Note: Before you begin, you need access to your Remote customer account and access to a Greenhouse account with administrator permissions. See more details below.
Remote empowers companies of all sizes to pay and manage full-time and contract workers around the world. We take care of international payroll, benefits, taxes, stock options, and compliance in dozens of countries. No matter where your team lives and works, our best-in-class global employment solutions provide the best experience for your workers. Our ironclad intellectual property protections and industry-leading security guarantee give you peace of mind across the globe. Best of all, Remote never charges percentages or fees: one low flat rate helps you control your budget so you can focus on growing your business.
Greenhouse Recruiting’s integration with Remote allows your team to effortlessly connect Remote’s global employment solution with Greenhouse in order to securely sync and view candidate profile information from both accounts. This enables you to automate the process of transferring candidate information between HR tools to reduce the risk of manual errors. With a streamlined process that ensures all employee information is accurate and up-to-date, you can focus on onboarding new employees and contractors quickly and efficiently.
In this article, we will cover how to:
- Configure User Setup Permissions in Greenhouse Recruiting
- Retrieve Remote’s Endpoint URL and Secret Key
- Enable the Greenhouse/Remote Integration
- Create a Harvest API Key for the Greenhouse/Remote Integration
- How to use the Remote Integration with Greenhouse
- Frequently Asked Questions
This article includes two separate workflows based on how users onboard candidates into their onboarding systems. The support document will show how to set up the following workflows so please be sure to follow the workflow that best matches your organization’s workflow:
- When a candidate is marked as hired (Webhook)
- When an offer is created (Webhook + Harvest API)
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/Remote 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.
Retrieve Remote’s Endpoint URL and Secret Key
Before enabling the Greenhouse/Remote integration, Greenhouse will need two pieces of information:
- Remote’s Endpoint URL
- Remote’s Secret Key
To retrieve this information please:
- Log in to your Remote company account
- Navigate to the Integrations section
- Within the Greenhouse card, select the + Add button.
- You will see a listing of the Greenhouse web hooks available in Remote. You can choose between the Offer Created web hook and the Candidate Hired web hook. Please note, if your company uses the “Create Offer” button in Greenhouse to finalize your new hires (see first screenshot below), then you will select the Offer Created web hook in Remote. If your company uses the “Mark Candidate as Hired” button in Greenhouse to finalize your new hires (see second screenshot below), then you will select the Candidate Hired web hook in Remote.
- Select the + Add button next to the type of web hook you would like to set up.
- Access and copy the Endpoint URL and Secret Key within step 3 of the on-screen instructions.
Enable Greenhouse/Remote Integration
With Remote’s endpoint URL and Secret Key copied, and your Greenhouse user permissions enabled, you are ready to begin the next steps.
To enable the integration, click the Configure icon in the upper right-hand corner and navigate to Dev Center on the left-hand panel.
From the Dev Center page, click Web Hooks. Click Web Hooks from the subsequent page.
You will be directed to a new page where you Create a New Web Hook. From this page provide the following details:
- Name: Use Remote Greenhouse Integration
- When: Be sure to select the correct web hook so that the web hook fires at the appropriate event in Greenhouse. Select Offer Created or Mark Candidate as Hired, depending on the web hook you are trying to set up.
- Endpoint URL: Paste in the Endpoint URL received from your Remote company account
- Secret Key: Paste in the Secret Key received from your Remote company account
- Error Recipient Email: Please use your company email address
- Disabled?: Please select No
When finished, click Create Web hook.
Once the webhook is created, you will need to add the offers field to your Greenhouse settings. Click the Configure icon in the upper right-hand corner and navigate to Custom Options on the left-hand panel.
Select Offers and click the Add Field button.
Insert the following details into the Greenhouse form:
- Field Name: Send New Hire information to Remote for Onboarding
- Description: This field is optional and you may add a description if you wish.
- Field Type: Select Yes/No from the options.
- Required: Tick the checkbox.
When finished, click Save.
Return to your Remote company account and check the connection is active from Step 3 within the Greenhouse set up page. Once confirmed, click the Continue or Finish button at the bottom of the screen.
If you are using the Offer Created web hook, hitting Continue will take you through the steps in the next section for creating your Harvest API Key.
If you are using the Candidate Hired web hook, hitting finish will complete the connection setup, meaning your Greenhouse account and Remote account can now talk to each other.
Create a Harvest API Key for the Greenhouse/Remote Integration
If you are using the Offer Created web hook, you will also need to create a Harvest API key for the Greenhouse/Remote 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 Remote.
In the Create New Credential dialog box, make the following selections:
- API Type: Harvest
- Partner: Remote
- Description: Remote Harvest API Key
When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by Remote.
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 Remote 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 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:
Get: Retrieve Application and in the Candidates dropdown, Get: Retrieve Candidate from the Candidate's dropdown. When finished, click Save at the bottom of the page.
Return to your Remote company account and paste the copied API Key from Greenhouse into Step 5 of the Create Harvest API tab. Click the Store API Key button.
Click the Finish button. That's it! Your Greenhouse account and Remote account can now talk to each other.
How to use the Remote Integration with Greenhouse
In Greenhouse, go to the candidate’s profile and navigate to the Offer Details section. Select the Create Offer or Mark Candidate as Hired button, depending on which web hook you have set up.
Input the necessary details for the candidate offer in the dialog box. Be sure to select Yes in the Send New Hire information to Remote for Onboarding field.
When finished, click Save.
This will trigger the web hook to create a profile for this candidate in Remote and transfer their job title, first name, last name, personal email, and start date into your Remote account. You can access the candidate profile and complete the onboarding process in Remote via the Onboarding page.
Frequently Asked Questions
Do I need to set up both web hooks to use the Greenhouse/Remote integration? No. If your company uses the “Create Offer” button in Greenhouse to finalize your new hires, then you will set up the Offer Created web hook. If your company uses the “Mark Candidate as Hired” button in Greenhouse to finalize your new hires, then you will select the Candidate Hired web hook.
I’ve completed the set up and followed the instructions to send my candidate information to Remote, but I don’t see the candidate’s profile in my Remote Onboarding area yet.
When the webhook is triggered in Greenhouse, it can sometimes take a few minutes to sync with Remote. Please try again in 5 minutes and if you still don’t see the candidate in your Remote Onboarding area, reach out to email@example.com.
I’m trying to update an existing candidate in Remote but it’s not working.
Remote does not support duplicate candidate profiles. If you are trying to add a candidate in Greenhouse that already exists in Remote with the same email address via the Add as a new candidate button or the Merge with existing candidate button, you be unsuccessful.
You can update the candidate’s profile in Greenhouse with a different email address and try sending the information to Remote again. Or you can manually update the candidate’s information in the Remote platform directly (recommended).
To send a candidate to Remote after changing their email address, you can re-trigger the web hook by clicking the Unhire button within the candidate’s profile in Greenhouse.
Then navigate back to the Offer Details section and select the Mark Candidate as Hired button again.
Do I need to pay to use the Greenhouse/Remote integration? No. The integration is free to Remote customers who use Greenhouse.
Can I send additional information about a candidate over to Remote via the integration? Not at this time. However, please reach out to Remote at firstname.lastname@example.org with a list of your requests and we’ll discuss them with you so that we can properly prioritize them in the next version of the integration.
I need help troubleshooting an issue with the Greenhouse/Remote integration. Please contact email@example.com for troubleshooting assistance regarding the integration.