Greenhouse Integration

Last Updated: November 21, 2024

Overview:

Greenhouse has partnered with Omni HR, enabling it's software to be integrated with Omni. Let's go through the steps below.

Integrating with Greenhouse:

• You can find Greenhouse under Apps > Other Integrated Apps. Click the App to open a popup for configuring the settings for integration.

• An API Token and a User ID will be required for successful connection. These can be setup with the following steps.
  • Login to your Greenhouse Account

• 
  
  • Click on Configure (Settings icon):
    
    

• 
  
  • Click on Dev Center
    
    

• 
  
  • Click on API Credential Management

• 
  
  • Click on Create new API key
    
    

• 
  
  • Select “Harvest” for API type, and for Description, it should be OmniHR.
    
    

• 
  
  • Click on manage permissions once you are done with creating new credentials.
    
    

• 
  
  • Copy the API key and click on “I have stored the API key”
    
    

• 
  
  • Paste the API key on the Greenhouse app on Omni under the API token field.

• 
  
  • Manage permissions — Select the permissions that you want to allow Omni HR to get access to.
    
    

• 
  
  • Click on Save
    
    

• 
  
  • Your API key is created successfully with the specific permissions you selected.
    
    

• 
  
  • Webhook setup

• 
  
  • Click on Dev Centre

• 
  
  • Click on Web Hooks tab

• 
  
  • Click on Web Hooks

• 
  
  • Copy the webhook URL from the Greenhouse app in Omni

• 
  
  • Paste URL in endpoint URL field in Web Hooks page, then click on Create Webhook button, and your webhook will be created.

Obtaining User ID

• Go to Configure > Users in Greenhouse, then select a user from the list. Click on export to Excel, and obtain the USER ID.

• Open the excel, you should see users that are added to the team within the Greenhouse app. Copy the first user ID which should correspond to the admin account and paste it in the user ID field.

• Once the API token and user ID have been filled, you should be able to proceed and connect.

What to do in Greenhouse to start syncing candidates?

• Create your jobs and candidates in Greenhouse, and once you have saved the candidates, there will be a candidate dashboard with a listing view of the candidates. When you view a specific candidate, you can click on “Manage Offer” button, and “Mark Candidate as Hired”.

• Fill in the mandatory information in the modal below. Start Date will be the same as hired date, and Employment Type will also be synced over.
• Once you are done, click Save, and the candidate should now be hired.

Pending Hires

• Once the employee is hired, we will automatically sync over employee details including: Name, Phone (Work, Mobile), Email (Work, Personal), Employment Type, Address, Job Position, Hired date etc to Omni. (Note that this might not happen immediately and some delay can be expected).

Still Need Help?:

Reach out to our support team should you need further assistance.