Lever - A recruitment and candidate management solution for HR teams:

Connector operation and setup with Lever

Note This connector is currently in the beta testing phase. It may therefore be unstable at times.

Description

The Lever connector automatically creates an employee profile in Lucca when a candidate’s status is changed to "hired" in Lever.

Solutions involved: Poplee Core HR
Type of integration: API
Integration direction: Lever → Lucca
Integration frequency: Each time a candidate’s status changes to hired
Integration setup: Self-service

Requirements

If you want to create an employee profile in Lucca, you need certain data that is only displayed in Lever’s "offers” section. These are the job offers that are made to candidates.

In other words, if you want to use the Lever → Lucca connector, you need to go through Lever's offer system. Otherwise, the connector won't work.

Installation

1. Lucca: Install the Lever connector on your Lucca space

Cogwheel > Applications

To install the Lever connector on your Lucca space, go to Applications management.

If you do not have access to this, please ask the help desk to add this permission.

On the applications page, click on the "Install an application" button, and on the "Integrations" tab, search for "Lever".

Click on the “Start” button to start the installation process. Follow the instructions until you reach the "Start" button.

When you click, you'll be redirected to the page that allows you to connect this connector to your Lever account. Log in to your Lever account as an administrator, then accept the authorization.

Finally, go to the application management page of your Lucca space and click on the Lever application that has been installed to start the setup process:

  • The default role assigned to new recruits.
  • The format of their professional e-mail address
[Required]

2. Lever: Activate webhook in Lever

To ensure that Lucca is notified by Lever as soon as an employee is recruited, you need to complete one final step. To do this, go to your Lever settings.

Settings > Integrations & API > Webhooks

In the “Candidate hired” section, the route to your Lucca space should be visible (it was suggested by the connector when it was installed). If the toggle switch next to the section is deactivated, please activate it.

3. Lever: Check the offer form template in Lever

Lever > Settings > Offers > Offer Forms

Log on to Lever, and make sure that the offer template includes the following mandatory fields:

Field name Criticality Description
Candidate name Required Candidate last name. First name(s) (separated by spaces) first, followed by a space, then the last name. Additional contact details (email address, phone number) will be automatically retrieved by the connector.
Anticipated start date Required (Provisional) start date of recruited employee's contract.
Department of job Highly recommended Name of the department in Lucca that the recruited employee will join. If not entered or not found, the default department will be used.
Legal entity of job Highly recommended Name of the establishment in Lucca that the recruited employee will join. If not entered or not found, the default establishment be used.
Direct manager Highly recommended Full name of recruited employee's manager. If not entered or not found, the employee will be considered as their own manager.
Job title Optional Recruited employee's job title.
Division of job Optional Used to identify the department if the "Department of job" value is not entered or cannot be found.
Team
Optional Used to identify the department if the "Department of job" and "Division of job" values are not entered or cannot be found.
Office location Optional Used to identify the establishment if the "Legal entity of job" value is not entered or cannot be found.
Candidate address line 1 Optional Recruited employee’s address
Candidate address line 2 Optional Recruited employee's address, combined with the value of the previous field.

Fields marked as "mandatory" must be completed. The others can be omitted, even if they enhance the integration.

Roles and professional email addresses

You can specify the role assigned to the employees you create, as well as their professional e-mail address, in the connector settings. To do this, go to the application management page of your Lucca space, select the "Lever" application, then the "Settings" tab.

The department

To ensure smooth synchronization, the possible values accepted by the connector are available here: 

https://[nom de votre instance].ilucca.net/api/v3/departments?fields=name

If the values in the "Department of job", "Division of job" and "Team" fields do not correspond to any existing department in your Lucca space, then the default department specified in Poplee Core HR will be assigned to the new employee. If this default value is not specified, the employee profile will not be created.

The establishment

To ensure smooth synchronization, the possible values accepted by the connector are available here: 

https://[nom de votre instance].ilucca.net/api/v3/legalentities?fields=name

If the values in the "Legal entity of job” and "Office location" fields do not correspond to any existing establishment in your Lucca space, then the default establishment specified in Poplee Core HR will be assigned to the new employee. If this default value is not specified, the employee profile will not be created.

4. Lever: Ensure that the candidate's offer is signed

The values of certain fields that are required to create an employee profile in Lucca come from the offer made to the candidate in Lever.

In other words, before upgrading the candidate to "hired" status in Lever, please ensure that :


  • the candidate has been made an offer;
  • this offer is marked as "signed".

5. Lever: Mark the candidate as "hired”

Once the offer has been written and signed, you can mark the candidate as "hired", either by moving them into the hired column, or by modifying their status directly. The order to create an employee profile will then automatically appear in your Lucca space in a matter of seconds.

6. Lucca: Monitor flows between Lever and Lucca in your Lucca space.

The application management page in your Lucca space also provides an interface for monitoring the integration logs of your installed connectors.

To see this, go to the "Integration logs" section. If you cannot access it, it's because you don’t have "Integration administration" permission. Please contact your administrator or our support team.

FAQs

The candidate synchronization did not work. I've fixed and signed the associated offer, now how do I restart the synchronization?

  • Change the candidate's status from "hired" to another status and then back to "hired” again.
  • Wait two minutes and check whether or not the employee has been created in the HR file (or in the integration logs).

My offers are written and signed, but the synchronization still doesn't work. What should I do ? 

  • Uninstall the Lever connector from your Lucca space (from the application management page).
  • Delete the webhook created by Lucca in your Lever settings.
  • Reinstall the Lever connector on Lucca (start this guide from scratch).
  • Change the candidate status from hired to something else and then restore the candidate to hired.
  • Wait 2 minutes and check that the employee is created in the HR file

The Lever help sheet is available at this link

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