<aside> 🔍 Lever does not allow opportunities to be transferred from one posting to another. In order to consider an opportunity for another job posting, a new opportunity must be created and added to the new posting. We will refer to this as “transferring” throughout this article.

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To counteract the impact this will have on reporting, we would recommend:

• Creating an archive reason specifically for transfers (ie. transferred to another job or considered for another job). This is easiest way for us to filter out duplicative data.
• “Transferring” opportunities earlier in the process to get as much of the data as possible on one opportunity.

Be aware that the following data points will be lost in the “transfer”:

• “Sourced by” user (and opportunity owner) can now only be the user who added the opportunity to the new job posting. This usually leads to inaccurate reporting on sourcing.
• Interviews that occurred in the previous job will still exist in reporting but will not be tied to the new opportunity.
• Time spent in stages will only be linked to their respective opportunities. If an opportunity is incorrectly placed in a stage and then immediately moved to another stage, this will skew the time spent in that stage lower.

Impacted Commonly Used Reports

Passthrough Rate Reports

Passthrough rate tables report on a group of opportunities’ journeys through the stages/ stage groups. Since it is tracking each opportunity, a candidate that is “transferred” to a new job will be counted for both the old req and the new req, and will be considered not passing the stage in which they were transferred from. For this reason, we recommend filtering out by archive reason.

Time to Hire or Time to Offer

These might be inaccurate since the opportunity start date will be the “transfer” occurred, which usually doesn’t line up with the application date. When a “transfer” occurs, users are given the option to set a different application date (Lever Documentation). Users can also edit the application date after the fact as well. Our recommendation is to update the application date on the new opportunity.

Time in Process

In order to keep these reports as accurate as possible, users must ensure opportunities are being added to the proper stage in the new requisition. Since the duration of each opportunity is accurate, you do not need to filter any data out. No change is recommended here.

Archive Reason or Conversion Rate Reports