Step 1 - Generate an API key from within Greenhouse ATS
Syncing data with GoodJob requires a unique API key. This key must be generated in Greenhouse application before setting up the integration in GoodJob.
Login to Greenhouse as an Employer
Click the Configure gear icon in the top right corner to navigate to the settings
Click on Dev Center from left-hand menu
Click on API Credential Management
Click on Create new API Key in the top right
Set API Type to Harvest
Set Partner to Custom
Type GoodJob in the Description field
Click Manage Permissions
API Key will display
Copy and store your API key in safe place, you will need it to setup the integration in the GoodJob application.
Click “I have stored the API Key”
Scroll down to Manage Permission
Click Select All
Scroll down to the bottom of the page and click Save
Step 2 - Create Custom Fields in Greenhouse
Each Employer’s ATS will need custom fields added to receive GoodJob data. Fields will need to be added to the Candidate and the Application. Follow these steps to add the fields to your Greenhouse instance before turning on the ATS integration with GoodJob.
Add Candidate Fields
Login to Greenhouse
Click the Configure gear icon in top right corner to navigate to settings
In the left navigation menu select Custom Options
Under the Company custom fields heading click on Candidates
Select Add Field in upper right corner
From table below enter the corresponding information
Check box “Create new email token”
Click Save
Repeat for each field in the table below.
Add Applicant Fields
Login to Greenhouse
Click the Configure gear icon in top right corner to navigate to settings
In the left navigation menu select Custom Options
Under the Company Custom fields heading click on Applicants
Select Add Field
From table below enter the corresponding information
Select Candidate and Prospect
Check box “Create new email token”
Click Save
Repeat for each field in the table below.
Step 3 - Setup ATS integration in GoodJob
This can be performed by the GoodJob team. But we will need the API key in the Generate API section above.
Syncing your Greenhouse ATS data with GoodJob requires a one-time data synchronization which is completed via the GoodJob application.
Login as an Employer
Navigate to Company Profile
Click on Manage ATS Integration button on the right side of the screen
Click on Add Integration button from top right side of screen
Merge linking modal comes up
Select Greenhouse from the list
Click continue to accept data sharing from Greenhouse to GoodJob
Paste in API key generated in Greenhouse
Click Submit
Click Continue
Click Continue (2nd time)
Click Finish
Success! Your integration is now setup.
Step 4 - Create Greenhouse Reports to see GoodJob data
To create a custom report using custom fields, you will need the Advanced or Expert subscription tier in Greenhouse.
Login to Greenhouse
In the top center click the Reports tab
In left side menu select Build Report
Choose Build your own Candidate Report and click Customize
Review and update automatic Filters if needed
To make a report for a single job, add a filter for Job Name
In the left hand settings menu, add columns (drag and set to specify column order)
Examples:
PATH Complete - indicates whether the use has completed the PATH assessment
Behavior Match Score - Match score for the candidate based on how well their assessment results matched to the job they applied for
Behavior Match PATH Result Link - Report showing the Candidate's PATH assessment results matched to the profile for the job
Primary Behavior - Primary, or dominant behavior identified for the candidate's PATH result
Primary Behavior Description - Description of the primary behavior for a candidate's PATH assessment result
Generic Candidate PATH Results Link - PATH result that is shared with the candidate. Contains the candidate's primary behavior, primary behavior icon, and details on all behaviors identified in their PATH results
Run Report
Save drop down - Save and Save as template
Tip! To allow links from the report results to display as hyperlinks, install a Chrome plugin such as PlainText Linker. This enable URLs to be treated as links.
Step 5 - How to view GoodJob Assessment data for applicants
Navigate to Jobs
Click on a job to open
Select Candidates from left hand menu
Select candidate you would to view GoodJob PATH score
Click Application from On Job
Select the Application Custom Fields drop down to display GoodJob Behavior data
OR
Click Details tab with in the candidate
Under Additional Details heading, view PATH information
Behaviors.png
Step 6 - Confirm Jobs and Applicants are flowing to GoodJob from Greenhouse, link to DNA and publish
Jobs and applicants will begin to sync from Greenhouse to GoodJob within 30 minutes of the initial setup. Initial setup may take up to 4 hours to complete, depending on the number of open positions and applicants.
Navigate to Job Listing page and click the Drafts tab
Locate the newly created job from ApplicantPro and click the Job ID to open the job
Once the new job listing loads, verify that the owner is correct
An owner is set by default, but can be changed to any Employee that is setup in GoodJob as an Employer admin by clicking +Add Owner
Verify job location, effective date, and job role/title are correct
In the Job Role DNA section, select from the drop down the corresponding DNA
Each job must be linked to a Job Role DNA, which is the behavioral profile for the role, created based on employees performing the role today.
Right hand side of screen click Post Job
Once the job has been posted, click Return to Job
Ensure applicant is on Vetting tab and Matches tab and that the applicant match score generated
Note: You may notice that the Matches tab displays as Calculating while generating the match score, this usually takes a couple minutes before returning to Matches
Repeat for all draft jobs, until all jobs are posted and associated with a DNA.
Step 7 - Confirm PATH scores sent back to Greenhouse
To confirm PATH scores have been sent back to Greenhouse, either pull up a Candidate or Application for a user who has taken the PATH, or go to your Candidate PATH Results report to see all the data in one place.
Login to Greenhouse
In the top center click the Reports tab
Under headers Recently View and Saved, locate the report generated earlier
Custom report displays with GoodJob data