Setting up the Integration
To link your Outlook 365 and Greenhouse accounts, first go to the Integrations tab and scroll down to Outlook 365 in the Scheduling section. Log in with your normal credentials to grant access!
You'll also want to authorize Greenhouse to get your organization's Outlook calendar data. To do this, navigate to Configure > Email Settings > Click Authorize
Scheduling in Outlook 365
Next, head to a candidate's profile and click Schedule Interview. The first step is to use the pencil at the top of the scheduling window to adjust your calendar to Outlook 365. You can also link your account here if you haven't already.
You'll also want to select which specific calendar you'll be scheduling to. If you've been granted access to edit events on other people's events, their calendars will show up here as well. If you don't see one you should have access to, ask the calendar's admins to check the sharing settings directly in Outlook 365.
Once you've selected your calendar and entered information about the time, date, and interviewers, press the Schedule in Outlook 365 button to push the event straight to your calendar and send invitations to your guests without ever leaving Greenhouse! Note: Your Greenhouse e-mail will need to match your Outlook 365 e-mail for the sync to work correctly.
Just like with scheduling, you can edit an event in your calendar or straight from Greenhouse. If you make a change directly to the event in Outlook 365, make sure to send notifications so the changes will be reflected in Greenhouse.
If you want to make a change from Greenhouse, click the Update button next to a given interview.
Adjust your information and press the Update in Outlook 365 button to change the event on your calendar and notify the guests. If you want to get rid of it altogether, choose Delete from Outlook 365 instead! Please note: When creating or updating directly in Greenhouse, the changes should be immediate. However, if you are making changes in Outlook 365, Greenhouse only communicates with Outlook's servers every 10 minutes. This time will drop as they make a series of updates to their system. If you don't notice a change going through, give it a few minutes to update.
If you get an error Updating an event: Pressing the Update button for an interview will result in an error if you don't have permission to edit the calendar in which an interview was originally scheduled. If cases like this, the original scheduler will need to make the change themselves or give you access to edit their calendar directly.
Have you ever showed up late for an interview because your meeting reminders didn't pop up when you expected them to? Do you want to receive them earlier and more often to ensure you always know what you have coming up? Good news, you can do that directly in your Outlook calendar!
The .ics file that you download from Greenhouse doesn't actually include any information regarding notifications, but you can follow this handy guide to configure Outlook just the way you like it!