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Apache License

Lever (docs)

This package models Lever data from Fivetran's Opportunity endpoint connector. It uses data in the format described by this ERD.

NOTE: If your Lever connector was created prior to July 2020 or still uses the Candidate endpoint, you must fully re-sync your connector or set up a new connector to use Fivetran's Lever dbt packages.

This package enables you to understand trends in recruiting, interviewing, and hiring at your company. It also provides recruiting stakeholders with information about individual opportunities, interviews, and jobs. It achieves this by:

  • Enriching the core opportunity, interview, job posting, and requisition tables with relevant pipeline data and metrics
  • Integrating the interview table with reviewer information and feedback
  • Calculating the velocity of opportunities through each pipeline stage, along with major job- and candidate-related attributes for segmented funnel analysis

Models

This package contains transformation models, designed to work simultaneously with our Lever source package. A dependency on the source package is declared in this package's packages.yml file, so it will automatically download when you run dbt deps. The primary outputs of this package are described below. Intermediate models are used to create these output models.

model description
lever__interview_enhanced Each record represents a score that an interviewer gives to a unique interviewee. Includes data around the employees involved in this interview/opportunity, the interview feedback score standards, whether the opportunity advanced past this interview, how long the opportunity had been open at the time of the interview, and the opportunity source.
lever__opportunity_enhanced Each record represents a unique opportunity, enhanced with data about its associated job posting, requisition, application, origins, tags, resume links, contact information, current pipeline stage, offer status, and the position that the candidate applied for. Also includes interview metrics and how early the candidate applied relative to other candidates.
lever__posting_enhanced Each record represents a unique job posting, enriched with metrics about submitted applications, total and open opportunities, interviews conducted, and associated requisitions. Also includes the job posting's tags and hiring manager.
lever__requisition_enhanced Each record represents a unique job requisition, enriched with information about the requisition's hiring manager, owner, offers extended, and associated job postings.
lever__opportunity_stage_history Each record represents a stage that an opportunity has advanced to. Includes data about the time spent in each stage, the application source, the hiring manager, and the opportunity's owner, as well as the job's team, location, and department.

Installation Instructions

Check dbt Hub for the latest installation instructions, or read the dbt docs for more information on installing packages.

Include in your packages.yml

packages:
  - package: fivetran/lever
    version: [">=0.3.0", "<0.4.0"]

Configuration

By default, this package looks for your Lever data in the lever schema of your target database. If this is not where your Lever data is, add the following configuration to your dbt_project.yml file:

# dbt_project.yml

...
config-version: 2

vars:
    lever_database: your_database_name
    lever_schema: your_schema_name 

Disabling Models

Your Lever connector might not sync every table that this package expects. If your syncs exclude certain tables, it is because you either don't use that functionality in Lever or have actively excluded some tables from your syncs. To disable the corresponding functionality in the package, you must set the relevant config variables to false. By default, all variables are set to true. Alter variables for only the tables you want to disable:

# dbt_project.yml
...
config-version: 2

vars:
    lever_using_requisitions: false # Disable if you do not have the requisition table, or if you do not want requisition related metrics reported
    lever_using_posting_tag: false # disable if you do not have (or want) the postings tag table

Passing Through Custom Requisition Columns

If you choose to include requisitions, the REQUISITION table may also have custom columns (all prefixed by custom_field_). To pass these columns through to the enhanced requisition model, add the following variable to your dbt_project.yml file:

# dbt_project.yml

...
config-version: 2

vars:
    lever_requisition_passthrough_columns: ['the', 'list', 'of', 'fields']

Contributions

Don't see a model or specific metric you would have liked to be included? Notice any bugs when installing and running the package? If so, we highly encourage and welcome contributions to this package! Please create issues or open PRs against main. Check out this post on the best workflow for contributing to a package.

Database Support

This package has been tested on BigQuery, Snowflake and Redshift.

Resources:

  • Provide feedback on our existing dbt packages or what you'd like to see next
  • Have questions, feedback, or need help? Book a time during our office hours here or email us at [email protected]
  • Find all of Fivetran's pre-built dbt packages in our dbt hub
  • Learn how to orchestrate dbt transformations with Fivetran here
  • Learn more about Fivetran overall in our docs
  • Check out Fivetran's blog
  • Learn more about dbt in the dbt docs
  • Check out Discourse for commonly asked questions and answers
  • Join the chat on Slack for live discussions and support
  • Find dbt events near you
  • Check out the dbt blog for the latest news on dbt's development and best practices

dbt_lever's People

Contributors

dylanbaker avatar fivetran-chloe avatar fivetran-jamie avatar fivetran-joemarkiewicz avatar fivetran-sheringuyen avatar kristin-bagnall avatar nelsonauner avatar

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