Greenhouse Recruiting’s integration with CalendarHero allows you to seamlessly add CalendarHero’s meeting scheduling automation to your recruiting workflow. In this article, we will cover how to:
- Enable the Greenhouse/CalendarHero integration
- Access Greenhouse information in CalendarHero
- Schedule meetings in CalendarHero with Greenhouse contacts and information
- Get Support
Enable the Greenhouse/CalendarHero Integration
In order to enable the Greenhouse/CalendarHero integration, you will need the developer permission as 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 Configure.png > 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 a check is in the checkbox. When finished, click Save.
Repeat as necessary for any other user who should have access to set up the integration.
To create a Harvest API key for the integration, click the Configure Configure.png icon in the upper right-hand corner. Navigate to the Developer Center on the left-hand panel.
From the Developer Center page, click API Credential Management.
From the API Credential Management page, click Create New API Key to generate the API key for CalendarHero.
In the Create New Credential dialog box, make the following selections:
API Type: Harvest
Description: CalendarHero Harvest API Key
When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by CalendarHero.
In the subsequent dialog box, click Copy to save your API key to your clipboard. Store the API key in a secure location to provide to CalendarHero in the next step. Click I have stored the API Key once you have copied and saved the key.
Note: You cannot access the full Harvest API key again after clicking I have stored the API Key. If you lose your API key and need to access it later, you must create a new API key, provide it to the integration partner, and then revoke access to the original key.
On the subsequent page, confirm the following permissions are assigned to your new API key:
If any of the permissions above are not checked, place a check in the box next to the appropriate permission. Click Save when finished.
Your Harvest API key for the Greenhouse Recruiting/CalendarHero integration is created and configured. Provide your Harvest API key to your CalendarHero onboarding team so they can set up the integration.
Access Greenhouse information in CalendarHero
The Greenhouse/CalendarHero integration empowers recruiters and hiring managers to hire top candidates faster by making Greenhouse Recruiting's information easily accessible during the candidate interview process.
As a user, you can schedule meetings automatically with contacts from Greenhouse and conveniently access candidate information directly in your inbox or chat platform. Candidate details such as status, position, and resumes are made easily accessible to help simplify meeting preparation for busy recruiters and hiring managers.
With CalendarHero, users can:
- Quickly schedule meetings with candidates synced from Greenhouse including 1:1 screening calls and group interviews
- Automatically log meeting details to the current stage in Greenhouse
- Receive an audit trail of your scheduling process by automatically logging key activities in the Greenhouse activity feed (ex. when a meeting is requested, confirmed or declined)
- Simplify interview preparation by viewing candidate insights (including a direct link to a candidate’s record in Greenhouse) via meeting briefings, email, chat or our People Insights feature
Sync candidates (contacts) from Greenhouse Recruiting
Once CalendarHero is integrated with Greenhouse Recruiting, CalendarHero automatically syncs key candidate information from Greenhouse, so that users can begin to automate meeting scheduling with these contacts. Greenhouse Recruiting remains “the source of truth” so any updates made in Greenhouse Recruiting will also reflect in CalendarHero.
Please Note: It may take up to 15 minutes for Greenhouse Recruiting information to initially sync with CalendarHero.
By adding the CalendarHero meeting assistant to a chat app such as Slack, users can schedule meetings with Greenhouse candidate information without having to leave the app:
CalendarHero Meeting Briefings
To keep users on top of their schedules and simplify meeting preparation, Calendar sends automated pre-meeting briefings to users in their preferred email platform or chat app. CalendarHero supports several apps, including Outlook, Gmail, Microsoft Teams, and Slack.
The meeting briefings include pertinent meeting details and a link to the candidate’s record in Greenhouse. The candidate link takes users to Greenhouse information such as a cover letter or resume.
To simplify candidate research, users can also use the unique CalendarHero feature: people insights. When using this feature in a chat app like Slack or Microsoft Teams, users can ask, “Who is [candidate’s name]?” to their CalendarHero meeting assistant.
In response, CalendarHero will automatically share available information from Greenhouse which can include candidate insights such as status, position, and links to resumes, and cover letters. In addition, CalendarHero can provide a brief meeting history as well as publicly available information such as related websites and social media profiles.
Please reach out at firstname.lastname@example.org for troubleshooting assistance regarding the integration.