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PeopleG2

The PeopleG2 integration allows you to automatically take newly-hired candidates from Greenhouse and add them to PeopleG2. To link your Greenhouse account, contact PeopleG2 Customer Success for an endpoint url and a secret key you'll need to get started. Once you have both of those items, complete the following steps to link your accounts!

Part 1

Setting up admin access.

  1. Ask a Site Admin with permissions to log into Greenhouse
  2. Have them select Configure > Users > Your Name
  3. At the bottom of the page, select Can Manage and Configure web hooks
  4. Save
  5. Repeat for anyone else that should have access

Part 2

Creating the Harvest API Key

  1. Select Configure > Dev Center > API Credential Management
  2. Click “Create New API Key”
  3. Enter a brief description in the “Description” field; select “Harvest” in the “Type” dropdown
  4. Click “Create”
  5. On the following page, click “Select all” then click “Update”.
  6. A token is created; this token can then be copied directly from the UI and used within the PG2 platform to connect to Greenhouse

Part 3

Creating the PeopleG2 Web Hook

  1. Now that you have the correct permissions, log into your Greenhouse account
  2. Select Configure > Dev Center > Web Hooks > Web Hooks
  3. You'll land on a page called Create a New Web Hook
  4. Name your Webhook — we suggest PeopleG2 Integration
  5. Input the Endpoint URL and Secret Key provided to you by PeopleG2 Customer Success, then make sure the webhook is executed (“When”) the “Candidate has changed stage”
  6. Expand “Advanced Settings”, re-enter the “Secret Key” in the “Username” field
  7. Select “No” for the ‘Disabled?” toggle
  8. Press Create Web Hook 

 

That's it! Your Greenhouse account and PeopleG2 account can now talk to each other.  These settings dictate execution of the PeopleG2 web hook once the end user transitions the candidate into an appropriate application stage for a given job.

Part 4

Creating the Candidate Custom Fields

  1. Select “Custom Options” in the Configure section.
  2. Select “Candidates”.
  3. Click “+ Add Field”.
  4. Add “Background Check Status” in the “Field” name and select “Short Textbox” as “Type”
  5. Click Save
  6. Add “Background Check Result” in the “Field” name and select “URL” as “Type”
  7. Click Save
  8. Add “Background Check Completed Date” in the “Field” name and select “Short Textbox” as “Type”
  9. Click Save

This portion of the configuration allows PeopleG2 to provide Background Check status, a link to the Background Check report (when applicable), and the date the report is completed.

Part 5

Creating the Jobs Custom Fields  

  1. Add “Background Check Package” in the “Field” name and select “Single Select” as “Type;” under “Options”, list all of your available packages (return after each package ID).
  2. Mark as “Required” and click Save
  3. Add “Background Check Location” in the “Field” name and select “Single Select” as “Type”;” under “Options”, list all of your available locations (return after each package ID).
  4. Mark as “Required” and click Save 

This portion of the configuration allows the end user to select the applicable package and location necessary to complete the Background Check.  It is necessary to select Package and Location for EACH job in Greenhouse.

Candidate Custom Fields

Job Custom Fields

In PeopleG2

Viewing Integration Order  

  1. Once a background check is initiated through Greenhouse, a request to complete the background check will be sent to the candidate’s email.  
  2. The Candidate will complete the required fields and sign off on the consent.  
  3. PeopleG2 receives the request then will send an update to Greenhouse that the order is in progress
  4. Once the report is completed in the deverus platform, a status update is sent to Greenhouse with the results report

After using the integration, you may decide you want to share more information between Greenhouse and PeopleG2. If you would like additional information transferred over, please reach out to PeopleG2 Customer Success with a list of items to add!

Integration Queue