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This article outlines the best practices for configuring and maintaining your HRIS Link integration. In this article, we will cover: 

 

Use structured custom field types

We strongly recommend not using custom fields of type short textbox or long textbox. Using the field types below enables you to validate, filter, and report on Greenhouse Recruiting data more effectively:

  • Single select
  • Multi select
  • Date
  • Boolean
  • User
  • Currency
  • Number
  • Currency range
  • Number range

 

Sync custom field options with your HRIS

We recommend implementing custom field options syncing for any single- or multi-select custom field that has a large number of options, or whose options change frequently over time. By syncing field options with a Workday report, you can be assured any selectable fields in Workday also exist as field options in Greenhouse Recruiting.

For more information on custom field options syncing functionality, please see the following Support Center article: Custom options sync overview

 

Plan out your job templates

To help you decide how many job templates will best suit your organization, please review the following Support Center article: Decision guide: Template jobs

If you opt to use multiple job templates, we recommend:

  • Limiting the number of job templates to fewer than 10
  • Ensuring well-defined logic exists to automate the job template selection

 

Simplify your office and department structure

In order to reduce the need for system maintenance, we recommend simplifying your organizational structure in Greenhouse Recruiting as much as possible. Strive for the fewest number of offices and departments in order to support the following:

  • User permissions
  • Job and offer approvals
  • Job board configuration
  • Dashboard and reporting filters
  • Custom field configurations
  • Email template and offer template configurations

For more details on these downstream impacts, please see the following Support Center articles:


Create a dedicated HRIS Link user

HRIS Link requires a Site Admin's user ID to write data into Greenhouse Recruiting. We recommend creating a dedicated user called HRIS Link, and ensuring the user account is not linked to any specific individual. Please see the following Support Center article to learn more: How To: Create a Greenhouse Recruiting Integration System User for HRIS Link

 

Use report filters to optimize performance

To ensure optimal performance, we recommend applying specific filters to the reports that drive each aspect of HRIS Link. For a full list of filters, please refer to the following Support Center articles: 


Additional resources