Criteria is a talent success company that helps organizations make more objective, evidence-based talent decisions that both reduce bias and drive outcomes. Criteria's world-leading tools include a comprehensive suite of rigorously validated assessments and decision-making tools that highlight the potential in every job candidate while providing an experience that candidates love.
Criteria's integration with Greenhouse Recruiting allows you to seamlessly add Criteria's assessments and video interviewing to a Job's Interview Plan.
The standard Greenhouse integration with Criteria allows users to send testing and receive results in Greenhouse. The summary of the candidates' results will be displayed in the Interview Kit for all Greenhouse users to see. Candidates may be filtered by their Criteria Test Score.
Customers who would like additional visibility of Criteria scores have the option to upgrade to the Greenhouse Recruiting Harvest API integration.
The Greenhouse Harvest integration provides the same features as the standard integration, with the added ability for Criteria to populate individual scores, chosen by the user, into custom fields in Greenhouse.
Some possible reasons for upgrading to the Harvest integration:
- Ability to see additional score fields from Criteria that aren't shown in the result summary in the Interview Kit
- Ability to filter candidates on additional score values
- Ability to monitor the progress of a Video Interview to see whether the interview is waiting for the candidate to complete or if it's with the evaluators
- Ability to hide certain scores from certain Greenhouse users/groups
There are a few additional configuration steps required to get set up with the Greenhouse Harvest integration.
Configure the Criteria Corp integration
You should reach out to your Criteria Corp representative and request a Criteria API Key for the Criteria + Greenhouse integration.
Then follow the steps in this article to add your Criteria API key to Greenhouse and add the assessment stage in your Greenhouse interview plans.
Once you've set up your interview plans and configured your take home test, you'll be able to send the test to candidates via the Standard Integration with Criteria.
Note: If you have chosen to implement the Harvest integration, those components won't work until the additional setup steps are completed.
Upgrade to the Harvest API integration
Note: Only customers upgrading to the Harvest API integration need to complete this section.
Log in to your Criteria account as an Admin user, or a user role with permission to the Integrations menu.
Navigate to the Integrations menu and click on Manage Integration Settings.
In the Greenhouse Harvest section, click the Authenticate button. You will be taken through the flow to connect Criteria to the Greenhouse Harvest API.
The first screen will show the actions that Criteria is requesting permission to perform in Greenhouse. Criteria would like to retrieve the list of Custom Fields from Greenhouse, and to update the Custom Field data on candidates and/or applicants in Greenhouse.
After reviewing the requested permissions, Log in to Greenhouse with your credentials to continue.
After logging in, you'll see the requested permissions again and a checkbox for how to authorize this integration.
Criteria recommends that you tick the Authorize using a service account box; this will allow the integration to act as a new account in Greenhouse that is not tied to your own Greenhouse user. This means that the integration will keep working even if your Greenhouse user is no longer active. Refer to this ISU support article for more information.
Click Authorize.
Criteria will save the connection to Harvest and display a message in a green box if it was all successful. The Enabled message confirms that the connection to Greenhouse Harvest is in place and valid.
You should now reach out to your Criteria representative and provide the details of the custom fields you wish to map to Criteria scores in your integration.
View Criteria Corp's Greenhouse Harvest Setup and User Guide for information on creating the custom fields in Greenhouse and what you need to provide to Criteria to complete this setup. You may choose to create the custom fields on the application or candidate in Greenhouse.
Once the custom fields have been configured in your integration by Criteria, the Greenhouse Harvest Integration setup will be complete.
If the Harvest API has already been authenticated, you can use the Reauthenticate link to complete the process again when required.
If the connection becomes disconnected, a message will be shown in a red box to indicate that this is an issue with the connection. Use the Authenticate button to complete the process again to reconnect Criteria to the Greenhouse Harvest API.
Use the Criteria Corp integration with Greenhouse Recruiting
Send invitations to a candidate
In the job, select the Candidates option and click on a candidate's name.
Move the candidate into the Criteria stage.
Then click Send Test.
In the popup, review the details and click Send Test. It is possible to choose a different Criteria package for this candidate if they are to complete something different from other candidates.
Review assessment scores
Results will appear in Greenhouse after a candidate finishes the package in Criteria.
Once the results are in Greenhouse, the Grader(s), Recruiter and/or Coordinator (depending on how you've configured your notifications in Greenhouse) will receive an email notification from Greenhouse. Click the here link in the email to be taken to the Candidate's Interview Kit in Greenhouse.
An overview of the candidates' results will be shown in the Interview Kit. Score will show the Talent Signal from Criteria and other key scores from the candidates' testing will be shown. Click View Report to see the Criteria Score Report.
The format of the report will depend on your Criteria account configuration; it may show a PDF or an HTML report.
If you have the Greenhouse Harvest integration, the scores mapped to the Custom Fields will also appear when the testing is completed.
To view data in the candidate custom fields, when you have the candidate selected in the Job, expand the Candidate panel on the right-hand side of the screen and scroll down to the Additional details section.
The Custom Fields shown will depend on what is configured in your Greenhouse account and integration. This example has the Current Status, Talent Signal, Met All Score Ranges and Report URL set up as Custom Fields.
To view data in the application custom fields, when you have the candidate selected in the Job, expand the Application panel on the right-hand side of the screen and scroll down to the Application custom fields section.
The Custom Fields shown will depend on what is configured in your Greenhouse account and integration. This example has the Talent Signal, WAA Percentile and Date Event Added set up as Custom Fields.
Note: If you have private custom fields and you have permission to see these, toggle off Private mode to see the values for the private custom fields.
Review video interviewing scores
Once the candidate completes their video interview, the evaluators will be emailed to complete their evaluations. The candidate score is not shown in the Greenhouse Interview Kit until the minimum number of evaluators complete their evaluations.
The custom fields in the Greenhouse Harvest integration may be used to receive updates from Criteria through the evaluation process.
Create custom fields to hold the information you would like displayed in Greenhouse during the evaluation process:
- Current Status will show as 'Evaluation in Progress' with the number of evaluations completed and the minimum number that needs to be reached before the score is generated. It will be updated after each evaluator submits their evaluation and will change to 'Complete' when the minimum evaluator count has been reached.
- Evaluator URL will link directly to the Criteria platform where the evaluator can log in to complete their pending evaluations. You could use this field if the evaluators are users in Greenhouse as an easy way to jump into Criteria to complete the evaluation. (Set this custom field as a 'URL' field type so the link is clickable.)
- Full Report URL will link to the Criteria Video Score Report for the candidate. During the evaluation stage, the report will not show any scores; it will display a message about the minimum evaluations not being reached yet and a link for the evaluators to log in to the Criteria Platform (same link as Evaluator URL). Use this if you don't want to add too many additional custom fields into Greenhouse. (Set this custom field as a 'URL' field type so the link is clickable.)
Results will appear in the Greenhouse Interview Kit once the minimum number of evaluators complete their evaluation in Criteria.
Once the results are in Greenhouse, the Grader(s), Recruiter and/or Coordinator (depending on how you've configured your notifications in Greenhouse) will receive an email notification from Greenhouse. Click the here link in the email to be taken to the Candidate's Interview Kit in Greenhouse.
An overview of the candidates' results will be shown in the Interview Kit. Score will show the Video Interviewing Overall Score from Criteria, and the Evaluator recommendations will also be shown. Click View Report to see the Criteria Score Report.
The format of the report will depend on your Criteria account configuration; it may show a PDF or an HTML report.
If you have the Greenhouse Harvest integration, the scores mapped to the Custom Fields will also appear when the minimum number of evaluations is completed.
To view data in the candidate custom fields, when you have the candidate selected in the Job, expand the Candidate panel on the right-hand side of the screen and scroll down to the Additional details section.
To view data in the application custom fields, when you have the candidate selected in the Job, expand the Application panel on the right-hand side of the screen and scroll down to the Application custom fields section.
Note: If you have private custom fields and you have permission to see these, toggle off Private mode to see the values for the private custom fields.
The Custom Fields shown will depend on what is configured in your Greenhouse account and integration. This example has Report URL, Video Interview Score and Video Interview Recommendations set up as Custom Fields.
Filter candidates by Criteria test score
You can filter candidates by their Criteria Talent Signal / Video Interviewing Overall Score, which is presented as the 'Test Score', in Greenhouse.
In the candidate list for a job, expand the Pipeline Tasks section to see the filter options.
Edit the Test Score field to include the appropriate operator and score value you wish to filter by, and press ENTER to perform the search.
The candidate list will be updated to only show the candidates that match the search criteria. The candidate list won't normally show the Test Score field, however, when you filter on the Test Score value, the score will be shown for each candidate in the results.
Filter candidates by custom fields
Note: Applicable to Greenhouse Harvest only.
In addition to filtering by the overall Criteria Score, candidates may be filtered on the custom fields that you have mapped in your integration.
In the candidate list for a job, expand the Profile Details section to see the filter options.
Choose the relevant custom field from the drop-down list. Once you select the custom field, the next field will change, based on the type of custom field.
A Number custom field will allow you to enter the "from" and "to" values to filter on (e.g. from 60 to 100).
A text field will allow you to enter the text you wish to match on.
A Single select and Multi select will allow you to filter on the options available in that custom field.
A Date field will allow you to enter the "from" and "to" dates to search within.
Once you have made your selection, press ENTER to perform the search.
Additional resources
View Criteria Corp's Greenhouse Setup and User Guide: https://criteria.helpdocs.io/article/d9ao4345xv-greenhouse-harvest
For additional information or troubleshooting not covered here, reach out to techsupport@criteriacorp.com.