🤝 Lever | Rediscovery

This article is for setting up a two-way integration between SeekOut and Lever. To learn about the one-way export feature, see our article here.

Sort through candidate data from your ATS using SeekOut's powerful search engine and filters. Your Lever data is mirrored within SeekOut every day, and SeekOut enriches your data with social links, work history, and education. Lever Stage and Status filters are available in a collapsible search menu.

Before You Begin

Note: Please contact your Customer Success Manager or our support team so we can coordinate your integration setup.

• You must have access to Lever's data API in order to integrate with SeekOut. Lever support can help you enable data API for your organization.

• Lever Enterprise and Lever Professional are supported.

Setting up Lever

Login to Lever and go to Settings > Integrations and API. Select the API Credentials tab and click Generate New Key under the Lever API credentials section.

Click Copy Key and save it somewhere safe. You'll need to enter this key in SeekOut later. 

Scroll down and select the following permissions:

Click Done to complete this step.

Setting up the Lever Integration

Accessing Integrations

Click your name at the bottom left of the SeekOut dashboard, then select Integrations.

Note: Don't see the Integrations option in your menu? Contact your Customer Success Manager or support@seekout.com and ask to enable ATS integrations for your org.

On the Integrations page, click + Add a Connection to open the list of applicant tracking systems. If you've set up an integration with SeekOut before, your current integrations will be listed on this page. Click the plus sign + at the top of the page to open the ATS list.

Connecting to Lever

On the Integrations page, click + Add a Connection. Locate Lever from the list of integrations and click the Connect button.

Note: If you have set up an integration previously, click the + next to the list of integrations at the top of the page to open the Add a Connection pop-up.

On the Capabilities tab, check the box next to Rediscovery. Click Confirm Choices to continue to the next step.

Review the requirements on the Permissions tab and click I'm ready.

On the Credentials tab, enter your API Key and select Production from the Environment dropdown menu.

Click Submit to save your credentials. SeekOut will automatically attempt to verify your connection. If you also have a Lever Export integration enabled, you will be prompted to choose a job from the dropdown list. Select a job to send a test candidate to and click Verify. When successful, Lever will appear at the top of your Integrations page with a green check mark. Navigate to your Lever instance and ensure the test candidate is visible and tied to the job you selected.

Removing the Integration

On the Integrations page, click the arrow next to a connected integration to Edit or Remove the integration from your SeekOut account.

Data Import Process

After the integration is setup and passes validation, we will automatically start downloading, indexing, and matching your candidate and job data. Depending on the amount of candidates and jobs, the timeline to finish the initial download can vary. Once the first full download is complete, the integration will automatically begin downloading any changes in the data. Depending on the amount of candidate and job changes, the timeline to see those changes reflect in SeekOut can vary.

How to use Talent Rediscovery

Click Your ATS on the Search page to view candidates from your applicant tracking system.

Your ATS has the same search functions that are available in the Public Profiles tab. Use keywords, Boolean, power filters, and diversity filters to refine your search. 

Filters and Profile Data in Your ATS 

The Your ATS tab has two additional features:  

• A set of filters specific to your ATS (highlighted in purple below) 

• The candidate's status, job application, resume, and contact information from your ATS (highlighted in orange below)

ATS Filters (purple) 

These are filters that are only available when searching candidates from your applicant tracking system. The exact filters available will depend on the data SeekOut receives from your ATS. For example, if your organization does not have any candidates assigned to the Technical Phone Screen stage, then that filter will not be displayed in SeekOut. 

See the section Unique Filters below for a list of filters available to you.

Candidate ATS Data (orange) 

An overview of the candidate's data from your ATS. See the section Unique Profile Data below for a list of details you'll find here.

ATS Insights

SeekOut aggregates candidate data from your ATS and displays interactive charts for diversity, location, current/previous company, job title, and much more.

Hover your mouse over a row to see how many candidates share that data point and click on a row or use filters to refine your results even further. 

Print & Export Insights

Click Print to print the current page. Use your browser's printer settings to select how many pages of data you wish to print. 

Click Export to export the data on the current page to a spreadsheet. You can download it as an XLSX file or view it in Excel Online. The spreadsheet has information and charts (when applicable) for the following candidate data: 

• Location 

• Current Company 

• Current Title 

• Past Company 

• Past Title 

• Skills 

• Years of Experience 

• Years in Role 

• School 

• Degree 

• Major 

• Diversity 

• Industry 

• Company Size 

• Other 

  • Certifications 

  • Languages 

  • Groups 

  • Interests 

  • Honors/Awards 

Matching

SeekOut uses the candidate's LinkedIn URL as the main identifier for matching their ATS profile to their SeekOut profile. If there is no LinkedIn URL found in the candidate's resume or job application, other pieces of information will be used to try to match the candidate including GitHub URLs, job history, education history, etc. 

When a profile isn't matched, SeekOut will not enrich it with additional info. The profile will appear without a LinkedIn URL in the Your ATS tab. Only info mirrored from the ATS (including the resume) will be shown in the profile. 

Unique Filters for Lever

• Stage (e.g. Application Review, Interview)

• Status (e.g. Rejected, Active)

• Job

• Rejection Reason

• Source

• Recruiter

• Last Updated

Unique Profile Data for Lever

• Last Updated

  • When the candidate data was last updated from Lever

• Recruiter

  • Recruiter assigned to the candidate

• 'View in Lever'

  • A clickable link that takes you to the candidate record in Lever

• Applications

  • Job/Requisition name - Status, Recruiter

• Contact info

• Attachments

  • Clickable documents that are searchable and readable in SeekOut