Lever Premium 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 Premium Implementation Program is a comprehensive collection 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.

Lever will provide Customer the following:

Premium Implementation Program



Premium Implementation

A Lever Implementation Specialist will perform the following activities:
  • Initiate and own a waterfall based implementation project
  • Kick off call to align on Customer business goals and requirements, review timeline, identify key stakeholders, and provide an overview of the implementation methodology
  • Discovery calls to assess current business and talent processes and provide a best-practice based path to transform to the desired end state (3-5 calls depending on business complexity)
  • Lead two (2) weekly calls including topic driven discovery, configuration or design and one (1) weekly project sync to identify and align on progress, risks and dependencies
  • 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, and offers
  • Review career site options and advise Customer on how to Customer can connect Customer’s career pages to Customer’s LeverTRM account
  • Assist in setting up out of the box Lever standard integrations
  • Perform up to four (4) hours of guided training for Recruiters and Hiring Managers with Lever standard training material
  • Provide supplemental self-guided training through video tutorials and help articles
  • Ensure go live preparations are complete including training scheduling, communications plan, go-live configuration checklist creation, UAT, and out of the box Lever standard integrations setup
  • Assist in defining and executing a smooth cutover and launch plan
  • Facilitate walk through of Lever in-app reporting capabilities
  • Wrap up/Handoff Call
  • Customer will be provided access to Lever University (https://university.lever.co) containing admin training and certification which can be accessed both during and post implementation.

Up to Tier 2 Data Migration

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
  • 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
  • Optional usage of a Lever sandbox for test import


To support Customer training, adherence and overall success with Lever, Premium Implementation also consists of fourteen (14) days of post-launch support which includes the following activities:

  • Customer Support in the form of an Implementation Specialist during this period as needed
  • One weekly Implementation Specialist Office Hour, typically 1 hour in length, to answer any additional questions and/or to provide ad hoc training as needed
  • Walkthrough of Customer’s selected Service and Support Offering and introduction to Lever Support
  • Transition to Lever Customer Success Manager (if applicable)

2.2. Project Timeline.

The Implementation Services assume a start date within ten (10) business days of the Effective Date of the order form with a project completion date one hundred (100) days after the project start date.

Lever has the right to establish “blackout periods” during the project that will not diminish the 100 day timeline due to Lever Office Closures.

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.


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Configuration & Testing

Systems Integration & Career Site

Launch Preparation


Data Migration

Launch ▲ & Hypercare

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, based on Kickoff, of the activities to be performed within Lever by the Customer team as part of the Configuration phase of Lever



Configuration Completion

Completion of configuration checklist items



UAT Complete

Facilitate and execute on User Acceptance Testing for full system with completed configuration and any applicable integration



Training Plan

Development of training plan for Customer user groups



Training Content and Delivery

Prepare Lever standard training materials for Customer use. Conduct training sessions for Customer user groups.



Self Guided Training

Ownership of reading help articles and watching training videos as defined by Implementation Specialist


Career Site Switch to Lever

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



LeverTRM Launch

Deployment of LeverTRM via cutover of career site which is integrated to LeverTRM. Support final cutover activities and communication to Customer team. Disable access to Legacy ATS.



Data Migration

Customer legacy ATS data has been imported to Lever



3. Governance.

3.1. Resources.

Lever will provide the following resources:



Implementation Specialist

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

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 design and completing configuration tasks
  • Lever advocate and internal Lever product owner upon deployment



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]



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
  • 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 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 LeverTRM.