Greenhouse Onboarding integrates seamlessly with Greenhouse Recruiting so that you can transfer and manage candidates into your organization as onboarding new hires.
Enable Greenhouse Recruiting/Onboarding integration
Contact your Greenhouse Onboarding Customer Success Manager to request your organization's Greenhouse Recruiting account be integrated with its Greenhouse Onboarding account.
Configure new hire import rules
Once your organization's Greenhouse Recruiting account is integrated with its Greenhouse Onboarding account, candidates marked as Hired in GHR will be pushed automatically to GHO.
When you log into Greenhouse Onboarding, you will notice all Pending Hires on the homepage of your dashboard. By default, the integration will import all candidates marked Hired in Greenhouse Recruiting as Pending Hires into Greenhouse Onboarding. If your organization would like to keep this default, no further action is necessary. Click here to navigate to the next step in the integration setup.
Configure your settings if your organization only plans to use Greenhouse Onboarding for certain departments and/or offices and would like to customize which hired candidates are imported into Greenhouse Onboarding.
To begin, navigate to the Integrations settings page. (Settings > Integrations under Data Flow in the left-side panel)
Next, select Edit inline with Greenhouse Recruiting.
Use the provided fields to select the Department(s), Location(s), Employment Statuses, and/or the Other Criteria matches for new hires. Only new hires who match these criteria will be imported into Greenhouse Onboarding.
You can also import file attachments from Greenhouse Recruiting. Click the toggle button to enable this feature.
When finished, click Save.
By default, the following information for each pending hire will be transferred to Greenhouse Onboarding using the integration:
In order to transfer additional information from Greenhouse Recruiting to Greenhouse Onboarding for a pending hire, you will need to perform a one-time mapping of your desired fields. This allows Greenhouse Onboarding to successfully link a Greenhouse Recruiting value with its corresponding field in Greenhouse Onboarding.
To begin, navigate to the Fields settings page. (Settings > Fields under Company Info in the left-side panel)
Click any unmapped field to launch the edit box.
From the edit box, use the Greenhouse Recruiting Field dropdown to select a Greenhouse Recruiting field. Next, check the Required for new hires and/or managers box.
Click Save when done.
The Greenhouse Onboarding field is now mapped to the corresponding Greenhouse Recruiting field and will be included in pre-filled fields for pending hires.
Field mapping FAQ
I tried to map fields, but the values are not transferring from Greenhouse Recruiting. What do I need to do?
Are the fields in Greenhouse Recruiting and Greenhouse Onboarding multiple choice?
- If you are mapping a multiple-choice field between Greenhouse Recruiting and Greenhouse Onboarding, the answer values in Greenhouse Recruiting must match the answer values in Greenhouse Onboarding.
Is the field in Greenhouse Recruiting a text field and the corresponding field in Greenhouse Onboarding a multiple choice field?
- If the value entered in Greenhouse Recruiting is not one of the available multiple-choice options in Greenhouse Onboarding, it will not transfer over.
- The answer values in Greenhouse Recruiting must match the answer values in Greenhouse Onboarding.
Can I add a custom field group in Greenhouse Onboarding?
- Yes! Our Support article, Field groups, guides you through completing this process in your Greenhouse Onboarding.
Review the following Support articles for more information on setting up custom fields in Greenhouse Recruiting that can later be mapped to Greenhouse Onboarding: