Lever Essential Implementation Schedule

This Implementation Schedule (“Implementation Schedule”) is subject to the terms and conditions of the Professional Services Agreement located at www.lever.co/professional-services-agreement (the “Agreement”) between Customer and Lever, Inc. (“Lever”) and is made effective as of the date of last signature (“Effective Date”). Where there is a conflict between this Implementation Schedule and the Agreement, this Implementation Schedule will govern. All terms not defined herein shall have the same meaning as set forth in the Agreement.

1. Description of Services.

During the term of this Implementation Schedule, Lever will provide Customer the resources with the required skills to perform the tasks described in the Implementation Schedule (the “Implementation Services”).

1.1. Project Summary.

The purpose of the Implementation Services is to implement Lever, a talent relationship management cloud-based software, to the preferred configurations set forth by Customer.

1.2. Project Objectives. 

Subject to the risks, assumptions and dependencies set forth in the Implementation Schedule, Lever will provide Customer with the Implementation Services to accomplish the following objectives:

  • Implementation of Lever to agreed upon Customer configuration
  • Agreed upon users trained and proficient in the use of Lever
  • Customer career site hosted by Lever
  • Customer’s legacy data imported to Lever

2. Project Detail.

The Lever Essential Implementation (“Implementation Program”) is a streamlined program of services and content designed to match Customer needs based on the size of their team, organization complexity, and the Lever products being implemented Lever’s detailed Implementation Methodology can be found at www.lever.co/implementation-methodology along with Data Migration tier definitions, fields, migration limitations and activities.

2.1. Project Scope. 

The Lever Essential Implementation (“Implementation Program”) is a comprehensive program of services and content designed to match Customer needs based on the size of their team, organization complexity, and the Lever products being implemented. The scope of the Implementation Program is described below.



Essential Implementation

A Lever Implementation Specialist will perform the following activities:

  • Initiate and own a modular topic-based implementation project
  • Lead topic driven weekly calls (up to 1 call a week) comprised of discovery and training for each topic
  • Assess Customer requirements and provide best practice based path towards desired end state
  • Identify and prescribe weekly configuration tasks for Customer to complete
  • Support Customer configuration and setup of Lever subscription products
  • Facilitate testing of configured workflows
  • Review career site options and advise Customer on how to Customer can connect Customer’s career pages to Customer’s Lever Hire account
  • Assist in setting up out of the box Lever standard integrations
  • Provide supplemental self-guided training through video tutorials and help articles
  • Facilitate walk through of Lever in-app reporting capabilities
  • Wrap up/Handoff Call
  • Walkthrough of Customer’s selected Service and Support Offering and introduction to Lever Support

Customer will be provided access to Lever University (https://university.lever.co/) containing best practices documentation and training resources which can be accessed both during and post implementation.

Up to Tier 2 Data Migration [optional]

A Lever Implementation Specialist will perform the following activities:

  • Advise Customer on the best practices for preparing Customer’s legacy ATS data prior to extract
  • Lead one (1) data mapping call
  • Process and prepare the source data from one (1) Customer legacy ATS into an acceptable format for import into Lever
  • Perform two (2) imports of prepped source data into Lever, typically consisting of one (1) test import and one (1) final import

2.2. Project Timeline.

The timeline for the Implementation Program assumes a start date with ten (10) business days of the Effective Date of the Order Form. The estimated timeline has been developed assuming a fixed level of participation by Customer and is dependent on the availability of Customer team members for the full duration of the project.

The estimated project timeline is outlined in the diagram below:

Essential Implementation Estimated Project Plan


Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Week 7

Week 8


Configuration & Testing


Systems Integration & Career Site

Launch Preparation

Launch ▲

Data Migration

2.3. Project Tasks and Responsible Party.

Lever and Customer will perform the following tasks during the Implementation. The project will be considered complete when these tasks have been completed.


Task Detail

Responsible Party



Configuration Checklist

Checklist of setup and configuration activities to be performed within Lever by the Customer team as part of the Configuration phase of Lever



Configuration Completion

Completion of setup and configuration checklist items



Training Content and Delivery

Prepare Lever standard training materials for Customer use. Conduct training sessions for administrators and recruitersrecruiters and/or hiring managers.



Self Guided Training

Read help articles and watch training videos as defined by the onboarding checklist


Change Management

Host end-user training through templated self-guided resources


Career Site Switch to Lever

Switch Customer career site to be hosted by Lever or utilizing Lever’s API



Lever Hire Launch

Deployment of Lever Hire by switching to Lever hosted Customer career site. Perform final cutover activities and communicate switch to Customer team. Disable access to Legacy ATS.



Data Migration [optional]

Customer legacy ATS data import to Lever



3. Governance.

3.1. Resources.

Lever will provide the following resources:

Implementation Specialist
  • All aspects of the Lever implementation
  • Product expert advice and best practice guidance
  • Project management
  • Data migration (if applicable)

Anticipated Customer resource needs:



Estimated Commitment

Recruiting Operations Lead

  • Responsible for project success
  • Key decision maker regarding Lever configuration
  • Recruiting Operations SME 
  • Key participant in completing configuration tasks
  • Lever advocate and internal Lever product owner upon deployment



Recruiting SME/s

  • Recruiting subject matter expert
  • Participant in completing configuration tasks
  • Perform self guided training and/or attend training
  • Deliver subsequent training for recruiters, hiring managers, and interviewers

*may be the same resource as the Recruiting Operations Lead



3rd Party Vendor Admin/s

  • Primary contact for 3rd party applications
  • Provide access, provisioning and support of Customer’s 3rd Party Vendor application/s for out of the box Lever standard integrations and custom integrations
  • Support testing and troubleshooting of all integrations

As needed

3.2. Project Management and Communications.

The Lever Implementation Specialist will be responsible for management of the project plan, key milestones, issues and risks, competing priorities, and Lever project resources. Regularly scheduled meetings and check-ins with the Customer team will be conducted to ensure clear communications throughout the project. All tasks will be outlined in a task focused project plan.

4. Location.

Lever will provide the Implementation Services remotely.

5. Assumptions.

  • Customer will be responsible for confirming and ensuring the participation of Customer resources as needed.
  • Customer is responsible for the invitation and scheduling of participants for any Lever hosted training sessions..
  • If the project start date is delayed by Customer for any reason Customer understands that Lever’s ability to staff the engagement and meet the estimated duration and completion date could be at risk.
  • If Customer cannot make necessary resources available or meet set completion dates, Lever reserves the right to revisit and revise the project’s estimated costs, completion date and approach to completing the project.
  • Customer will allocate resources to shadow training sessions to develop the required skills necessary to host subsequent training sessions for Customer employees as necessary.
  • Customer will be responsible for all end-user training on the use of the third party products integrated with Lever Hire.