Greenhouse

Greenhouse is a popular applicant tracking system (ATS) and recruiting software used by companies to manage their hiring processes. It offers a range of features designed to streamline recruiting workflows, improve collaboration among hiring teams, and provide insights into recruitment metrics.

Generating API Key to set up Greenhouse connection

1. Log in to your Greenhouse account as an administrator.
2. Navigate to the Configure tab and select Dev Center from the dropdown menu.
3. In the Dev Center, click on API Credential Management.
4. Click on Create New API Key to generate a new API key.
5. Make the following selections:
   • API Type: Harvest
   • Partner: If your integration is not listed, you can either keep it empty or choose the option for an unlisted vendor.
   • Description: Enter a descriptive name for your API key, such as "Hire2Retire Key".
6. When finished, click Manage Permissions to generate the Harvest API key.

7. Set the following permissions and save.

   In the Applications, select Get: Retrieve Application and Get: List Applications permission.

   

   Figure 1. Applications API

   In the Candidates, select Get: Retrieve Candidate and Get: List Candidates permission.

   

   Figure 2. Candidates API

   In the Jobs, select Get: Retrieve Job permission.

   

   Figure 3. Jobs API

   In the Custom Fields, select Get: Custom field options

   

   Figure 4. Custom Fields API

8. Click Create to generate an API key. Make sure to copy and securely store the generated API key since you won't be able to retrieve it again.

Create a Connection

Hire2Retire requires the following details to create a connection with your Greenhouse server:

• API Key - An API key is a unique identifier that grants access to the Greenhouse API (Application Programming Interface). The API key serves as a form of authentication, allowing external applications or services to interact with Greenhouse programmatically.

  

  Figure 4. Greenhouse Connection Set Up page - Create Connection

Configuration

Once you have successfully configured the connections, you can continue with the Design section to configure the rest of the workflow following these steps in order.

1. ATS Data Definition
2. ATS to AD Profile Map
3. Lifecycle Business Rules
4. Employment Status
5. Organizational Unit Assignment - Only defined in on-premise Active Directory
6. Group Memberships
   • Security Group Memberships
   • Distribution List Memberships
   • Microsoft 365 Groups Memberships Only defined in Hybrid (with Exchange Online Services) and Entra ID
   • Entra ID Distribution List Memberships Only defined in Entra ID and Hybrid, when Exchange Online Services is configured
   • Entra ID Security Groups Only defined in Hybrid (with Enable Entra ID Security Groups) and Entra ID
   • Mail Enabled Security Group Memberships Only defined in Entra ID and Hybrid, when Exchange Online Services is configured
   • Mailing List Assignment Provided in Google Directory
7. Communication Hub

Deployment

Once your workflow has been setup, you can optionally setup notifications and archival for your workflow.

• Compliance and Audit Trail
• Run Mode
• Error Notifications
• Monitor Receipt of Scheduled HR Extract
• Environment

Otherwise, you can proceed to deploy and test it on the Hire2Retire platform, see Deploy and Test Flow