Zenefits provides purposeful HR and payroll software services for small and mid-size companies. Greenhouse Recruiting's integration with Zenefits allows your organization to import candidates from Greenhouse Recruiting into Zenefits.
In this article, we will cover:
Note: This integration only needs to be enabled by one member of your team. Once the integration is enabled by a single user, it will be available for every Greenhouse Recruiting user account in your company.
Retrieve Credentials from Zenefits
Your organization will need to retrieve the following credentials from Zenefits before the integration can be enabled:
- Company ID
- Secret Key
Log into your Zenefits account and click Add an App.
Navigate to the Greenhouse tile and click Learn More.
In the subsequent dialog box, click Connect Existing.
A new dialog box will populate the Company ID and Secret Key for your organization. Copy these credentials to add to Greenhouse Recruiting in the next step.
Enable Greenhouse Recruiting / Zenefits Integration
Note: Only the user who initially enables the integration for your organization's Greenhouse Recruiting account can edit or remove the integration from your organization's account configuration in the future.
From your Greenhouse Recruiting account, click the ellipsis icon on the navigation bar and select Integrations from the dropdown menu.
On the Integrations and Partners page, use the provided search bar to locate Zenefits. Click Zenefits from the results list.
In the subsequent dialog box, click Connect.
Input the Company ID and Secret Key obtained from Zenefits in the provided fields. Click Save when finished.
The Greenhouse Recruiting / Zenefits integration is enabled for your organization.
Export Candidate Into Zenefits
Users with following permissions will be able to export a candidate into Zenefits once the integration is enabled for your organization:
- Job Admin or Site Admin who can see private notes, salary info, manage offers, request approval, and approve jobs/offers
To export a candidate to Zenefits, navigate to a candidate's profile and click the Private tab.
Locate the Background Check panel and click Export to Zenefits. The following details for this candidate will be sent to Zenefits: name, resume, job title, job start date, and email address.
Note: A candidate must have a current offer to be exported to Zenefits.
To view the imported candidate in Zenefits, navigate to Workers > Add on your Zenefits dashboard.
On the subsequent page, click the Import the new hire from ATS dropdown and select the candidate you exported from Greenhouse Recruiting.
Follow the Add Worker workflow in Zenefits to finish adding the candidate. You will see the fields that were pushed over from Greenhouse Recruiting are automatically populated.