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InterviewPlanner

 InterviewPlanner is an automated interview scheduling platform built for recruiting teams. Spend less time juggling calendars and reduce candidate time-to-hire with actionable notifications.

Greenhouse Recruiting's integration with InterviewPlanner allows you to schedule all your interviews with ease by finding the most optimal schedule for candidates and interviewers. In this article, we will cover how to: 

 

Configure User Setup Permissions in Greenhouse Recruiting

In order to enable the Greenhouse Recruiting / InterviewPlanner 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 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 / InterviewPlanner Integration

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

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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, please grant the Harvest API key the following permissions: 

Applications:

  • GET: List ApplicationsInterviewPlanner uses this to sync applications from Greenhouse Recruiting and keep data in InterviewPlanner up-to-date.
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Candidates:

  • GET: List CandidatesInterviewPlanner uses this to sync candidates from Greenhouse Recruiting and keep data in InterviewPlanner up-to-date.
  • POST: Add NoteInterviewPlanner uses this to make a note on a candidate's Activity Feed when they are scheduled or a schedule is cancelled.
  • POST: Add E-mailInterviewPlanner uses this to log all emails they send to a candidate on their Activity Feed.
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Job Stages:

  • GET: List Job Stages for JobInterviewPlanner uses this to sync job stages from Greenhouse Recruiting and keep data in InterviewPlanner up-to-date.
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Jobs:

  • GET: List JobsInterviewPlanner uses this to sync jobs from Greenhouse Recruiting and keep data in InterviewPlanner up-to-date.
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Offices:

  • GET: List OfficesInterviewPlanner uses this to sync offices from Greenhouse Recruiting and keep data in InterviewPlanner up-to-date.
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Scheduled Interviews:

  • GET: List Interviews for ApplicationInterviewPlanner uses this to find all scheduled interviews for an application and ensure your scheduled interviews are accurate.
  • DELETE: Delete a scheduled interviewInterviewPlanner uses this to clear out scheduled interviews in Greenhouse Recruiting so interviewers do not receive reminders for cancelled interviews.
  • POST: Create a scheduled interviewInterviewPlanner uses this to inform Greenhouse Recruiting about scheduled interviews so Greenhouse Recruiting can send email reminders to the interviewers.
  • PATCH: Update a scheduled interviewInterviewPlanner uses this to update scheduled interviews when you edit an existing schedule.
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Users: 

  • GET: List UsersInterviewPlanner uses this to sync users from Greenhouse Recruiting and keep data in InterviewPlanner up-to-date.
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When finished, click Update at the bottom of the page. Your Harvest API key for the Greenhouse Recruiting / InterviewPlanner integration is created and configured. Copy the Harvest API key to provide to InterviewPlanner in the next step.

 

Provide Harvest API Key to InterviewPlanner and Use Integration

Navigate to the InterviewPlanner Integrations page to enter your newly created Harvest API key under the ATS section. You will also need to provide your Greenhouse Recruiting subdomain; you can learn more about this by clicking here

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Enter the requested details and click Save at the top right. Once you have saved, InterviewPlanner will begin syncing jobs, stages, candidates, and applications with Greenhouse Recruiting. After a few minutes, you should see your Greenhouse Recruiting data in InterviewPlanner. 

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Once a candidate has been scheduled in InterviewPlanner, InterviewPlanner syncs the interviews back to Greenhouse Recruiting and adds notes to the candidate's Activity Feed. 

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Get Help

Check out InterviewPlanner's Help Center for guides and articles. You also can reach out to support@interviewplanner.com for any questions or troubleshooting regarding the integration.