How can we help you?

Circular

Circular is an invite-only community where next-gen recruiters not only hire curated candidates referred by the best startups and tech companies, but also improve their own candidates' experience by inviting them to Circular. 

Greenhouse Recruiting's integration with Circular allows you to receive Circular's curated candidates directly in your Greenhouse Recruiting account, allowing the candidates to more seamlessly connect with your existing workflow. In this article, we will cover how to: 

 

Schedule a Circular Demo and Connect Your Greenhouse Recruiting Account

Before beginning setup of the integration, request a demo through your Circular account by navigating to User Menu Account Settings ATS Integration.

Select Greenhouse and click Schedule a demo. The Circular ATS team will answer your request quickly. 

image-0.png

Circular's ATS team will provide you details required to configure the integration, including web hooks information. During the integration setup, you will create a Harvest API key, which you will need to provide to the Circular ATS team. 

To connect your Greenhouse Recruiting account, in the Circular platform navigate to User Menu Account Settings ATS Integration, then select Greenhouse. Click on Connect Account

On the subsequent page, provide the email address associated with your Greenhouse Recruiting account and click Connect Account

mceclip0.png

Your Greenhouse Recruiting account is now connected to Circular. 

 

Configure User Setup Permissions in Greenhouse Recruiting 

In order to enable the Greenhouse Recruiting / Circular integration, you will need the developer permissions 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 following  permissions to your account:

  • Can manage ALL organization's API Credentials
  • Can manage and configure web hooks

Have the user with Site Admin level permissions edit your user account's permissions by navigating to the Configure icon configure.png > Users > Your Name.

Configure_-_Users.png

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 and configure web hooks and Can manage ALL organization's API Credentials so a check is in each checkbox. When finished, click Save.

Two_permissions.png

Repeat these steps for all users who should have access to set up the integration. 

 

Create a Harvest API Key for the Greenhouse Recruiting / Circular Integration

To create a Harvest API key for the integration, click on the Configure icon configure.png in the upper right-hand corner. Navigate to Dev Center on the left-hand panel.

From the Dev Center page, click API Credential Management.

image-8.png

From the API Credential Management page, click Create New API Key to generate the API key for Circular.

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, select the following permissions, then click Update at the bottom of the page: 

  • Applications
  • Candidates
  • Job Posts
  • Job Stages
  • Jobs
  • Sources
  • User Roles
  • Users

mceclip0.png

Your Harvest API key for the Greenhouse Recruiting / Circular integration is created. Navigate to the newly created API key and click Copy, then provide the Harvest API key to the Circular ATS team. 

mceclip1.png

 

Create the Circular Web Hooks

Before beginning this step, you must obtain a few pieces of web hook data from the Circular ATS team, or from within your Circular account.

To retrieve the web hooks information from your Circular account, navigate to Account Settings ATS Integration Greenhouse, then click Connect Webhooks. Copy the name, endpoint URLsecret key, and error recipient email for each of the web hooks. 

Once you have the information noted above, return to Greenhouse Recruiting to configure the web hooks. 

Click the Configure icon configure.png in the upper right-hand corner. Navigate to Dev Center on the left-hand panel. 

Dev_Center_-_Web_Hooks.png

From the Dev Center page, click Web Hooks. Click Web Hooks from the subsequent page. 

Web_Hooks_-_Web_Hooks.png

You will be directed to a page where you can create a new web hook. From this Create A New Web Hook page, provide the following details to create your first web hook: 

  • Name: Circular - Job post created
  • When: Be sure to select the correct action so the web hook fires at the appropriate event in Greenhouse Recruiting [Job Post Created]
  • Endpoint URL: Paste the endpoint URL provided by Circular
  • Secret key: Paste the secret key provided by Circular 
  • Error recipient email: Paste the email address provided by Circular
  • Disabled?: Set as No

Click Create Web hook.

mceclip1.png

You will create 5 web hooks in total to enable all necessary integration capabilities. Repeat the steps above to create the additional 4 web hooks, using the following details: 

Web hook #2: Candidate or Prospect rejected

  • Name: Circular - Candidate or Prospect rejected
  • When: Candidate or Prospect rejected
  • Endpoint URL: Paste the endpoint URL provided by Circular
  • Secret key: Paste the secret key provided by Circular 
  • Error recipient email: Paste the email address provided by Circular
  • Disabled?: Set as No

Web hook #3: Candidate or Prospect unrejected

  • Name: Circular - Candidate or Prospect unrejected
  • When: Candidate or Prospect unrejected 
  • Endpoint URL: Paste the endpoint URL provided by Circular
  • Secret key: Paste the secret key provided by Circular 
  • Error recipient email: Paste the email address provided by Circular
  • Disabled?: Set as No

Web hook #4: Candidate has been hired

  • Name: Circular - Candidate has been hired
  • When: Candidate has been hired
  • Endpoint URL: Paste the endpoint URL provided by Circular
  • Secret key: Paste the secret key provided by Circular 
  • Error recipient email: Paste the email address provided by Circular
  • Disabled?: Set as No

Web hook #5: Candidate has changed stage

  • Name: Circular - Candidate has changed stage
  • When: Candidate has changed stage
  • Endpoint URL: Paste the endpoint URL provided by Circular
  • Secret key: Paste the secret key provided by Circular 
  • Error recipient email: Paste the email address provided by Circular
  • Disabled?: Set as No

That is it! Your Greenhouse Recruiting account and Circular account can now talk to each other. These settings dictate execution of the Circular web hooks as users execute the actions defined above in Greenhouse Recruiting. 

 

Use the Greenhouse Recruiting / Circular Integration 

Circular does not alter or add any stages in your Interview Plans. You simply will receive candidates from Circular directly into the Application Review stage of your pipeline. 

Candidates added to your Greenhouse Recruiting account from Circular will have a source of Circular listed on their Details tab. This custom source allows you to identify and review Circular candidates as a whole, as well as break down and analyze their quality. 

Screen_Shot_2019-11-22_at_8.50.33_AM.png

You will also see Circular candidates identified by additional display information. 

Screen_Shot_2019-11-22_at_8.51.06_AM.png

You can view referral information other members of the Circular community have left about candidates. These reviews are included within each candidate's resume, located under the Details tab on the candidate profile in Greenhouse Recruiting. 

To schedule an interview with a candidate added from Circular, advance the candidate to an interview stage in Greenhouse Recruiting. The candidate will receive an automatic email from Circular with your interview interest. If the candidate accepts, Circular will introduce you and the candidate by email. From that moment, you will be able to access the candidate's contact information and start your selection process. 

Screen_Shot_2019-11-22_at_8.52.44_AM.png

 

Get Help 

Visit Circular's Help Center articles with detailed information about the Greenhouse Recruiting / Circular integration guide: 

You can also contact Circular at ats@trycircular.com (or contact your Circular account manager directly) for troubleshooting assistance regarding the integration.