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ConfirmHR

Confirm makes tools to help companies and employees find the right fit every time. Confirm allows you to automate the reference check portion of your candidate experience via a web form completed by each reference. The results of these forms are automatically compiled into a candidate dossier in Confirm. 

Greenhouse Recruiting's integration with Confirm allows you to collect these completed reference check reports automatically when your candidate is moved to the “Reference Check” stage and synced to Confirm. A link to the report will be added automatically to the candidate’s list of websites on their Greenhouse Recruiting candidate profile. 

In this article, we will cover how to: 

 

Configure User Setup Permissions in Greenhouse Recruiting

In order to enable the Greenhouse Recruiting / Confirm 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 Configure.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 Harvest API Key for the Greenhouse Recruiting / ConfirmHR Integration 

To create a Harvest API key for the integration, click 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.

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

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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, grant your Harvest API key the permissions listed below. When finished, click Update

  • Activity Feed
  • Applications
  • Candidates 
  • Jobs
  • Users

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Your Harvest API key for the Greenhouse Recruiting / Confirm integration is created and configured. Copy this key and save it to use in the next section.

 

Sync Greenhouse Recruiting and ConfirmHR to Automate Reference Checking

To provide your Harvest API key to Confirm, navigate to https://app.confirm.com/app-integrations, then click Connect New ATS in the upper-right corner. 

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In the Connect New ATS dialog box, ensure Greenhouse is selected from the dropdown, then enter the Harvest API key you generated in Greenhouse Recruiting. Click Connect New ATS

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Note: When Confirm posts to a candidate’s Activity Feed in Greenhouse Recruiting, a Greenhouse Recruiting user name must be associated with the post. By default, Confirm will use the user ID / name of the Greenhouse Recruiting user whose email address matches that of the user who connects the integration in Confirm (using the steps above). If no email address match is found between the two platforms, Confirm will use the first Greenhouse Recruiting Site Admin provided when the integration is connected. 

To complete connecting the integration, which will automatically email any candidates currently in the Reference Check stage to invite them to provide references, click Sync Now

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Once Greenhouse Recruiting and Confirm have synced, emails will be sent automatically to candidates in the Reference Check stage. Confirm will gather and validate all the references for your candidates, including reminding them and notifying you via email when the reference checks are ready. You can view the jobs and candidates synced with Confirm by clicking Jobs in the top-left corner in Confirm.

Confirm will attach a link in each candidate's Greenhouse Recruiting profile to their dossier. You can find this link in Greenhouse Recruiting under the candidate's Details tab > Website. Confirm also will post a corresponding update to the candidate's Activity Feed. 

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View Reference Check Results Dossier in Greenhouse Recruiting 

Want to see a candidate’s dossier based on references received so far? Navigate to the candidate's profile in Greenhouse Recruiting, then click the Details tab. Locate the Website field and click the Confirm URL to be directed to their dossier in Confirm. You will be able view a report similar to the example below: 

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This dossier lays out the candidate’s suggested titles, environments, vouched accomplishments, strength traits, expertise, areas of improvements, and more based on what their references say. References are validated automatically and weighted by believability, and all traits are compared to what you indicate in Greenhouse Recruiting are priorities for both your company and the specific role. 

 

Get Help

For additional information, visit the Confirm Help Center at https://support.confirmhr.com. For pricing information or to request a demo, visit https://www.confirmhr.com.  

Contact support@confirmhr.com for troubleshooting assistance regarding the integration.