Trading Interview is a specialized assessment platform designed for the quantitative finance industry. Our integration with Greenhouse Recruiting allows you to seamlessly incorporate Trading Interview's assessments into your job interview plans, enabling a more comprehensive evaluation of candidates' quantitative skills. We differentiate ourselves by offering candidates preparation resources, enabling them to showcase their full potential during their assessment.
Trading Interview's integration with Greenhouse Recruiting allows you to seamlessly add Trading Interview's assessment to a job's interview plan.
Configure the Trading Interview integration
Follow the steps in this article to retrieve your API key from your Trading Interview representative and add the assessment stage in your interview plans. You can also generate the API key in the Greenhouse Settings page at tradinginterview.com. Go to the Assessment API Configuration and click generate API key. Then follow the remaining steps in this article to work with Greenhouse support on activating the stage.
Once you’ve set up your interview plans and configured your take home test, you’ll be able to send the test to candidates.
Additionally it is possible to post the Trading Interview results to custom candidate fields in Greenhouse. This allows you to filter the candidates and quickly see their results. For this we utilize the Harvest API which needs to be set up separately as follows:
Navigate to tradinginterview.com -> My Account -> Greenhouse Settings
Scroll to the Send Results to Greenhouse Candidate Details (optional) section.
Click the Connect to Greenhouse button. This will launch the OAuth flow to connect Trading Interview to Greenhouse.
Follow the instructions to authorize Trading Interview to use your Greenhouse Account
After a successful connection, you will see “Connected via OAuth” with a green check mark.
Now you need to set up the custom candidate fields in Greenhouse to which Trading Interview can post the results. You'll need to create two custom fields in Greenhouse first:
- Custom field 1
- Name: Trading Interview Result
- Type: Single Select (options: Pass, Review, Fail)
- Custom field 2
- Name: Trading Interview Details
- Type: Long Text
Note: Follow this guide to create the custom candidate fields in Greenhouse.
Make sure that in step 2 “Enabled automatic result posting” is turned on.
For each field, copy the Immutable Field Key from Greenhouse and store this into the respective fields in “Choose Where Results Go in Greenhouse” section
Add the Trading Interview assessment to the job's interview plan
Once the integration is enabled, you can add the Trading Interview assessment as an interview stage in your job's interview plan:
Go to the job for which you want to add the assessment.
Click on Job Setup and then Interview Plan.
Click Add a Stage and select "Trading Interview" from the options.
Select the corresponding assessment which you would like to send to the candidates for this job and configure the assessment details as needed.
Important: Ensure that you have created the corresponding role/job in your Trading interview dashboard. This step is crucial as it determines which tests are sent to the candidate.
Use the Trading Interview integration with Greenhouse Recruiting
Sending Assessments to Candidates
To send an assessment to a candidate:
Navigate to the candidate's profile in Greenhouse Recruiting.
Move the candidate to the Trading Interview assessment stage.
Click the Send or Send test to candidate button next to the interview stage.
Double check if the correct Test is selected and assign a grader. Click Send Test.
After it has been sent, an assessment’s status will display in Greenhouse Recruiting.
You will also be able to see the status of the candidate in your trading interview dashboard.
Viewing Assessment Results
Once the candidate has submitted their test, the Interview Kit will contain a link to view the submitted test in the Trading Interview application.
To see a candidate’s results in Trading Interview, click Go to test. To see the results in Greenhouse, click View interview kit.
To see more details of the candidate’s results, click View Report, to see the results in Trading Interview.
If the optional “Send Results to Greenhouse Candidates Details” is activated, then you will also find the results directly on the candidate profile under Additional Details.
Additional resources
For additional information not covered here, reach out to hello@tradinginterview.com.