🤝 Greenhouse | Applicant Review

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

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.

Make sure your account has the permissions "Manage All Organization's API credentials" and "Manage and configure web hooks" in Greenhouse.

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

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

Screenshot of Greenhouse API Credential Management

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

Screenshot of new Harvest API type in Greenhouse

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

Screenshot of API key successfully stored

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.

Connecting to Greenhouse

Accessing Integrations

Click your name at the bottom left of the SeekOut dashboard, then select Integrations.

Click your name at the bottom left of the SeekOut dashboard and select Integrations to open the integrations page.

Note: Don't see the Integrations option in your menu? Contact your Customer Success Manager or support@seekout.com and ask to enable ATS integrations for your org.

On the Integrations page, click + Add a Connection to open the list of applicant tracking systems. If you've set up an integration with SeekOut before, your current integrations will be listed on this page. Click the plus sign + at the top of the page to open the ATS list.

If you already have an integration set up, you can add a new integration by clicking the plus sign at the top of the Integrations page.

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 support@seekout.com 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 

    • Login 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. 

Screenshot of Greenhouse URL to connect API

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 login 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.