Orange Tree performs fast and easy background checks and drug screens so you can hire quickly. Orange Tree technology delivers fast turnaround times and an engaging candidate experience.
Orange Tree's integration with Greenhouse Recruiting allows users to initiate and track the progress of background screens for candidates in Greenhouse Recruiting. Additionally, links are provided to access the detailed screening results and reports directly in the Orange Tree ClientConnect portal.
Set up the integration
Create a Harvest API key
To set up the Orange Tree integration, 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 key.
In the Create New Credential box, make the following selections:
- API Type: Harvest
- Partner: Orange Tree or Unlisted Vendor
- Description: Orange Tree Harvest API Key
Verify that the following permissions are selected for the Orange Tree integration:
Users
- GET: List users
- GET: Retrieve User
Candidates
- GET: List candidates
- Patch: Edit candidate
- Get: Retrieve candidate
Custom fields
- All Permissions
Education
- All Permissions
Custom field options
- All Permissions
Once created, copy the key and securely transmit it to Orange Tree. If you don't have access to a secure transmission method, contact your Orange Tree representative who can provide you with a secure link to upload the key.
Create an integration system user (ISU)
Next, create an integration system user (ISU) that can be used to create custom fields, custom field options, and maintain synchronization of options between Orange Tree and Greenhouse Recruiting. The user and custom fields will also be used to update candidates with the results of a background screen.
Create an ISU following the steps in this article. Use the following settings to create the new user:
- The email address doesn't have to be a valid or active email address, but it should match your company email domain
- Assign the user Site Admin permission
- Assign the user the user-specific permission 'Create and view private candidates.'
- Don't send a user invitation email
- Set the first name to OrangeTree
- Set the last name to Integration
Your new ISU will help Orange Tree to complete the integration setup and sync background screen results.
Create a webhook
Next, create a webhook that will be used to trigger background screens. Follow the steps in this article to create your webhook. Use the settings listed below to configure the webhook:
- Name: Orange Tree Integration
- When: Candidate has changed stage
- Endpoint URL: The endpoint URL provided by Orange Tree
- Secret Key: The secret key provided by Orange Tree
-
Advance Settings > Additional Settings > Additional Http Headers: x-api-key:
<API Key Provided by Orange Tree>
Note: Reach out to your Orange Tree Client Care or Orange Tree implementation representative if you don't have this information.
Provide your credentials to Orange Tree and complete setup
Once the above steps have been completed, let Orange Tree know so the custom fields can be synced.
Use the Orange Tree integration
To use the integration, first configure the background check settings on the job, then you can initiate a background screen.
Configure a job
Navigate to a job, then click Job Setup. Click Job Info and you'll see the Orange Tree custom job fields under Details.
Set the Orange Tree Background Package and Orange Tree Background Location to the desired values and click Save.
Next, ensure your job's hiring team includes a recruiter. If it doesn't, edit the hiring team to add a recruiter. The recruiter will be the contact for background screens generated from this job.
Initiate a background screen
Once a job is configured for Orange Tree, a background screen will automatically initiate any time a candidate is moved into the background check stage on the job.
Note: If you have more complex requirements, contact your Orange Tree Client Care or Orange Tree implementation representative to discuss other options.
Review background screen results
To review background screen results, find the candidate's profile in Greenhouse Recruiting, then click the Details tab.
Under Additional details, review these additional custom fields that populate the background check results:
- Orange Tree Background Status
- Orange Tree Background Result
- Orange Tree Background Completion Date
- Orange Tree Background Last Update
- Orange Tree Background Start Date
- Orange Tree Background Link
The Orange Tree background link field includes a link to the full details of the background screen in the Orange Tree ClientConnect portal.
Note: You need to have Orange Tree credentials with viewing access to be able to log in and see information in the ClientConnect portal.
Additional resources
For additional information or troubleshooting not covered here, reach out to implementation@otes.com.