Permissions: Site Admin who can manage ALL organization's API Credentials, and Job Admin who can manage ALL organization's API Credentials

Product tier: Available to all subscription tiers

Prelude streamlines recruiting operations by simplifying the most manual parts of scheduling interviews, freeing up resources to focus on top priorities.

Greenhouse Recruiting's integration with Prelude allows your team to schedule your candidates from Greenhouse Recruiting directly within the Prelude platform.

In this article, we will cover how to: 

Configure user setup permissions in Greenhouse Recruiting

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

Contact a Greenhouse Recruiting 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 that 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 / Prelude 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 Prelude.

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In the Create New Credential dialog box, make the following selections:

  • API Type: Harvest
  • Partner: Prelude
  • Description: Prelude Harvest API Key

When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by Prelude.

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In the subsequent dialog box, click Copy to save your API key to your clipboard. Store the API key in a secure location to provide to Prelude in the next step. Click I have stored the API Key once you have copied and saved the key.

Note: You cannot access the full Harvest API key again after clicking I have stored the API Key. If you lose your API key and need to access it later, you must create a new API key, provide it to the integration partner, and then revoke access to the original key.

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On the subsequent page, confirm the following permissions are assigned to your new API key:

Applications:

  • GET: Retrieve Application
  • GET: List Applications
  • POST: Advance Application
  • POST: Move Application
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Candidates: 

  • GET: Retrieve Candidate
  • GET: List Candidates
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Departments: 

  • GET: Retrieve Department
  • GET: List Departments
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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: 

  • All permissions
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Jobs: 

  • GET: Retrieve Job
  • GET: List Jobs
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Scheduled Interviews: 

  • All permissions
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Tags: 

  • GET: List tags applied to candidate
  • GET: List Candidate Tags
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User Roles: 

  • All permissions
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User: 

  • GET: Retrieve User
  • GET: List Users
  • GET: List User Job Permissions
  • GET: List User Future Job Permissions
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If any of the permissions above are not checked, place a check in the box next to the appropriate permission. Click Save when finished. 

Navigate to the Prelude website > IntegrationsGreenhouse (or click here) and paste the API key into the appropriate field. Click Save when finished. 

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The Greenhouse Recruiting / Prelude integration is now enabled and ready for use!

Use the Greenhouse Recruiting / Prelude integration

With the Greenhouse Recruiting / Prelude integration enabled, you will see the option to send out Greenhouse Recruiting interview kits on the Schedule and New Booking pages in Prelude. 

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If you wish to deactivate the Greenhouse Recruiting / Prelude Integration, simply uncheck the box within Prelude at any time.

With the Greenhouse Recruiting / Prelude integration, you may also use the Prelude Chrome Extension. Read more on Prelude's Support site here.