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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 candidate’s experience by inviting them to Circular. 

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

  • Schedule a demo and connect your Greenhouse account
  • Configure User Setup Permissions in Greenhouse (so you can generate a new Harvest API Key and configure the Webhooks)
  • Create a Harvest API Key for the Greenhouse/Circular Integration to allow Circular update our candidates' indo
  • Retrieve Circular's Endpoint URL and Secret Key (Webhooks) to let us know when something changes in our candidates' status 

Schedule a demo and connect your Greenhouse account

In order to start the vinculation between your Greenhouse account and Circular, you should navigate to Account Settings (⚙️) inside your user menu and navigate to ATS integration.

Select Greenhouse and click on schedule a demo. Our ATS team will immediately answer your request and contact you. 

There are only 3 more steps you should do to complete the integration (they'll all take you less than 10 minutes):

  1. Connect your Circular account
  2. Provide us a Harvest API Key
  3. Provide us 5 Webhooks

Our ATS team will help you get all this info, but if you want to start filling it meanwhile, keep reading this article and get to know how!👇

NOTE: You can also schedule a demo from the Greenhouse partners list.

1. Open the ⦁⦁⦁ menu in the upper center and click on Integrations

2. Navigate to Candidate sourcing tools and search for Circular. Click on request a demo and our onboarding team will contact you immediately.

 

Connect your Greenhouse account

Once you have selected Greenhouse inside the ATS, navigate to Account and click on Connect Account.

A new page will open and you'll just have to provide us your Greenhouse email account. Type in your email and click on Connect Account.

Your Greenhouse account is now connected 👍🏽

 

Configure User Setup Permissions in Greenhouse Recruiting

In order to enable the Greenhouse/Circular 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 API credential management permission to your account. Have the user with Site Adm in 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 checkbox. When finished, click Save.

 

Create a Harvest API Key for the Greenhouse/Circular Integration

To create a Harvest API key for the integration, click on the Configure icon Screen_Shot_2018-05-24_at_5.31.51_PM.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.

 

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 applications, Candidates, Job Posts, Job Stages, Jobs, Sources, User Roles and Users.

When finished, click Update.

Your Harvest API key for the Greenhouse/Circular integration is created and configured 👍🏽 (You can now add it to the Circular ATS Integration form).

 

Retrieve Circular's Endpoint URL and Secret Key (Webhooks)

Before enabling the Greenhouse/Circular integration, Greenhouse Recruiting will need two pieces of information:

  • Circular’s Endpoint URL
  • Circular’s Secret Key

To retrieve this information, navigate to Account Settings (⚙️) > ATS integration > Greenhouse inside Circular, and click on Connect Webhooks. Copy down the Name, Endpoint URL, Secret Key, and error recipient name of each Webhooks.

Open the Greenhouse webhook configuration form. You'll need to create five webhooks:

  1. Job Post created
  2. Candidate or Prospect rejected
  3. Candidate or Prospect unrejected
  4. Candidate has been hired
  5. Candidate has changed state

For each of these Webhooks paste from Circular the Webhook name, the Endpoint URL, the Secret Key and the error recipient email that you have just copied. Ensure the webhooks are enabled and the disabled question is set as no.

 

Your Greenhouse Webhooks are now set up 👍🏽

You have already completed all the info and enabled the Webhooks. Now you just have to wait for our ATS team to contact you and synchronize your Greenhouse  opportunities to Circular to start receiving our candidates directly in to your pipeline!

How the integration works

Circular does not alter or add any stage in your selection processes. You'll simply receive our candidates directly into the Application review stage of your pipeline.

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How can I identify Circular's candidates? 

First, our candidates have their own source: "Circular",  as we are Greenhouse Partners. That way, you'll be able to identify and review them all together as well as break down and analyze their quality. 

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Besides the Circular source, we'll add and display extra info so you can identify them at any time. 

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Checkout their referrals

You can also see the referrals that other members of the community have left about our candidates. They are inside each candidate's Resume, that can be found in the candidate's details tab or just under their name. 

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Send candidates interview requests

Our candidates follow the same journey in Greenhouse that they do inside Circular:

Once you like a candidate you have to send them an interview request. But, how to do it inside Greenhouse? Easy, whenever you move any of our candidates from the Application review stage to one forward, you'll be inviting that candidate to be part of your selection process. 

Candidates will then receive an automatic email from Circular with your interview request, and if they accept, we'll introduce you both by email.  From that moment, you'll be able to access their contact info and start your selection process.

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Need help?

Visit our Help Center articles with detailed information about the Greenhouse integration guide:

You can also contact us at ats@trycircular (or directly get in touch with your account manager) for troubleshooting assistance regarding the integration.