Welcome provides an offer management and closing platform for HR teams. With our Greenhouse integration, we’ll import candidate profiles and roles to streamline offer creation, and seamlessly update offer status in Greenhouse.
Greenhouse Recruiting’s integration with Welcome allows customers to import candidate and role data inside of the Welcome platform. Welcome is also able to update the stage of customer’s applicants’ applications on Greenhouse. In this article, we will cover how to:
- Configure User Setup Permissions in Greenhouse Recruiting
- Create a Harvest API Key for the Greenhouse/Welcome Integration
- How to connect your Welcome account to your Greenhouse Account
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/Welcome 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/Welcome 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 Welcome.
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, check/select Applications, Approvals, Candidates, Departments, Job Openings, Job Posts, Job Stages, Jobs, Offers, Offices, Tags, User Roles and Users.
Your Harvest API key for the Greenhouse/Welcome integration is created and configured. Provide your Harvest API key to your Welcome onboarding team so they can set up the integration.
How to use the Welcome Integration with Greenhouse
To use the Greenhouse integration with Welcome:
- Log into your Welcome dashboard
- Visit the Settings section
- Click on Integrations
- Click Connect for Greenhouse
- Follow the instructions to create and enter an API key
- Copy the full API key and enter it into your Welcome dashboard
Note: Once integrated, it may take a few minutes for the integration to be enabled.
Settings: Connect Greenhouse
Import candidate profile:
Import role information (if/where applicable):
Update offer status in Greenhouse:
Check job stage in Greenhouse (after sending the offer):
Please contact firstname.lastname@example.org for troubleshooting assistance regarding the integration.