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CiiVSOFT - FiiLTER

CiiVSOFT - FiiLTER eliminates the need to manually review CVs and job applications against open vacancies by automatically reviewing, filtering, and shortlisting candidates. In this article, we will cover:

 

Configure User Setup Permissions in Greenhouse Recruiting

In order to enable the Greenhouse/CiiVSOFT - FiiLTER integration, you will need the developer permission Can manage ALL organization’s API Credentials.

Contact a Greenhouse user in your organization with Site Admin level permissions with the additional user-specific permission Can edit another user's advanced permissions to apply the API credential management permission to your account. Have the user with Site Admin level permissions edit your user account's permissions by navigating to the Configure icon configure.png > Users > Your Name.

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The user with Site Admin level permissions should navigate to the Permissions panel on your user page and expand the Developer Permissions dropdown menu. 

Select Can manage ALL organization’s API Credentials so that a check is in the checkbox. When finished, click Save.

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Repeat as necessary for any other user that should have access to set up the integration.

 

Create a Harvest API Key for the Greenhouse/CiiVSOFT - FiiLTER Integration 

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 CiiVSOFT - FiiLTER.

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

CiiVSOFT requires access to certain endpoints in the Harvest API. These endpoints can either be specified individually or you can give CiiVSOFT - FiiLTER access to all endpoints by clicking Select All from the Manage API Key Permissions page.

CiiVSOFT - FiiLTER will need access to the follpwing API endpoints:

  • Applications
    • GET: List Applications
    • PATCH: Update Application
    • POST: Advance Application
    • Post: Move Application
  • Candidates
    • GET: List Candidates
    • POST: Add Note
    • POST: Add Prospect
  • Custom Fields
    • GET: Get Custom Fields
  • Departments
    • GET: List Departments
  • Job Posts
    • GET: List Job Posts
    • GET: List Job Posts for Job
  • Job Stages
    • GET: List Job Stages
    • GET: List Job Stages for Job
  • Jobs
    • GET: List Jobs
  • Offices
    • GET: List Offices
  • User Roles
    • GET: List User Roles

When finished, click Update

The CiiVSOFT - FiiLTER Harvest API Key is created. Navigate to the newly created Harvest API Key and click Copy.

 

Forward the Harvest API Key via email to your CiiVSOFT Client Services Director.

 

Add CiiVSOFT - FiiLTER as a Greenhouse User

Note: Greenhouse users must have Site Admin or Job Admin (with user-specific permission Can invite new users to Greenhouse and reactivate disabled users) to add another Greenhouse User into the system.

To add CiiVSOFT - FiiLTER as a Greenhouse user, click the Configure icon configure.png in the upper right-hand corner and select Users from the left-hand column.

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Click + New Users

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From the Add New Users page, input ciivhub@ciivsoft.com in the email field.

 

Select Basic from the Set Permissions panel and give the user the following developer permissions:

  • Can manage Job Board related API Credentials
  • Can manage All organization's API Credentials
  • Can manage and configure web hooks

When finished, click Edit.

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Now select Job Admin/Interviewer from the Set permissions panel and give the user the following developer permissions:

  • Can manage Job Board related API Credentials
  • Can manage All organization's API Credentials
  • Can manage and configure web hooks

Next, navigate to Job-Based Permissions and click Add.

Navigate to All Future Jobs and click Edit. From the subsequent dropdown menu, select Job Admin: Standard.

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Click Done.

From the Set Permissions panel, click Edit and then select Site Admin. Give the user the following developer permissions:

  • Can manage Job Board related API Credentials
  • Can manage All organization's API Credentials
  • Can manage and configure web hooks

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When finished, click Save to send CiiVSOFT as a user.

  

INSTRUCTIONS FOR USING FiiLTΞR

Using FiiLTΞR could not be easier. It has been designed specifically to work with the Greenhouse platform and operates autonomously in the background. FiiLTΞR reviews candidate applications against job vacancies and automatically advances qualified candidates from the initial to the next workflow / Interview Plan stage enabling users to get straight to the best matching candidates for their vacancies, right within Greenhouse.There’s no additional workload or training required, simply use Greenhouse in the normal way and FiiLTΞR takes care of the rest.

To use FiiLTΞR simply follow these steps:

Step 1 – Create Job in Greenhouse in the normal way

Step 2 – You will receive an email requesting you to approve your job vacancy in CiiVHUB. Click the ‘My Jobs’ link. Approval emails are unique to each user and only require you to approve jobs to which you are assigned. 

Important: This is your opportunity to review, edit and amend the job criteria you want FiiLTΞR to use as the basis for reviewing applicants. It is also a useful sanity check for the specific job vacancy requirements.

Step 3 – Select which vacancy you wish to approve by clicking the ‘Approve’ button next to your chosen vacancy

Step 4 – FiiLTΞR automatically ingests job data from the newly created job via the Greenhouse API and applies this to machine learned data in CiiVSOFT’s systems. Review and edit the job data in the form. 

Step 5 – Once you are happy with the job data click the Submit button

Step 6 – You will see a confirmation screen confirming your vacancy has been approved. You will also have the opportunity to approve any other vacancies which are still to be approved.

NOTE: Job approval is a ‘one time only’ action for each job.

Step 7 – Applications are received into the Greenhouse platform in the normal way. FiiLTΞR automatically reviews each application against the approved job criteria. Suitable, matching candidates are automatically advanced to the next workflow / interview stage for the job in Greenhouse.

FiiLTΞR automated the process of filtering and separating candidates in Greenhouse. When checking progress of a job vacancy users can now go straight to the best matching candidates in the next workflow stage without having to manually review each candidate in the Applications Received stage. 

 

IMPORTANT any applications which have not been auto-advanced by FiiLTΞR will remain in the initial application / workflow stage. Users still have the opportunity to manually review these applications in the usual way. FiiLTΞR also never automatically rejects any candidates.