Introduction 👋
Signing a new hire should be one of the best moments in your company's journey. At Juro, we work every day to make this process faster, smarter and more human. With Juro's Greenhouse integration, you can make this process seamless and ensure proper data transfer between the two platforms.
Simply follow the below steps to get started!
💡 NOTE: Multiple teams can be connected to one Greenhouse environment. The API Key stays the same for all teams, so you just have to create a new webhook for each team that you wish to connect (See Step 3 below).
Step 1️⃣ Configuring Greenhouse permissions 🍏
Open the Configure menu in Greenhouse: this is visible in the top-right-hand corner of your Greenhouse homepage
Open the Dev Centre in the left sidebar menu
Open API Credential Management, and go to API Credentials.
Click Create New API Key
Select Type Harvest, within Partner select Juro
In the Manage API Key Permissions section, sense-check the following permissions have been selected:
Applications |
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Candidates |
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Custom Field Options |
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Custom Fields |
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Jobs |
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Offers |
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Users |
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When you've finished setting these criteria, Click Update.
Step 2️⃣ : Connecting Greenhouse 🍏 and Juro 🚀
Now, it's time to configure the settings of your Juro workspace. You will need to be a Juro Org Admin to complete the next steps. Within the relevant team:
Go to your Settings and select Integrations
Click on the Greenhouse tab:
💡 NOTE: if this says Get in Touch, then please contact the Juro Support Team using the Intercom button in the right-hand corner of this page to get this enabled for you.
Paste your Greenhouse API key into the API key input field in Juro
Fill in a Secret Key: this is any password/passcode of your choosing
💡 NB: please note this Secret Key in a password manager as it will be needed later in Greenhouse and must be an exact match. We are unable to recover this password from our side.
Click Save.
Juro will generate a WebHook URL for Greenhouse. Copy this URL to your clipboard.
Step 3️⃣ Creating a Greenhouse event to automate contract creation 🚀
Go back to the Dev Center on Greenhouse and click WebHooks
Create a WebHook that Juro will use as an event to trigger contract creation:
Name the WebHook (text of your choosing)
From the dropdown menu, choose the event that you would like to trigger Juro contract creation, e.g. when an offer is created, the contract will create in Juro. Alternatively, there are other webhooks available in Greenhouse to trigger contract creation e.g. when an offer is approved, when a candidate is marked as hired.
Paste in the WebHook URL that was provided by Juro
Fill in your Secret Key that you entered into Juro: this must be an exact match
Add a contact email to receive any error notifications
Ensure that the radio button Disabled? is set to No
Click Create Web Hook.
Now it's time to configure your Juro custom fields and map your Juro smartfields to your Greenhouse fields.
Step 4️⃣ Configuring Juro custom fields in Greenhouse 🏗️
To configure custom fields in Greenhouse that will aid template selection and also pass through the contract URL and contract Status:
Back in the Configure menu of Greenhouse, select Custom Options and then Offers
Create a field dropdown for template selection. To do this:
Click Add field
Enter Juro Template Name (these exact three words) as the field name (this is not case-sensitive and can be: 'Juro Template Name', 'Juro template name', or 'JURO TEMPLATE NAME')
In the Type field, select Single select
In the Options field, add the template names from Juro. Make sure to insert each template name on a new line and that they are a character-for-character match to the name of the template in Juro, including capitalisations and spacing
The Templates don't need to appear in the same order as they do on Juro
Click Save
3. Create a field that will pass through the Juro contract status:
Click Add field
Enter Juro Status into the Name field (this is not case-sensitive and can be: 'Juro Status', 'Juro status', or 'JURO STATUS')
In the Type field, select Short text box
Click Save.
4. Create a field that will pass the Juro contract URL:
Click Add field
Enter Juro Contract Link into “Field” (this is not case-sensitive and can be: Juro Contract Link, Juro contract link, or JURO CONTRACT LINK)
In the “Type” field, select “URL”
Click Save.
5. (Optional) A draft link can be used to preview the document and is accessible by users even if they don't have a Juro profile. To create a field that will pass through the Juro draft link:
Click Add field
Enter Juro Draft Link into “Field” (this is not case-sensitive and can be: Juro Draft Link, Juro draft link, or JURO DRAFT LINK)
In the “Type” field, select “URL”
Click Save.
You have now set up all the custom fields! This will allow Juro to pass data through into Greenhouse.
Step 5️⃣ Mapping Juro smartfields to Greenhouse fields 🗺️
Open the template in Juro (this should be Unpublished)
Click 3 dots at the top of the page and select Smartfields
Click the 3 dots to the right of BASIC SMARTFIELDS
These 3 dots will only show for members that self-serve mapping has been requested/enabled for. (This access is not granted by default, so whenever you'd like to request access for additional members, please contact your Juro Customer Success Manager).
Select the relevant Greenhouse field from the dropdown menu to map each Juro smartfield
Click Save
Publish your template.
The integration and mapping are complete! If any issues accessing fields within the dropdown, please cross-check the API permissions.
What happens now? 🧐
Now that you've configured the integration and mapped fields to Juro templates, a new contract will be automatically created in Juro from the selected template when the relevant event that was selected on your Greenhouse webhook occurs.
Once the contract has been fully signed, it will be uploaded to the relevant Greenhouse candidate's page.
If you face any issues, our dedicated Greenhouse troubleshooting article looks look at how you can resolve some of the most common errors that you may encounter when using Greenhouse together with Juro.
What Greenhouse Permissions will you need? 🔐
To Enable the Juro integration in Greenhouse:
Users must have the following developer permissions. [Here is more on developer permissions: Developer permissions]
Can manage ALL organization’s API Credentials
Can manage and configure web hooks
Mapping Greenhouse Recruiting Fields to Juro (on the GH side)
Users must be a Site Admin or a Job Admin with the User-Specific permission of "who can manage custom fields". [Here is more information on User-specific permissions for Job Admins]
Using Juro Integration
The contract is created when a candidate is marked as hired. This requires a user to be able to manage offers and mark candidates as hired. They need to be either:
Site Admin with User-Specific Permission of "Can see private notes, salary info, manage offers, and approve jobs/offers"
Job Admin with a level that includes the permission stripe of "Can view and edit offers and approve/request approval on offers" and "advance candidates/prospects"
Here is more information on the permissions listed above:
💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email your query to support@juro.com 🚀
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