3/18/2023 0 Comments Namely company![]() ![]() Many of these systems lived in Excel spreadsheets. Once the record has been successfully created in Namely, a new story will appear on the candidate profile page in Lever with the Namely ID.It was at smaller ad firms that he saw the lack of integrated HR systems where employees could access things like benefit programs and time-off allowances. If you have elected to configure the Namely integration for HRIS, the candidate will be created as a new employee directly in Namely HRIS. Once complete, click the Kick Off button to finish. For more information on how fields are mapped, please see this help article.įrom here your team may click on the candidate to continue finalizing the candidate details. Notice that many profile fields and salary information are pre-populated in Namely. At a minimum, First Name, Last Name and Email are required to create a record in Namely. If you have elected to configure the Namely integration for Onboarding, a draft onboarding session will automatically be created in Namely within a few minutes. Once the candidate details have been filled out, you may then archive the candidate as "Hired" in Lever. ![]() The more fields present and populated in Lever, the more fields that will be pre-populated in Namely. ![]() Candidate Preparationīefore hiring the candidate, make sure that all desired fields are filled out on the candidate, requisition, offer and "Namely Form" profile form. The integration will create either an Onboarding record or a new HRIS record in Namely, depending on which you've selected for your integration. Once the integration has been configured, you can begin sending new hire candidate data from Lever to Namely. Take some time to read through following help article which describes how the offer and profile forms can be configured to specify which data is sent to Namely. The Namely integration pulls candidate details from a variety of locations in Lever. You will provide this token to Lever as part of your configuration. Once complete, Namely will generate a personal access token which you should copy and store in a document you can easily access. In the Name text field, type "Lever Integration" and select the Create button. Select the Personal Access Tokens tab in the API menu.Ĥ. Click on your profile image in the top right corner of the window and select API.ģ. Login to Namely as the user account that you wish to use for the key creationĢ. To generate a personal access token, follow the steps below:ġ. This can be configured within the Namely's Personal Access Tokens menu. Tip: We recommend that you create a non-user account in your Namely instance with full Admin access to create the API key (such as This will assure that the integration continues to operate successfully in the event that your admin users depart or have access role changes.
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