How to Connect & Use Lever (Employ) with YourMedSoft
Complete step-by-step guide to integrate Lever (Employ) with YourMedSoft. Learn how to connect Lever (Employ), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Hiring & Applicant Pipeline.
To connect Lever (Employ) to YourMedSoft, open Integrations & Sync (/portal/settings?tab=integrations), locate Lever (Employ), and click "Connect". Once connected, the Sync & Data Control Hub opens automatically so you can pull candidates, applicants & resumes into Hiring & Applicant Pipeline (/portal/hiring), push job postings, clinical requisitions & placements out to Lever (Employ), or add records via "+ Add Data" and CSV upload.
What You Need Before Starting
- Active YourMedSoft account with Administrator or Coordinator role.
- Active account on Lever (Employ) (API token optional — free CSV Batch / Sandbox Mode supported).
- Configured clinical roster or facility rate sheets in YourMedSoft Foundation.
Clinical & Regulatory Compliance Standards
- HIPAA & HITECH Data Safeguards: All API payloads transmitted between YourMedSoft and Lever (Employ) are encrypted in transit using TLS 1.3 with AES-256 encryption. PHI is strictly minimized according to minimum-necessary privacy rules.
- Electronic Record Retention: All synchronization logs and execution payloads are maintained in immutable audit storage in compliance with federal healthcare record retention requirements.
- Deduplication & Transaction Integrity: Automated idempotency keys prevent double-counting of timesheets, invoices, applicants, or clinician records during network retries.
Step-by-Step Instructions
Open Integrations & Sync & Locate Lever (Employ)
Log in to YourMedSoft with an Admin or Manager account. Click "Integrations & Sync" in the left navigation sidebar (or go to Settings > App Marketplace & Integrations). Search for "Lever (Employ)" or filter by the "Recruiting & Job Boards" category pill.
Connect Lever (Employ) (Live API Token or Free CSV / Sandbox Mode)
1. Obtain Credentials: Log in to your Lever (Employ) admin or developer console and copy your API Key / Access Token (and Account or Vendor ID if applicable). 2. Configure in YourMedSoft: Paste your Lever (Employ) token below, or leave the API Key blank to connect in free Sandbox Mode for testing. 3. Custom Endpoint (Optional): If your organization uses a custom Lever (Employ) subdomain or webhook listener, enter it in the Custom Base URL / Webhook field.
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Pull Data In (Inbound API Sync or CSV / JSON Upload)
Immediately after connecting, the "Lever (Employ) Two-Way Sync & Data Control Hub" opens automatically on the "Import (Data In)" tab. Click "Import from Lever (Employ)" to pull candidates, applicants & resumes via API, or use "Upload CSV / JSON File into Hiring Pipeline (Applicants) & Staff Roster" to batch-import records directly into Hiring & Applicant Pipeline (/portal/hiring).
Create & Push New Records (+ Add Data Tab)
Switch to the "+ Add Data" tab inside the Lever (Employ) Sync Hub (or click "+ Add Data" on the Connected Integrations bar inside Hiring & Applicant Pipeline). Fill out the quick form to create a new record in YourMedSoft and simultaneously push it out to Lever (Employ).
Push Data Out (Outbound Sync & Formatted CSV Batch Export)
Open the "Export (Data Out)" tab in the Sync Hub (or click "Push Data Out" from Hiring & Applicant Pipeline at /portal/hiring). Select your active billing cycle or pay period, review the live record counts (Active Job Postings & Candidate Stages), and click "Export to Lever (Employ)" for direct API transmission or "Download CSV Batch" for manual upload into Lever (Employ).
Configure Auto-Sync Rules & Verify HIPAA Audit Logs
Open the "Data Controls" tab to toggle Auto-Sync Data In (Inbound), Auto-Sync Data Out (Outbound), Sync Frequency (Real-time, Hourly, Daily, Manual), and Duplicate Record Handling. Switch to the "Sync Logs" tab at any time to inspect timestamped inbound/outbound receipts.
Pro-Tips & Best Practices
- Use the Connected Integrations bar at the top of Hiring & Applicant Pipeline (/portal/hiring) to trigger 1-click "Pull Data In", "Push Data Out", or "+ Add Data" without leaving your workspace.
- If your Lever (Employ) plan does not include API access, leave the API key blank to use CSV upload in "Import (Data In)" and formatted CSV batch downloads in "Export (Data Out)".
- Use the "Sync Logs" tab to verify timestamped inbound and outbound sync receipts for HIPAA and Joint Commission audits.
Troubleshooting & Operational Edge Cases
Issue: Lever (Employ) shows "Sandbox Mode" instead of "Live API Verified"
Operational Resolution: This means Lever (Employ) was connected without an API key. While Sandbox Mode lets you upload CSV/JSON files and test "+ Add Data" immediately, to enable live API calls open Lever (Employ) > "Manage Data & Sync" > "API Key" tab, paste your Lever (Employ) token and Account/Subdomain ID, and click "Save & Verify API Key".
Issue: Timesheet, candidate, or payroll batch rejected by Lever (Employ)
Operational Resolution: Check that all records in the batch have matching identifiers or email addresses in Lever (Employ), or use the "Download CSV Batch" button in the "Export (Data Out)" tab for direct file import into Lever (Employ).
Issue: Where do my imported records from Lever (Employ) appear?
Operational Resolution: Imported records from Lever (Employ) are saved directly into Hiring Pipeline (Applicants) & Staff Roster. Click the "Hiring & Applicant Pipeline" link inside the "Import (Data In)" tab or navigate to /portal/hiring in the left sidebar.
Frequently Asked Questions & Troubleshooting
What happens immediately after I save and connect Lever (Employ)?
As soon as you click Connect, YourMedSoft pins Lever (Employ) to your "Your Active Integrations" command center at the top of Integrations & Sync, adds a 1-click control bar inside Hiring & Applicant Pipeline (/portal/hiring), and automatically opens the 7-tab Sync & Data Control Hub with a "What Happens Next" walkthrough.
Where do I control Data In, Data Out, and add new data for Lever (Employ)?
In the Lever (Employ) Sync & Data Control Hub (accessible from Settings > Integrations & Sync or the bar at the top of Hiring & Applicant Pipeline): use "Import (Data In)" to pull records or upload CSV/JSON files, "Export (Data Out)" to push active job postings & candidate stages or download CSV batches, "+ Add Data" to create and push individual records, and "Data Controls" to configure automatic sync rules.
What specific data flows between YourMedSoft and Lever (Employ)?
The two-way integration handles: (1) Inbound (Data In): Import accepted candidate details and attached resume files -> routed to Hiring & Applicant Pipeline (/portal/hiring). (2) Outbound (Data Out): Post job openings and sync active placement statuses -> sourced from Active Job Postings & Candidate Stages.
Does connecting Lever (Employ) incur any additional fees in YourMedSoft?
No. YourMedSoft provides native integrations with zero per-connection surcharges and zero middleware fees. You can connect using your Lever (Employ) API key or use free CSV Batch / Sandbox Mode.
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