Traitify is a personality data company that helps companies easily collect personality data from candidates and employees faster than ever before and with exceptional candidate experience. Companies then use the data to make smarter hiring decisions and give value back to their people.
Greenhouse Recruiting’s integration with Traitify allows users to enable a Traitify’s assessment on a job and once a candidate has completed an assessment, view the candidates result and fit score on the candidate profile and Activity Feed. In this article, we will cover how to:
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/Traitify 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 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 checkboxes. When finished, click Save.
Create Integration User for Traitify
Note: Greenhouse Recruiting users can only be created by users with Site Admin level permissions, or Job Admin level permissions with the additional user-specific permission to invite new users to Greenhouse and reactivate disabled users. Click here to learn more about how to create a new user in Greenhouse Recruiting.
Create a new user in Greenhouse Recruiting with the following attributes:
- First Name: Traitify
- Last Name: Integration
- Email: firstname.lastname@example.org
- Role: Job Admin / Interviewer
- Job Based Permissions: Job Admin: Standard on all current and future jobs (or all the jobs on which you want Traitify assessments)
- User-specific permission: Can manage custom fields
Create a Harvest API Key for the Greenhouse/Tratify 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 Traitify.
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, give the Harvest API key the following permissions
- GET: Retrieve Application
- PATCH: Update Application
- POST: Move Application
- GET: Retrieve Candidate
- PATCH: Edit Candidate
- POST: Add Note
- Custom Field Options
- GET: Custom field options
- POST: Create custom field options
- DELETE: Remove custom field options
- PATCH: Update custom field options
- Custom Fields
- GET: Get custom fields
- Job Stages
- GET: List Job Stages for Job
- GET: List Users
When finished, click Update.
Your Harvest API key for the Greenhouse/Traitify integration is created and configured. Provide your Harvest API key to your Traitify onboarding team so they can set up the integration.
Create a Custom Job Field for the Traitify Fit Type
To create a custom job field for the Traitify Fit Type, click on the Configure icon in the upper right-hand corner. Navigate to Custom Options on the left-hand panel.
From the Custom Options page, click Jobs under the Company Custom Fields heading.
Click the Add Field.
From the Create New Job Field dialog box, create a job field with the following parameters:
- Field: Tratify Fit Type
- Type: Single select
Click Save when finished.
Create a Webhook for the Traitify Integration
To create a webhook for the Traitify Integration, click the Configure icon in the upper right-hand corner. Navigate to Dev Center on the left-hand panel.
From the Dev Center page, click Web Hooks.
Click Web Hooks again on 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 Tratify Assessment
- When: Candidate has submitted application
- Endpoint URL: https://app.traitify.com/api/greenhouse/applicants
- Secret Key: sent from Tratify
- Error recipient email: email@example.com
Expand the Advanced Settings dropdown menu:
- Username: sent from Tratify
- Password: sent from Tratify
- Disabled: No
Click Create Web hook when finished.
Add Traitify Assessment Stage on a Job
When adding the Traitify assessment to a job, you can optionally add a Traitify Assessment Complete stage to the job. When the Traitify Assessment Complete stage is present on a job, Traitify will move candidates to this stage. If the stage isn’t present, the candidate will stay in their existing status once the assessment is complete
The stage can be added when creating a new job or when editing a job, the steps are the same, start by clicking Add a Stage on the Interview Plan page, in the dialog box, do the following:
- Enter Traitify Assessment Complete
- Click Add