ūü§Ě Lever | Rediscovery

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.

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.

Screenshot of Lever API to begin set up

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:

Read Endpoints

read user

read stage

read requisition

read posting

read opportunity referral

read opportunity note

read opportunity form

read opportunity feedback

read opportunity

list stages

list requisitions

list postings

list opportunity referrals

list opportunity offers

list opportunity interviews

list opportunity files

list opportunity applications

read opportunity resume

read opportunity panel

read opportunity interview

read opportunity file

read opportunity application

read archive reason

list users

list tags

list sources

list opportunity resumes

list opportunity panels

list opportunity notes

list opportunity forms

list opportunity feedback

list opportunities

list archive reasons

download opportunity resume

download opportunity file

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.

Click your name at the bottom left of the SeekOut dashboard and select Integrations to open the integrations page.

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.

If you already have an integration set up, you can add a new integration by clicking the plus sign at the top of the Integrations page.

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. When successful, Lever will appear at the top of your Integrations page with a green check mark.

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.

Connection Stages 

Indexing... 

The ATS is connected and has started indexing candidates from Lever into SeekOut. The initial indexing process will run in a full index mode. Full index processing time can vary depending on the number of candidates and amount of candidate data in your system. Not all candidates will be visible in the Your ATS tab during the indexing phase. 

After indexing has completed, the integration will switch to delta mode and index any changes in candidate data. The integration connection status will change to Connected.

Connected / Start ATS Search 

Candidates have been indexed from Lever into SeekOut. Candidates can be viewed in the Your ATS tab. The index of Lever candidates is updated every four hours. 

Click Start ATS Search to go to the Your ATS tab. 

How to use Rediscovery

Click Your ATS on the Search page to display candidates from Lever.

Screenshot of how to use rediscovery feature under "Your ATS" in SeekOut

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. 

Unique features in Your ATS 

The Your ATS tab has two additional features:  

  • A set of filters specific to your ATS (highlighted in blue below)¬†

  • The candidate's status, job application, resume, and contact information from Lever (highlighted in yellow below)

Screenshot of Lever integration and filters in SeekOut

ATS Filters (blue) 

The following filter categories are viewable on the Your ATS tab: 

  • Stage

  • Status¬†

  • Job

  • Rejection Reason

  • Source¬†

  • Recruiter¬†

    • Name of the recruiter assigned to the candidate in the ATS

  • Last Updated¬†

The exact filters available will depend on the data in your Lever instance. For example, if your org does not have any candidates assigned to the Technical Phone Screen stage, then that filter will not be shown in SeekOut. 

Candidate ATS Status (yellow) 

An overview of the candidate's status in Lever. 

  • Date updated

  • View in Lever link

    • Click this link to open the candidate's profile in your ATS

  • Job¬†

  • Stage¬†

  • Status¬†

  • Email¬†

    • This is the candidate's email from your ATS, not from SeekOut

  • Phone¬†

    • This is the candidate's phone number from your ATS, not from SeekOut

  • Attachments

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. 

Screenshot of ATS Insights for integration

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.