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Sourceress

Sourceress is an AI-powered recruiting assistant that helps hiring teams find and engage highly qualified and interested candidates. With tailor-made machine learning models, Sourceress rigorously defines what you are looking for in a role, identifies great candidates, and engages them with thoughtful personalized introductions. Sourceress is an expert at making that first connection between you and a potential employee incredibly personal, targeted, and effective.

Greenhouse Recruiting’s integration with Sourceress allows users to access, engage, and track candidates from Sourceress. In this article, we will cover how to:

 

Configure the Greenhouse/Sourceress Integration

Note: It is recommended the integration be authorized by a Greenhouse Site Admin, as Sourceress will be able to upload candidates only to jobs the authorizing user has access to.

Log in to your Sourceress account at https://app.sourceress.com/accounts/login. To navigate to the Settings page, click the user icon at the bottom left of your Sourceress account, then click Settings

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Scroll to the bottom of the Settings page and click the link in the Greenhouse authorization box to navigate to the Greenhouse authorization page.

On the Greenhouse authorization page, enter the email address associated with your Greenhouse user account and click Next Step

On the subsequent page, enter your password and click Authorize

Note: If you are already signed into your Greenhouse account, you may not be prompted to provide your password. 

Once you have completed the authorization, you will be redirected to the Sourceress Settings page. 

 

Add Candidates to Greenhouse

Set Your Upload Preferences

Once you have authorized the Greenhouse/Sourceress integration, your Sourceress Customer Success Manager will reach out to discuss your team's preferences around adding candidates to Greenhouse.

You will be presented with the following options: 

  • Would you like to upload to Greenhouse Recruiting all candidates contacted by Sourceress, or only those who responded with interested in connecting? 
  • Would you like Sourceress to upload all candidates as prospects or as candidates in Greenhouse? 
  • If you would like Sourceress to upload all candidates contacted as prospects, would you like to convert them from a prospect to a candidate once they have responded with interest in connecting (i.e., at the time the candidate is introduced to your team for review)?

Data Included in Upload

When a candidate is uploaded to Greenhouse, Sourceress will include the following details: 

  • Candidate's name
  • Email address
  • LinkedIn profile (if available)
  • Email messages to/from the candidate
  • Associated job (if applicable) 
  • Associated prospect pool 

 

Make Changes to Your Greenhouse Preferences in Sourceress 

If you would like to make changes to your Greenhouse upload workflow, please contact your Sourceress CSM as only they can make changes to preferences at this time. Alternatively, feel free to reach out to support@sourceress.com and a member of the team will be in touch!

 

Request Support

Please contact support@sourceress.com for troubleshooting assistance regarding the Greenhouse/Sourceress integration.