UKG's cloud HR, payroll, and talent solutions help organizations improve the employee experience at all levels, beginning with personalized recruiting and onboarding that fosters long-term relationships and continuing with convenient, role-based access to pay, benefits, and development information.
Greenhouse Recruiting's integration with UKG Pro Onboarding allows your organization to export hired candidates from Greenhouse Recruiting to UKG Pro Onboarding.
Enable the UKG Pro Onboarding integration
Note: This integration should be enabled by one Admin user in your organization with access to UltiPro Core and UKG Pro Onboarding.
To enable the Greenhouse Recruiting / UKG Pro Onboarding integration, you must complete setup steps in each of the following environments:
- UltiPro Core
- UKG Pro Onboarding
- Greenhouse Recruiting
Note: Before beginning the setup process, please open a case in the UKG Pro Onboarding Customer Success Portal and request the Greenhouse Recruiting integration be applied to your UKG Pro Onboarding environment. You won't be able to finish the integration setup in UKG Pro Onboarding until this step has been completed by the UKG team.
UltiPro Core setup
To begin, have an Admin log into UltiPro Core.
Click Menu at the top-left of the page, and then select the System Configuration tab.
Click Service Account Administration.
Click Add to add a new service account.
Input a username and email address for the service account. Remember the username and password (when provided), as you must add them to Greenhouse Recruiting later as the Service Account Username and the Service Account Password.
Note: The password will be auto-generated after the new service account is saved.
On the permissions grid, ensure View is selected for Company Configuration Integration and Personnel Integration.
Click Save at the top of the page to save the new service account.
Copy and save the new password in a secure location.
Click Ok when finished.
Copy and save the Customer API Key to be added to Greenhouse Recruiting in a later step as the Service Account API Key.
.
Click Web Services in the top navigation bar.
The next page includes a list of many different URLs that all start the same way. Copy and save the first part of this URL (like servicet.ultipro.com), as this value will also be added to Greenhouse Recruiting as the Service Account Hostname.
Note: Do not include http:// when pasting the value into Greenhouse Recruiting later.
Click Menu at the top, then select the System Configuration tab.
Click Role Administration.
Use the Find by search bar to search for Onboarding Owner. Click Onboarding Owner from the list of results.
Copy and save the URL from the top of the page. It should look something like this:
Example
https://et19.ultipro.com/pages/edit/CompanyRoleAddChange.aspx?USParams=coid=PUQKQ!country=USA!eeid=1HL8YU000080!pk=ESYSA!roleid=120!
Copy the value after roleid=. In the example above, this value is 120. This value will be added to Greenhouse Recruiting as the Onboarding Owner RoleID.
UKG Pro Onboarding setup
Next, have an Admin log into UKG Pro Onboarding and review the URL for the page. It should look something like this:
The first value you need is the Onboarding Host, which is the first part of the URL (services-onb.ultipro.com in the example above).
Note: Do not include https:// when pasting the value into Greenhouse Recruiting later.
The second is the Tenant Alias, which is the second part of the URL (ET19PTUSG0061B in the example above).
Copy and save both of these values to add to Greenhouse Recruiting later.
Next, click Integrations on the left.
Scroll to the Additional Applicant Tracking Systems (ATS) panel and click the toggle beside Greenhouse Software Inc. to On.
Greenhouse Recruiting setup
Have a Job Admin or Site Admin log into Greenhouse Recruiting and click Integrations on the navigation bar.
Use the search bar to search for UKG Pro Onboarding.
Click Connect.
Enter the details listed below, as copied from UKG Pro Onboarding.
- Service Account Username
- Service Account Password
- Service Account API Key
- Service Account Hostname
- Onboarding Owner Role ID
- Tenant Alias
- Onboarding Host
When finished, click Save.
Greenhouse Recruiting will confirm the credentials were accepted.
Use the UKG Pro Onboarding integration with Greenhouse Recruiting
After configuring the integration, an Export to UKG Pro Onboarding checkbox will appear (and be checked by default) in the Accept Offer window each time a user marks a candidate as hired.
Enabling the Export to UKG Pro Onboarding option will display several additional fields that must be completed before exporting a new hire to UKG Pro Onboarding.
Once the candidate is exported, a note on the profile will specify the time and the user who took the action for future reference.
If a user decides not to export while marking the candidate as hired, a button will appear on the profile prompting users to Export to UKG Pro Onboarding. Clicking this button will once again bring up the options for Onboarding Owner and Job Code so they can be included in the export.
Exported fields
The integration exports the following fields from Greenhouse Recruiting to UKG Pro Onboarding:
- First name
- Last name
- Email address
- Phone numbers
- Hire date
- Start date
- Job
- Onboarding owner
- Component company
- Work location