Lever Integration: Configuring Jobs and Managing Candidates

In this article, you will learn how to connect a career.place qualification funnel to a job in Lever and understand how candidates are managed. Be sure the integration setup is complete prior to using this integration.

Connecting a Lever job to a career.place qualification funnel

Note: In career.place, qualification funnels are simply called "Jobs"

1. Create a job in Lever as you normally do
2. Create a job in career.place (here is a quick start guide)
3. On the career.place job detail screen, click the Integration menu item on the left hand navigation
   
   
4. The Lever option will automatically be selected.
5. Select the Lever job to integrate this career.place job to
   
   
6. After it is selected, any candidate that applies to the Lever job will be invited into the career.place qualification funnel that was just setup.

Managing Candidates

Career.Place manages candidates in Lever through the use of Tags and Notes.

Tags

There are 4 Tags that career.place sets in Lever and they all begin with the prefix "CP-" (CP standing for career.place). The 4 Tags and what they mean are:

• CP-Sent: Candidate was sent an invitation email to start the qualification funnel process in career.place. Candidates are sent reminder emails for up to 2-1/2 weeks after which they will be deemed as opted-out.
• CP-InProg: Candidate is in-progress in career.place. This can mean they are still filling out what is required or, if they submitted, that the employer's "job team" is reviewing Homework or Video Interview responses (if either or both are configured)
• CP-Unqual: Candidate was deemed as unqualified. Details as to why the candidate was unqualified are saved in the Notes in Lever.
• CP-Qual: Candidate was deemed qualified and then moved to the appropriate stage in the Interview Plan for next steps in the hiring process.

Notes

Notes are saved in Lever to timestamp various steps of the process. When a candidate starts the process in career.place and the CP-InProg Tag is set, a Note is added with a hyperlink back to the candidate's career.place "applicant card". It will look like:

This way, a Lever user will always have access to more details regarding the candidate's progress within career.place.

When a candidate becomes unqualified, the reason is also entered as a Note. Here is an example:

Questions?

If any Lever user has any questions regarding the use of this integration they may reach out to career.place support either by email ([e-mail]) or by using the support portal on the career.place application (purple circle at the bottom right of the application screen).