Greenhouse Recruiting’s integration with Thelma allows HR, IT, and hiring managers to collaborate and automate parts of the onboarding process. When a candidate is marked as hired in Greenhouse Recruiting, the Thelma integration pulls in the new hire information to create their accounts in applications like Okta and Google Workspace and assigns them to the right Google Groups and shared drives. In addition, manual tasks related to the new hire's onboarding, such as shipping the new hire's equipment, are automatically assigned to the relevant team members.
Create a Harvest API key for the Thelma integration
To configure the Greenhouse Recruiting / Thelma integration, you’ll need to create a Harvest API key.
Follow the steps in this article to create the key, and verify that the permissions below are selected when configuring the Thelma integration. Make sure you store this API key securely, you will need to paste it into Thelma in the next step.
In the Create New Credential box, make the following selections:
- API Type: Harvest
- Partner: Thelma (optional)
- Description: Thelma Harvest API Key
Verify that the following permissions are selected for the Thelma integration:
- Get: List Departments
- Get: Retrieve Department
- Get: List Users
- Get: Retrieve User
- Get: Get hiring team
- Get: List Jobs
- Get: Retrieve Job
- Get: List Candidates
- Get: Retrieve Candidate
- Get: Retrieve Job Post for Job
- Get: List Job Posts for Job
- Get: List Job Posts
- All permissions
- Get: List Offers
- Get: Retrieve Offer
- Get: Retrieve Application's Current Offer
- Get: List Application's Offers
Enable the Greenhouse Recruiting / Thelma integration
To enable the integration, you'll need Owner permissions in Thelma.
Once you’ve created the API key, navigate to Settings and click Integrations. Find Greenhouse and click Sync.
Enter your Harvest API key and click Submit.
When successful, the green Sync button turns gray and reads Added.
Configure the integration
The Greenhouse Recruiting / Thelma integration automatically syncs your departments and new hires to Thelma. When you click Mark Candidate as Hired in Greenhouse, the new hire's information is sent to Thelma to create a new online account. After their email is created, new hires are added to the email groups and storage drives you have specified for their department's Onboarding Defaults.
Configure Onboarding Defaults in Thelma
Each department in Thelma has their own defaults. For example, Marketing may assign new hires to different email groups and storage drives than Finance would. They may have different tasks and task owners as well.
To set the defaults, navigate to Settings and click Onboard. From this page, you can create and assign default tasks for team members to complete whenever a new hire is added to Thelma. You can also select which email groups and shared storage drives new hires in each department will be added to.
In some cases, Onboarding Defaults will be the same across departments. To apply default tasks, task owners, email groups, storage drives, and other selections to all departments at once, select the All Company department when making those selections. To save All Company defaults, click Apply after you’ve made your selections.
For additional information not covered here, reach out to firstname.lastname@example.org.