How do I invite an agency recruiter to access the agency portal to submit candidates?

Users with Site Admin permissions can invite agency recruiters to submit candidates via the agency portal.

Here are the steps to add a new agency recruiter:

  • Click the Sourcing tab
  • Click Agencies
  • Click Add Recruiter
  • Either select an existing agency from the drop-down menu, or click Create New Agency, then enter the name and email address of the recruiter.
  • Click Create Recruiter

When agency recruiters submit candidates, the Source of the candidates will be the agency, and the recruiter will be listed as the Referrer.  Using the screenshot above as the example, "Expect the Best Agency" would be the Source, and "Randy Recruiter" would be the Referrer.

 

 

 

Keywords: Sourcing, Agencies, Agency, sourcing/stats, /sourcing/stats 

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Comments

  • Avatar
    Mike Iriarte

    After creating the recruiter, how do I change their email address?

  • Avatar
    Murphy

    Hi Mike,

    You're able to edit an agency recruiter's email address as long (as they haven't logged in yet) on the Sourcing>Agencies page. Click their name to view their profile, then select the pencil to the right of their email address. If they have logged in and need to change things, they can do that on their Settings page once logged in.

    Please let us know if you have any other questions!

    Thanks,
    Murphy

  • Avatar
    Cheryl Horn

    Hi,

    When you have set up the agency and recruiter do they automatically receive the login details or can I postpone that part of the process?

    Thank you in advance

    Kind regards
    Cheryl

  • Avatar
    Jeffrey Swartwout

    Hi Cheryl,

    There isn't a way to postpone that part of the process. Once you enter the person's name and email and create the 3rd party recruiter they will be sent an invitation.

    Best,
    Jeff

  • Avatar
    Tarun Diwan

    How do i remove an agency ?

  • Avatar
    Jeffrey Swartwout

    Hi Tarun,

    There's no way to completely remove an agency. You can, if you wish, disable individual agency recruiters (you can't disable an entire agency).

    Best,
    Jeff

  • Avatar
    Jeffrey Swartwout

    Additional information: To disable an individual agency recruiter, from sourcing -> agencies, click on the individual to go into his agency profile and in the top right corner click "disable recruiter" in blue.

  • Avatar
    Maureen OMalley

    Where is the notification email that agencies receive when first invited to log in? What does it say?

  • Avatar
    Lucia Hoang

    Hi Maureen,

    Yes, agency recruiters will receive an email when they are invited into the Greenhouse Agency Portal. The email says,

    "Hi,

    [user] from [company] has invited you to use Greenhouse.

    Click here to get started

    Sincerely,
    The Greenhouse Team"

    Hope this clarifies everything. Let me know if you need anything else!

    Best,
    Lucia Hoang

  • Avatar
    Ming Charoensandorn

    Is there a way for agencies to receive an email notification when they've been assigned to additional jobs?

  • Avatar
    Thai Win

    Hi Ming,

    Thanks for writing in! :)

    We don't currently have any notifications for agency recruiters. The rationale is that you will need to contact them to give them context about the job anyway, so you can use that same email to let them know when the new job has been assigned to them.

    Please let me know if you have any other questions!

    Many thanks,
    Thai

  • Avatar
    Danielle White

    Does the job have to be live for them to submit to it?

  • Avatar
    Karen Situ

    Hi Danielle,

    Thanks for writing in! I've responded to your inquiry via email but just in case, the job will need to be in Open status for agency recruiters to submit candidates.

    Hope that helps!

    All the best, Karen

  • Avatar
    Stephani Martin

    Hi there - how can we resend an invitation to a recruiter who seems to have misplaced his login email?

  • Avatar
    Rebecca Carolan

    Hi,

    Also curious as to Stephani's question.

    I need to resend an invitation to a recruiter who is already set up.

  • Avatar
    Jess Bertubin

    Hi Stephani and Rebecca,

    Thanks for writing in and apologies for the delay!

    The invitation email can only be resent to agency recruiters if they have not yet set up their account with Greenhouse.

    Since both of the agency recruiters you are working with have already set up their account, they will need go through the "Forgot your password?" process:
    - Navigate to https://app.greenhouse.io
    - Enter email associated with their Greenhouse account
    - Click Next
    - Underneath the "password" field, click "Forgot your password?"

    From there, the recruiter can reset their password and log in.

    If after going through the above steps logging in issues persist, please have them email support@greenhouse.io so we can investigate!

    Best,
    Jess

  • Avatar
    Stephanie Lyman
    Edited by Stephanie Lyman
  • Avatar
    Kavita Gupta

    I've added my agency recruiters as Job Admin Private, unfortunately I wasn't aware I could add agencies. Now I want to add them as a recuiter under agency but I can't because they're already registered as users. How do I either change them over or delete and add them again?

  • Avatar
    Jess Bertubin

    Hi Kavita,

    It looks like this issue is one we addressed earlier together, but for reference for other users, the steps to be taken in this situation are:

    Remove the agency recruiters' emails from Greenhouse
    Invite the agency recruiters to the Agency Portal
    Add the recruiters to specific jobs
    Step 1 will be done by Greenhouse; Steps 2 and 3 will be done by the user. To get Step 1 started, send us an email at support@greenhouse.io with the names and email addresses of the agency recruiters to be removed.

    Let me know if you have any other questions!

    Best,
    Jess

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