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Home > Human Resources > Lever ATS setup for SaaS company Deliverect

Lever ATS setup for SaaS company Deliverect

Initial Setup

Administrator Access*: Ensure designated HR personnel have administrator access to the Lever ATS platform.

Company Information*: Enter accurate and up-to-date company information, including name, address, and contact details.

Integrations*: Set up integrations with other HR systems, such as payroll or candidate assessment tools.

Job Postings*: Create job posting templates and ensure they accurately reflect the company's branding and requirements.

Job Distribution*: Set up job distribution channels, including job boards, social media, and other recruitment methods

Recruiting Workflows*: Determine recruiting workflows, including screening processes, interview scheduling, and offer acceptance

User Permissions*: Set up user permissions for each department or individual, allowing them access to the relevant areas of the Lever ATS platform

Candidate Database*: Establish a database of contacts and candidates, to ensure relevant individuals are contacted when new roles become available

Candidate Self-Registration*: Enable self-registration for candidates, allowing them to apply directly to open roles

Custom Fields*: Set up custom fields to collect additional information from candidates and ensure data is properly organized

Automated Communications*: Establish automated communications with candidates, such as job alerts and automated follow-ups

Data Security*: Ensure data security is in place, including encryption and access control

User Setup

User Roles*: Define and assign appropriate roles to users, such as HR managers, recruiters, or interviewers.

User Permissions*: Set permissions for each user role to ensure proper access levels and data security.

User Accounts*: Create user accounts for HR personnel and provide them with login credentials.

Training*: Provide comprehensive training to HR personnel on how to navigate and utilize the Lever ATS platform effectively.

Candidate Management

Application Pipeline*: Configure the application pipeline to align with the company's specific hiring process stages.

Customize Application Forms*: Customize application forms to collect relevant information from candidates.

Candidate Communication*: Set up automated email templates for different stages of the hiring process, such as application received, interview scheduled, or rejection.

Resume Parsing*: Enable resume parsing to automatically extract key information from uploaded resumes.

Tags and Filters*: Define relevant tags and filters to easily search and categorize candidates based on specific criteria.

Interview Management

Scheduling Interviews*: Utilize Lever's interview scheduling features to streamline the process and minimize scheduling conflicts.

Interview Kits*: Create interview kits with standardized questions and evaluation criteria for each role.

Feedback Collection*: Set up feedback forms to gather feedback from interviewers and track candidate evaluations.

Collaboration*: Enable collaboration features to allow interviewers to share feedback and discuss candidates within the platform.

Reporting and Analytics

Custom Reports*: Customize reports to generate insights on key hiring metrics, such as time-to-fill, source effectiveness, or diversity statistics.

Data Analysis*: Analyze data from Lever ATS to identify bottlenecks, optimize processes, and make data-driven hiring decisions.

Dashboards*: Set up personalized dashboards to provide HR personnel with a quick overview of important metrics.

Data Privacy*: Ensure compliance with data privacy regulations by implementing appropriate security measures and access restrictions.

Ongoing Maintenance

System Updates*: Stay up-to-date with Lever ATS updates and implement necessary system updates or patches.

User Support*: Provide ongoing support and troubleshooting assistance to HR personnel using the Lever ATS platform.

Data Backup*: Regularly back up data from Lever ATS to prevent data loss and maintain data integrity.

User Feedback*: Collect feedback from HR personnel and candidates to identify areas for improvement and optimize the Lever ATS setup.

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