Guided Compass is a career matching and tracking platform that allows employers to design their ideal candidates, post career event, projects, and work opportunities, and received screened candidates from our partners. We pass your postings to intermediary partners (i.e., educational institutions, workforce developments, and mentors) so that they may educate, train, and refer candidates to employment opportunities. We also use algorithms to help employers build customized talent pipelines for each of their departments, and to help these intermediaries add to your pipelines.
Greenhouse Recruiting’s integration with Guided Compass allows us to automatically get notified of relevant job opportunities, add screened candidates to your job postings, and add prospective candidates to your pipeline. In this article, we will cover how to:
- Configure User Setup Permissions in Greenhouse Recruiting
- Set Up Greenhouse/Guided Compass Integration
- Using Your Guided Compass Integration
- How to use the Guided Compass Integration with Greenhouse
- [Optional – Informational Only] Maximizing your Guided Compass Experience
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/Guided Compass integration, you will need the following developer permissions:
- Can manage ALL organization’s API Credentials.
- Can manage and configure web hooks
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 and Can manage and configure web hooks so that checks are in the checkbox. When finished, click Save.
Repeat as necessary for any other user that should have access to set up the integration.
Set Up Greenhouse/Guided Compass Integration
This will cover creating an API key, creating custom fields, and webhook setup instructions.
Create a Partner API Key for the Greenhouse/Guided Compass Integration
To create a Partner 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 Guided Compass.
From the Create new credential dialog box, select Candidate Ingestion as API Type; then select Guided Compass from the Partners dropdown menu. Finally, please add Guided Compass Integration as the Description. When finished, click Create.
Your Partner API key for the Greenhouse/Guided Compass integration is created and configured. Provide your Partner API key to your Guided Compass onboarding team [firstname.lastname@example.org] so they can set up the integration.
Configure Custom Candidate Fields [Optional]
In order to allow Guided Compass to relay details on candidates, you should consider adding two custom candidate fields: referring_org, ranking, and match_score.
Click on the Configure icon Configure.png in the upper right-hand corner and navigate to Custom Options on the left-hand panel.
Click Candidates under the Company Custom Fields section.
On the Custom Fields: Candidates page, click the Add Field button.
Create the following fields:
Webhook Setup: Retrieve Guided Compass’s Endpoint URL and Secret Key
Before enabling the Greenhouse/Guided Compass integration, Greenhouse will need two pieces of information:
- Guided Compass’s Endpoint URL: To be received from the Guided Compass Success Team
- Guided Compass’s Secret Key: To be received from the Guided Compass Success Team
With Guided Compass’s endpoint URL and Secret Key copied, and your Greenhouse user permissions enabled, you are ready to enable the Greenhouse/Guided Compass integration.
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: we suggest “Guided Compass Integration”
- When: Be sure to select the right web hook so that the web hook fires at the appropriate event in Greenhouse. Start with “Job Post Created”. We will need to create four webhooks for each of the following events:
- Job Post Created
- Job Post Updated
- Job Post Deleted
- Offer Created
- Candidate has been hired
- Endpoint URL: To be received from the Guided Compass Success Team
- Secret Key: To be received from the Guided Compass Success Team
When finished, click Create Web hook.
After creating the first webhook for “Job Post Created”, create four others with identical fields
- Job Post Updated
- Job Post Deleted
- Offer Created
- Candidate has been hired
That's it! Guided Compass now receives notifications when the aforementioned events happen in your Greenhouse account.
After using the webhook integration, you may decide you want to share more info between Greenhouse and Guided Compass. If you would like additional information transferred over, please reach out to Guided Compass Customer Success [email@example.com] with a list of items to add!
How to use the Guided Compass Integration with Greenhouse
The below video walks through log in and using Guided Compass with Greenhouse. Please take a look for a more detailed and visual overview: https://youtu.be/rWbkBPQrEUU.
Navigate to your Guided Compass Profile, then go to settings and click “Integrations and API”. You should see something like the screenshot below:
Click on “Greenhouse”. You will be asked to authorize Guided Compass to create new candidates, view candidates, and view jobs in your Greenhouse account. Please enter the same email you used to create your Guided Compass Employer account.
Then click “Authorize” to officially authorize Guided Compass.
That’s it! You should be good to go!
When creating job posts, for Guided Compass and Guided Compass Intermediary Training Partners to be most effective, the Post Description should include keywords that may also be found in the “Scorecard” section of Greenhouse. This includes desired educational degrees, coursework, experience, skills, knowledge, traits, and other tags. The more detail, the better. This will be used to source and screen candidates for your organization.
We (and our partners) will typically only refer 3-5 candidates at one time. This is because our partner organizations often have processed where they administer months of career-pathway related training and conduct formal interviews to effectively screen candidates for you. Partners can drag-and-drop the candidates they would like to refer, so candidates are ranked according to the order to they are added to the system.
When candidates are posted from us, we will include the following in the notes:
- The ranking from the partner organization (e.g., #2);
- The name of the referring organization (e.g., Los Angeles City College);
- The match score (e.g., 89%) – calculated using our algorithms against your ideal candidate; this includes scores input by partners (e.g., internal coursework, interviews).
If you have added these three fields as custom fields, they will also be included as custom fields.
For the match score, if you have not specified your candidate for this department or posting, we will use the default “benchmark” or ideal candidate for the departmental area specified by our intermediary partner(s). Email firstname.lastname@example.org for more information about Guided Compass Benchmarks.
If you have specified a “benchmark” or ideal candidate, we will provide leads to build your talent pipeline. Part of what Guided Compass offers is career exploration, which includes career-seekers’ ability to favorite employers. In addition, career-seekers can specify their ideal employers in their career assessments, in interviews, or to their mentors. These all provide great resources to post prospective candidates to your Greenhouse account. Email email@example.com for more information about Guided Compass Benchmarks.
[Optional – Informational Only] Maximizing Your Guided Compass Experience
The following will allow us to provide the best service to you:
- Notification of relevant job postings as soon as possible (the webhooks integration will help tremendously);
- Feedback on any and all candidates referred from the Guided Compass platform. Email firstname.lastname@example.org;
- Email ideas for our workforce training partners on how they can better educate, train, and screen candidates for your organization to email@example.com;
- Give feedback on the match score accuracy. Email firstname.lastname@example.org;
- Consider designing your ideal candidate for each department. Email email@example.com.
Please contact firstname.lastname@example.org for troubleshooting assistance regarding the integration.