My Ally is an AI based Talent Lifecycle Management Solution that focuses on assisting your HR teams with top notch recruiting capabilities. We enable end to end automation of interview scheduling to make setting up interviews seamless in the most cost effective way.
Our AI recruiting assistant-Sky has the flexibility and scalability to handle everything from:
- Multi-panel interviews, back-to-back interviews, one-on-one interviews and more
- Cancellations, negotiations, rescheduling and conference room booking
- Recruiting events, video interviews, phone screens and on-site interviews
The integration with My Ally is simple, one can simply trigger My Ally from the Greenhouse instance with a click of a button.
Greenhouse Recruiting’s integration with My Ally allows its AI to fetch all the required information around the candidate applications, requisitions and the interviewers in order to schedule the interviews. Once the integration is established, the recruiters can simply go to the candidate’s profile page on Greenhouse and @mention the smart AI to schedule an interview for the current stage of the candidate. The AI picks it up from here and coordinates with the interviewer and the candidate to get the interview scheduled. In this article, we will cover how to:
- Configure User Setup Permissions in Greenhouse Recruiting
- Create a Harvest API Key for the Greenhouse/My Ally Integration
- How to use the My Ally Integration with Greenhouse
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/My Ally 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.
Create a Harvest API Key for the Greenhouse/My Ally Integration
To create a Harvest API key for the integration, click on the Configure icon in the upper right-hand corner. Navigate to the 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 My Ally.
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 select the following permissions:
- GET: Retrieve Activity Feed
- GET: Retrieve Application
- GET: List Applications
- POST: Advance Application
- POST: Move Application
- GET: Retrieve Candidate
- GET: List Candidates
- PATCH: Edit Candidate
- POST: Add Candidate
- POST: Add Note
- GET: Retrieve Job Stage
- GET: List Job Stages
- GET: List Job Stages for Job
- GET: Retrieve Job
- GET: List Jobs
- GET: List Offers
- GET: List Interviews for Application
- GET: Retrieve Interview
- GET: List Interviews
- GET: Retrieve Application's Scorecard
- GET: List Scorecards for Application
- GET: Retrieve Scorecard
- GET: List Scorecards
- GET: Retrieve User
- GET: List Users
Click on update after selecting all the required permissions.
Your Harvest API key for the Greenhouse/My Ally integration is created and configured. Provide your Harvest API key to your My Ally onboarding team so they can set up the integration.
How to use the My Ally Integration with Greenhouse
The integration allows My Ally AI to fetch all the required information around candidate’s applications, requisitions and interviewers to schedule interviews. All the recruiter needs to do is to go to the candidate’s profile page on Greenhouse and add a note to the AI with @mention to schedule the current stage of the candidate. This step triggers the AI to action and it starts coordinating with the interviewers and the candidate to get the interview scheduled. The AI also handles the more complex side of interview scheduling including rescheduling, interviewer replacements, cancellations, interview slot negotiation, conference room bookings and escalations.
Once the AI is triggered, it reaches out to the candidate with a live link which includes all the available slots from the interviewers’ calendars. Once the candidate clicks on the live link, it fetches the real-time available slots and shows them to the candidate to choose a preferred slot.
Once the candidate selects a preferred slot, the AI sends out the interview invites to the candidate and to the interviewers along with further details of the interview.
*If you are adding or editing customer’s data as part of the integration, please specify the Greenhouse user(s) in the On-behalf-of header in this section. For example, if you are using the same recruiter’s user ID to make all edits, it makes sense to note this in the article to avoid confusion.
Please contact email@example.com for troubleshooting assistance regarding the integration.