Lever Booster 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 assess and re-implement Lever, a talent relationship management cloud-based software, to the revised 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 Customer’s preferred configuration
  • Customer core team develops expertise for how to reconfigure, manage and own Lever

2. Project Detail.

2.1. Project Scope.

Lever will provide Customer a booster implementation, comprised of one of the below:

Booster Implementation

Service

Description

Lite Booster

A Lever Implementation Specialist will provide up to four (4) hours which may include any of the following activities:

  • Kick off call to align on Customer business goals and requirements, review timeline, identify key stakeholders, and provide overview of the implementation methodology
  • Work with Customer team to develop expertise for how to configure, manage, and use Lever with respect to workflow design, pipeline, requisitions, job postings, candidate management, offers, or Lever Nurture
  • Facilitate walk through of Lever in-app reporting capabilities
  • Session preparation and follow-up via email
  • Wrap up/Handoff Call

Additional implementation methodology can be found in Appendix A.

Full Booster

A Lever Implementation Specialist will provide up to ten (10) hours which may include any of the following activities:

  • Kick off call to align on Customer business goals and requirements, review timeline, identify key stakeholders, and provide overview of the implementation methodology
  • Work with Customer team to develop expertise for how to configure, manage, and use Lever with respect to workflow design, pipeline, requisitions, job postings, candidate management, offers, or Lever Nurture
  • Ensure launch of new features are complete including training scheduling, training documentation, communications plan, go-live configuration checklist creation, and out of the box Lever standard integrations setup
  • Perform guided training for Recruiters and Hiring Managers as well as provide supplemental self-guided training through video tutorials, help articles and in-app Support
  • Assist in defining and executing a smooth cutover and new feature launch plan (if applicable)
  • Facilitate walk through of Lever in-app reporting capabilities
  • Session preparation and follow-up via email
  • Wrap up/Handoff Call

Additional implementation methodology can be found in Appendix A.

New Leader Onboarding Booster

A Lever Implementation Specialist will provide up to twelve (12) hours which may include any of the following activities:

  • Kick off call to align on Customer business goals and requirements, review timeline, identify key stakeholders, and provide overview of the implementation methodology
  • Conduct an account review and share system best practices
  • Work with Customer team to develop expertise for how to configure, manage, and use Lever with respect to requisitions, offers, and in-app reporting as well as host dedicated working sessions to complete configuration tasks.
  • Provide supplemental self-guided training through video tutorials and help articles
  • Assist in defining and executing a smooth cutover and new feature launch plan (if applicable)
  • Session preparation and follow-up via email
  • Wrap up/Handoff Call

Additional implementation methodology can be found in Appendix B.

Platform Proficiency Booster

A Lever Implementation Specialist will provide up to eight (8) hours which may include any of the following activities:

  • Kick off call to align on Customer business goals and requirements, review timeline, identify key stakeholders, and provide overview of the implementation methodology
  • Conduct an account review and share system best practices
  • Work with Customer team to develop expertise for how to configure, manage, and use Lever with respect to one of these core Lever product areas: workflow design, pipeline, requisitions, job postings, candidate management, offers, Lever Nurture, or in-app reporting
  • Ensure launch of new features are complete including training scheduling, training documentation, communications plan, go-live configuration checklist creation, and out of the box Lever standard integrations setup
  • Provide supplemental self-guided training through video tutorials and help articles
  • Assist in defining and executing a smooth cutover and new feature launch plan (if applicable)
  • Session preparation and follow-up via email
  • Wrap up/Handoff Call

Additional implementation methodology can be found in Appendix C.

2.2. Project Timeline.

The timeline for all Booster Implementations assumes a start date with ten (10) business days of the Effective Date of the Order Form. The estimated duration 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.

Estimated project duration each Booster Implementation is as follows (unless otherwise noted in the Order Form)

LiteFullNew Leader OnboardingPlatform Proficiency

Not to exceed four (4) weeks

Not to exceed six (6) weeks

Not to exceed six (6) weeks

Not to exceed six (6) weeks

Hours purchased with this Statement of Work will expire 45 days (30 days for a Lite Booster) after the project kickoff date (“Booster Expiration Date”). Upon the Booster Expiration Date, Customer will forfeit any unused hours and will not be entitled to a credit or refund for unused portions of the Booster Implementation.

3 Governance.

3.1. Resources.

Lever will provide the following resources:

RoleResponsibilities

Implementation Specialist

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

Anticipated Customer resource needs:

RoleResponsibilitiesEstimated Commitment

Recruiting Operations Lead

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

15-20%

Required

Recruiting SME/s

  • Subject matter expert for respective department, recruiting area, or region
  • Participant in design and completing configuration tasks
  • Attend training [if applicable]
  • Deliver subsequent training for recruiters, hiring managers, and interviewers they represent [if applicable]

15-20%

Preferred

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.

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 training sessions (if applicable).
  • 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.

Exhibit A: Booster Methodology

Customer’s Success Manager will obtain an understanding of Customer’s recruiting and reconfiguration needs to suggest the appropriate Booster Implementation Type.

For both Booster Implementation types, Lever’s focus is twofold: One, to provide best practice consultation and process design advisory for Customer’s identified needs; and two, to provide configuration training such that Customer users gain the necessary expertise to configure, manage, and own Lever going forward.

The methodology below includes a list of possible activities that may be included within a Booster Implementation. The Lever Implementation Specialist will adjust Customer’s booster implementation plan to the unique requirements of each Customer. As such, there may be activities included in the methodology which are optional and/or not necessary.

Activity
*Full Booster only

Activity Detail

Responsible Party
Lever Customer

Kickoff Call

Align on business goals and requirements.
Identify key stakeholders, project roles and responsibilities.
Review booster methodology and timeline.

Primary

Assist

Configuration training

Work with Customer to develop expertise for how to configure, manage, and use Lever with respect to workflow design, pipeline, requisitions, job postings, candidate management, offers, and Lever Nurture.

Primary

Attend

Enable and launch partner integrations*

Gather partner account information and Customer partner system administrator to enable out of the box partner integrations. Test and validate proper integration function.

Joint

Joint

Training*

Schedule training Recruiters and Hiring Managers.
Conduct training sessions for Lever Hire for Recruiters and Hiring Managers. Provide supplemental self-guided training through video tutorials, help articles and in-app Support.

Primary

Attend

Launch Prep and Launch*

Go-live configuration checklist creation (Lever responsibility) Define cutover and launch plan.
Prepare cutover and launch communications.
Launch re-configured Lever Hire.

Assist

Primary

In-app reporting walkthrough

Facilitate walk through of Lever in-app reporting capabilities.

Primary

Attend

Exhibit B: New Leader Onboarding Booster Methodology

Customer’s Success Manager will obtain an understanding of Customer’s recruiting and reconfiguration needs to suggest the appropriate Booster Implementation Type.

Lever’s focus is twofold: One, to provide best practice consultation and process design advisory for Customer’s identified needs; and two, to provide configuration training such that Customer users gain the necessary expertise to configure, manage, and own Lever going forward.

The methodology below includes a list of possible activities that may be included within a New Leader Onboarding Booster. The Lever Implementation Specialist will adjust Customer’s booster implementation plan to the unique requirements of each Customer. As such, there may be activities included in the methodology which are optional and/or not necessary.

Activity
*Full Booster only

Activity Detail

Responsible Party
Lever Customer

Kickoff Call

Align on business goals and requirements.
Identify key stakeholders, project roles and responsibilities.
Review booster methodology and timeline

Primary

Assist

Process Discovery

Implementation Specialist driven discovery to determine Customer current state and create an approach for future state.

Primary

Assist

Configuration training

Work with Customer to develop expertise for how to configure, manage, and use Lever with respect to requisitions, offers, and in-app reporting

Primary

Attend

Working Session

Guided sessions with Customer to implement suggested system updates. Q&A.

Assist

Primary

Exhibit C: Platform Proficiency Booster Methodology

Customer’s Success Manager will obtain an understanding of Customer’s recruiting and reconfiguration needs to suggest the appropriate Booster Implementation Type.

Lever’s focus is twofold: One, to provide best practice consultation and process design advisory for Customer’s identified needs; and two, to provide configuration training such that Customer users gain the necessary expertise to configure, manage, and own Lever going forward.

The methodology below includes a list of possible activities that are included within a Platform Proficiency Booster. The Lever Implementation Specialist will adjust Customer’s booster implementation plan to the unique requirements of each Customer. As such, there may be activities included in the methodology which are optional and/or not necessary.

Activity
*Full Booster only

Activity Detail

Responsible Party
Lever Customer

Kickoff Call

Align on business goals and requirements.
Identify key stakeholders, project roles and responsibilities.
Review booster methodology and timeline.

Primary

Assist

Product Training

Work with Customer to learn and develop expertise for how to configure, manage, and use Lever with respect to one of the following features: workflow design, pipeline, requisitions, job postings, candidate management, offers, Lever Nurture, or in-app reports.

Provide supplemental self-guided training through video tutorials, help articles and in-app Support.

Primary

Attend

Working Session

Guided session with Customer to implement suggested system updates.

Assist

Primary

Feedback Session

Feedback session with Customer to confirm acceptance of process adjustments.
Q&A.

Primary

Assist