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How to integrate your Greenhouse account with CodeSignal in order to streamline the technical assessment process.

You can use CodeSignal and Greenhouse together to seamlessly manage your candidates, keeping Greenhouse data in sync with CodeSignal data and vice versa. To implement this integration, you need to authorize CodeSignal to use your Greenhouse account.

The Greenhouse integration with CodeSignal only needs to be completed by ONE user from your company. In this article you will learn how to:

  • Integrate your Greenhouse account with CodeSignal in order to streamline the technical assessment process.
  • Send CodeSignal Tests from Greenhouse
  • Schedule CodeSignal Interviews From Greenhouse

Prerequisites

  • You must be logged in to your CodeSignal account.
  • You must have a CodeSignal user type of Admin.
  • You must be logged in to your Greenhouse account.
  • You must have developer permissions on Greenhouse (specifically, "Can manage ALL organization's API Credentials")

Steps

Login to your CodeSignal account

  1. Choose Integrations from your account dropdown in the upper right corner of your dashboard.

2. Click Integrate next to the option for Greenhouse.

This opens the Greenhouse Integration modal.

 Harvest API Key

3. Click the API Configuration Page link to access the API Credentials page on Greenhouse.

4. On the Greenhouse API Credentials page, click the Create New API Key button.

5. Add a descriptive name like “CodeSignal” in the Description field, and select Harvest from the Type drop-down menu. Click Create.

6. On the Manage API Key Permissions page, select the following permissions. Then click Update.

  • Applications

         >> DELETE: Delete Application

         >> GET: Retrieve Application

         >> GET: List Applications  

  • Candidates

         >> DELETE: Delete Candidate

         >> GET: Retrieve Candidate

         >> GET: List Candidates

  • Job Stages

         >> GET: Retrieve Job Stage

         >> GET: List Job Stages

  • Jobs

         >> GET: Retrieve Job

         >> GET: List Jobs

         >> PATCH: Update Job

         >> POST: Create a new job

  • Users

        >> GET: List Users

7. Scroll down the list to find your newly created API key. Click Copy to copy it to your clipboard.

8. Go back to the CodeSignal tab and paste your new API key into the Harvest API Key field of the Greenhouse Integration modal.

Enable Webhooks

9. Once the Greenhouse Harvest API Key is pasted into the dialog box, navigate to the Webhooks section. Download the CodeSignal Chrome Extension, then click the Webhooks page link.

10. The CodeSignal Chrome Extension will pop up on the right side of the page. Click Create All.

11. Once you see the success message, click Back to CodeSignal.

CodeSignal Assessment API Key

12. Click Copy to copy the pre-populated CodeSignal Assessment API Key to your clipboard.

Note: You need to give this key to your Greenhouse account manager. Start by emailing support@greenhouse.io to open a ticket. The Greenhouse support team will send you a SendSafely link so that you can send the API key in an encrypted format. Once the Greenhouse support team has uploaded this key to your Greenhouse account, CodeSignal Test will be one of the available options when you're creating an interview plan in Greenhouse.  

 

13. Click Next. The modal will advance to the next slide, User Account Mapping.

14. For each CodeSignal user in your company, select the corresponding Greenhouse user. All CodeSignal users must be mapped in order to be able to use the Greenhouse integration.

15. Click Done. Set up in CodeSignal is now complete!

16. In Greenhouse, you will now be able to add the CodeSignal Test stage to the interview plans of your choice. Select a job and click on "Job Setup." Scroll down to Interview Plan and click "Edit."

Click "Add Stage" and select CodeSignal Test. Click "Add" to incorporate sending a CodeSignal Test to your interview plan.

Congratulations! You have successfully integrated your Greenhouse account and your CodeSignal account.

Send CodeSignal Tests from Greenhouse 

You can send your candidates CodeSignal Tests directly from Greenhouse. 

  1. Open the candidate's profile in Greenhouse.Screen_Shot_2019-07-17_at_8.48.15_AM.png
  2. Select the CodeSignal Test stage.
  3. Click on Send TestScreen_Shot_2019-07-17_at_8.52.21_AM.png
  4. Select the test that you want to send, as well as the name of the person who should evaluate the test. The candidate's email address will be auto-populated.Screen_Shot_2019-07-17_at_8.53.21_AM.png
  5. Once the test has been sent, Greenhouse will display its status (i.e. "Sent").Screen_Shot_2019-07-17_at_8.53.45_AM.png

Once the test is completed, the candidate's score will be recorded in the CodeSignal Test stage. 

Note: Greenhouse updates test scores once every hour, so there may be a small delay between a candidate's completion of a test and the recording of his/her score in Greenhouse.

Screen_Shot_2019-07-17_at_8.48.15_AM.png

Schedule CodeSignal Interviews From Greenhouse

You can schedule CodeSignal interview sessions directly within Greenhouse.

  1. Open a candidate's profile in Greenhouse and click on "+ Add Interview" in the appropriate stage.Screen_Shot_2019-07-17_at_8.55.04_AM.png
  2. Under the Location field is a "+ CodeSignal Interview Link" button. Click to auto-generate an interview URL.Screen_Shot_2019-07-17_at_8.55.49_AM.png
  3. The CodeSignal Interview URL will auto-populate within the Location field. Send this URL to both the interviewer(s) and candidate to access their interview session at the scheduled time.Screen_Shot_2019-07-17_at_8.56.20_AM.png
  4. During or after the interview session, the interviewer can leave optional candidate feedback within CodeSignal. If provided, this feedback will appear as a note within Greenhouse on the candidate's profile under Activity Feed.
  5. Screen_Shot_2019-07-17_at_8.56.56_AM.png