Driving Applicant Tracking to HR Onboarding Efficiency: Lever ATS and Boilerplate Integration

In a world driven by innovation and efficiency, Human Resources teams are constantly seeking ways to optimize their operations. Hiring and onboarding new employees is a crucial part of this process, and companies are increasingly turning to technology to make it smoother and more efficient. The latest development in this space is the integration between Lever Applicant Tracking System (ATS) and Boilerplate, a cutting-edge portal-based system for collecting and tracking onboarding documents based on different roles and personas.

This integration promises to streamline the way organizations onboard new talent, eliminating the tedious administrative work and manual data entry that often plagues HR departments. By combining the power of Lever's advanced ATS with Boilerplate's seamless onboarding document management system, companies can expect a more streamlined, efficient, and user-friendly onboarding experience for both HR professionals and new hires.

What is Lever Applicant Tracking System?

Lever is a widely recognized name in the HR tech industry, offering a comprehensive applicant tracking system designed to simplify the recruiting process. It empowers HR teams to source, track, and hire the best candidates while providing valuable insights through its analytics and reporting features. Lever's user-friendly interface and customizable workflows make it a favorite among recruiters and hiring managers, allowing them to manage the entire recruitment process from job posting to hire.

With a focus on collaboration, Lever connects hiring teams, ensuring that everyone involved in the recruitment process is on the same page. It facilitates the efficient screening of applicants, interview scheduling, and collaborative feedback sharing, ultimately helping companies make data-driven decisions.

Introducing Boilerplate: A Portal-Based Onboarding Solution

Boilerplate is the new kid on the block, a portal-based system designed specifically to handle the complexities of onboarding. Unlike conventional document management systems, Boilerplate is highly versatile and organized, accommodating the unique requirements of different roles and personas within an organization. This flexibility is a game-changer for HR departments dealing with diverse documentation requests for a workforce in different roles and locations.

Boilerplate offers a secure, centralized portal where HR teams add their own documents and requests once, then new hires can easily access and submit their requested onboarding documents. It streamlines the collection and tracking of critical documents, such as employment contracts, tax forms, company policies, and more, while giving the hiring coordinator confidence they’ve received everything that was requested.

The Power of Integration: Lever and Boilerplate Join Forces

The integration of Lever ATS and Boilerplate marks a significant leap forward in the world of HR tech. By combining the strengths of two industry-leading platforms, this collaboration aims to address a critical bottleneck in the hiring process – the transition from recruiting to onboarding.

1. Seamless Transition from Recruitment to Onboarding

The transition from hiring to onboarding is often where valuable time is lost, and errors can occur. With the Lever-Boilerplate integration, this transition is seamless. The candidate's information is effortlessly passed from Lever to Boilerplate, eliminating the need for manual data entry and reducing the risk of data errors.

2. Enhanced User Experience for New Hires

The integration improves the onboarding experience for new hires. They can access their personalized onboarding portal directly through Boilerplate, where they'll find all the necessary documents and information tailored to their role and persona, set by their hiring coordinator. This simplifies the process, reducing confusion and frustration for new employees.

3. Role-Based Document Management

Boilerplate's role-based document management comes into play here. Depending on the position, HR teams can use different checklists of documents and forms that need to be completed, making it a breeze for HR teams to ensure that every hire is fully onboarded in compliance with company and industry standards.

4. Enhanced Compliance and Security

Boilerplate's robust security and compliance features remain intact in the integration. HR professionals can rest assured that sensitive data and documents are handled securely with end-to-end encryption, protecting data and documents both in transit and at rest..

The Benefits for HR Professionals

HR professionals are the unsung heroes of every organization, tirelessly working behind the scenes to ensure a smooth recruitment and onboarding process. The Lever-Boilerplate integration offers a host of benefits for HR teams:

Time Savings

The elimination of manual data entry and the streamlining of the onboarding document requests save HR teams significant time, enabling them to focus on strategic HR initiatives and employee engagement. Offer letters can be easily prepared in Lever or Boilerplate, depending on the client’s preference. 

Enhanced Compliance

The role-based document requests system lets the HR team track each individual requests to ensure it’s been requested, received, and is correct before accepting into the system, reducing the risk of errors or omissions.

Improved Candidate Experience

A seamless transition from recruitment to onboarding, combined with a user-friendly portal, creates a positive onboarding experience for new hires. Submitting document requests can be tedious for new hires, especially in regulated fields that require credentials, transcripts, professional licenses and more.

The Benefits for New Hires

The integration doesn't just benefit HR professionals; it enhances the experience for new hires as well:

Simplified Onboarding

New hires no longer need to navigate complex onboarding processes. They can easily access their personalized portal with all the information, file requests and forms they need to get started.

Role-Specific Information

Each new hire receives information and documents tailored to their specific role, reducing confusion and ensuring a smooth onboarding process. These checklists can be setup once by the HR team, then used over and over.

Efficient Document Submission

Boilerplate's portal simplifies the submission of onboarding documents, making it quick and easy for new hires to complete their tasks and know what’s still needed.

Immediate Productivity

With a streamlined onboarding process, new hires can become productive members of the team more quickly, benefiting both the employee and the company.

Conclusion: A New Era in Onboarding

The integration of Lever ATS and Boilerplate ushers in a new era of efficiency and simplicity in the onboarding process. It addresses the pain points of HR professionals and new hires alike, offering a streamlined, secure, and user-friendly solution for the critical transition from recruitment to onboarding.

As organizations continue to embrace technology to optimize their operations, this integration stands out as a game-changer in the HR tech landscape. With its potential to save time, enhance compliance, and improve the onboarding experience, Lever ATS and Boilerplate are poised to become the go-to solution for forward-thinking companies looking to streamline their onboarding processes and gain a competitive edge in talent acquisition.

If you're interested in learning more about the Lever-Boilerplate integration, don't hesitate to reach out to our teams or request a demo. It's time to revolutionize your onboarding process and elevate your organization to new heights of success.

December 21, 2023