ūü§Ě Greenhouse | Rediscovery

Sort through candidate data from your ATS using SeekOut's powerful search engine and filters. Your Greenhouse data is mirrored within SeekOut every day, and SeekOut enriches your data with social links, work history, and education.

This article is for setting up a two-way integration between SeekOut and Greenhouse. To learn about the one-way export feature, see our article here.

Sort through candidate data from your ATS using SeekOut's powerful search engine and filters. Your Greenhouse data is mirrored within SeekOut every day, and SeekOut enriches your data with social links, work history, and education. Greenhouse Stage and Status filters are available in a collapsible search menu.

Before You Begin

Note Please contact your Customer Success Manager or our support team so we can coordinate your integration setup.

\Your Greenhouse account must have the developer permission "Manage ALL organization’s API Credentials" enabled.

Screenshot of where to find Greenhouse API credentials

See the section in this Greenhouse article Configure User Setup Permissions in Greenhouse Recruiting for steps on how to set this up.

Your Greenhouse login and your SeekOut login must both use the same email address when setting up the integration.

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 creating API Key in Greenhouse

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

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   

 Jobs 

Get: Retrieve Job 

Get: List Jobs  

Prospect Pool

Get: List Prospect Pools

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 

Job Openings 

Get: List Openings For a Job   

Close Reasons 

Get: Get close 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.

Accessing Integrations

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

Screenshot of integrations dropdown in navigation

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

Connecting to Greenhouse

On the Integrations page, click + Add a Connection. Locate Greenhouse Harvest from the list of integrations and click the Connect button.

Note: If you have set up an integration previously, click the + next to the list of integrations at the top of the page to open the Add a Connection pop-up.

On the Capabilities tab, check the box next to Rediscovery. Check Disable Attachments to remove attachments like resumes, cover letters, and other files from your candidates in SeekOut. Click Confirm Choices to continue to the next step.

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://) and the top-level domain and trailing forward slash (.io/). See the screenshot below for an example.¬†

Screenshot of Greenhouse URL to connect API

Click Submit to save your credentials and verify your connection.

Click Submit to save your credentials. SeekOut will automatically attempt to verify your connection. 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.

Connection Stages 

Indexing... 

The ATS is connected and SeekOut is indexing candidates from GreenHouse into SeekOut. This process takes up to four hours. Not all candidates will be visible in the Your ATS tab during the Indexing phase. 

Connected / Start ATS Search 

Candidates have been indexed from GreenHouse into SeekOut. Candidates can be viewed in the Your ATS tab. The index of GreenHouse candidates is updated every four hours. 

Click Start ATS Search to go to the Your ATS tab. 

How to use Rediscovery

Click Your ATS on the Search page to view candidates from Greenhouse.    

Screenshot of how to use rediscovery feature under "Your ATS" in SeekOut

Your ATS has the same search functions that are available in the Public Profiles tab. Use keywords, Boolean, power filters, and diversity filters to refine your search. 

Unique features in Your ATS 

The Your ATS tab has two additional features:  

  • a set of filters specific to your ATS (highlighted in purple below)¬†

  • The candidate's status, recruiter, job application, and contact information from GreenHouse (highlighted in orange below)

Screenshot of Greenhouse integration into SeekOut

ATS Filters (purple) 

The following filter categories are viewable on the Your ATS tab: 

  • Stage¬†

  • Status¬†

  • Job¬†

  • Rejection Reason¬†

  • Source¬†

  • Recruiter¬†

    • Name of the recruiter assigned to the candidate in the ATS¬†

  • Last Updated¬†

The exact filters available will depend on the data in the org's GreenHouse instance. For example, if the org does not have any candidates in GH assigned to the Technical Phone Screen stage, then that filter will not be shown in SeekOut. 

Candidate ATS Status (orange) 

An overview of the candidate's status in GreenHouse. 

  • Date updated¬†

  • Recruiter¬†

  • Job¬†

  • Stage¬†

  • Status¬†

  • Email¬†

    • All of the candidate's email addresses from the ATS are listed¬†

  • Phone¬†

    • All of the candidate's phone numbers from the ATS are listed¬†

  • Attachments¬†

Note: if Disable Attachments is toggled in the GreenHouse Rediscovery connection on the Integrations page, then attachments will not appear in this box. 

Matching 

SeekOut uses the candidate's LinkedIn URL as the main identifier for matching their ATS profile to their SeekOut profile. If there is no LinkedIn URL found in the candidate's resume, other pieces of information will be used to try to match the candidate including github urls, job history, education history, etc. 

When a profile isn't matched, SeekOut will not enrich it with additional info. The profile will appear without a LinkedIn URL in the Your ATS tab. Only info mirrored from the ATS (including the resume) will be shown in the profile. 

ATS Insights 

SeekOut aggregates candidate data from your ATS and displays interactive charts for diversity, location, current/previous company, job title, and much more. Hover your mouse over a row to see how many candidates share that data point, and click on a row or use filters to refine your results even further. 

Print & Export Insights 

Click Print to print the current page. Use your browser's printer settings to select how many pages of data you wish to print. 

Click Export to export the data on the current page to a spreadsheet. You can download it as an XLSX file or view it in Excel Online. The spreadsheet has information and charts (when applicable) for the following candidate data: 

  • Location¬†

  • Current Company¬†

  • Current Title¬†

  • Past Company¬†

  • Past Title¬†

  • Skills¬†

  • Years of Experience¬†

  • Years in Role¬†

  • School¬†

  • Degree¬†

  • Major¬†

  • Diversity¬†

  • Industry¬†

  • Company Size¬†

  • Other¬†

    • Certifications¬†

    • Languages¬†

    • Groups¬†

    • Interests¬†

    • Honors/Awards¬†