Greenhouse Onboarding integrates seamlessly with Greenhouse Recruiting so that you can onboard your organization's newly hired candidates.
Enable the integration
Contact your Customer Success Manager to integrate your organization's Greenhouse Recruiting account with its Greenhouse Onboarding account.
Configure new hire import rules
Once your organization's accounts are integrated, all candidates marked as hired in Greenhouse Recruiting will be pushed automatically to Greenhouse Onboarding.
Your hired candidate will be sent to Greenhouse Onboarding as a pending hire. You can review and manage this pending hire from your Greenhouse Onboarding homepage or the pending hires report.
By default, the integration will import all candidates marked as hired in Greenhouse Recruiting as pending hires into Greenhouse Onboarding. Your organization can update these settings to customize which hired candidates are imported from Greenhouse Recruiting. For example, you can set the integration to send only candidates from specific departments or locations.
Note: If your organization would like to import all hired candidates by default, no further action is necessary. Skip to the next step in your integration setup.
To customize which hired candidates are sent to from Greenhouse Recruiting to Greenhouse Onboarding, navigate to your Greenhouse Onboarding homepage.
Next, navigate to Settings > Data Flow > Integrations.
On the Integrations page, click Edit next to your Greenhouse Recruiting integration.
In the Change Import Settings window, use the provided fields to select the department, location, employment status, or other criteria matches for new hires. Only new hires who match these criteria will be sent to Greenhouse Onboarding.
You can also import the following file attachments from Greenhouse Recruiting:
- Scorecard feedback
- Resumes
- Cover letters
- Offer documents
Toggle on Import file attachments to enable this feature.
When you're finished, click Save.
Map fields
By default, the following information for each pending hire will be transferred to Greenhouse Onboarding through the integration:
- Legal first name
- Legal last name
- Personal email
- Start date
- Title
- Manager
- Personal pronouns
- Name pronunciation
Note: Because offices and departments can be tiered in Greenhouse Recruiting, you'll need to create a custom offer field in order to map new hires' locations and departments in Greenhouse Onboarding.
If your organization wants to transfer additional candidate fields from Greenhouse Recruiting to Greenhouse Onboarding, you'll need to perform a one-time mapping of your desired fields. This allows Greenhouse Onboarding to successfully link candidate information from Greenhouse Recruiting with corresponding fields in Greenhouse Onboarding.
Note: To ensure seamless integration, we recommend setting up your fields in Greenhouse Recruiting before mapping them in Greenhouse Onboarding. Check out the Additional resources section of this article to learn how to set up custom fields in Greenhouse Recruiting.
To begin, navigate to Settings > Company Info > Fields.
Click on the field you'd like to map with Greenhouse Recruiting.
On the Edit Field page, use the Greenhouse Recruiting Field dropdown to select a Greenhouse Recruiting field that will be mapped to this field.
Next, check the Required for new hires and/or managers box to require that this field is filled out before your organization can onboard a pending hire.
Click Save when you're done.
This Greenhouse Onboarding field is now mapped to the corresponding Greenhouse Recruiting field. The value from Greenhouse Recruiting, if available, will be pre-filled for any pending hires in Greenhouse Onboarding.
Frequently asked questions
I tried to map fields, but the values from Greenhouse Recruiting aren't being imported into Greenhouse Onboarding. What should I do?
Are you trying to map multiple-choice fields?
If you're mapping a multiple-choice field between Greenhouse Recruiting and Greenhouse Onboarding, all multiple-choice answers in Greenhouse Recruiting must match the answer values in Greenhouse Onboarding.
Example: You're mapping the T-shirt size field in Greenhouse Recruiting, which includes responses of Small, Medium, Large, and Extra-Large. The options for a T-shirt size field in Greenhouse Onboarding must match these exactly. Field mapping won't work if the Greenhouse Onboarding field's responses are S, M, L, and XL.
In addition, text fields can't be mapped to multiple-choice fields (and vice versa). Make sure that your Greenhouse Onboarding fields are set up to match Greenhouse Recruiting fields exactly.
Can I add a custom field group in Greenhouse Onboarding?
Yes! Follow the steps in our Field groups article to learn how you can set this up in Greenhouse Onboarding.
Additional resources
Check out the following resources to learn more about setting up custom fields in Greenhouse Recruiting, which you can use to map to Greenhouse Onboarding fields: