Product Description Addendum [March 2022 archive]

Product Description Addendum

Archive March 2022

This Product Description Addendum (the “Product Addendum”) will become part of the executed agreement between Lever and Customer that references this document. The Product Addendum describes the functionality of the Services identified on an Order Form entered into between Lever and Customer.

This Product Addendum was updated September 9, 2021. Lever reserves the right to periodically modify the Product Addendum, and such modification will automatically become effective in the subsequent Renewal Service Term. Product Descriptions for Order Forms executed before September 9, 2021, are available here.

I. Order Form Definitions

“Expires On” shall be the date by which the Order Form must be signed by the Customer to be valid. Lever may, at its option, honor Order Forms signed by the customer after the Expires On date.

“Quantity” shall have the meaning ascribed to “Employee Limit” in the Agreement. If no definition is included in the Agreement, Quantity shall mean the total number of employees employed by Customer at the time of the Order Form Effective Date.

II. Products

LeverTRM – Core Lever talent relationship management product, including the following features:

  • Connect Lever instance with up to five Customer owned email domain for employee login;
  • Lever CRM – candidate relationship management database integrated into the product.;
  • Lever Nurture – Lever candidate email interaction functionality, including automated individual candidate email campaigns, individual recruiter templates, email tracking, ‘by user’ report, send for another Customer employees functionality and Rediscovery Engine providing recommendations for past candidates to contact;
  • Custom Careers Page – configurable career page with customizable job postings branded with Customer logo;
  • EEO Data Collection and Reporting – functionality to collect required EEO data;
  • Social Referrals – permits employees to refer friends through links identifiable to the referring employee;
  • Internal Candidates – functionality to support applications from and hiring of internal employees, including internal job site;
  • Real-time Reporting – in application reporting of with Customer Data;
  • Diversity Survey;
  • Chrome Extension – import prospective candidate information to the Lever CRM with a Google Chrome extension;
  • Agency Portal – provide portal for third party recruiting agencies to submit candidates;
  • 2-way email and calendar sync – integration with Google, Office365, and Microsoft Exchange;
  • Easybook – self scheduling functionality for candidates;
  • Custom Recruiting Pipeline – configure Lever pipeline to align Customer’s recruiting process; including blocking repeat applicants;
  • Comprehensive interview kits – Customize Customer interview process to match each role;
  • CSV export – extract data in .csv format;
  • GDPR Compliance – functionality to support Customer EU GDPR requirements, including insertion of privacy policy links to application workflow, consent links, and data subject request workflows;
  • Data API and Webhooks;
  • Job Boards Syndication Integrations (defined below);
  • LinkedIn Recruiter – link LinkedIn to Lever;
  • Premium Sourcing Integrations (defined below);
  • Onboarding Integrations (defined below);
  • Communications Integrations (defined below);
  • Background Check Integrations (defined below);
  • Candidate Assessment Integrations (defined below);
  • HRIS Integrations (defined below);
  • Recruiting Coordination & Scheduling Integrations (defined below);
  • Zoom Integration – provides Customer functionality to add zoom links to interviews scheduled through Lever application;
  • Fast resume review.

LeverTRM for Enterprise – Core Lever talent relationship management product, including the following features:

  • All functionality included in LeverTRM;
  • Connect Lever instance with up to 10 Customer owned email domains for employee login;
  • Posting Approvals;
  • Headcount Restrictions – prevent offers from being extended without open headcount;
  • Offer Approvals – customize offers process with required approvals;
  • Requisition Management – manage requisition data and progress to fill;
  • Automation Hub including Auto-screening – create automated workflows based on prebuilt triggers;
  • Confidential Postings;
  • Custom requisition fields – Structure fields to align with Customer HRIS;
  • Multi-domain Support – share one Lever instance across multiple email domains;
  • Slackbot – post recruiting updates in Slack directly from Lever;
  • Electronic Signature – Electronic signature integration partners identified at https://www.lever.co/ecosystem;
  • Single Sign On Integrations (defined below)
  • Custom Jobsite Analytics – track applicant sources and conversions on a custom job site.;
  • Post approval field overrides
  • Block repeat candidates and configure timeline for candidate to reapply
  • Candidate experience surveys

Advanced HR – Lever available to add on to LeverTRM, including the following features:

  • Custom requisition fields – Structure fields to align with Customer HRIS;
  • Headcount Restrictions – prevent offers from being extended without open headcount;
  • Requisition Management – manage requisition data and progress to fill;
  • Posting approvals;
  • Offer Approvals – customize offers process with required approvals;
  • Post approval field overrides – configure specific offer fields so that they can be edited without requiring re-approval.
  • HRIS integration (defined below)
  • Background Checks – automate background screening
  • Onboarding Tracking – share and track the completion of onboarding forms and tasks

Advanced Nurture – Lever available to add on to LeverTRM, including the following features:

  • Set of Nurture reports, including statistics by user, by sender, by campaign, and by posting;
  • Bulk Nurture campaigns;
  • Shared Template between employees.

Advanced Automation (formerly Startup Toolkit) – Lever available to add on to LeverTRM, including the following features:

  • Automation Hub including Auto-screening
  • Slackbot – post recruiting updates in Slack directly from Lever;
  • Electronic Signature Integrations (defined below)
  • Candidate experience surveys.

Advanced Analytics (formerly Lever Talent Intelligence) – Data analytics product providing additional reporting capabilities for Customer Data, including the following features:

  • Seat based pricing, usage not based on Employee Limit. Includes two (2) named user logins with purchase;
  • Fourteen (14) pre-built visual dashboards;
  • Create and share reports automatically for faster insights;
  • ‘Data Warehouse Sync’ – allows Customer to connect to Lever to access Customer Data.

Advanced Analytics (formerly Lever Talent Intelligence) Additional Analyst Seat

  • Additional seat license for Advanced Analytics;
  • Requires license to Advanced Analytics.

Lever Hire Basic – Reduced product offering only available to existing Customers where the Covid-19 pandemic has had a material and measurable impact on the Customer’s business. The number of users will be limited to the number of named users identified in the Order Form. This product will include Care support only, and will include the following features only:

  • Maintain candidate database;
  • Import prospective candidate information to the Lever CRM with a Google Chrome extension;
  • Maintain a job site, job postings, and accept applications;
  • Maintain historical reporting data;
  • Limited number of hiring managers and interviewers may:
    • retain ability to interview, schedule, and collect candidate feedback,
    • collaborate with other hiring managers and recruiting team,
    • manage internal mobility (candidate must be a named user).

Lever Hire Basic, Admin Only – Reduced product offering only available to existing Customers where the Covid-19 pandemic has had a material and measurable impact on the Customer’s business. Access to the Lever Services will be limited to one single named user. This product will include Care support only, and will include the following features only:

  • Maintain candidate database;
  • Source via Lever Chrome extension and from Customer’s database;
  • Maintain a job site, job postings, and accept applications;
  • Maintain historical reporting data.

Lever Hire Starter Subscription – Core Lever talent relationship management product, including the following features:

  • Connect Lever instance to single Customer owned email domain for employee login;
  • Chrome Extension – import prospective candidate information to the Lever CRM with a Google Chrome extension;
  • Social Referrals – permits employees to refer friends through links identifiable to the referring employee;
  • Custom Careers Page – configurable career page with customizable job postings branded with Customer logo;
  • 2-way email and calendar sync – integration with Google, Office365, and Microsoft Exchange;
  • Easybook – self scheduling functionality for candidates;
  • Custom Recruiting Pipeline – configure Lever pipeline to align Customer’s recruiting process;
  • Comprehensive interview kits – Customize Customer interview process to match each role;
  • Real-time Reporting – in application reporting of with Customer Data;
  • EEO Data Collection and Reporting – functionality to collect required EEO data;
  • Job Boards Syndication Integrations (defined below).

Lever Hire Professional Subscription – Core Lever talent relationship management product, including the following features:

  • All functionality included in Lever Hire Starter Subscription;
  • Connect Lever instance to up to five Customer owned email domains for employee login;
  • Premium Sourcing – link Lever to sourcing tools identified at https://www.lever.co/ecosystem.
  • LinkedIn Recruiter – link LinkedIn to Lever;
  • HRIS Data Exchange – sync new hire details with integrations partners identified at https://www.lever.co/ecosystem;
  • Slack integration – post recruiting updates in Slack directly from Lever;
  • Electronic Signature – Electronic signature integration partners identified at https://www.lever.co/ecosystem;
  • Offer Approvals – customize offers process with required approvals;
  • CSV export – extract data in .csv format;
  • Requisition Management – manage requisition data and progress to fill;
  • Headcount restrictions – Prevent any offers from being extended without open headcount;
  • Multi-domain support – Share one Lever instance across multiple email domains.

Lever Hire Enterprise Subscription – Core Lever talent relationship management product, including the following features:

  • All functionality included in Lever Hire Professional Subscription;
  • Connect Lever instance to up to ten Customer owned email domains for employee login;
  • Multi-domain support – Share one Lever instance across multiple email domains;
  • Single Sign On Integrations (defined below);
  • Data API and Webhooks;
  • Custom requisition fields – Structure fields to align with Customer HRIS.

Lever Nurture Subscription – Lever candidate email interaction product available to add on to Lever Hire Starter, Lever Hire Professional, and Lever Hire Enterprise, including the following features. Includes automated bulk candidate email campaigns, shared recruiter templates, email tracking, reporting functionality, send for another Customer employees functionality and Rediscovery Engine providing recommendations for past candidates to contact

III. Support:

Care Service & Support – Provides Customer the support services for the Services as defined in the support policy located at https://help.lever.co/hc/en-us/articles/360004708312-Lever-Support-Policy. Applicable where identified in the Order Form or where no support offering is identified on an Order Form.

Preferred Service & Support – Provides Customer the support services for the Services as defined in the support policy located at https://help.lever.co/hc/en-us/articles/360004708312-Lever-Support-Policy.

Premium Service & Support – Provides Customer the support services for the Services as defined in the support policy located at https://help.lever.co/hc/en-us/articles/360004708312-Lever-Support-Policy.

Workday Technical Support & Maintenance w/Code Base Subscription

Applicable where identified in the Order Form. There are three main components to the Workday Technical Support & Maintenance w/Code Base Subscription:

1. Workday related Technical Support – Submit support Workday related tickets through Lever’s Support service and your issue will be first triaged by Lever Support and if needed, escalated to Lever’s Workday Consultants for further investigation and assistance.

2. Maintenance for the Workday integration – Should Lever and/or Workday make changes to their APIs that impacts the functionality of the integration, Lever Workday Consultants will update and deploy Customer’s existing Workday Code Base at no additional cost.

3. Annual Workday Code Base update – See “Workday Code Base Subscription” product description.

*Note: (1) Any changes made by Customer to the Lever deployed Workday Studio code immediately voids the Workday Subscription. No refund or partial credit will be provided. (2) Development required to activate the provided code base update is not included in the subscription.

IV. Implementation and Professional Services

Self Guided Implementation Schedule – Applicable where identified in the Order Form or where no implementation offering is identified on an Order Form for a new Lever customer. Provides Customer access to implementation tools defined in the implementation exhibit located at
https://www.lever.co/professional-services-agreement/self-guided-implementation-schedule/

Essential Implementation Schedule –
Applicable where identified in the Order Form. Provides Customer access to implementation tools and services defined in the implementation exhibit located at https://www.lever.co/professional-services-agreement/essential-implementation-schedule/

Implementation Schedule Standard – Applicable where identified in the Order Form. Provides Customer access to implementation tools and services defined in the implementation exhibit located at https://www.lever.co/professional-services-agreement/implementation-schedule-standard/

Implementation Schedule Premium – Applicable where identified in the Order Form. Provides Customer access to implementation tools and services defined in the implementation exhibit located at https://www.lever.co/professional-services-agreement/implementation-schedule-premium/

Implementation Schedule Booster – Applicable where identified in the Order Form. Provides Customer access to implementation tools and services defined in the implementation exhibit located at https://www.lever.co/legal-center/implementation-schedule-booster/

LTI Standard – Applicable where identified in the Order Form. Provides Customer access to implementation tools and services defined in the implementation exhibit located at https://www.lever.co/professional-services-agreement/implementation-schedule-lti-standard/

LTI Premium – Applicable where identified in the Order Form. Provides Customer access to implementation tools and services defined in the implementation exhibit located at https://www.lever.co/professional-services-agreement/implementation-schedule-lti-premium/

V. Recurring Professional Services

Custom Integration Hosting and Maintenance – Applicable where identified in the Order Form. Once the Custom Integration is in production, all questions regarding the integration can be directed via the normal support channels outlined in Customer’s support agreements to Lever Customer Support. Any Customer requested changes to the behavior of an accepted custom integration may require a separate services agreement. Lever is responsible for making changes to the developed and accepted integration where the normal operation / behavior of the module has been impacted by a change / release of LeverTRM or the Lever API and / or change to the vendor API. Lever will host all code and interactions related to the Custom Integration.

Custom Career Site Hosting and Maintenance – Applicable where identified in the Order Form. Once the Custom Career Site is in production, all questions regarding the customization can be directed via the normal support channels outlined in Customer’s support agreements to Lever Customer Support. Any Customer requested changes to the behavior of an accepted Custom Career Site may be developed by Customer via content management system or, if developed by Lever, may require a separate services agreement. Lever is responsible for making changes to the Custom Career Site where the normal operation / behavior of the website has been impacted by a change / release of LeverTRM or the Lever API. Lever wll host all content related to the Custom Career Site.

Workday Code Base Subscription – Applicable where identified in the Order Form. The Workday Code Base Subscription provides the Customer with an annual code base update for a recurring annual subscription fee. The code base update deliverable is a Workday Studio code package and would require resources and effort to customize and deploy the code.

Lever Workday Service Hours can be purchased to assist in customizing and deploying the code. Customer should reach out to their Lever Customer Success Manager to inquire about scoping and cost. Hours may vary based on Customer customizations needed.

Alternatively, Customer may choose to implement the code base themselves or by a third party. If the Customer has purchased the Workday Technical Support and Maintenance w/Code Base Subscription, doing this would immediately void any Technical Support and Maintenance as Lever cannot provide support or maintenance on work that was not implemented by Lever. No refunds or partial credit will be provided to the Customer.

*Note: (1) Development required to activate the provided code base update is not included in the subscription.

VI. Service Levels:

The Lever Services described in Section 2 of this Product Addendum will be subject to the uptime commitments made by Lever to a Lever Customer identified here.

VII. Integration Categories:

Analytics Integrations – Includes Figure, Orgnostic and Starred. For information on how integrations function, see the documentation located at help.lever.co.

Background Check & Reference Integrations – Includes Backgrouns Online, Certn, Checkr, CrossHQ, EBI, ESR, First Advantage, GoodHire, HiPeople, Hire Right, KodiakHR, Refapp, Skill Survey, Sterling, Vetty, X Ref, and Zinc. For information on how integrations function, see the documentation located at help.lever.co.

Candidate Assessment Integrations – Includes Alva Labs, Coderpad, Codesignal, CodeSubmit, Codility, Criteria, Filtered, Future Skill, Hacker Earth, Hacker Rank, Harver, Hired Assessments, iMocha, Karat, Predictive Hire, The English Quiz, WedgeHR. For information on how integrations function, see the documentation located at help.lever.co.

Communications Integrations – Includes Hirevue, Grayscale, Slack, XOR, and Zoom. For information on how integrations function, see the documentation located at help.lever.co.

DEI Integrations – Includes Bryq, Fortay, Datapeople, MeVitae, Searchlight, and Unbiasify. For information on how integrations function, see the documentation located at help.lever.co

Electronic Signature Integrations – Includes Adobe Sign and Docusign. For information on how integrations function, see the documentation located at help.lever.co.

HRIS Integrations – Includes one way integration sync for ADP, Bamboo HR, Bob, Gusto, Humaans, Namely, Oracle, Paylocity, SAP, Ultimate Kronos Group, and Zenefits.For information on how integrations function, see the documentation located at help.lever.co.

Job Boards Syndication & Referral Integrations – Includes Arbeitnow, Angellist, Dream Gig, Glassdoor, Indeed, Jobbio, Jobtarget, Jopwell, Linkedin, Otta, purpose.jobs, Seek, Trusty, and Welcome to the Jungle. For information on how integrations function, see the documentation located at help.lever.co.

Onboarding Integrations – Includes Clickboarding, Enboarder, Rippling, Sapling, UltiPro Onboarding, and Workday. For information on how integrations function, see the documentation located at help.lever.co.

Premium Sourcing Integrations – Includes A-List, Aevy, Amazing Hires, Betts Connect, CloserIQ, Connectifier, Drafted, Eightfold, Elpha, Entelo, Fetcher, Guided Compass, Hired, HireSweet, Hiretual, HumanPredictions, Interseller, Interviewing.io, HumanPredictions, interviewing.io, Linkedin Talent Solutions, Pearl, Prentus, Roikoi, Splash, Squarepeg, Teamable, Topfunnel, Triplebyte, Underdog.io, Wayup, Whitetruffle, Woo, and Yello. For information on how integrations function, see the documentation located at help.lever.co.

Recruiting Coordination & Scheduling Integrations – Includes Abacus, Chatkick, Gem, Goodtime, Hireflix, interviewing.io, InterviewPlanner, ModernLoop, Prelude, Recruitbot, and Spark Hire, and Woven. For information on how integrations function, see the documentation located at help.lever.co.

Single Sign On Integrations – Includes GSuite, Okta, and Onelogin. For information on how integrations function, see the documentation located at help.lever.co.

*Note: Integration availability is subject to change, you can confirm current availability with your Lever contact.

Product Descriptions for Order Forms executed before the effective date identified in this Product Description Exhibit are available here.

Please contact Lever at 1125 Mission St, San Francisco, CA 94103 with any questions regarding these Terms.