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Using Evaluation Reports with Lever
Step-by-step guide for importing candidate evaluations into Lever ATS
1. Upload PDF to Candidate Profile
Attach the evaluation report
- Export the PDF from the evaluation results page
- In Lever, open the candidate's opportunity
- Click the Files tab on their profile
- Drag and drop or upload the PDF evaluation report
- All team members with access to this opportunity can view it
2. Add Interview Questions to Feedback Forms
Customize Lever feedback forms with AI-generated questions
- Copy interview questions from the evaluation (click "Copy All")
- In Lever, go to Settings → Feedback Forms
- Create or edit a feedback form for the role
- Paste the questions as custom form fields
- Include the "Why ask this" notes as interviewer guidance
3. Use CSV for Bulk Data Import
Track evaluation scores in spreadsheets
- Export CSV from the evaluation results
- Open in Excel or Google Sheets alongside your Lever export
- Match candidates by name to combine evaluation data with Lever pipeline data
- Use for hiring committee review meetings and candidate ranking
4. Share Evaluation via Link
Quick review without downloading files
- Click Share on the evaluation to copy the link
- Add the link as a note on the candidate's Lever profile
- Hiring managers can click through for the full evaluation — no login needed
All exports use your agency branding. No third-party branding is visible — your clients see only your identity.