EZ Rediscovery is a deep two-way integration designed to help you surface candidate profiles in your ATS with AI-powered filters. hireEZ-Lever is one of our earliest integrations that is easy to connect, abundant with smart filter offerings, and synchronous with candidate and user activities from both platforms.
Read on to learn how to...
Integration Setup (Admin)
Before you begin, please ensure that you are...
A subscriber of hireEZ Enterprise and have a valid hireEZ account (*Please contact your hireEZ Account Manager if you need help setting up an Enterprise license.)
The admin user of your company's hireEZ Enterprise subscription
The site admin of your Lever account
Note: Please do not connect your test/sandbox instance with the hireEZ production account. If you would like to perform sandbox testing, please reach out to email@example.com or the assigned TPM. They can assist you further to issue a separate instance for testing.
In case you end up connecting your sandbox account with the hireEZ production account, notify the support team at the earliest. This brings unknown issues for the integration and results in a delay in your onboarding.
Step 1: Retrieve Lever API Key
Go to Lever Settings / API Credentials by clicking here.
*Note - If you already generated Lever API key before, you can skip this step and use the existing Lever API key on hireEZ.
**If you are on Lever Starter plan please contact firstname.lastname@example.org to get your API key.
Step 2: Configure Lever on hireEZ
As an admin user, you'll be able to configure your ATS by clicking on the All Integrations tab on the left and following the same instructions below.
If you also have a team member license, you can configure in hireEZ Apps by clicking here, and follow the steps as pictured in the screenshots below.
Step 3: You should see an integration configuration page and a success message on the top right corner of the screen.
Step 4: Under Settings, select to export candidates from hireEZ to Lever as either prospects or candidates linked to specific jobs and hiring stages.
Step 5: Map relevant candidate profile data fields between hireEZ and Lever.
If you want to customize the data field mapping:
Select a hireEZ candidate profile field from the ‘All Fields in hireEZ’ field list and choose a suitable field from the Lever profile fields dropdown.
If you want to attach a resume for each candidate when syncing from hireEZl to Lever, select the ‘Attach hireEZ Resume’
If you want to sync notes and tags from hireEZ to Lever, enable and map hireEZ Note and Tag fields with Lever activity fields.
Exporting Candidates from hireEZ to Lever
After you've found qualified candidates in hireEZ, you can easily export them into Lever. Go to a project and click Pipeline, select your candidates, and click Export. Then, follow the instructions on the screen to select the candidate application type, job, and stage of your exports.
Once you've successfully exported the candidates, you can click the Lever icon on the candidate's hireEZ profile to redirect to his or her Lever profile, which has been enriched with new information from hireEZ. Additionally, in Lever, you'll even be able to see the hireEZ resume and source of the candidate.
The beauty of EZ Rediscovery also lies in its deduplication and enrichment functionalities. When exporting candidates, duplicates can easily be merged on the Recently Pushed to ATS page. You can select which information you want from which profiles. Oftentimes, you'll find new contact information that can be exported over to the candidate's ATS profile.
Rediscovering Candidates from Lever with hireEZ
- To enable EZ Rediscovery with Lever and allow the pull of candidates from Lever into hireEZ, go to the Admin Console > General > ATS > Details > Import > Enable, and fill in credentials. If you've already connected through Apps, you won't need to fill in the credentials again under Rediscovery in the Admin Console.
- *Note: Please contact hireEZ Customer Support to enable the two-way integration for EZ Rediscovery.
On the main hireEZ AI Sourcing page, you'll be able to source candidates from both the open web and your ATS, or just your ATS. Use filters like ATS Jobs or ATS Stage for more targeted searches.
We'll show you which hireEZ or Lever projects the candidate is part of.
Analyzing Integration Performance (Admin)
As the hireEZ admin user, you'll have access to eye-opening statistics into your hireEZ-ATS integration. Go to the Dashboard under the Admin Console > Rediscovery to see rediscovery metrics, diversity breakdown of your ATS candidates, top companies of your ATS candidates, and more! You may click on any part of the charts to view candidates under the category.
For any other questions, please reach out to our Customer Success Team or email email@example.com.