Collage is a complete HR, benefits, and payroll solution designed to help your organization seamlessly manage your employees. Greenhouse Recruiting’s integration with Collage allows quick and easy onboarding of candidates hired through Greenhouse Recruiting. In this article, we will cover how to:
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/Collage integration, you will need the developer permission 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 web hook 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 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.
Retrieve Collage’s Endpoint URL and Secret Key
Before enabling the Greenhouse/Collage integration, Greenhouse will need two pieces of information:
- Collage’s Endpoint URL
- Collage’s Secret Key
To retrieve this information, navigate to your Collage account and click Company Settings > Integrations > Greenhouse.
Copy the Endpoint URL from the provided field.
Click Generate Key and copy the Secret Key that populates in the field
Note: After generating the Secret Key, the Generate Key button will change to Delete Key. If the Secret Key is deleted, the Greenhouse/Collage Integration will stop working. In order to re-enable the integration, you will need to regenerate the Secret Key and use this new key instead.
Enable Greenhouse/Collage Integration
With Collage’s endpoint URL and Secret Key copied, and your Greenhouse user permissions enabled, you are ready to enable the Greenhouse/Collage 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. From this page provide the following details:
- Name: We suggest “Collage Integration”
- When: Be sure to select “Candidate has been hired”.
- Endpoint URL: The Endpoint URL copied from Collage
- Secret Key: The Secret Key copied from Collage.
When finished, click Create Web hook.
Use the Collage Integration with Greenhouse
After the integration is enabled, a Greenhouse module will be available on the left-hand panel in Collage under the Integrations heading.
This module lists all candidates that have been marked as hired in Greenhouse.
Collage will import the following candidate attributes from Greenhouse Recruiting:
- First name
- Last name
- Personal email address
- Job title
Clicking Onboard for a candidate will create a Draft employee in Collage and take you into the hire flow. The fields imported from Greenhouse will be copied over to the employee profile. This will also remove the candidate from the candidate list.
How come I can’t see historical candidates?
Enabling the integration will not import historically hired candidates into Collage. Only candidates that have been marked as hired after the integration was configured will show up in the candidates list.
I marked a candidate as hired but they aren’t showing up in the candidates list in Collage.
It may take a few minutes for the newly hired candidate to show up in Collage. You may need to refresh the page in order to see a new candidate appear in the list.
Is there a cost to the integration with Collage?
There is no cost to set up the Greenhouse/Collage Integration.
Please contact firstname.lastname@example.org for troubleshooting assistance regarding the integration.