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Plum

Requirements: The following integration makes use of the custom application fields feature. Only organizations with an Expert subscription tier can utilize this integration.

Plum provides organizations with the data they need to make predictive talent decisions using the power of AI and Industrial/Organizational Psychology. By measuring talents such as adaptability, innovation, and communication, Plum hosts the single largest database for quantifying human potential at every stage of the employee journey — predicting successful hires, and informing professional development, strategic workforce planning, and emerging leader capability.

Greenhouse Recruiting’s integration with Plum allows you to build consensus around specific talents that are required for each of your jobs. Applicants will be automatically invited to share their individual Match Scores for each job so that from within Greenhouse Recruiting you can easily determine who possess the talents required to succeed in your specific job. This is accomplished by:

  • Mirroring jobs to have the set of Plum-specific stages in both Greenhouse Recruiting and Plum
  • Aligning your hiring team within Plum on the talents or Match Criteria that are required for each job
  • Inviting applicants to complete and share the results (Match Score) of their Talent Discovery Survey to application fields within Greenhouse

In this article, we will cover how to: 

 

Configure User Setup Permissions in Greenhouse Recruiting

In order to enable and configure the Greenhouse Recruiting / Plum integration, you will need the Developer permissions Can manage ALL organization's API Credentials and Can manage and configure web hooks

Contact a Greenhouse Recruiting 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 noted 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 and Can manage and configure web hooks so that a check is in each checkbox. When finished, click Save.

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In addition to the above Developer permissions, the user configuring the integration should have a Site Admin permission level, or a Job Admin permission level with the additional user-specific permission Can manage custom fields.

Repeat these steps for all users who should have access to set up the integration.

 

Create Harvest API Key for Greenhouse Recruiting / Plum Integration

To create a Harvest API key for the integration, click 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 Plum. 

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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, grant your Harvest API key the following permissions: 

Applications

  • GET: Retrieve Application
  • GET: List Applications
  • PATCH: Update Application
  • POST: Move Application
  • POST: Moves Application to Job
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Candidates

  • GET: List Candidates
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Custom Fields

  • GET: Get custom fields
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Job Stages

  • GET: 
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Jobs

  • GET: Retrieve Job
  • GET: List Jobs
  • PATCH: Update Job
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When finished, click Update

Your Harvest API key for the Greenhouse Recruiting / Plum integration is created and configured. Provide your Harvest API key to your Plum onboarding team so they can set up the integration. 

 

Share User ID with Plum

You will need to provide Plum with the user ID which Plum requests will be made on behalf of. This user should have a Site Admin permission level so Plum has permissions to provide data on any candidate or job. 

Note: Your team might prefer to create a new Site Admin user specifically for use with the Plum integration. For more information on how to create a new user, click here

To locate the user ID for an existing user, click the Configure icon Configure.png in the upper right-hand corner, and select Users from the left-hand panel. 

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From the Users page, click Export to Excel

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A spreadsheet will be downloaded to your computer. From the spreadsheet, navigate to the User ID column and copy the user ID value inline with your selected user.

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Forward your chosen user ID to your Plum representative. 

 

Create Plum Web Hooks

Before enabling the Greenhouse Recruiting / Plum integration web hooks, you will need two pieces of information: 

  • Plum's Endpoint URL 
  • Plum's Secret Key 

This information will be provided to you by your Plum onboarding representative. Once you have Plum's Endpoint URL and Secret Key, you are ready to enable the Greenhouse Recruiting / Plum integration web hooks.

To enable the web hooks, click the Configure icon Configure.png in the upper right-hand corner and navigate to Dev Center on the left hand panel. From the Dev Center page, click Web Hooks

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From the subsequent page, click Web Hooks.

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You will be directed to the Create A New Web Hook page. You will be creating five web hooks in total. Provide the following details to create the first web hook: 

  • Name: We suggest Plum: Candidate Unhired
  • When: Be sure to select the right action so the web hook fires at the appropriate even in Greenhouse Recruiting [Candidate has been unhired]
  • Endpoint URL: The Endpoint URL received from the Plum onboarding team
  • Secret Key: The Secret Key received from the Plum onboarding team

When finished, click Create Web hook

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You will create four additional web hooks to enable all necessary integration capabilities. Repeat the steps above to create the additional web hooks, using the following details: 

Web hook #2: Candidate Hired 

  • Name: We suggest Plum: Candidate Hired
  • When: Candidate has been hired
  • Endpoint URL: The Endpoint URL received from the Plum onboarding team
  • Secret Key: The Secret Key received from the Plum onboarding team

Web hook #3: Job Updated

  • Name: We suggest Plum: Job Updated
  • When: Job Updated
  • Endpoint URL: The Endpoint URL received from the Plum onboarding team
  • Secret Key: The Secret Key received from the Plum onboarding team

Web hook #4: Job Created

  • Name: We suggest Plum: Job Created
  • When: Job Created
  • Endpoint URL: The Endpoint URL received from the Plum onboarding team
  • Secret Key: The Secret Key received from the Plum onboarding team

Web hook #5: Candidate Changed Stage

  • Name: We suggest Plum: Candidate Changed Stage
  • When: Candidate has changed stage
  • Endpoint URL: The Endpoint URL received from the Plum onboarding team
  • Secret Key: The Secret Key received from the Plum onboarding team

 

Configure Custom Job Fields

The purpose of this section is to configure custom job fields within your Greenhouse Recruiting instance that Plum can populate with custom information.

To create a custom job field, click the Configure icon in the upper right-hand corner and navigate to Custom Options on the left-hand panel. 

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From the Custom Options page, find the Company Custom Fields section and click Jobs

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From the Custom Fields: Jobs page, click + Add Field

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From the Create New Job Field dialog box, you will create three custom job fields using the information below: 

Field Name All Offices All Departments Field Type This field can only be changed via the Harvest API
Average Match Criteria checked checked Long textbox checked
Plum Score Summary checked checked Long textbox checked
Plum Link checked checked URL checked

When finished creating each field, click Save at the bottom of the Create New Job Field dialog box. 

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Configure Custom Application Fields

The purpose of this section is to configure custom application fields within your Greenhouse Recruiting instance that Plum can populate with custom information.

To create a custom application field, click the Configure icon Configure.png in the upper right-hand corner and navigate to Custom Options on the left-hand panel. 

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From the Custom Options page, find the Company Custom Fields section and click Applications

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From the Custom Fields: Applications page, click + Add Field

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From the Create New Application Field dialog box, you will create three custom application fields using the information below: 

Field Type Candidates Prospect
Plum Score Number checked checked
Plum Status Short textbox checked checked
Plum Link URL checked checked

When finished creating each field, click Save at the bottom of the Create New Application Field dialog box. 

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Add Plum Stage to Job's Interview Plan

For a job within Greenhouse Recruiting to be mirrored in Plum, the job must have three custom Plum stages in its Interview Plan. We recommend creating a template job that contains the custom Plum stages. Click here to learn more about creating a template job. 

Within the template, you will need to add three specific stages in the following order: 

  • Plum Invite
  • Plum In-Progress
  • Plum Complete

Note: The stage names must be exact matches for what is listed above. 

We recommend making the Plum stages the first stages in your Interview Plan after Application Review. 

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Get Help

Please contact support@plum.io or your Plum onboarding representative for troubleshooting assistance regarding the integration.