Toggling to Lever's desktop site on mobile
  • Which browsers does Lever support?
  • Logging in to Lever
  • Bulk importing candidates via email
  • Bulk importing candidates with assistance from Lever Support
  • Auto-forwarding email applications to Lever
  • Creating a Lever account (Microsoft Exchange, Zimbra)
  • Creating and using tags
  • Keyboard shortcuts in Lever

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