Once you've integrated a third-party task system with your organization's Greenhouse Onboarding account, users with access to create and manage onboarding tasks can assign tasks to your third-party task system.
This article covers how to assign onboarding tasks to a third-party task system.
Assign a task to your 3rd-party task system
From your Greenhouse Onboarding homepage, navigate to Settings > Onboarding Plan > Tasks.
On the Tasks page, click Add Task.
Create your new onboarding task using the Add task dialog box. You're required to give your task a Name and a Task Category, but you can configure any of the following for your new task:
- Details / Notes
- Task Category
- Due Date
- Assignee (Who is responsible for this task?)
- Assign Date
- Onboarding Plan Criteria
Use the Who is responsible for this task? field to assign this task to your third-party task system.
In the dropdown, scroll to 3rd-Party Task System, then select the task system you want to assign.
When you're done, click Save and Close.
Your new task will be assigned to the third-party task system you selected. When this task is generated for a new hire, Greenhouse Onboarding will send an email to your third-party task system.
Personally identifiable information (PII) in third-party task systems
You can include tokens in the Details / Notes section of an onboarding task, which may allow personally identifiable information to be sent to a third-party task system.
To limit the exposure of personally identifiable information, Owners can define viewable fields when setting up your third-party task system integration in Settings. This helps you control which specific fields will be accessible by your third-party task system when it receives an onboarding task.
If a task with a non-viewable token is assigned to your third-party task system, Greenhouse Onboarding will block it from accessing this information.