Xref is an automated reference checking software that helps you gather high-quality insights, in less time.

Greenhouse Recruiting's integration with Xref allows you to seamlessly add Xref reference checks to a job's interview plan.

Create a Harvest API key for the Xref integration

To configure the Greenhouse Recruiting / Xref integration, you'll need to create a Harvest API key.

Follow the steps in this article to create the key, and verify that the credentials and permissions below are selected when configuring the Xref integration.

Credentials

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

  • API type: Harvest
  • Partner: Xref 
  • Description: Xref Harvest API key

Permissions

Verify that the following permissions are selected for the Xref integration:

Applications

  • All permissions

Candidates

  • All permissions

Users

  • All permissions

Copy and save the Harvest API key to provide to your Xref onboarding team.

Retrieve Greenhouse Recruiting User ID

Next, you will need to identify the user ID of a Site Admin for your organization.

navigate to the Users configure page. (Configure icon Screenshot of the configure icon. Users)

From the Users page, click Export to Excel.

A spreadsheet downloads to your computer. From the spreadsheet, navigate to the User ID column and copy the user ID value in line with your selected user.

Provide this user ID to your Xref onboarding team and your Harvest API key generated in the previous step.

Enable the Greenhouse Recruiting / Xref Integration

Contact the Xref Integrations Team by emailing integrations@xref.com to receive your Xref API key. Once you have received your API key, fill out the form at www.greenhouse.io/asksupport or click here to open a ticket.

Note: Do not send the API key in this initial email.

The Greenhouse Support Team will respond with a SendSafely link for you to enter your API key. A notification will be sent to the Greenhouse Support Team after you have entered your API key, and they will email you to confirm that your API key has been set up in your account and your integration is enabled.

Note: To verify your identity, the Greenhouse Support Team might request you provide a Support Verification Code before adding the API key to your organization's account.

Add Xref stage to the job's interview plan

Once the Greenhouse Recruiting / Workvisa.io integration is enabled for your organization, you're able to add Xref as an Interview stage.

Follow the steps in this article to add the Xref stage to your job's interview plan.

Configure Xref Job Stage

On the Interview Plan page, find the newly added Xref stage and click Edit Take Home Test next

Once the Xref stage has been added to the job's interview plan, click Edit. Use the provided dropdown to select the assessment to be sent from a list of assessments you previously configured in Xref.

Select the appropriate assessment and assign at least one Greenhouse Recruiting user to grade/review submitted assessments. When finished, click Save at the bottom of the page.

Note: Keep in mind that all configuration of the assessment itself must be completed in Xref.

Send and review the Xref test

When candidates are moved into the Xref interview stage, Greenhouse Recruiting will display a Send Test link on the candidate's profile. Xref requires a Recruiter source against the candidate in order to create the check and attribute the request to a user.

Note: When you send a test from Greenhouse Recruiting, the assessment instructions are actually sent by Xref.

Once the test has been sent, the status of the test will be viewable in Greenhouse Recruiting.

Once the candidate has submitted their test, the scorecard page will contain a link to view the submitted test on Xref.

The Xref report also will be saved as a document that can be viewed from the candidate's Details tab > All Attachments section.

Additional resources

Please contact support@xref.com for troubleshooting assistance regarding the integration. Or visit Xref Support for frequently asked questions about the Xref employer, candidate, or reference process.