Agora's offer letter creation integration with Lever is unique in the fact that it allows you to seamlessly fit Agora into your current workflow:
Fully create the Agora offer letter in Lever without needing to log in to the app (with some exceptions, outlined below).
The unique Offer Letter url is pushed back into Lever immediately after creation.
Candidate's don't need to create an Agora account to view their offer letter.
All offer letters are saved within Agora (and accessible through Lever) even after a candidate accepts the offer. This allows the candidate to reference back to what was included in their total comp and to continue to use the modeling tools.
This article covers:
Read below about our Lever integration works or jump ahead to one of these sections:
How exactly does the integration work:
By enabling the Lever/Agora integration, you can set up a streamlined workflow to create your offers in our app based on changes in the candidate's stage within Lever.
Candidate's stage changed to Offer - an Agora Offer Letter will be created upon a candidate's stage being changed to Offer and the offer is in the "Sent" or "Sent Manually" stage.
Continuously updated - after an Offer Letter has been created, Agora will ping Lever every minute looking for changes to the offer's contents or if the offer has been marked as "Signed" or "Declined."
Candidate is Deleted in Lever - the Offer Letter will be deleted in Agora.
When an Agora Offer Letter has been created, a note will appear on the candidate's profile in Lever with their unique offer URL.
Note that outside of the ability to send the Agora Offer Letter URL into the candidate's notes in Lever, this is a one-way integration. Offer Letters created within Agora will not be pushed back to Lever. See other limitations below.
Setting up the Integration
In order to set up the Agora-Lever integration, you will need to have Super Admin privileges within Lever and be either an Owner or have Company Settings permissions enabled in Agora.
1. Go to Agora and login. Then click on the Settings menu item on the left navigation.
2. Click ATS listed under the Integrations menu item and then click the Connect button under Lever.
3. Click Configure Lever to get started.
Step 1: Connect Lever
To start the integration process, we first need to get your authorization to access Lever on your behalf.
In order for the integration to work Agora requests the following set of authorizations:
View and manage all candidates’ notes: We will add a note to the Lever opportunity with the link to the newly created Agora offer.
View all candidates’ offers: We will use Lever offer data to populate and create the Agora offer.
View and manage all opportunities: We will add to the Lever opportunity a tag and a link to the newly created Agora offer.
View all users: We will be able to match the Lever opportunity creator with an Agora user.
Allow offline access: We will be able to create an Agora offer automatically in the background.
Manage all webhooks: We will be able to setup webhooks for you in Lever.
Access confidential data: Check this box if you would like Agora to create offers for confidential candidates (Optional: You can choose to toggle this option on or off at any time).
When you click Next you will be prompted to log in to Lever. Note you will need Super Admin access within Lever to complete this step.
Step 2: Webhook Configuration
Agora uses webhooks to know when to create or update an Offer Letter. Webhooks are a way to send automated messages or information from one app to another, based on events or triggers. In this case the trigger is based upon a candidate's stage being changed to Offer and the offer is in the "Sent" or "Sent Manually" stage.
Webhooks also allow Agora to see when a candidate's stage is later changed and update the Offer Letter accordingly when the offer in Lever is updated to "Signed" or "Declined." Agora also looks at when:
A candidate is archived
A candidate stage changes
A candidate is hired
A candidate is deleted (the offer letter is deleted in Agora)
Click the link to go to the Lever Webhooks page and follow the instructions to grant appropriate access. Then click Next.
Step 3: Configure the Offer Form
The Lever/Agora integration connects fields from your current offer form in Lever to Agora to enable the automatic creation of offers. Don't worry, this mapping is done automatically for 20 standard fields in Lever.
There may be additional fields in your Lever form (i.e. custom fields) that Agora is not able to pull through into our Offer Letter. Please get in touch with any questions.
Go here Lever Settings > Offers > Offer form to reference which fields are currently in your Lever offer form.
Reference the list below of fields Agora supports and the Lever mapping.
Agora Fields | Lever Fields | Notes |
Assignee | <searched in Agora based on recruiter_email> | Assignee is the offer's creator/owner in Agora. We match based off of email address. |
Base salary | salary_amount |
|
Base salary pay period | salary_interval | Salary in Agora can be expressed as annual or hourly |
Benefit package |
| We will always assign the Default benefits package in Agora. You must log in to the app to make changes |
Candidate address line 1 | candidate_address_line_1 |
|
Candidate address line 2 | candidate_address_line_2 |
|
Candidate first name | <first part of 'name' from Lever opportunity> |
|
Candidate last name | <second part of 'name' from Lever opportunity> |
|
Candidate email | Candidates's email in Lever | We look for the first 'email' from candidate's Lever record |
Currency | compensation_currency | If not available we will use the company's default currency set in your preferences in Agora |
Display Location | location_office | This is a free form text field in Agora and will show the location the candidate will see on their Agora offer. |
Type of shares | equity_type | If not available we will use the company's default equity type set in your preferences in Agora |
Job title | job_title |
|
Number of shares | offered_equity |
|
Sign-on bonus | offered_bonus + offered_starting/signing_bonus | Both of these Lever fields will populate the Sign On Bonus field in Agora |
Start date | anticipated_start_date |
|
Status | Candidates's stage in Lever | This will inform if the offer is in 'published', 'accepted', or 'declined' stage in Agora |
Target Bonus Amount | offered_annual_bonus |
|
Target bonus % | target_bonus_percent (custom field) | This is a custom Agora field you can add in Lever. Create a new field in Lever and enter Target Bonus Percent in the description, and Number as type |
Expires (valid until date) | offer_expiration_date | If there is no expiration date in Lever, Agora will set the expiration to two months from the offer creation date |
Benefit Package | custom_benefit_package (custom field) | This is a custom Agora field you can add in Lever. Create a new field in Lever (Settings > Offers > Offer Fields). Enter Benefit package as name and Dropdown as type. Then, under the "Dropdown Options" section click "Add Option" and list all the different benefit package names as options (Please ensure all package names are spelled as they appear in Agora for accurate mapping).* |
Vesting Schedule | custom_vesting_schedule (custom field) | This is a custom Agora field you can add in Lever. Create a new field in Lever (Settings > Offers > Offer Fields). Enter Vesting schedule as name and Dropdown as type. Then, under the "Dropdown Options" section click "Add Option" and list all the different vesting schedule names as options (Please ensure all vesting schedule names are spelled as they appear in Agora for accurate mapping). |
Finally, click Done in Agora and you've completed the setup!
*Given the correct permissions, when creating custom fields for Vesting Schedules and Benefit Packages, your Lever page should look like this:
What happens after setup?
After you set up the Agora-Lever integration, here's a few next steps:
Agora will begin the process of importing all of your historical and current Lever offers into the app and candidate Offer Letter urls will retroactively be added.
It's important to note that the Agora Assignee (the offer's owner) is based on an email address match between the users in Agora and the users in Lever. It's a best practice to add all of the assignees/offer creators into Agora prior to setting up the integration so Offer Letters are correctly linked to the right person from the beginning. It won't be possible to retroactively add an Assignee (offer creator) after the offers have been imported. Individuals with the Owner permission group can add new users in Agora on the Admins tab.
Note that confidential offers will not be created within Agora.
We recommend creating a few test offers to ensure the integration is working properly.
How to use the integration:
Once the integration is set up, an Agora Offer Letter is generated automatically for every offer made in Lever. Keep in mind, historical offers will also be pulled in to the Agora platform as well.
The candidate's unique Offer Letter URL will appear on the opportunity page in Lever for that candidate. It also tags the opportunity with "Agora Offer" and adds a note, for clarity.
Within Agora, you will see that indicated on the Offers page when the Lever icon appears. Offers without that icon were manually created in Agora.
Click on the candidate in the list to pull up their record.
On the candidate record, the Lever icon shows up next to their name and within the activity log. Any changes made within Lever will be reflected here.
Editing Offers
There are only four things that can be edited within Agora after an Offer Letter has been created in Lever:
Add Greets to the candidate's Offer Letter. Learn more about Greets here!
2. Select a legal document template and co-signer. This only applies to companies who have set up Agora's Docusign Integration
3. Change the Benefits package from the default to another package. And Admin with Company Setting permissions can set up new Benefits packages here.
4. Change the Vesting Schedule from default to another schedule. Learn more about configuring Vesting Schedules, here!
Limitations
With the exception of pushing the Agora Offer Letter URL into the candidate's notes within Lever, the Agora/Lever Integration is a one-way integration. Offer Letters created within Agora will not be pushed back to Lever. Changes to an offer's status or Docusign status within Agora (i.e. marking the offer as Accepted) will not make trigger changes within Lever.
If you are using Agora's Docusign integration, you will need to log in to the Agora app to select the legal document template and co-signer you intend to use.
If you would like to include Greets in your offer letter you will need to log in to Agora to get the Greets URL to share with team members who wish to add Welcome messages to the letter.
You are not able to create flexible offers within Lever. Flexible offers will need to be created within Agora. Learn more about Flexible Offers.
You are not able to update the Equity Value or Target Commission fields in the Agora offer letter when the letter has been created in Lever as those are not standard fields in Lever to which we can map. If you need to create an offer with those fields, you will need to create the offer within the Agora app.
How to disable the integration:
1. Navigate to your Integrations & API Settings Page in Lever.
2. Under the Authorized Apps tab locate the Agora app.
3. Click Revoke Access to disable the integration.
The integration can also be disabled from the Agora ATS integrations page.
