I use Objective Management. What does the integration look like? How do I enable it?

Greenhouse and Objective Management Group have created an integration so that you can seamlessly use the two products together to add a sales assessment to your interview pipeline.

To implement the integration, you will:

  1. Contact your Objective Management Group Certified Partner to request your API key.
  2. Email support@greenhouse.io or to click here open a ticket. Please do not send the API key in this initial email.
  3. The Greenhouse Support Team will respond with a SendSafely link for you to enter your API key into (How does SendSafely work?), which will notify Greenhouse Support once the API key has been entered.
  4. Greenhouse Support will then email you back confirming that your API key has been setup in your account and your integration is ready to go. 
  5. Add a special Objective Management Group stage to your interview pipeline.
  6. As candidates enter that stage, send the Objective Management Group Sales Assessment questionnaire to the candidate through Greenhouse.
  7. Once candidates complete their assessments, a link to the results will be accessible through the Interview Kit in Greenhouse.

Enabling the Integration

To enable the integration, contact your Objective Management Group Certified Partner to request your API Key. Once you receive it, forward it on to your Greenhouse Account Manager. Your Account Manager will enter the API Key into the system and then let you know when the integration is ready to go.

Adding the Objective Management Group Interview Stage

To add the stage to your Interview Plan:

  • Navigate to a specific job, and click the Job Setup tab
  • Click Interview Plan
  • Scroll down the page, and click the green + Add Stage button
  • Select OMG Sales Assessment, and click the Add button

 

Configuring the Stage

Once the stage has been added, click Edit Take Home Test. From there, you will see a drop-down menu that reflects the Role Specifications that you’ve previously configured within your Objective Management Group license. Select the appropriate assessment, assign at least one Greenhouse user to grade/review submitted assessment, and then click Save.

Keep in mind that all configuration of the Role Specification, as well as the email template, will need to be handled by working with your Objective Management Group Certified Partner.  While you will click "Send Test" from within Greenhouse, the assessment instructions are actually sent by Objective Management Group.

Sending the Test

When candidates are moved into the Objective Management Group Interview stage, Greenhouse will display a Send Test link. While you will click "Send Test" in Greenhouse, the assessment instructions will actually be sent by Objective Management Group.

The status of the assessment will be viewable in Greenhouse:

  • Take Home Test to be sent.
  • Waiting for candidate to submit test
  • Scorecard due from <DESIGNATED_GRADER>

Reviewing Assessment Results

Once the candidate has completed the assessment questionnaire, the Interview Kit will contain a link to view the OMG Sales Assessment document, along with the overall recommendation (Recommended, Worthy of Consideration, or Not Recommended).

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