Handshake now offers a V2 integration with Greenhouse for our Premium partners! This version provides a more streamlined experience for posting Greenhouse jobs within Handshake and includes bug fixes from our V1 integration.
Please note: Premium features are for Handshake Premium accounts only. For more information, please check out this resource.
The Handshake <> Greenhouse Integration will delight your team (and early talent!) by:
- Providing early talent with a streamlined applicant experience by letting them apply on Handshake
- Completing your hiring activities in one system by reviewing applicant information that comes from Handshake all in Greenhouse
- Keeping up-to-date on how your applicants are moving through the process within Handshake
If this is something that you are interested in, please reach out to your account manager to enable 'Greenhouse V2 Integration' under your company settings.
Topics:
- If you are using the V1 Handshake <> Greenhouse integration...
- Set up the Greenhouse integration
- Sync jobs from Greenhouse Recruiting into Handshake
- Support Direct Applications from Handshake
If you are using the V1 Handshake <> Greenhouse integration...
The Handshake integration documented here is a newly-released improvement on the earlier version powered through Greenhouse Recruiting’s Ingestion API.
If your Handshake account is already set up with the older solution, it will continue to function after the new integration is established for all pre-existing job posts in Handshake.
Once the setup steps described below are complete, the new integration will be used for all new jobs in Handshake moving forward. Reach out to your Handshake contact to learn more.
If your organization is enabling the Greenhouse Recruiting / Handshake integration for the first time, we recommend enabling the version documented in this article.
Set up the Greenhouse integration
Once they have enabled this for you, you can configure this on your end by following the steps outlined below:
- Ensure that you have the appropriate account roles enabled within Greenhouse
The following Greenhouse developer permissions are needed in order to complete this integration:
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 necessary permissions 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 User-Specific 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 both boxes are checked. When finished, click Save.
- Pull your user ID from Greenhouse and add it to your Greenhouse configuration within Handshake
In order for Handshake to allow candidates to apply directly to Greenhouse Recruiting, Handshake will need the user ID of an existing Greenhouse user in your organization, or the user ID for a Greenhouse Recruiting user account that is created specifically for Handshake.
To locate the user ID for either an existing user (or for the new Handshake-specific user, if applicable), click the Configure icon in the upper right-hand corner and select Users from the left-hand panel.
Once you have filtered on the correct user from the Users page, click Export to Excel.
A spreadsheet will be downloaded to your computer. From the spreadsheet, navigate to the User ID column and copy the user ID value inline for your selected user.
Within Handshake, navigate to Company Settings < Greenhouse Integration and paste this value into the Greenhouse User ID field. Make sure to keep this page open while you complete the remaining fields.
- Generate the Job Board API Key within Greenhouse and add it to your Greenhouse configuration within Handshake
To create a Job Board 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 Handshake.
From the Create new credential dialog box, give your API key a name and select Job Board from the Type dropdown menu. When finished, click Create.
Your Harvest API key for the Greenhouse Recruiting / Handshake integration is created and configured. Navigate to your recently created Job Board API key, copy the key, and paste this value into the Job Board API Key field under your Greenhouse settings within Handshake.
- Generate the Harvest API Key within Greenhouse and add it to your Greenhouse configuration within Handshake
To create a Harvest API key within Greenhouse 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 Handshake.
On the Manage API Key Permissions page, select all of the following API permissions:
Applications
GET: Retrieve Application
GET: List Applications
PATCH: Update Application
Candidates
GET: List Candidates
GET: Retrieve Candidate
POST: Add Candidate
POST: Add Note
POST: Add Attachment
POST: Add Application
POST: Add Education
POST: Add E-mail
PATCH: Edit Candidate
Education
GET: Get degrees
GET: Get disciplines
GET: Get schools
Jobs
GET: Retrieve Job
GET: List Jobs
Job Posts
GET: List Job Posts
GET: Retrieve Job Post for Job
GET: List Job Posts for Job
Sources
GET: List Sources
When finished, click Update.
Your Harvest API key for the Greenhouse/Handshake integration is created and configured. Navigate to your recently created Harvest API key, copy the key, and paste this value into the Harvest API Key field under your Greenhouse settings within Handshake.
- Create a Job Board Token within Greenhouse and add it to your Greenhouse configuration within Handshake
Note: In order to access Job Board settings, you must be a Site Admin within Greenhouse.
To retrieve a job board token (for the job board you will be utilizing for this integration), click the Configure icon
in the upper right-hand corner and select Job Board from the left hand panel.
From the Configure Job Boards page, click the Ellipsis icon
inline with a job board and select Edit Board Settings from the dropdown menu.
Navigate to the URL section and copy the value in the provided field. This is the job board token for the job board you will be utilizing to post Greenhouse jobs from within Handshake.
Paste this value into the Job Board Token field under your Greenhouse settings within Handshake.
- Generate a Tracking Link for the job board you are using for this integration within Greenhouse and add it to your Greenhouse configuration within Handshake
To set up a tracking link within Greenhouse, start by clicking the Configure icon in the upper-right hand corner of your Greenhouse account and navigate to Job Board on the left-hand panel.
Select the job board you are using for this integration from the subsequent list and click the Ellipsis
inline with the job board name. Click Tracking Link from the dropdown menu.
Use the Get a Tracking Link dialog box to configure the Who gets credit and Source fields. Click Create Link when finished.
Copy the string of letters and numbers at the end of the URL (in the example above, this would be the 3478b75c3us segment of the URL) and paste this value into the Handshake Source Token field under your Greenhouse settings within Handshake.
Once all five fields are completed within Handshake, click 'Verify' at the bottom of the page and a secret key will be generated that you will use to set up Web Hooks within Greenhouse.
- Configure Handshake Web Hooks within Greenhouse
A web hook is a simple event notification system. When an event occurs within the Greenhouse platform (e.g. a candidate is hired), a payload of data about the event is sent to a specified endpoint, in this case Handshake. You will create 5 web hooks in total to enable all necessary integration capabilities.
Before creating these web hooks within Greenhouse, you will need to pull your employer ID from Handshake. This is found by navigating to your employer's Company Profile page within Handshake, and copying the numerical value at the end of the associated URL for that web page.
To create a web hook, click the Configure icon in the upper right-hand corner of your home page. Navigate to Dev Center on the left-hand panel, then click Web Hooks from the Dev Center page.
Click Web Hooks from the subsequent page.
Fill in the following fields for each web hook, and click Create Web hook to complete the web hook setup. Greenhouse Recruiting will ping your endpoint. If this ping is accepted successfully, the endpoint will be created.
Web Hook # 1:
- Name this web hook: post_created_handshake
- When: Job Post Created
- Endpoint URL: https://ats.joinhandshake.com/webhooks/greenhouse/<handshake_employer_id>
- Secret Key: Enter the secret key generated by completing the Greenhouse configuration page within Handshake
- Error recipient email: Leave blank
Web Hook # 2:
- Name this web hook: post_updated_handshake
- When: Job Post Updated
- Endpoint URL: https://ats.joinhandshake.com/webhooks/greenhouse/<handshake_employer_id>
- Secret Key: Enter the secret key generated by completing the Greenhouse configuration page within Handshake
- Error recipient email: Leave blank
Web Hook # 3:
- Name this web hook: job_updated_handshake
- When: Job Updated
- Endpoint URL: https://ats.joinhandshake.com/webhooks/greenhouse/<handshake_employer_id>
- Secret Key: Enter the secret key generated by completing the Greenhouse configuration page within Handshake
- Error recipient email: Leave blank
Web Hook # 4:
- Name this web hook: hire_candidate_handshake
- When: Candidate has been hired
- Endpoint URL: https://ats.joinhandshake.com/webhooks/greenhouse/<handshake_employer_id>
- Secret Key: Enter the secret key generated by completing the Greenhouse configuration page within Handshake
- Error recipient email: Leave blank
Web Hook # 5:
- Name this web hook: candidate_rejected_handshake
- When: Candidate or prospect has been rejected
- Endpoint URL: https://ats.joinhandshake.com/webhooks/greenhouse/<handshake_employer_id>
- Secret Key: Enter the secret key generated by completing the Greenhouse configuration page within Handshake
- Error recipient email: Leave blank
You are now ready to sync jobs from Greenhouse Recruiting into Handshake!
In Handshake, follow the process to create a new Handshake job, or to edit an existing job (that does not have any applications yet). Use the Select Greenhouse job to link dropdown to select from a list of jobs available in your Greenhouse Recruiting account. Select the job you wish to link.
Note: Existing jobs in Handshake cannot be linked to Greenhouse Recruiting postings. If you wish to sync applications for an existing job, please expire the job and re-post. Do not duplicate any existing/expired jobs you wish to re-post, as this will result in an unsuccessful connection between Handshake and Greenhouse.
When a job is selected, Handshake will also retrieve the following details from Greenhouse Recruiting to make the posting process more efficient:
- Job Details
- Number of Positions
- Employment Type
- Paid / Unpaid
- Required Documents
Make sure to look over the posting details to ensure that all of the above information has been retrieved correctly, and fill in any missing details. Post your Handshake job to schools by filling out the rest of the job details and choosing the schools to post the job to. Once you have posted the job to schools, you are finished!
Support Direct Applications from Handshake
Students will browse Handshake and find your jobs. Once a student finds your job, they can click to apply for it in Handshake. Students will have the ability to upload a resume and/or cover letter as specified on the job posting. They will also see the required and optional questions configured in Greenhouse. Once the required details are entered, students will directly submit their applications to Greenhouse Recruiting via Handshake.
Once a student has applied in Handshake to a linked job, the student's application will appear in Greenhouse Recruiting automatically within a few minutes. The application will include the candidate's first name, last name, and email address. The application will show the candidate's Source as Handshake, and also will include the candidate's resume and cover letter (if required for the application process) under the Application or Details tab > Source & Responsibility section. The Application will also include the responses provided for any required or optional Job Post Questions.
The Greenhouse Recruiting / Handshake integration uses real-time application status syncing, which means you will see applicant statuses update in Handshake as they are hired or rejected in Greenhouse Recruiting. This status updates within moments of being updated in Greenhouse.
With these statuses synced, you will be able to more accurately source new applicants and analyze past recruiting efforts.
Note: jobs must be Live in Greenhouse in order to be available in Handshake, and when you expire a job in Greenhouse, the job will also expire in Handshake with the V2 integration!
Need Help?
You can submit a Support Ticket here with any questions about this integration, or if you need any assistance troubleshooting issues with your postings.
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