You can integrate Greenhouse with your OfferZen account to automatically add candidates to your Greenhouse pipeline.
Configuring the Integration
Navigate to the account integrations page. You will find the link to the page under the 'More' menu in the main navigation.
Click on the "Connect" button. You will be directed to the Greenhouse authorisation page where you will be asked to grant OfferZen permission to create and view candidates.
Once you have given OfferZen access to your Greenhouse account, you will be redirected back to the integrations page on OfferZen. You will know the integration was successful if you see a "Disconnect" button.
Adding candidates to Greenhouse
When you send an interview requests to a candidate, the candidate can either accept or decline the request. When the candidate accepts the interview request, OfferZen automatically creates the candidate in Greenhouse as a 'prospect'.
The new Greenhouse prospect will include the following candidate details:
- First name
- Last name
- Phone number
- Link to the candidate's profile on OfferZen
- Link to a PDF file of the candidate's profile
- The referrer's details
Assigning a candidate (prospect) to a job in Greenhouse
Once the candidate has been added to Greenhouse, you can assign them to a job in by clicking on the link in the interview request details panel or by going directly to Greenhouse.
Since OfferZen creates the prospect without any job attached, you need to assign them to one of your existing Greenhouse jobs
In the prospect details page in Greenhouse, click the "Convert to Candidate" button.
Once the prospect is converted to a candidate in Greenhouse, you will see the candidates application stage in OfferZen with a link back to the profile in Greenhouse.