Purpose Jobs integrates with Greenhouse, to ensure you're able to export candidates directly to jobs within your Greenhouse account. Using this integration, users will be able to source, access, engage, and track candidates exported from your Purpose Jobs account.
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/Purpose Jobs 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.
Establishing an API Key
Log into your Greenhouse account and navigate to the ‘Configure’ gear icon in the top right navigation bar. Select ‘Dev Center’ in the left-hand navigation and select ‘API Credential Management’ from the list of available options.
Select ‘Create New API Key’ and add a name in the ‘Description’ box. In the ‘Type’ dropdown select ‘Partner’, and under ‘Client Application’ select ‘purpose.jobs’ from the list:
To finalize your selections, simply press ‘Create’. Once the new API Key has been generated, select the ‘Copy’ button. This information will be used to configure the integration in your Purpose Jobs account settings.
Configuring the Integration
After logging into your Purpose Jobs account, navigate to ‘Account Settings’ in the bottom left-hand panel, and then select ‘Integrations’ from the list.
Paste the API Key from Greenhouse into the ‘API Key’ Field, then add your email address below. To finish the configuration, simply click the blue ‘Add Integration’ button:
Adding Candidates to Greenhouse
Locate the Candidate Profile you’d like to export within Purpose Jobs, and then click the up arrow on the ‘Share’ button. Choose ‘Send to Greenhouse’:
Once you’ve successfully exported the Candidate, you’ll see a confirmation of success in the upper right-hand corner of the page in Purpose Jobs:
Now head into Greenhouse, and then choose ‘CRM’ from the three dots icon in the top navigation:
Scroll down to ‘Prospects Without a Pool’ and select ‘Review Prospects’:
Select ‘Convert to Candidate’, followed by ‘Job’ and ‘Initial Stage’ from the dropdown menus. You’ll notice the Source of the Candidate will be purpose.jobs, and they will be credited to the user who exported their profile:
You can now interact with the Candidate Profile as you typically would within Greenhouse, and move them through your Interview Plan accordingly!
Email us at firstname.lastname@example.org if you have any questions about the Purpose Jobs/Greenhouse integration.