Integrating Greenhouse with Teamable

The one-directional sync feature is available to users on the Lite plan.
The bi-directional sync feature is available to users on the Essential and Premium plans.

Integrating Greenhouse with Teamable allows for a more seamless candidate management experience. Teamable will automatically push candidates to Greenhouse as you source them and will help identify duplicate candidates against candidates your team has already contacted.

Teamable and Greenhouse have a bi-directional sync that will automatically:

  • Add Greenhouse Jobs as Teamable Projects
  • Add reached candidates to Greenhouse
  • Update candidate status and stage in Greenhouse (based on interest level)
  • De-duplicate contacted candidates and notify your Team's users of prior correspondence with candidates
  • Stay up to date with funnel progression and diversity with Teamable Greenhouse Reporting

Requirements

Editing Greenhouse Developer Permissions

You can skip this section and move onto the next section " Creating the Greenhouse Harvest API Key" if you already have Developer Permissions.

Please note, you cannot edit your own Greenhouse user permissions. You may need to ask another Site Admin to follow the following steps.

Step 1. In the Greenhouse instance, at the top-right of page, select the Configure cog icon.

Step 2.  Under the Configure sidebar, select "Users".

Step 3. Select the user you would like to edit permissions for. 
Please note, you cannot edit your own Greenhouse user permissions. You may need to ask another Site Admin to follow the following steps.

The other Site Admin will need to have the the following User-Specific Permissions to give you Developer Permissions:

  • Edit another user's advanced permissions

Step 4. Under Developer Permissions section, enable the following Developer Permissions:

  • Manage Job Board related API Credentials
  • Manage ALL organization's API Credentials
  • Manage and configure web hooks

Your user account will now have access to Developer Permissions to create a Greenhouse Harvest API Key.

Creating the Greenhouse Harvest API Key

Step 1. In your Greenhouse instance, at the top-right of page, select the Configure cog icon.
Step 2. Under the Configure sidebar, scroll down and select "Dev Center".

Step 3. Select the "API Credential Management" link.

Step 4. At the top-right of the page, "Create New API Key" button.

Step 5. Select "Harvest" in the API Type drop-down menu and "Teamable" in the Partner drop-down menu. Then select "Manage Permissions".

The Partner API key automatically selects the right permissions for seamless integration.


Step 6. Once the key has been created, select "Copy" to copy the key. Be sure to store the key in a secure place, as you will not be able to copy the key again. Then select "Close" or "I have stored the API Key".

Step 7. With the copied API key from Greenhouse, go to the Teamable site and at the top-right corner of the page, select your Profile Photo. Then select "Settings".

Step 8. Select the "Integrations" tab, then under the "Select an ATS" section, select "Greenhouse".

Step 9. Paste the copied API key from Greenhouse into the "Your Greenhouse API Key" box. Please note, if you lost the key or did not store the key prior to this step, you will need to create a new API key.

Step 10. Once you have pasted the key, select "Save" and you're done!

It may take a few hours or up to 24 hours for Teamable to completely sync to your Greenhouse. Please contact support@teamable.com for more details or if the sync takes longer than 24 hours.

Optional: Setting "Candidate as prospect: Yes" as the default setting for all new Projects

Step 1. Scroll to the bottom of the page. Under "Default settings for new projects", enable and toggle ON "Add as 'Prospects'".

All new and future Projects will have candidates in Teamable added to your Greenhouse ATS as Greenhouse Prospects.

Setting Greenhouse Stages in Teamable

For advanced reporting capabilities in the Reports tab, Teamable Admins can assign pipeline stages for candidates. 

Step 1.  Go to the Teamable site and at the top-right corner of the page, select your Profile Photo. Then select "Settings".

Step 2. Select the "Integrations" tab.

Step 3. Scroll down to "Stages" and select the appropriate stages in your Team's hiring pipeline.

Step 4. In the "Drag and drop the stages to match your team's workflow" section, drag and drop the correct order of your pipeline stages.

Viewing Greenhouse Metrics and Diversity in Reports

Step 1. Go to the Reports tab.

Step 2. Select the Greenhouse Metrics report to view your candidate pipelines metrics.

Optional: Select the Diversity report to view data such as URG (Underrepresented Groups) / Gender by candidate role, Sourcer, and more.

For more information on how Diversity works in Teamable's reports, check out the article on Teamable and Diversity, Equity & Inclusion.

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