OrgChart Now Help Guide

Table of Contents

Lever Connector Setup

Audience:

Audience: Administrator Users Edition: Enterprise & Premium

Overview

Lever is a comprehensive Applicant Tracking System that provides recruitment data management solutions for HR professionals. OrgChart Now integrates with Lever as an append data source to allow administrators to display open, on-hold, closed, and draft requisitions on their org charts. The following article provides step-by-step instructions for setting up a Lever connector in OrgChart Viewer.

Setup a Lever Connector
  1. Click on More > Chart Settings

  2. Click on the + button under the Append Data header. The Append Data Source list appears.

    Lever_AppendPicker.png
  3. Select the Lever icon, and then click Select.

  4. Enter the Lever API Token (generated in your Lever profile) into the API Token text box. Contact your Lever System Administrator for more information.

  5. Optionally, check the All Requisitions checkbox to pull open, on-hold, closed, and draft requisitions into the chart.

    Note

    Note: Open requisitions are pulled by default. Do not check the All Requisitions checkbox if you only want to include open requisitions.

  6. Select the field mapped to Email (in the Main Data Source) from the Email Field dropdown.

  7. Optionally check the Separate boxes for each open job requisition checkbox to display a box for each available opening listed under the same requisition ID. For example, if one open job requisition lists 5 available positions, OrgChart Now will generate 5 separate open requisition boxes.

    PCH_Lever_Viewer.png
  8. Click Save, and then Refresh.