Skip to main content

🤝 Greenhouse | Applicant Review

This article covers the permissions needed to set up the Applicant Review integration between SeekOut and Greenhouse.

T
Written by Tirlochan Arora
Updated over a week ago

Table of contents

  • Before You Begin

  • Setting up your Greenhouse Integration

  • Harvest API Permissions

  • Create Webhooks

  • Connecting to Greenhouse

  • How to use Applicant Review

This feature is available for users with Professional and Enterprise licenses.

This article covers the permissions needed to set up the Applicant Review integration between SeekOut and Greenhouse.

Before You Begin

Note: Please contact your Customer Success Manager or our support team so we can coordinate your integration setup.

  • Your Greenhouse login and your SeekOut login must both use the same email address when setting up the integration.

  • Your Greenhouse account must have the developer permissions "Manage ALL organization’s API Credentials" and "Manage and configure web hooks" enabled.

greenhouse manage api webhook 1

See the section in this Greenhouse article Configure User Setup Permissions in Greenhouse Recruiting for steps on how to set this up.

Setting up your Greenhouse Integration

Note: If you have an existing Greenhouse integration set up with SeekOut (such as Export or Rediscovery) then you don't have to create a new API key. Skip to the section Harvest API permissions and edit your existing key to add the necessary permissions.

Create your API Key

Log in to your Greenhouse dashboard and click the Configuration icon at the top right. Navigate to the Dev Center, then click API Credential Management.

greenhouse api cred management 1

On the next page, click the Create New API Credential button. Select Harvest as your API Type, SeekOut as your Partner, and enter a description.

greenhouse harvest api 1

Click Manage Permissions, and your new API Key will be available to you. Click Copy to copy the key to your clipboard.

greenhouse partner api 2

Click I have stored the API Key to close the window. The Harvest API permissions page will open automatically.

Harvest API Permissions

Note: If you already have the Greenhouse Rediscovery integration set up, then you already have an API key with most of these permissions enabled. Login to your Greenhouse account and edit your existing API key permissions, and make sure the box is checked next to all of the permissions listed below.

Check the box next to each of the following permissions:

* Applications

Get: Retrieve Application

Get: List Applications

Patch: Update Application

Post: Advance Application

Post: Move Application

Post: Reject Application

Post: Moves Application to Job

Post: Unreject Application

* Candidates

Get: Retrieve Candidate

Get: List Candidates

* Email Templates

Get: List Email Templates

Get: Retrieve Email Template

* Jobs

Get: Retrieve Job

Get: List Jobs

* Job Posts

Get: List Job Posts

Get: Retrieve Job Post for Job

Get: List Job Posts for Job

* Job Stages

Get: Retrieve Job Stage

Get: List Job Stages

Get: List Job Stages for Job

* Users

Get: Retrieve User

Get: List Users

Get: List User Job Permissions

* Job Openings

Get: List Openings For a Job

* Close Reasons

Get: Get close reasons

* Rejection Reasons

Get: List Rejection Reasons

Click Save at the bottom of the page when you're done.

For detailed information on how to configure API keys in Greenhouse, see their documentation here.

Create Webhooks

From your Greenhouse dashboard, click the Configuration icon at the top right. Navigate to the Dev Center, select Web Hooks, then click Web Hooks.

greenhouse rediscovery webhooks 1

You'll need to create ten separate web hooks for the following events:

  • Delete Candidate

  • Job Deleted

  • Job Created

  • Job Updated

  • Merged Candidate

  • Candidate Anonymized

  • Candidate or prospect updated

  • Delete Application

  • Application Updated

  • Job Interview stage deleted

Give your webhook a name, then find the webhook event listed above in the When dropdown list.

greenhouse rediscovery webhooks 2

Your SeekOut CSM or support representative will provide your Endpoint URL, Secret Key, and Error recipient email. When you've entered your information, click Create web hook. Repeat these steps for all three webhooks.

Connecting to Greenhouse

Setting up Applicant Review

If you already have the Greenhouse Rediscovery integration set up, click the downward arrow next to Greenhouse Harvest and select Edit. Otherwise, if this is your first time setting up an integration with Greenhouse, click + Add a Connection. Locate Greenhouse Harvest from the list of integrations and click Connect.

On the Capabilities tab, ensure the boxes next to Inbound and Rediscovery are both checked. Click Confirm Choices to continue to the next step.

If you don't see Inbound as an option, please contact [email protected] for assistance.

Review the requirements on the Permissions tab and click I'm ready.

On the Credentials page, enter the following:

  • Harvest Key

    • Paste your API Key from Greenhouse in the Harvest Key field.

  • Greenhouse Url

    • Log in to Greenhouse and copy the URL. Include the protocol (https://), the top-level domain, and trailing forward slash (.io/). See the screenshot below for an example.

Copy greenhouse URL

If you are editing your existing Rediscovery integration, these values will be pre-populated. Click Submit to save your credentials, then click Next.

Click Verify. SeekOut will automatically attempt to verify your connection.

Note: If you have a Greenhouse Export integration set up, you'll be prompted to test this integration as well. Follow the prompts to send a test candidate to your ATS, and log in to Greenhouse to verify that the test candidate is in your ATS.

When successful, Greenhouse will appear at the top of your Integrations page with a green check mark.

Removing the Integration

On the Integrations page, click the arrow next to a connected integration to Edit or Remove the integration from your SeekOut account.

How to use Applicant Review

See the section How to use Applicant Review in the help center for details on how to set qualifications, view & move applicants, and more.

What jobs are visible from Greenhouse within SeekOut?

  • The jobs you see in SeekOut are based on your permissions in Greenhouse. For example...

    • A Greenhouse site admin has access to all jobs. They will see all open job reqs from their ATS in SeekOut.

    • A Greenhouse job admin has access to a specific job. They will only see job reqs that they have access to in SeekOut.

Did this answer your question?