Zoom is the leader in modern enterprise video communications, with an easy cloud platform for video and audio conferencing, collaboration, chat, and webinars across mobile devices, desktops, telephones, and room systems.
Greenhouse Recruiting's integration with Zoom allows you to add Zoom links to interviews directly within Greenhouse Recruiting as part of your scheduling workflow.
Set up the integration
To set up the integration, log in to Greenhouse Recruiting and click Integrations on your navigation bar.
Search for Zoom, and select it from the list of results. Click Connect.
Next, enter your Zoom Admin credentials, and sign in to authorize the integration.
Note: For you to authorize the Zoom integration, Greenhouse Recruiting must be approved in your organization's Zoom App Marketplace. If it isn't already, your organization's Marketplace Administrator can approve the app in the Zoom Admin portal. Learn more.
Once complete, the Zoom integration is enabled and can be used by anyone in your Greenhouse Recruiting environment when scheduling interviews.
The following default settings can't be edited for this integration:
- All Zoom meeting IDs are generated randomly.
- All Zoom meeting IDs include a password.
Tip: If your Zoom host uses Zoom's Personal Meeting ID (PMI) feature, two different meeting IDs might be shown on the calendar event. Interviewers and candidates could click either link to connect to the meeting. To avoid confusion, we recommend that your Zoom hosts not use a Personal Meeting ID (PMI) when scheduling a meeting. Learn more about deactivating PMI on Zoom.
Use the integration
Schedule an interview with Zoom
Tip: Organizations using the Calendly integration can schedule Zoom meetings through Calendly. This allows for added functionality, like Zoom's alternative host feature.
To schedule an interview using the Zoom integration, navigate to a candidate profile and click Schedule Interview.
Next, select the details for the interview date, time, and interviewers, then click Schedule and Continue at the bottom-right of the page.
Tip: For more details on scheduling, check out Schedule an interview.
Edit the invite description or select an interviewer invite template. The name of the Zoom meeting will match the subject line of the interviewer invite unless the subject line is blank, in which case Zoom will name it Zoom Meeting. Zoom meeting titles will render interview tokens such as {{INTERVIEW_NAME}}
and {{CANDIDATE_NAME}}
unless you uncheck Send an email update to all interviewers.
Next, click Add Video Conferencing on the left.
Select Zoom from the dropdown, then select the person who should host the meeting. You can choose between yourself, any people listed as interviewers for the event, or any people listed as coordinators on the job.
Note: It isn't possible to edit the meeting host once the interview is scheduled. If you need to change the meeting host later, delete and reschedule the interview.
When finished, click Send Invites. A unique Zoom meeting link will be generated and automatically added to the body of the interviewer invite.
Greenhouse Recruiting will send a calendar invite to the interviewers including the unique Zoom video conferencing link.
You can also copy the Zoom meeting link directly from the interview on the candidate's profile if needed.
Tip: Follow your usual process to update an interview if you need to edit, cancel, or delete an existing interview scheduled with Zoom. Just keep the Zoom meeting link in the body of the event, and send updates to all guests. While the date and time won't be updated in Zoom when rescheduled, the meeting will be ready whenever the interviewer joins regardless of what scheduled time is displayed in Zoom.
Note: Canceling or deleting an interview in Greenhouse Recruiting that contains a Zoom meeting link doesn't deactivate the meeting or remove the meeting from your organization's Zoom account.
The following information is sent to Zoom when scheduling is complete:
- Host name
- Start time
- Duration of the meeting
- Subject line of the interviewer invite
Send an interview invite to a candidate
Once an interview is scheduled, click Send Interview Confirmation at the bottom of the page interview confirmation email to the candidate.
Note: By default, this email uses the Default Candidate Interview Confirmation Message template.
The Zoom video conferencing link will be automatically added to the body of the email and is also included in the calendar file attachment. Don't edit or remove the Zoom link, or your candidate will have trouble connecting to your interview.
Tip: Your Zoom host's settings determine if the candidate can join the meeting before the host.
Your organization should consider enabling the Embed passcode in the invite link for one-click join setting on Zoom Admin settings. This will ensure candidates can join meetings without entering a Zoom meeting passcode.
Troubleshoot the integration
Unable to set up the Zoom integration
If you're unable to set up the Zoom integration on Greenhouse Recruiting, first ensure you're a Zoom Admin. Only Zoom Admin can enable the integration for your organization.
Next, ensure the Greenhouse Recruiting app is approved in your Zoom marketplace. Log in to your Zoom Admin portal, and click Advanced.
Click App Marketplace, and search for Greenhouse.
Click Who Can Install and add yourself or another Admin to the list of people who can integrate Zoom with Greenhouse Recruiting.
Error connecting to Zoom, refresh or contact a site admin
If you receive the error "Error connecting to Zoom, refresh or contact a site admin" when trying to schedule with Zoom, it typically indicates that the Zoom Admin who connected the integration is either no longer a Zoom Admin or has had their permissions changed in Zoom.
To resolve this issue, have a Zoom Admin at your organization disconnect and then reconnect the integration in Greenhouse Recruiting.
I am not recognized as a Zoom user
If you attempt to schedule an interview and receive an error "Not recognized as a Zoom user" when choosing yourself or another team member as a host, this typically indicates that the primary email address in Greenhouse Recruiting doesn't match the primary email address of the account on Zoom.
To resolve this issue, ensure that your primary email address in Greenhouse Recruiting and in Zoom both match. If the issue persists, reach out to Zoom Support.
Disconnect the integration
Note: Only Site Admin can disconnect the Zoom integration for an organization.
To disconnect the integration, click Integrations on your navigation bar and select Zoom.
Click Disconnect.
Once complete, people at your organization won't be able to use the integration to create Zoom meeting links going forward. However, any interviews already scheduled will retain valid Zoom meeting links.