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Donut integration

Donut is an employee experience platform that automates and scales your people programs. Donut Journeys is a product that enables teams to create processes for programs like onboarding, training, mentorship, events, and offboarding, then use them over and over. By using Journeys teams can automatically add employees to Slack channels, run buddy programs, collect quick-pulse feedback, and more.

Donut’s integration with Greenhouse Recruiting allows customers to automatically enroll new hires into Journeys workflows designed to support new hires during onboarding. The integration pulls new hire details, start dates, and manager information from Greenhouse and syncs them directly into Journeys.

In this article

Start the Connection in Donut

Log in to the Donut dashboard at app.donut.ai

Go to HRIS in the left sidebar menu

Click Connect HRIS or ATS > Connect Greenhouse ATS.

Enter Your Greenhouse URL

While logged into Greenhouse, copy your dashboard URL. It usually looks like: https://app.greenhouse.io

Then, paste it into the designated field in Donut.

Create a Harvest API key

To configure the Donut integration, you’ll need to create a Harvest API key. 

Follow the steps in this article to create the key, and verify that the permissions below are selected when configuring the Donut integration.

Credentials

In the Create New Credential box, make the following selections:

  • API Type: Harvest
  • Partner: Donut or Unlisted Vendor
  • Description: Donut Harvest API Key

Permissions

Verify that the following permissions are selected for the Donut integration: 

  • Applications
    • GET: Retrieve Application
    • GET: List Applications
  • Candidates
    • GET: Retrieve Candidate
    • GET: List Candidates
    • GET: Get Hiring Team
  • Jobs
    • GET: List Application's Offers
    • GET: Retrieve Application's Current Offer
    • GET: Retrieve Offer
    • GET: List Offers
  • Users
    • GET: Retrieve User
    • GET: List Users

Finalize the Connection in Donut

Once your API key is created and you're ready to finish setup, check the box I have checked the above permissions and click Next.

  • Click Next

Donut will test your API key:

  • If successful, your Greenhouse data will begin syncing in the background, and you’ll be able to set up your first Journey.
  • If there’s an issue, Donut will tell you exactly what needs fixing so you can adjust and retry. Here’s a screenshot of an example error you might see if you have not added all of the permissions to the API key:

Data Sync & Confirmation

Once everything is connected, Donut will start importing your Greenhouse data. You’ll receive a notification once syncing is complete. Donut will sync offer, candidate and application data into our system, but Journeys sessions for new hires with upcoming start dates will not be created until auto-enroll rules are configured as described in the next section.

Use the Donut integration with Greenhouse Recruiting

The primary feature of the Donut Greenhouse Recruiting integration is the ability to automatically enroll new hires from Greenhouse recruiting into Donut Journeys. When a candidate accepts an offer in Greenhouse and that candidate is marked as hired, Donut will automatically create a Journeys session and apply templates that have been configured as auto-enroll rules. 

The candidate’s work email, personal email, hiring manager’s email, and start date will be used to create a Journeys session based on these rules. The candidate and hiring manager's work emails from Greenhouse will be used to map to Slack users in the workspace that correspond to these emails. Once auto-enroll rules are configured, candidates marked as hired with start dates in the future will be auto-enrolled in Journeys sessions based on the configured rules. The integration will not import sessions for candidates with start dates in the past.

Setting up auto-enroll rules for importing new hires from Greenhouse Recruiting

While logged into the Donut dashboard, follow these steps:

  • Click on “Auto-enroll” in the left sidebar menu.
  • Under “Default Auto-enroll Journeys”, select the “Import New Hires from HRIS or ATS and auto-enroll default Journeys” option.
  • Select a default Journey template (see 1). This template will be applied to all candidates that are marked as hired in Greenhouse Recruiting.
  • (Optional) Under Auto-enroll rules using ATS Fields, enter additional rules based on Office or Department data assigned to candidates in Greenhouse Recruiting (see 2). These rules define optional templates that will be applied to candidates that match Office or Department values selected.


Viewing Journeys sessions imported from Greenhouse Recruiting

After the Donut Greenhouse Recruiting integration has been connected and auto-enroll rules have been configured, Donut will start syncing data between Greenhouse Recruiting and Donut every 4 hours. After a candidate is marked as hired in Greenhouse Recruiting and their start date is in the future, Donut will automatically create a Journeys session for this candidate upon the next synchronization (can take up to 4 hours). To see the sessions that have been imported from Greenhouse Recruiting, please follow these steps:

  • While logged into the Donut dashboard, click “All New Hires” in the left sidebar menu.
  • Hover over the circular avatars on the Journeys batches page, you will see a green highlight around the avatars for sessions imported from Greenhouse Recruiting. Additionally, a tooltip will be shown upon hover that indicates the name of the candidate and their import source.

Additional resources

For additional information or troubleshooting not covered here, reach out to support@donut.ai or https://help.donut.ai/en/.