EMPTrust's Onboarding can be used to quickly and efficiently bring your new hires onboard while giving them a great experience in their tailored onboarding portal. New hires are informed on what to expect from their first day onwards, and can effortlessly complete all required federal, state, and company-wide forms and policies. Hiring managers can monitor real-time progress, communicate with new hires in a variety of ways including SMS, all while maintaining federal and state compliance.
Greenhouse Recruiting’s integration with EMPTrust HR allows users to seamlessly trigger the onboarding process as soon as candidates are hired in Greenhouse. In this article, we will cover how to:
- Configure User Setup Permissions in Greenhouse Recruiting
- Create a Harvest API Key for the Greenhouse/EMPTrust HR Integration
- After set up of the above is complete, onboarding invitations can trigger automatically if all required fields are present. Otherwise, hired candidates will populate as 'Pending New Hires for Onboarding' for users to invite.
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/EMPTrust HR 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/EMPTrust HR 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 EMPTrust HR.
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, under 'Candidates' assign GET: Retrieve Candidate and under 'Offers' assign GET: List Offers. When finished, click Update.
Your Harvest API key for the Greenhouse/EMPTrust HR integration is created and configured. Provide your Harvest API key to your EMPTrust HR onboarding team so they can set up the integration.
How to use the EMPTrust HR Integration with Greenhouse
Once you have the Harvest API Key, copy it and log in to your EMPTrust production account as a user with admin privileges.
Navigate to 'System Settings' and click on 'Partner Integrations' from the menu on the left-hand side.
On the following screen, paste your Harvest API Key into the Greenhouse field indicated.
Once the above is completed, you're all set! The integration will process your hired candidates and automatically trigger the onboarding invites as it picks up hired candidate records with the required fields.
If the invite is not triggered, users can navigate to 'EMP-Onboard' > 'View New Hires for Onboarding' to select hired candidates, update their record, and send the invitation.
For information on pricing, please contact: email@example.com
For inquiries about the integration implementation, please contact your designated EMPTrust point of contact assigned at the beginning of the implementation process.
Please contact firstname.lastname@example.org for troubleshooting assistance regarding the integration.