Requirements: The following integration makes use of the custom application fields feature. Only organizations with an Advanced subscription tier can utilize this integration.
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 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 Plum-specific Custom Data Fields
- Configure User Setup Permissions in Greenhouse Recruiting
- Create Greenhouse Harvest API Key for Greenhouse/Plum Integration
- Configure Integration Web Hooks
- Add Plum Stage to Job's Interview Plan
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.
Click the Configure icon in the upper right-hand corner and navigate to Custom Options on the left-hand panel.
View the two custom field types below for more information:
From the Custom Options page, select Jobs.
From the Manage Job Fields page, click + Add Field.
From the subsequent dialog box, create new custom job fields for the following:
|Field||All Offices||All Departments||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|
From the Custom Options page, select Applications.
From the Manage Application Fields page, click + Add Field.
From the subsequent dialog box, create new custom application fields for the following:
|Plum Status||Short textbox||checked||checked|
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 and Can manage and configure web hooks.
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 and Can manage and configure web hooks so that a check is in the checkbox. When finished, click Save.
Create Greenhouse Harvest API Key for 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, select the following permissions:
- GET: Retrieve Application
- GET: List Applications
- PATCH: Update Application
- POST: Move Application
- POST: Moves Application to Job
- GET: List Candidates
- Custom Fields
- GET: Get custom fields
- Job Stages
- GET: List Job Stages for Job
- GET: Retrieve Job
- GET: List Jobs
- PATCH: Update Job
When finished, click Update.
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: You need to provide Plum with the user ID which Plum requests will be made on-behalf of. Please navigate back to the Greenhouse Configure page, select Users and create one if necessary. Your organization can determine the user id, by clicking on Export to Excel. Forward your chosen user ID to your Plum representative.
Configure Integration Web Hooks
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.
With Plum’s endpoint URL and Secret Key copied, 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.
Add Plum Stage to Job's Interview Plan
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. Click here for more information about how to create a template job.
Within the template you will 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.
Please contact firstname.lastname@example.org or your Plum integration onboarding representative for troubleshooting assistance regarding the integration.