The BAL (Berry Appleman & Leiden) integration is a streamlined system designed to simplify the management of immigration processes and compliance requirements for companies hiring skilled foreign talent. With a focus on efficiency and user-friendliness, the BAL integration empowers HR and legal teams to navigate immigration complexities seamlessly, ensuring a smooth recruiting process and faster onboarding for new hires.
The integration of BAL with Greenhouse Recruiting enables recruiters to easily request pre-hire immigration assessments and new-hire case initiations directly from Greenhouse Recruiting. This integration enhances the candidate's experience by expediting the onboarding process and ensuring compliance with immigration regulations.
Enable the BAL immigration integration
Contact your BAL representative to receive your API key. Once you have received your API key from BAL, click here to open a ticket with the Greenhouse Technical Support team.
The Greenhouse Technical Support team will respond with a SendSafely link for you to enter your API key from BAL. The Technical Support team will then activate the BAL Immigration Assessment stage for your organization within Greenhouse.
Create a Harvest API key
Follow the steps in this article to create the key, and verify that the permissions of the API key is as follows:
Credentials
- API type: Harvest
- Partner: BAL or Unlisted Vendor
- Description: BAL Harvest API key
Permissions
Verify that the following permissions are selected for the Harvest API key:
-
Applications
- GET: Retrieve Application
- GET: List Applications
-
Candidates
- GET: Retrieve Candidate
- GET: List Candidates
-
Job Posts
- GET: List Job Posts
- GET: Retrieve Job Post for Job
- GET: List Job Posts for Job
-
Jobs
- GET: Retrieve Job
- GET: Get hiring team
-
Offers
- GET: List Application’s Offers
- GET: Retrieve Application’s Current Offer
- GET: Retrieve Offer
- GET: List Offers
-
Offices
- GET: Retrieve Office
- GET: List Offices
-
Tags
- GET: List Tags Applied to Candidate
- GET: List Candidate Tags
Create a webhook
Follow the following article to create a webhook and use the below values to set up the integration.
This webhook is used to initiate a new-hire case when a candidate accepts an offer.
- Name: BAL Offer Updated
- When: Offer updated
- Endpoint URL: https://api-gw-prd.balglobal.com/greenhouse/event/offer-updated
- Secret key: [Provided by your BAL representative]
- Username: [Provided by your BAL representative]
- Password: [Provided by your BAL representative]
Create custom fields
Follow the steps in this article to create a custom candidate field using the following information.
You'll need to create three fields for the integration. The field names must exactly match for the integration to function.
Custom field 1: Require immigration sponsorship candidate
- Custom field type: Candidates
- Field Name: Requires Immigration Sponsorship
- Field Type: Yes/No
Note: If the “Requires Immigration Sponsorship” candidate custom field is left blank or marked as No, then an error will occur when sending a test.
Custom field 2: Salary offers offer
- Custom field type: Offer
- Field name: Salary Amount
- Field type: Currency
Custom field 3: Monthly Salary
- Custom field type: Offer
- Field name: Monthly Salary
- Field type: Currency
Custom field 4: Hourly Amount
- Custom field type: Offer
- Field name: Hourly Amount
- Field type: Currency
Custom field 5: Frequency
- Custom field type: Offer
- Field name: Frequency
-
Field type: Single select, with the following options:
- Annual
- Hourly
- Monthly
Custom field 6: Candidate Workday location offer
- Custom field type: Candidate
- Field name: Candidate Workday Location
- Field type: Single select
Note: The Candidate Workday location and salary custom fields are optional, although highly encouraged to limit back and forth following the new-hire case initiation.
Use the BAL Integration with Greenhouse Recruiting
Now that your integration is set up, you can send tests to your candidates who require immigration sponsorship.
Step one: Confirm the candidate requires immigration sponsorship
When a candidate indicates that they now or will in the future require immigration sponsorship, make sure to indicate this under the Details tab of their candidate profile.
Step two: Send the immigration assessment to the candidate
You can send the assessment to a candidate by moving the candidate to the BAL Immigration Assessment stage.
Then, click on the Send Test button.
Note: When you send a test in Greenhouse Recruiting, the instructions are actually sent by BAL.
After it has been sent, an assessment’s status will display as Pending in Greenhouse Recruiting.
Once BAL has completed the assessment, the task status will be updated in Greenhouse. The results of the assessment will be sent via email.
Step three: Create offer and mark candidate as hired
If the candidate is eventually hired, a request to begin the immigration work detailed in the assessment can be initiated directly with BAL via the Greenhouse Recruiting system.
First, move the candidate to the offer stage and create an offer.
If the candidate accepts the offer, then mark the candidate as hired.
Once the candidate is marked as hired, BAL will receive a notification to begin immigration services.
Additional resources
For additional information not covered here, reach out to techps@balglobal.com.