Integrations

Lever Integration Guide

Introduction

Finding the best talent is the key to any successful organization, but it doesn’t stop at hiring – it’s just as important to support new hires, empower them to be productive and successful in their new role.

Sapling provides significant improvements for your People Operations team and Hiring Managers, while completely streamlining the Candidate and Employee experience.

The Lever<>Sapling integration is currently only available to customers on Lever’s Professional or Enterprise plan (see plan details here).

How the Integration Works?

When a candidate profile in Lever has been marked as ‘Hired’, the integration sends the new hire data to Sapling.

As an Account Owner or Admin user of Sapling, you will receive a 'Pending Hire' notification. From the Pending Hires Menu, you can select which employee you would like to onboard.

From Sapling’s Pending Hires Menu, you’ll be able to see Name, Department, Location, Manager and Start date.  The start date imported into Sapling is the hired date, unless your team is set-up with Lever’s Form Fields (discussed below).

Once you select the employee you would like to onboard, the new hire data will be populated into the first step of Sapling to initiate an onboarding process for a new hire.




New Hire’s are then sent their onboarding invitation to complete their preboarding.



They can then complete their New Hire preboarding experience.

What fields can Sapling sync from Lever?

1. Standard Fields

Sapling imports Candidate and Job Posting data.

Candidate Information including:

  • First Name
  • Last Name
  • Email
  • Phone

Job Posting Information including:

  • Title
  • Location
  • Department
  • Hiring Manager

Referral/ Source Information

  • Tracking who referred/ sourced the candidate

Note that the start date imported into Sapling is the hired date, unless your team is set-up with Lever’s Form Fields of Lever Offer. 

2. Offer Fields

Offer Fields are set-up in Lever in Settings>Offers and related to the candidate offer. All Offer fields can be sync’d based on matching names For example - Adding “Salary” to both Lever and Sapling will import the Salary field into Sapling.

Common Offer Information included for customers are:

  • Offered compensation amount
  • Compensation currency
  • Type of earnings
  • Anticipated start date
  • Offered equity
  • Work authorization status
  • Employment status of job



3. Form Fields

Form Fields also allow you to customize the data that can be passed to Sapling. 

This is currently an Enterprise Plan feature for Lever, so it is required that you have the Lever Enterprise Plan to use the additional fields sync (see the appendix of this guide for more information).

You can learn more about Lever’s API in their documentation available here.

Each candidate profile has a Forms tab at the top, where all of this data lives.



Lever currently does not give Form Fields endpoints to integration partners today. However, Sapling customers can provide independent access to grant Sapling access to this endpoint as needed. 

It's easy to add a new form to a candidate profile. Simply click the "..." menu, and click the "Add form" button to select which form you'd like to add onto a candidate's profile:



Please communicate what data you’d like to be collected from Lever by Sapling, who will be able to scope these custom fields for you.


Setting up the Lever Integration

Step #1. Confirm Company Settings

In Lever settings, navigate to company settings and ensure your Teams, Locations and Commitments are aligned with Sapling. 


Step #2. Enable the Sapling integration in Lever

To enable this integration, you'll need to be a Super Admin of your Lever account.

  • Click the toggle next to Sapling's logo.



  • Generate an API key for Sapling
  • You'll be able to see exactly which actions the integration with Sapling will authorize.
  • Save this newly generated key



Navigate to Sapling's secure integrations page and add the API key to Sapling's secure integrations page. 



Step #3. Set-up the Webhook in Lever

You'll also need to generate a Webhook token for candidate stage changes within Lever here, so that your candidates can be pushed from Lever to Sapling upon hire. 

This webhook token can then be added to Sapling. Switch on the ‘Candidate hired’ toggle and click ‘Add webhook’

The address for your webhook should be: [yourcompanyname].saplingapp.io/api/v1/admin/webhook_integrations/lever  

For example: 

rocketship.saplingapp.io/api/v1/admin/webhook_integrations/lever


 



Step #4. Copy the Signature Token from Lever into Sapling 

Lastly, you’ll also need to generate a Lever Signature Token on the Webhooks tab and add it to Sapling.


 

How to resend candidates from Lever to Sapling?

There are two ways to resend a candidate to Sapling:

  1. In Lever, Unhire the candidate and then Rehire the candidate
  2. This can create unclean data and excess notifications
  3. In Lever, go to > Settings > Integrations > Webhooks

Scroll down to Recent Webhook Deliveries

Find the correct webhook for that candidate and click on RERUN. This will resend the candidate to Sapling.



Still no luck? We are here to help!

People Operations can be complex - contact our customer success team to get in touch with you.

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