10min

Syncing data to Lever

This section, we covers the process for setting up data syncs between ChartHop and Lever:

1. Syncing details

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.

When a new open job in ChartHop is set to Active recruiting status, a requisition id will automatically be created in Lever if not provided in ChartHop manually. That same requisition will be changed to On Hold in Lever if the open job is set back to an inactive status.

Setting a job as active will automatically create the req in Lever
Setting a job as active will automatically create the req in Lever

Once an open role is hired in Lever, the job opening in ChartHop is set to pending status, and the hired candidate is scheduled as a hire for that job on their start date.

Note on Hiring:

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A candidate must have gone through the offer stage in Lever, and an offer for them must be created in Lever, before being moved into the Hired stage.

However, also note that while they must go through the offer stage in Lever, when creating the offer in Lever, the option to send outside of Lever may be selected.

2. Initial housekeeping

If you're using a fresh Lever account without any open roles, or you plan to purge open roles from Lever and start over in ChartHop, you can skip this section.

If you have been using a Lever account with active requisitions that need to remain intact, you can still use ChartHop as the system of record for open roles. To do this, you will need to export open roles from Lever, and then import then into ChartHop manually.

Follow the steps below to import your open roles from Lever to ChartHop. You will only need to do this once.

The export process described below requires that the Lever Requisitions app be installed and configured beforehand.

Export your Lever data by selecting the Export Active Lever Res button
Export your Lever data by selecting the Export Active Lever Res button
  1. Select the Export Active Lever Reqs button on the Lever Requisitions app page, and save the CSV. Open it in Excel or GSheets.
  2. Remove any roles that aren't on your hiring plan, for example test jobs and inactive roles.
  3. Ensure that every role has a value for Manager. You should also set target comp (Base and Variable) for the roles if possible.
  4. Save the edited file as a CSV, and upload it from the Import CSV page under the hiring plan tab

Once the upload is complete, all open jobs in ChartHop will mirror open jobs in Lever. From this point forward, use ChartHop as the system of record for open roles.

3. Syncing Data

Once the Lever Requisitions app has been properly set up, ChartHop will be able to pull Lever data into your ChartHop Org.

The table below lists all fields that are synced from Lever to ChartHop during a sync. In the first column, we list the name of the field in ChartHop, and in the second column, we list the name of the field in Lever.

ChartHop field

Lever field

Transform type

req

jobs.requisitionCode

one-to-one

sensitive

jobs.confidentiality

transform

title

jobs.name

one-to-one

employment

jobs.employmentStatus

map

department

jobs.department

group

team

jobs.team

group

location

jobs.location

group

hiremgr

jobs.hiringManager

person

recruiter

jobs.owner

person

currency, base

jobs.compensationBand.max, jobs.compensationBand.currency, jobs.compensationBand.interval

transform

recruit

jobs.status

map

4. Synced data reconciliation

You may run into data inconsistencies between your ATS and ChartHop due to conditions such as sync failures or changes in custom field mapping. To handle such cases, you can enable the Level Requisitions app's Reconciliation feature.

When enabled, the reconciliation performs an evaluation, and amends any discrepancies in open jobs between ChartHop and Lever along with the fields (e.g., Department, Hiring Manager, or mapped custom fields) to existing mapped jobs.

Select the Sync Jobs button to manually trigger a reconciliation
Select the Sync Jobs button to manually trigger a reconciliation

If the Run Daily option is enabled, reconciliations are triggered on a daily basis. You can manually trigger a sync by selecting the Sync Jobs button located at the base of the Level Requisitions app settings page.

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