Prelude (formerly Interview Schedule)

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

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  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 Prelude.

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.

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.

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
Candidates:  GET: Retrieve Candidate GET: List Candidates
Departments:  GET: Retrieve Department GET: List Departments
Job Openings:  GET: List Openings For a Job
Job Posts: GET: List Job Posts GET: Retrieve Job Post for Job GET: List Job Posts for Job
Job Stages:  All permissions
Jobs:  GET: Retrieve Job GET: List Jobs
Scheduled Interviews:  All permissions
Tags:  GET: List tags applied to candidate GET: List Candidate Tags
User Roles:  All permissions
User:  GET: Retrieve User GET: List Users GET: List User Job Permissions GET: List User Future Job Permissions

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 > Integrations > Greenhouse (or click here) and paste the API key into the appropriate field. Click Save when finished. 

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. 

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.