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Plum

 

Plum provides organizations with the data they need to make predictive talent decisions with 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 the job 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 you can easily determine who possess the talents required to succeed in your specific job.

This is accomplished by:

  • Mirroring jobs having the set of Plum specific stages in Greenhouse to 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 API Access
    • Configure User Setup Permissions in Greenhouse Recruiting
    • Create a Harvest API Key for the Greenhouse/Plum Integration
  • Configure web hooks
    • Retrieve Plum’s Endpoint URL and Secret Key
    • Configure User Setup Permissions in Greenhouse Recruiting
    • Enable Greenhouse/Plum Integration
  • Add Plum specific stages to your template Interview Plans

Plum Provides

Plum will provide you with the following items that you’ll need as you follow the integration steps:

  • Plum’s endpoint URL and Secret Key used for configuring web hooks

Configure Plum specific custom data fields

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

Job Fields

Click the Configure icon  in the upper right-hand corner and navigate to Custom Options on the left-hand panel.

Screen_Shot_2019-03-14_at_4.20.03_PM.png

From the Custom Options page, click Jobs.

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

You will be directed to a form where you Create New Job Field. You will be creating a field for each of the fields described in the table below.

 

Screen_Shot_2019-03-14_at_4.29.12_PM.png 

Upon completing the creation of the three job fields you should see the following:


 

 

Application Fields

Click the Configure icon  in the upper right-hand corner and navigate to Custom Options on the left-hand panel.

Screen_Shot_2019-03-14_at_4.21.03_PM.png

From the Custom Options page, click Applications.

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

You will be directed to a form where you Create New Application Field. You will be creating a field for each of the fields described in the table below.

Screen_Shot_2019-03-14_at_4.28.37_PM.png


Upon completing the creation of the three application fields you should see the following: 


 

Configure API Access

Configure User Setup Permissions in Greenhouse Recruiting

In order to enable the Greenhouse/Plum 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  > Users > Your Name)

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.

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

 

Create a Harvest API key for the Greenhouse/Plum Integration

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

From the Dev Center page, click API Credential Management.

 

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

 

 

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.

 

 

On the Manage API Key Permissions page, you’ll need to select the follow permissions and then click Update.

  • Applications
    • GET: Retrieve Application
    • GET: List Applications
    • PATCH: Update Application
    • POST: Move Application
    • POST: Moves Application to Job
  •  Candidates
    • GET: List Candidates
  •  Custom Fields
    • GET: Get custom fields
  • Job Stages
    • GET: List Job Stages for Job
  • Jobs
    • GET: Retrieve Job
    • GET: List Jobs
    • PATCH: Update Job

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

NOTE:

Now you need to provide us the id of the user which our requests will be made on-behalf of. Please navigate back to the configuration page, select “Users” and create one if necessary. You can determine the user id, by clicking on “Export to Excel”, then you will be able to see each user id.  Please send to your Plum representative the chosen user id.


 

Configure web hooks

Retrieve Plum’s Endpoint URL and Secret Key

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

  • Plum’s Endpoint URL
  • Plum’s Secret Key

This information will be provided to you by your Plum integration onboarding representative.

Configure User Setup Permissions in Greenhouse Recruiting

After you have received your endpoint URL and Secret Key from Plum, 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.

 

Have the user with Site Admin level permissions edit your user account's permissions by navigating to the Configure icon  > Users > Your Name)

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 and configure web hooks so that a check is in the checkbox. When finished, click Save.

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

Enable Greenhouse/Plum Integration

With Plum’s endpoint URL and Secret Key copied, and your Greenhouse user permissions enabled, you are ready to enable the Greenhouse/Plum integration.

To enable the integration, click the Configure icon  in the upper right-hand corner and navigate to Dev Center on the left-hand panel.

 

From the Dev Center page, click Web Hooks. Click Web Hooks from the subsequent page.

You will be directed to a new page where you Create a New Web Hook. You will be creating a web hook for each of the entries in the table below. You must click Create Web hook for each entry.

Screen_Shot_2019-03-14_at_4.26.52_PM.png

 

That's it! Your Greenhouse account and Plum account can now talk to each other.


 

Add Plum specific stages to your template Interview Plans

For a job within Greenhouse to be mirrored to Plum, it must have three custom Plum stages in its Interview Plan. Our recommendation is to create a template that contains the custom Plum stages.  See the following article for details on creating a job template:

Reference: https://support.greenhouse.io/hc/en-us/articles/360006876232-Best-Practices-Template-Job

Within the template you’ll need to add three specific stages in the following order (spelling is important):

  • Plum Invite
  • Plum In-Progress
  • Plum Complete

We recommend that the Plum stages are the first stages in your Interview Plan.


 

Need Help?

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