---
title: Using ChartHop to open jobs
slug: M4oo-using-charthop-to-open-jobs
docTags: 
createdAt: 2022-11-15T18:34:35.000Z
---

:::hint{type="info"}
[Packages](https://www.charthop.com/pricing/)**:&#x20;**<font color="#a9a9a9">Basic</font> <font color="#000000">|</font> <font color="#000000">**Standard*** | **Premium**</font>****

\* Available as an add-on
:::

When you configure your Lever Acquisitions app to have an outbound flow, ChartHop serves as the primary source of truth for open jobs. Depending on the status of a job in ChartHop, it translates to a specific status for the same job in Lever.&#x20;

### Open job creation recommendations

When you use ChartHop to open jobs in an outbound data sync, there are a few things to note:

- Syncing outbound from ChartHop to Lever bypasses approval workflows in Lever. As a result, you should leverage scenarios in ChartHop when proposing new open roles or edits to open roles.
- Lever requisition field values are updated to ChartHop’s if any changes are made, therefore you should only make changes in ChartHop to mapped fields as opposed to directly in Lever.
- Only one Location is accepted in Lever, so if multiple Locations are present in ChartHop, only the first Location will be passed into Lever.
- A department in ChartHop cannot be mapped to a custom Lever field, and a custom field in ChartHop cannot be mapped to Lever Department.

### Outbound job status mappings

ChartHop job statuses map to Lever job statuses in the following ways:

| **ChartHop status** | **Direction** | **Lever status** |
| ------------------- | ------------- | ---------------- |
| Active              | ➡️            | Open             |
| Passive             | ➡️            | On hold          |
| Inactive            | ➡️            | On hold          |
| Pending             | ⬅️            | Hired            |
| Offer               | ➡️            | Open             |
| Closed              | ➡️            | Closed           |

### Create a job

With the Lever Requisitions app enabled, ChartHop's open jobs list becomes the system of record for open jobs. Recruiters, hiring managers, financial planners, and team leads can all look at ChartHop for a real-time view of which roles are open and how recruiting is going without needing access to Lever.

:::hint{type="info"}
To avoid potential org data issues, we recommended that you create new jobs via scenarios as opposed to directly in Primary.
:::

When an open job in ChartHop is set to **Active** recruiting status (either when someone creates or updates a new job), a req code is automatically created in Lever if not provided in ChartHop manually. The mapped Lever requisition is changed to **On Hold** in Lever if the open job is set back to an inactive status. Similarly, when the job is removed from ChartHop, it is deleted in Lever.

:::hint{type="warning"}
If you create a new job in ChartHop with a recruiting status set to **Active** without a req code, a new req code is automatically generated by looking through the most recent req codes for that department, and incrementing the number (for example, from ENG-8 to ENG-9).
:::

![Setting a job as Active in ChartHop opens a new job in Lever.](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/gfRoQrXtHDkkix2rnITBh_group-17-1.png "Setting a job as Active in ChartHop opens a new job in Lever.")

To create a new job in ChartHop, follow these steps:

1. From the left sidebar, select **Org chart**.
2. In the **Org chart**, create a new job by either: 
   1. Adding a direct report by selectin&#x67;**&#x20;Add a** **direct report&#x20;**&#x75;nder a pre-existing person or role.
   2. Creating a new job by selecting **New hire** under a pre-existing person or role.
3. In the **Create job** dialog enter your information for the new role using your custom fields and ChartHop’s recommended fields beneath the following tabs:
   - **Structure** - General information about the role, including title, department, and location.
   - **Compensation** - Compensation information about the role, including salary and bonuses.
   - **Recruiting** - Recruiting information about the role, including hiring status and start date.
   - **Description** - A general description about the role.

Once a candidate is hired in Lever, the job in ChartHop is set to **pending status**, and the hired candidate is announced in ChartHop, with their start date being the specified start date in the Lever offer.

### Job hiring status

Any open roles with a **Recruiting status** set to **Active** in ChartHop flow from ChartHop to Lever. Mapped Lever Requisitions are placed **On Hold** in Lever if the mapped ChartHop job is changed to an **Inactive** or **Passive&#x20;**&#x73;tatus in ChartHop. The mapped Lever Requisition is deleted if the ChartHop job is removed.

| **ChartHop job status** | **Result in Lever**                                                                                                                                                                                                                                               |
| ----------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Active or Offer         | A new **Open** Lever requisition is automatically created.If the ChartHop Job was already mapped to an existing Lever Requisition, the Lever requisition is set to **Open.**                                                                                      |
| Inactive or Passive     | The Lever requisition is set to **On Hold**.                                                                                                                                                                                                                      |
| Removed job             | The Lever requisition is deleted.                                                                                                                                                                                                                                 |
| Pending                 | The Lever requisition is set to **Closed.**<br /><br />We do not recommend changing the ChartHop job status to Pending manually. Rather, when a candidate is hired in Lever, the ChartHop Job status is automatically changed to **Pending** to reflect the hire. |

## Reconcile data

You can fix any data discrepancies by forcing ChartHop to reconcile data with Lever outside of a regularly scheduled sync To handle these cases in bulk, you can enable the Lever Requisitions integration app's **Reconciliation** feature. 

During a data reconciliation, ChartHop bulk changes all Lever requisitions to match what is in ChartHop. With **Run Daily** enabled in the Lever Requisitions integration app configuration settings, reconciliations are triggered on a daily basis. You may also manually trigger the reconciliation by selecting the **Sync Jobs** button located at the base of the app settings page.

![Select the Run a One Time Sync button to manually trigger a reconciliation.](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/raFePStDAwMjVsvlV4lEu_group-5.png "Select the Run a One Time Sync button to manually trigger a reconciliation.")

:::hint{type="info"}
Reconciliations are only available for outbound job data flows.
:::

To manually run a data sync reconciliation:

1. From the left sidebar, select **Apps & Bundles**.
2. From the sub-menu, select **Apps**.
3. Select the **Installed Apps** tab.
4. Scroll the list down to the **Lever Requisitions&#x20;**&#x61;pp.
5. Select the **Lever Requisitions&#x20;**&#x61;pp.
6. From the ChartHop **Lever Requisitions&#x20;**&#x61;pp settings page, scroll down to the bottom of the settings page.
7. Select **Sync Jobs**.

