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Referral - Lever

This document outlines the process for submitting direct referrals via the Lever platform, including steps for logging in, navigating to the referrals page, and filling out the referral form. Users can refer candidates for listed job postings and must provide an email address for the candidate, with the option to upload a resume. Additionally, it explains how to track the status of referred candidates through the Referrals page.

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33 views7 pages

Referral - Lever

This document outlines the process for submitting direct referrals via the Lever platform, including steps for logging in, navigating to the referrals page, and filling out the referral form. Users can refer candidates for listed job postings and must provide an email address for the candidate, with the option to upload a resume. Additionally, it explains how to track the status of referred candidates through the Referrals page.

Uploaded by

ayushi.saklecha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Submitting direct referrals via Lever

You can submit referrals for Listed job postings on external and internal job sites, as well as unlisted
job postings if configured to be visible to referrers. It is not possible to refer candidates for postings
that have only been published internally. For more on this topic, refer to our help article on job
posting publication.

To submit a direct referral via Lever:​


​
How to Get Started:

To get started and enable your account, please follow these simple steps:
●​ Login to Lever Platform: Click on the link below to access the Lever Platform. Make sure
to use your HighLevel email ID to log in: Lever Login Link

●​ Navigate to the Referrals page

If your organization uses G Suite or Office 365 and has single sign-on enabled for Lever, anyone within your
organization's email domain (e.g., @company.com) can log in at hire.lever.co with Interviewer level access.
Users must be logged in to Lever in order to submit direct referrals.
●​ Click the + Refer Candidate button

OR

●​ Navigate to the Jobs tab to view a list of referable job postings


●​ Click the Refer Candidate button in the list of postings
Many of the fields on your Lever environment's referral form are customizable by your Lever Super
Admin or Admin. Some fields may be required while others are optional. In all cases, you must
provide an email address for the candidate that you are referring.

●​ At the top of the referral form, select job postings for which you wish to refer the candidate
○​ You can refer a candidate for a maximum of three job postings in a single referral.
Separate opportunities will be created for each posting.
●​ If you have the resume of the candidate that you are referring, add the resume to the referral
form, either by dragging and dropping the file or by clicking the upload file button
○​ Lever will parse the information from the resume and auto-populate the
corresponding fields on the referral form.
●​ Fill in the fields on the referral form, either manually or from the dropdown menus.
○​ With Lever's 2024 Structured Contact Location release, the structured location field
will be added to newly created candidate profiles. When adding candidates to Lever
either directly, via the Lever Chrome Extension, or by referral form, the contact
location field will be parsed from the uploaded candidate resume. If you do not
upload a resume or a location is not parseable, the location field provides a
dropdown of verifiable, standardized locations. As you type into the location field, the
location recommendations menu will appear.
●​ Provide details on your recommendation by filling in the fields of the Your recommendation
section.
●​ Click the Submit Referral button

Tracking the status of your referred candidates


To monitor the progress of your referred candidates as they move through the recruitment process:

●​ Navigate to the Referrals page


●​ To view the status of candidates that you have directly referred, select the 'Referred
Candidates' tab

The referral lists include candidates' names, the stage of their referred opportunity, the associated
posting, the date of last interaction, and the opportunity owner.

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