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Gem

Gem provides a best-in-class Greenhouse integration that enable users to:

In this article we will cover:

 

Configure Sourcing Integration

To enable any Greenhouse/Gem sourcing integration, Gem will need access to a Harvest API Key created by your organization.

To create a Harvest API key for the integration, click on the Configure icon configure.png in the upper right-hand corner. Navigate to Dev Center on the left-hand panel.

From the Dev Center page, click API Credential Management.

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From the API Credential Management page, click Create New API Key to generate the API key for Gem.

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From the Create new credential dialog box, give your API key a name and select Harvest from the Type dropdown menu. When finished, click Create.

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On the Manage API Key Permissions page, please select the following permissions.

  • Activity Feed
    • GET: Retrieve Activity Feed
  • Applications
    • GET: Retrieve Application
    • GET: List Applications
    • PATCH: Update Application
    • POST: Advance Application
    • POST: Move Application
    • POST: Moves Application to Job
  • Candidates
    • GET: Retrieve Candidate
    • GET: List Candidates
    • PATCH: Edit Candidate
    • POST: Add Candidate
    • POST: Add Note
    • POST: Add Attachment
    • POST: Add Application
    • POST: Add Prospect
    • PUT: Merge two candidates
  • Close Reasons
    • GET: Get close reaspms
  • Custom Field Options
    • GET: Custom Field Options
  • Custom Fields
    • GET: Get custom fields
  • Departments
    • GET: Retrieve Department
    • GET: List Departmentts
  • Education
    • GET: Get degrees
    • GET: Get disciplines
    • GET: Get schools
  • Email Templates
    • GET: Retrieve Email Template
    • GET: List Email Templates
  • Job Openings
    • GET: List Openings for a job
  • Job Posts:
    • GET: List job posts
    • GET: Retrieve job post for job
    • GET: List job posts for job
  • Job Stages
    • GET: Retrieve job stage
    • GET: List job stages
    • GET: List job stages for job
  • Jobs:
    • GET: Retrieve job
    • GET: List jobs
  • 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
  • Rejection Reasons
    • GET: List rejection reasons
  • Scheduled Interviews
    • GET: List interviews for application
    • GET: Retrieve interview
    • GET: List interviews
  • Scorecards
    • GET: Retrieve application's scorecard
    • GET: List Scorecards for application
    • GET: Retrieve scorecard
    • GET: List Scorecards
  • Sources
    • GET: List sources
  • Tags
    • DELETE: Remove tag from candidate
    • GET: List tags applied to candidate
    • GET: List candidate tags
    • PUT: Add a candidate tag
  • Tracking Links
    • GET: Retrieve job tracking link
  • User Roles
    • GET: List user roles
  • Users
    • GET: Retrieve user
    • GET: List users
    • GET: List user job permissions
    • GET: List user future job permissions

When finished, click Update.

Navigate to your newly created Harvest API key on the subsequent page, copy it, and provide your Harvest API key to Gem so they can set up the integration.

Feel free to reach out to the Gem team by emailing the directly at support@gem.com.

 

Greenhouse/Gem Sourcing Integrations

Below please find the various types of sourcing integrations available through Greenhouse/Gem:

 

Duplicate check against candidates in Greenhouse 

Gem makes it easy to check whether someone is in Greenhouse Recruiting before sending a Sequence by showing you candidates that have the same name or email. 

If Gem finds an email match, it will automatically link to the Greenhouse candidate profile.

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If Gem finds a name match, it will surface a list of potential Greenhouse candidates that may be associated to the candidate you are sourcing.

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1-click Upload a Candidate to Greenhouse from Gem

You can use Gem to 1-Click add candidates to Greenhouse right from the Gem Chrome Extension. Once you press the Upload to Greenhouse button, Gem creates a new candidate record in Greenhouse and auto populates the candidate's profile information:

  • First Name
  • Last Name
  • Nickname
  • Company
  • Title
  • School
  • Location

Automatic Email Sync 

Gem has built an integration with Greenhouse that allows Gem to sync emails to Prospects and candidates to the candidate's activity feed in Greenhouse. By default, this email sync is turned off, but if you'd like to enable it, reach out to your Customer Success Manager or the Gem Support team.

Optional Sourcing Integrations

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  • Auto-follow prospects: If enabled, the recruiter that uploaded the prospect will be automatically added as a follower.
  • Custom Import Source: By default, we import candidates to Greenhouse with the Source set to Gem, but you can change that to whatever you like in the Team Admin

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Take Common Greenhouse Actions right from Gem

You can take common Greenhouse actions directly from Gem both in Projects or in the Gem Chrome extension alongside LinkedIn or Gmail.

  • Converting a prospect to a candidate
  • Setting a stage
  • Merging candidate records
  • Rejecting a prospect or candidate application
  • Logging a note | call | text | InMail directly to the Greenhouse activity feed

 

Configure CRM Integration

Gem CRM uses Webhooks to pull in your Greenhouse data and to monitor any changes in that data. Visit the Team Admin section and click See setup instructions to get detailed steps on how to configure Webhooks for Greenhouse.

Feel free to reach out to the Gem team by emailing the directly at support@gem.com.

 

Greenhouse/Gem CRM Integrations

Gem CRM provides an even deeper integration with Greenhouse and allows us to pull Greenhouse data into the Gem interface so you can see things like what stage a candidate is at in process or when their last Greenhouse activity was without having to navigate away from Gem.

 

Greenhouse Data in Projects and People

We surface a Greenhouse column in Projects and People that shows you what stage a candidate is currently at in process.

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Candidate in Jobs

In Jobs, Gem will pull in all active candidates in Greenhouse for a particular job -- including candidates that aren't in Gem. Gem also color codes based on last Greenhouse activity.

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Pipeline Stats

With Pipeline Stats, we pull in your Greenhouse Pipeline Stages and bridge them with your Gem outreach stages (Send + Reply).

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