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Vettery

Vettery uses machine learning and real-time data to match talented job-seekers with inspiring companies. Vettery's goal is to enrich and automate the recruiting process, make hiring more rewarding for everyone, and create a happier and more accountable working world.

Greenhouse Recruiting's integration with Vettery allows your organization to sync data between the two platforms to streamline and speed up your hiring process: 

  • When you make an update to a Vettery candidate’s application in Greenhouse Recruiting, your Vettery Account Manager is instantly alerted without you lifting a finger. 
  • Sync Vettery tech candidates to the right hiring manager in Greenhouse Recruiting.
  • Sync Vettery tech candidates to the right role and stage in Greenhouse Recruiting.
  • Create tech roles on Vettery with your existing Greenhouse Recruiting job descriptions.

In this article, we will cover how to: 

 

Configure User Setup Permissions in Greenhouse Recruiting

In order to enable the Greenhouse Recruiting / Vettery integration, you will need the following developer permissions:

  • Can manage ALL organization’s API Credentials
  • Can manage and configure web hooks

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 and web hooks permissions 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 and Can manage and configure web hooks so that a check is in each 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 / Vettery 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 Vettery.

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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, grant your API key the permissions listed below: 

Applications:

  • GET: Retrieve Application
  • GET: List Applications
  • POST: Advance Application
  • POST: Reject Application
  • POST: Unreject Application 
  • PATCH: Update a rejected application's rejection reason
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Candidates:

  • GET: Retrieve Candidate
  • GET: List Candidates
  • PATCH: Edit Candidate
  • POST: Add Candidate
  • POST: Add Note
  • POST: Add Attachment
  • POST: Add Application
  • POST: Add Prospect
  • POST: Add E-mail
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Close Reasons:

  • GET: Get close reasons
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Email Templates:

  • GET: Retrieve Email Template
  • GET: List Email Templates
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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: 

  • GET: Retrieve Job Stage
  • GET: List Job Stages
  • GET: List Job Stages for Job
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Jobs:

  • GET: Retrieve Job
  • GET: List Jobs
  • GET: Get hiring team
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Offers:

  • GET: List Application's Offers
  • GET: Retrieve Application's Current Offer
  • GET: Retrieve Offer
  • GET: List Offers
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Offices:

  • GET: Retrieve Office
  • GET: List Offices
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Scheduled Interviews:

  • GET: List Interviews for Application
  • GET: Retrieve Interview
  • GET: List Interviews
  • DELETE: Delete a scheduled interview
  • POST: Create a scheduled interview
  • PATCH: Update a scheduled interview
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Scorecards:

  • GET: List Scorecards for Application
  • GET: Retrieve Scorecard
  • GET: List Scorecards
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Sources:

  • GET: List Sources
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Users: 

  • GET: Retrieve User
  • GET: List Users
  • GET: List User Future Job Permissions
  • GET: List User Job Permissions
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When finished, click Update

Your Harvest API key for the Greenhouse Recruiting / Vettery integration is created and configured. Copy the Harvest API key to enter in Vettery in the next step.

 

Enable the Greenhouse Recruiting / Vettery Integration

Login to Vettery and navigate to Tracker in the top-left corner.

From the subsequent page, click edit preferences & integration. Click Integration with Greenhouse on the right panel. 

Note: If you have integrated with Greenhouse Recruiting already, the button will be highlighted in green and will say Greenhouse Settings

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You will be directed to a page which outlines some of the features Vettery can build with the bi-directional ATS and the data Vettery will sync from Greenhouse Recruiting. If you agree with the terms, click Continue

Note: Only one user at your company needs to accept this agreement. 

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Next, navigate to the API Key field and paste the Harvest API key you created in Greenhouse Recruiting. Click Save and Verify once the key is entered. Wait a few seconds so Vettery and Greenhouse Recruiting can load all of the active connections. Do not refresh your page at this point.

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Below the API key, you should see 48 of 48 connections active, indicating you have set up all of the API connections correctly. You can click on this text to see the full list of connections. 

Note: If you have fewer than 48 connections, pinpoint which connections are not active by expanding the connections list. Then return the API Credential Management page in Greenhouse Recruiting. Click Manage Permissions above the Vettery API and check off the boxes next to the remaining inactive connections. Click Update to save the changes. In Vettery, you should now see  48 of 48 connections active.

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Create the Vettery Web Hooks

Below the API Key section in Vettery, you will see a section called WebHooks. This section includes an Endpoint URL and a Secret Key for each of the eight web hooks you need to create in Greenhouse Recruiting. As you need each Endpoint URL and Secret Key to create a web hook, hover over the appropriate field to display a Copy button. Click Copy to save the information to your clipboard, then paste it in Greenhouse Recruiting. 

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In a separate window or tab, return to Greenhouse Recruiting and click the Configure Configure.png icon in the upper right-hand corner. Navigate to Dev Center on the left-hand panel. 

From the Dev Center page, click Web Hooks

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Click Web Hooks from the subsequent page. 

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You will be directed to a page where you can create a new web hook. From this Create A New Web Hook page, provide the following details to create your first web hook:

  • Name: We suggest Vettery: Candidate Stage Change
  • When: Be sure to select the correct action so the web hook fires at the appropriate event in Greenhouse Recruiting [Candidate has changed stage]
  • Endpoint URL: Paste the Endpoint URL copied from Vettery under WebHooks Candidate Stage Change
  • Secret key: Paste the Secret Key copied from Vettery under WebHooks Candidate Stage Change
  • Error recipient email: support@vettery.com 
  • Disabled?: No

Click Create Web hook.

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Return to Vettery and click Check endpoints. A green circle will appear next to the Candidate Stage Change section to confirm you have enabled the web hook successfully. 

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You will create eight web hooks in total to enable all necessary integration capabilities. Repeat the steps above to create and check the additional seven web hooks, using the following details:

Web hook #2: Offer Created

  • Name: We suggest Vettery: Offer Created
  • When: Be sure to select the correct action so the web hook fires at the appropriate event in Greenhouse Recruiting [Offer Created]
  • Endpoint URL: Paste the Endpoint URL copied from Vettery under WebHooks Offer Created
  • Secret key: Paste the Secret Key copied from Vettery under WebHooks Offer Created
  • Error recipient email: support@vettery.com 
  • Disabled?: No

Web hook #3: Offer Updated

  • Name: We suggest Vettery: Offer Updated
  • When: Be sure to select the correct action so the web hook fires at the appropriate event in Greenhouse Recruiting [Offer Updated]
  • Endpoint URL: Paste the Endpoint URL copied from Vettery under WebHooks Offer Updated
  • Secret key: Paste the Secret Key copied from Vettery under WebHooks Offer Updated 
  • Error recipient email: support@vettery.com 
  • Disabled?: No

Web hook #4: Offer Deleted

  • Name: We suggest Vettery: Offer Deleted
  • When: Be sure to select the correct action so the web hook fires at the appropriate event in Greenhouse Recruiting [Offer Deleted]
  • Endpoint URL: Paste the Endpoint URL copied from Vettery under WebHooks Offer Deleted
  • Secret key: Paste the Secret Key copied from Vettery under WebHooks Offer Deleted
  • Error recipient email: support@vettery.com 
  • Disabled?: No

Web hook #5: Candidate Rejected

  • Name: We suggest Vettery: Candidate Rejected
  • When: Be sure to select the correct action so the web hook fires at the appropriate event in Greenhouse Recruiting [Candidate or Prospect rejected]
  • Endpoint URL: Paste the Endpoint URL copied from Vettery under WebHooks Candidate Rejected
  • Secret key: Paste the Secret Key copied from Vettery under WebHooks Candidate Rejected
  • Error recipient email: support@vettery.com 
  • Disabled?: No

Web hook #6: Candidate Hired

  • Name: We suggest Vettery: Candidate Hired
  • When: Be sure to select the correct action so the web hook fires at the appropriate event in Greenhouse Recruiting [Candidate has been hired]
  • Endpoint URL: Paste the Endpoint URL copied from Vettery under WebHooks Candidate Hired
  • Secret key: Paste the Secret Key copied from Vettery under WebHooks Candidate Hired
  • Error recipient email: support@vettery.com 
  • Disabled?: No

Web hook #7: Candidate Submitted Application

  • Name: We suggest Vettery: Candidate Submitted Application
  • When: Be sure to select the correct action so the web hook fires at the appropriate event in Greenhouse Recruiting [Candidate has submitted application]
  • Endpoint URL: Paste the Endpoint URL copied from Vettery under WebHooks Candidate Submitted Application
  • Secret key: Paste the Secret Key copied from Vettery under WebHooks Candidate Submitted Application
  • Error recipient email: support@vettery.com 
  • Disabled?: No

Web hook #8: Candidate Merged

  • Name: We suggest Vettery: Candidate Merged
  • When: Be sure to select the correct action so the web hook fires at the appropriate event in Greenhouse Recruiting [Merged Candidate]
  • Endpoint URL: Paste the Endpoint URL copied from Vettery under WebHooks Candidate Merged
  • Secret key: Paste the Secret Key copied from Vettery under WebHooks Candidate Merged
  • Error recipient email: support@vettery.com 
  • Disabled?: No

When you are finished, all of the web hooks should have a green circle next to them in Vettery. 

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Connect an Existing Vettery Role to Greenhouse Recruiting

Once the Greenhouse Recruiting / Vettery integration is enabled, visit www.vettery.com/roles and select the role you wish to connect with Greenhouse from the Roles dropdown. 

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Click Edit Role and select Role Settings

Note: If you have not integrated with Greenhouse Recruiting yet, click start integration and follow the steps to integrate in this video tutorial. If you previously set up a one-directional integration with Greenhouse Recruiting, you will be prompted to update your integration to be bi-directional. 

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Under Greenhouse job sync, use the dropdown to select the job you would like to connect to this role. Candidates will be assigned to this job in Greenhouse Recruiting upon accepting your interview request. 

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Under Assign candidate stage,  select the stage you would like candidates to be added to once they accept an interview request.

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Click Save & see matches, and you are finished! 

 

Connect a New Vettery Role to Greenhouse Recruiting

Visit www.vettery.com/roles and click Create a new role

Note: If you have not integrated with Greenhouse Recruiting yet, click start integration and follow the steps to integrate in this video tutorial. If you previously set up a one-directional integration with Greenhouse Recruiting, you will be prompted to update your integration to be bi-directional. 

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Under Greenhouse job sync, use the dropdown to select the role you would like candidates to be assigned to upon accepting your interview request. 

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Under Assign candidate stage,  select the stage you would like candidates to be added to once they accept an interview request.

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Vettery will then create the role directly from your Greenhouse Recruiting job description. Fill in any missing fields and you will be all set.

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