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Visier

Visier for mid-market is a people analytics solution that makes it easy for HR leaders to transform their existing people data into meaningful analytics in just a few clicks.

Greenhouse Recruiting’s integration with Visier allows you to analyze your applicant pipeline and job posting process flow from end to end. In this article, we will cover how to:

 

Configure User Setup Permissions in Greenhouse Recruiting

In order to enable the Greenhouse Recruiting / Visier integration, you will need the developer permission Can manage ALL organization’s API Credentials.

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 Admin level permissions edit your user account's permissions by navigating to the Configure icon image-0.png > Users > Your Name.

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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 so a check is in the checkbox. When finished, click Save.

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Repeat as necessary for any other user that should have access to set up the integration.

 

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

To create a Harvest API key for the integration, click the Configure icon image-0.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. 

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

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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.

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On the Manage API Key Permissions page, enable all access options that start with GET: for the following attribute types: 

  • Applications
    • GET: Retrieve Application
    • GET: List Applications
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  • Candidates
    • GET: Retrieve Candidate
    • GET: List Candidates
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  • Close Reasons
    • GET: Get close reasons
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  • Custom Field Options
    • GET: Custom field options
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  • Custom Fields
    • GET: Get custom fields
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  • Custom Locations
    • GET: Retrieve Custom Location for Job Board
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  • Departments
    • GET: Retrieve Department
    • GET: List Departments
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  • EEOC
    • GET: Retrieve EEOC Data for Application
    • GET: List EEOC
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  • Job Openings
    • GET: List Openings For a job
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  • Job Posts
    • GET: List Job Posts
    • GET: Retrieve Job Post for Job
    • GET: List Job Posts for Job
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  • Job Stages
    • GET: Retrieve Job Stage
    • GET: List Job Stages
    • GET: List Job Stages for Job
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  • Jobs
    • GET: Retrieve Job
    • GET: List Jobs
    • GET: Get hiring team 
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  • Offers
    • GET: List Application's Offers
    • GET: Retrieve Application's Current Offer
    • GET: Retrieve Offer
    • GET: List Offers
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  • Offices
    • GET: Retrieve Office
    • GET: List Offices
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  • Rejection Reasons
    • GET: List Rejection Reasons
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  • Scheduled Interviews
    • GET: List Interviews for Application
    • GET: Retrieve Interview
    • GET: List Interviews
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  • Sources
    • GET: List Sources
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  • Users
    • GET: Retrieve User
    • GET: List Users
    • GET: List User Future Job Permissions
    • GET: List User Job Permissions
    • GET: List Pending Approvals
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When finished, click Update at the bottom of the page. 

Your Harvest API key for the Greenhouse Recruiting / Visier integration is created and configured. Copy your Harvest API key to paste into Visier. 

 

Enable the Integration in Visier

Sign into Visier with an Administrator's profile and click the Admin link on the left-hand side to navigate to the Admin Dashboard. On the Admin Dashboard page, click the Manage Data Provider(s) button. 

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Click the Add New Data Provider button. 

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In the HR Application dropdown, select Greenhouse. 

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Follow the prompts to paste the Harvest API key previously generated in Greenhouse Recruiting. Click the Authenticate button when finished. Visier will test the connect to Greenhouse Recruiting to confirm it can access your data. 

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If all is configured correctly, you will be asked to confirm the configuration by clicking the Next button.

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If you are happy with your configuration, complete the process by clicking the Finish button on the confirmation step.

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The Greenhouse Recruiting / Visier integration has been enabled successfully on Visier's platform. 

 

Update Visier Application and Begin Analysis

Your Greenhouse Recruiting applicant tracking and posting data can be pulled into Visier and combined with employee data from your HRIS. To move the data from Greenhouse Recruiting to Visier, from the Admin Dashboard page, click the Update Now button. 

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Your Visier application will work behind the scenes, bringing all the changes since your last update, to allow you to analyze up-to-the-minute data. Depending on how many changes you have made since the last update, this may take up to 10 minutes to complete. You will receive an email once the data transfer is complete. 

Click the Update Now button any time you need to synchronize your analysis environment with changes made in your Greenhouse Recruiting and HRIS data. 

 

Get Help

Contact help.me@visier.com for troubleshooting assistance regarding the integration.