Criteria is a leading provider of web-based pre-employment testing services. Our mission is to make high-quality pre-employment testing solutions accessible to companies of all sizes. Our testing system, HireSelect, is an SaaS (software as a service) solution that enables organizations to better manage their most important asset — their human capital — by providing state-of-the-art assessment tools to increase the effectiveness of the employee selection and retention process. HireSelect features aptitude, personality, emotional intelligence and skills tests.
Greenhouse Recruiting Harvest API integration with Criteria Corp allows users to send assessments and receive results in Greenhouse. In this article, we will cover how to:
- Request Assessment API Key from Criteria Corp CSM
- Configure User Setup Permissions in Greenhouse Recruiting/Retrieve UserID for On-Behalf-Of header
- Create a Harvest API Key for the Greenhouse/Criteria Corp Integration
- Create custom fields
- Provide Harvest API Key, UserID and custom field names to Criteria Corp CSM
- How to use the integration
Request Greenhouse Assessment API Key from Criteria Corp CSM
Reach out to your Criteria Corp Customer Success Manager to request a Greenhouse Assessment API Key. Once you receive it, open a ticket with Greenhouse Support (email@example.com) letting them know that you’d like to send over your Criteria Corp API Key, but don’t send the actual API Key in that email. Greenhouse Support will provide you with a SendSafelylink for you to enter your API Key into (How does SendSafely work?), which will notify Greenhouse Support once the API key has been entered. Greenhouse Support will then email you back confirming that your API key has been setup in your account. Once the key has been setup please move to the next step below.
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/Criteria Corp 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 > 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.
You’ll need to provide Criteria Corp with the UserID for the On-Behalf-Of header. The user should have access to the Developer Permissions as illustrated above. To retrieve the UserID navigate up to the URL and copy the number provided there.
Create a Harvest API Key for the Greenhouse/Criteria Corp Integration
To create a Harvest API key for the integration, click on 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 Criteria Corp.
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.
On the Manage API Key Permissions page, please check the boxes next to “Candidates” and Custom Fields”. When finished, click Update.
Your Harvest API key for the Greenhouse/Criteria Corp integration is created and configured.
Create Custom Fields
To create Custom Fields for the integration, click on the Configure icon in the upper right-hand corner. Navigate to Custom Options on the left-hand panel.
Click Add Field
Note: The fields you’ll need to add (for Vista Customers) are:
- candidateassessmentinvite1 - this is the date that the candidate was invited to take the assessment
- candidateassessmentresults1 - this is the date that the candidate took the remote/ccat1/ucat1 test
- ccat1rawscore - this is the raw score for the first test when CCAT
- ucat1rawscore - this is the raw score for the first test when UCAT
- candidateassessmentresults2 - this is the date that the candidate took the verification test
- ccat2rawscore - this is the raw score for the verification test when CCAT
- ucat2rawscore - this is the raw score for the verification test when UCAT
- salesapscoreband - the recommendation for the SalesAP
- csapscoreband - the recommendation for the CSAP
Add the Field Name, select the Field Type, make a note of the Immutable Field Key (as you will need to provide the Immutable Field Key names to Criteria Corp) and click Save. Repeat this process for all fields listed above.
Once all the fields have been created, please provide your Harvest API Key, UserID and Immutable Field Key names to your Criteria Corp Customer Success Manager so they can set up the integration.
How to use the Criteria Corp Integration with Greenhouse
Note: In order for results from Criteria Corp to appear in the candidate records in Greenhouse, the UserID provided above will need to continue to be a valid user. If the user becomes no longer valid (gets deleted…etc.) the results will stop appearing until a new valid UserID with permissions to Candidates and Custom Fields is provided to Criteria Corp.
Adding the Criteria Corp Stage to the Interview Plan
Go to the All Jobs menu and select a job
Select Job Setup, then select Interview Plan
Scroll down and select + Add a Stage
Select Criteria Corp and click Add
Adding Assessments to a Stage
Once the Criteria Corp stage has been added, click Edit
Use the drop-down menu to select the appropriate test battery for the job
Scroll down to the Graders and Notifications section and select at least one Greenhouse user to grade/review the assessments, then click Save
Note: If you’d like to add additional testing to another stage, simply replicate the steps above. You may want to name the second testing stage something different so you can differentiate them (e.g. Criteria Corp 2 instead of Criteria Corp). To edit the stage name hover over the stage name and click the pencil icon
Sending Assessments to a Candidate / Reviewing Scores
While in the job, select the Candidates option and click on a candidate’s name
Expand the Criteria Corp Stage by clicking the arrow, then click Send Test
This box will appear. Review details and click Send Test
Note: Keep in mind that all configuration of the assessment itself, as well as the email template, will need to be handled in HireSelect. When you click "Send Test" from within Greenhouse, the assessment instructions are actually sent by Criteria Corp.
The tests will send immediately and this message will display to confirm when testing was sent
The candidate will receive an email from Criteria Corp to take the assessments
Once the assessments are completed the Grader(s), Recruiter and/or Coordinator (depending on how you've configured your notifications in Greenhouse) will receive an email notification from Greenhouse. Click the hyperlinked “here” to be taken to the Candidate’s Interview Kit.
Click View Report to see a PDF of the candidate’s score reports
Note: Greenhouse pulls results from Criteria Corp once an hour. Therefore, the link to the score reports may take up to an hour to become available. The data in the custom fields appears immediately upon completion of the assessments.
To view data in the custom fields, select Details in the Candidate Record
Sending Assessments in Bulk
Note: Candidates must reside in the same job and in the same testing stage (e.g. Criteria Corp) in order to bulk send the assessments
Click on All Candidates, then select Pipeline Tasks
In the Pipeline Tasks menu, scroll down to Test Status and filter by To Be Sent
The list of filtered candidates will appear, click the Bulk Actions button
Then check the boxes next to the candidates that you’d like to send the testing to (or use the Select All button), and select Edit Selected
This box will appear. Click Send Tests
This box will appear. Review details and click Send Test. Note: If you select different tests on this screen, then those which are associated with the job req, an email notification will not be sent to the Grader from Greenhouse when the results for those tests are completed.
While the bulk action is processing you’ll see this message, and when it disappears the tests have been sent.
Please contact firstname.lastname@example.org for troubleshooting assistance regarding the integration.