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 feature is available for users with Professional and Enterprise licenses.

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

  • Your Greenhouse account must have the developer permission "Manage ALL organization‚Äôs API Credentials" enabled. See the section in this Greenhouse article Configure User Setup Permissions in Greenhouse Recruiting for steps on how to set this up.

Screenshot of where to find Greenhouse API credentials

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.

Create Webhooks

From your Greenhouse dashboard, click the Configuration icon at the top right. Navigate to the Dev Center, select Web Hooks, then click Web Hooks.

Go to the Dev Center in your Greenhouse instance and select Web Hooks to create new web hooks for your SeekOut integration.

You'll need to create three separate web hooks for the following events:

  • Delete Candidate

  • Job Deleted

  • Merged Candidate

Give your webhook a name, then find the webhook event listed above in the When dropdown list.

Your SeekOut CSM or support rep will provide the endpoint url, secret key, and error recipient email you should use for your webhooks.

Your SeekOut CSM or support representative will provide your Endpoint URL, Secret Key, and Error recipient email. When you've entered your information, click Create web hook. Repeat these steps for all three webhooks.

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.

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.

Data Import Process

After the integration is setup and passes validation, we will automatically start downloading, indexing, and matching your candidate and job data. Depending on the number of candidates and jobs, this can take several days.

Once the first full download is complete, the integration will periodically check your ATS and only download additional data when it detects a change. Depending on how many changes are detected, the update process can vary in length from a few minutes to several hours.

How to use Talent Rediscovery

Go to SeekOut search and select Your ATS on the Search page to view candidates from your applicant tracking system.

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. 

Filters and Profile Data 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, job application, resume, and contact information from your ATS (highlighted in orange below)

The Your ATS tab has a set of filters specific to your ATS (highlighted in purple below), and the candidate's status, job application, resume, and contact information from your applicant tracking system (highlighted in orange below)

ATS Filters (purple) 

These are filters that are only available when searching candidates from your applicant tracking system. The exact filters available will depend on the data SeekOut receives from your ATS. For example, if your organization does not have any candidates assigned to the Technical Phone Screen stage, then that filter will not be displayed in SeekOut. 

See the section Unique Filters below for a list of filters available to you.

Candidate ATS Data (orange) 

An overview of the candidate's data from your ATS. See the section Unique Profile Data below for a list of details you'll find here.

ATS Insights

SeekOut aggregates candidate data from your ATS and displays interactive charts for diversity, location, current/previous company, job title, and much more.

Screenshot of ATS Insights for integration

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¬†

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 or job application, 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. 

Unique Filters for Greenhouse

  • Application Type (e.g. Candidate/Prospect)

  • Stage (e.g. Application Review, Interview)

  • Status (e.g. Rejected, Active)

  • Job

  • Requisition

  • Rejection Reason

  • Source

  • Recruiter

  • Last Updated

Unique Profile Data for Greenhouse

  • Last Updated

    • When the candidate data was last updated from Greenhouse

  • Recruiter

    • Recruiter assigned to the candidate

  • 'View in Greenhouse Harvest'

    • A clickable link that takes you to the candidate record in Greenhouse

  • Applications

    • Job/Requisition name - Stage, Status, Updated date

  • Contact info

  • Attachments

    • Clickable documents (like resumes and cover letters) that are searchable and readable in SeekOut

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