# Lever + Workday REST integration

> Push candidate data from Lever straight into Workday the moment an offer is accepted — no manual re-entry, no delays.

**Canonical page:** https://tray.ai/connectors/lever-workday-rest-integrations/
**Lever connector:** https://tray.ai/connectors/lever-integrations/
**Lever documentation:** https://tray.ai/documentation/connectors/service/lever
**Workday REST connector:** https://tray.ai/connectors/workday-rest-integrations/
**Workday REST documentation:** https://tray.ai/documentation/connectors/service/workday-rest

## Overview

Lever and Workday do different jobs. Lever handles sourcing, nurturing, and moving candidates through your hiring pipeline. Workday takes over once someone signs an offer and manages everything after that. The problem is the gap between them. When these two systems don't talk to each other, HR teams spend hours manually transcribing data that already exists, and new hires feel the friction before they've even started. Connecting Lever to Workday through tray.ai closes that gap — hired candidate data flows instantly and accurately into Workday, and the people who need to act on it get notified without anyone having to chase them down.

When Lever and Workday run as separate systems, the handoff between recruiting and HR is a mess of copy-paste and crossed wires. A recruiter closes a role in Lever, and then an HR coordinator has to manually enter compensation, start dates, job titles, and department assignments into Workday to create the worker record. That duplication wastes hours every week, introduces errors that ripple through payroll and benefits enrollment, and creates compliance headaches when audit trails don't match. Integrating Lever and Workday through tray.ai means Workday worker creation fires automatically the moment an offer is accepted in Lever, requisition data stays accurate in both systems, and every team — IT, facilities, finance — gets what they need before the new hire shows up. Onboarding runs faster, HR spends less time on data entry, and new hires get a first-day experience that doesn't feel improvised.

## Use cases

### Automated New Hire Record Creation in Workday

When a candidate moves to 'Hired' or accepts an offer in Lever, tray.ai automatically creates a new worker record in Workday with their personal details, job title, department, compensation, and start date already filled in. No manual re-entry, no provisioning delays. HR teams can trust that Workday reflects current hiring decisions without anyone touching a keyboard.

- Reduces time-to-worker-record creation from days to minutes
- Eliminates transcription errors between recruiting and HRIS data
- Triggers downstream onboarding workflows in Workday immediately upon hire

### Requisition and Headcount Sync Between Lever and Workday

Job requisitions approved in Workday are automatically pushed to Lever as new postings, so recruiters are always working against authorized headcount. When a role is filled in Lever, that status change flows back to Workday to close the position and update workforce planning reports. Finance, HR, and Talent Acquisition stay aligned without anyone having to manually sync the two systems.

- Prevents recruiting on unauthorized or already-filled requisitions
- Keeps Workday headcount and workforce planning data current in real time
- Reduces back-and-forth communication between Finance and Talent Acquisition

### Candidate Data Enrichment for Offer Management

Before an offer goes out in Lever, tray.ai can pull compensation bands, job grade structures, and cost-center data from Workday to make sure the offer falls within approved pay equity policies. Recruiters and hiring managers get that context without leaving the ATS. Offers move faster, and fewer come back for revision.

- Ensures offers match Workday-managed compensation structures
- Reduces offer revision cycles caused by out-of-band compensation requests
- Gives recruiters HRIS data without requiring Workday access

### Pre-Boarding Task Initiation Upon Offer Acceptance

The moment a candidate accepts in Lever, tray.ai triggers pre-boarding tasks in Workday — background check initiation, IT equipment requests, benefits enrollment setup, manager notifications. The lag between offer acceptance and productive onboarding prep collapses. Every task gets the correct start date, manager, and department pulled directly from the Lever offer record.

- Accelerates onboarding readiness by days or weeks
- Ensures no pre-boarding step is missed due to manual handoff failures
- Creates a consistent, repeatable onboarding experience across all departments

### Internal Mobility and Referral Candidate Tracking

When an internal employee applies through Lever, tray.ai cross-references their existing Workday worker profile to auto-populate application data and flag them as an internal applicant. If they get the role, the integration initiates a job change or transfer transaction in Workday instead of creating a duplicate new hire record. Their employment history stays intact, and the HRIS stays clean.

- Prevents duplicate worker records for internal hires and transfers
- Cuts manual steps out of the internal mobility process for both HR and candidates
- Maintains complete employment history continuity in Workday

### Recruiting Metrics and Compliance Reporting

tray.ai can pull pipeline stage data from Lever and workforce and compensation data from Workday, then merge them into a unified talent analytics dataset — time-to-fill by department, offer acceptance rates by job grade, diversity metrics across the full funnel. Neither system can produce these reports alone. Scheduled syncs keep dashboards and compliance reports current without anyone running manual exports.

- Provides end-to-end recruiting analytics from application to worker record
- Supports EEO and OFCCP compliance reporting with combined dataset accuracy
- Eliminates manual data exports and spreadsheet reconciliation

### Contingent Worker and Agency Hire Management

For contract roles sourced through Lever, tray.ai creates contingent worker records in Workday rather than full employee records, applying the correct worker type, contract end date, and cost center automatically. Staffing coordinators don't need to manually distinguish and route each hire type — the integration handles it. When a contract is extended or converted to full-time, a status change in Lever triggers the right transaction update in Workday.

- Correctly classifies contingent workers versus employees in Workday from day one
- Automates contract extension and conversion workflows across both platforms
- Reduces compliance risk associated with misclassified worker types

## Templates

### Lever Hired Candidate → Workday New Worker Record

This template watches Lever for candidates whose stage advances to 'Hired' or whose offer status changes to 'Accepted' and automatically creates a fully populated new worker record in Workday, mapping all relevant fields including name, job title, department, manager, start date, and compensation package.

Connectors used: Lever, Workday REST

### Workday Approved Requisition → Lever Job Posting

This template listens for newly approved job requisitions in Workday and automatically creates corresponding job postings in Lever, including job description, department, hiring manager assignment, and compensation band, so recruiters can start sourcing without waiting on a manual handoff.

Connectors used: Workday REST, Lever

### Lever Offer Acceptance → Workday Pre-Boarding Task Bundle

When a candidate accepts an offer in Lever, this template triggers a coordinated set of pre-boarding actions in Workday — creating onboarding tasks, assigning them to the correct owners (IT, HR, Facilities), and setting due dates relative to the candidate's start date, so every department is ready before day one.

Connectors used: Lever, Workday REST

### Lever Filled Position → Workday Requisition Closure

When a position is marked hired and closed in Lever, this template automatically updates the corresponding open requisition in Workday to Filled status, keeping headcount reports and workforce planning dashboards accurate without requiring manual updates from recruiters.

Connectors used: Lever, Workday REST

### Workday Job Change → Lever Internal Applicant Flag

This template cross-references active Lever applications against Workday worker records to identify internal candidates, automatically tagging them in Lever with their current role, tenure, and department so hiring managers have full context when reviewing internal applicants without needing to open Workday separately.

Connectors used: Workday REST, Lever

### Lever + Workday Unified Recruiting Analytics Sync

This scheduled template pulls pipeline stage data, time-to-fill metrics, and offer data from Lever alongside compensation, department, and workforce data from Workday, merging them into a unified dataset delivered to a BI tool or data warehouse for cross-platform talent analytics and compliance reporting.

Connectors used: Lever, Workday REST

## Challenges Tray.ai solves

### Field Mapping Complexity Between ATS and HRIS Schemas

Lever and Workday use fundamentally different data models. Lever organizes data around candidates, opportunities, and postings. Workday structures data around workers, positions, and organizational hierarchies. Mapping fields like compensation, job title, and department between these two schemas manually is error-prone and requires deep knowledge of both APIs. Mismatches in field types, enumerated values, or required fields can cause record creation failures in Workday that are hard to diagnose.

**How Tray.ai helps:** tray.ai's visual data mapper and built-in transformation functions let you define precise field mappings between Lever and Workday schemas without writing custom code. You can handle enumerated value translation, conditional logic for different worker types, and data type conversions in a single reusable workflow step. When record creation fails in Workday, the platform's error handling surfaces enough detail to fix the problem quickly.

### Managing Workday's Strict Data Validation Requirements

Workday's REST API enforces strict validation on new worker records, requiring values for fields like supervisory organization, position, pay group, and cost center that may not be fully captured in Lever's offer data. When these fields are missing or incorrectly formatted, the Workday API returns errors that stall the automation and require manual intervention — defeating the point of the integration.

**How Tray.ai helps:** tray.ai lets you build pre-validation logic into your workflows that checks for required Workday fields before attempting record creation, and can trigger automated lookup steps to fetch missing values — such as supervisory org or pay group — from Workday reference data based on department or location. Conditional branches handle edge cases without breaking the workflow, and notification steps alert the HR team only when human input is genuinely needed.

### Handling Duplicate Records and Rehire Scenarios

When a candidate who's already in Workday — a rehire, a boomerang employee, or an internal transfer — gets hired through Lever, a naive integration will try to create a duplicate worker record, corrupting historical data and creating compliance problems. Catching these scenarios requires cross-referencing Lever candidate data against existing Workday worker records before any record creation happens.

**How Tray.ai helps:** tray.ai workflows can include a pre-hire lookup step that searches Workday for an existing worker record matching the candidate's email address or national ID before creating a new one. If a match is found, the workflow routes to a rehire or job change transaction instead of a new hire creation, preserving employment history and preventing duplicates. HR gets an alert for matched records when human review makes sense.

### Keeping Requisition Status Synchronized in Real Time

Lever and Workday each track their own version of a job requisition's status, and without integration, they fall out of sync fast. A position filled in Lever may stay open in Workday for days, skewing workforce planning reports and causing Finance to hold budget unnecessarily. Manual status updates lag behind actual hiring activity and get applied inconsistently.

**How Tray.ai helps:** tray.ai uses event-driven triggers from Lever webhooks to catch status changes — a posting being closed or archived — the moment they happen and immediately updates the corresponding Workday requisition via REST API. Bidirectional sync rules ensure changes originating in either system are reflected in the other, and conflict resolution logic prevents race conditions when both systems update at the same time.

### Secure Handling of Sensitive Candidate and Employee PII

The data moving between Lever and Workday includes some of the most sensitive information an organization holds — Social Security numbers, compensation details, home addresses, background check results. Any integration touching this data has to comply with GDPR, CCPA, and internal data governance policies. PII can't be logged insecurely, cached longer than necessary, or sent anywhere it shouldn't go.

**How Tray.ai helps:** tray.ai is built for enterprise security requirements: SOC 2 Type II compliance, encryption in transit and at rest, and role-based access controls that limit which team members can view or modify workflows handling PII. Sensitive fields can be masked in workflow logs, and tray.ai's audit trail gives a complete record of data access and transformation events to support compliance reviews and security audits.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
- Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/
- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
- Book a demo: https://tray.ai/contact/