To integrate with Lever, we utilize an OAuth 2.0 application to be able to sync the data across the two platforms.
Necessary Lever role
To be able to authorize any app to pull data from your Lever instance, you’ll need to be a Super Admin in Lever. If you aren’t one, you’ll need to ask someone who is to go through these steps. If you aren’t sure what your role in Lever is, you can check by hovering over your image in the top right corner of Lever.
Connecting your Lever instance
Once you've confirmed that you have the necessary permissions, connecting your Lever account to your Gem Scheduling account is very straightforward. You just need to go to the General setup tab on your Scheduling admin page and select the Edit button for the ATS section. Then, choose Lever as your ATS Type and select the Connect Your Account button.
This will take you to the page that lists what permissions that Gem Scheduling will use and allow you to authorize the connection. You might have to log into Lever if you aren't logged in already.
Once you select the Accept button, you should be redirected back to your Integrations page in Gem Scheduling.
And that’s it! We’ll now start syncing your postings and candidates in the background, so you can start setting up jobs for scheduling!
Integration permissions
Here’s a breakdown of the permissions that we require and what we use them for:
- View all archived reasons - We use this to find out if the reason a candidate was archived is that they were hired or rejected.
- View all feedback templates - We use this to allow you to attach feedback forms to interviews that you schedule.
- View and manage all candidates’ interviews - We use this to report any interviews we schedule back to Lever so they can be displayed there.
- View and manage all candidates’ notes - We use this to make notes on the candidate when actions are taken in Gem Scheduling.
- View all opportunities - We use this to sync candidates from Lever and keep the data in Gem Scheduling up-to-date.
- View and manage all candidates’ panels - We use this to report panels (which is a collection of interviews) back to Lever so they can be displayed there.
- View all postings - We use this to sync jobs from Lever and keep the data in Gem Scheduling up-to-date.
- View all stages - We use this to sync stages from Lever and keep the data in Gem Scheduling up-to-date.
- View all users - We use this to sync users from Lever and keep the data in Gem Scheduling up-to-date.
- Allow offline access - We use this to be able to sync data from Lever continuously in the background.
Integration details
When you first connect your Lever account, we immediately start importing your candidates and postings into Gem Scheduling. Nothing will appear to be different in Lever just yet, but once you start scheduling candidates, we’ll report back to Lever the interview details.
Selecting the View in External App button on the upcoming interview will open up that schedule in Gem Scheduling so you can reschedule or cancel it.
We also make a note on the candidate that they were scheduled through Gem Scheduling.
- Necessary Lever role
- Connecting your Lever instance
- Integration permissions
- Integration details