Greenhouse

Integrating The Predictive Index with Greenhouse

The Predictive Index’s integration with Greenhouse lets you seamlessly add PI data to a candidate’s interview plan within Greenhouse.

Note: PI’s Greenhouse integration is a premium add-on. Learn more here.

How to configure PI’s Greenhouse integration

The configuration process consists of the following steps:

  1. Create a new PI user account.
  2. Create a new Greenhouse user account.
  3. Create an API key in Greenhouse.
  4. Set up webhooks.
  5. Set up custom fields.
  6. Enable the integration.

1. Create a new PI user account.

To integrate The Predictive Index with Greenhouse, you must first specify a PI account within your organization to be used for the configuration. This account must remain active for the integration to operate successfully. 

Note: We strongly recommend you create a generic “PI Integrations” account that isn’t tied to a specific individual at your organization. To do so:

  1. Create a company email for this account (e.g., pi_integrations@company.com).
  2. Store the email and password in a secure place accessible to any organization admin(s).
  3. Send a PI invitation to the email the same way you would invite any employee.
  4. Under the Product access section, make sure you make this account an organization admin.
  5. (Optional) If you intend on using the PI Cognitive Assessment with Greenhouse, also make this account a cognitive admin.
  6. Log in to the new email account and finish the PI account creation process.
  7. Once you’ve created a password for this PI account, you’re good to proceed. (Make sure you’re logged back into your normal PI account for the rest of this process.)

Once you’ve created your dedicated integrations account, you’ll need to select it from PI’s Greenhouse configuration page. To do so:

  1. Click the gear icon () in the top-right of the navigation bar. 
  2. You’ll land on the People tab within the Administration page.
  3. Click the Organization Settings tab.
  4. Select ATS Configuration under Integations on the left-hand side.
  5. Click “Configure” within the Greenhouse box.
  6. You’ll land on the Greenhouse configuration page.
  7. Cick the dropdown under the section “PI OrgAdmin onBehalfOf user account.” 
  8. Find and select the PI account you just created.
  9. Click “Save changes” to confirm.

2. Create a new Greenhouse user account.

Next, you’ll need to create a user account in Greenhouse to configure the Greenhouse side of the integration. To proceed, you’ll need the “Site Admin” permission in Greenhouse (so you can grant it to the new user).

Within Greenhouse (we recommend opening in a new tab):

  1. Follow this Greenhouse article on adding a new user.
  2. Under “Set permissions,” assign this user the “Site Admin” permission. 
  1. Once the user is created, click the gear icon in the top-right corner of Greenhouse.
  2. Click “Users” on the left-hand side.
  3. Select the new user’s name from the list.
  4. Update the user with a first and last name.

Note: Your recruiting team will see this user’s name in Greenhouse’s activity feed whenever there are status updates related to the integration. As a best practice, we recommend setting a generic name your team will recognize. (Example: CompanyName Recruiting Team).

Once you’ve created this Greenhouse user, you’ll need to enter it into PI’s configuration page. To do so, you’ll need to retrieve this new account’s “User ID” from within Greenhouse. 

Here’s the full process:

  1. Follow this Greenhouse article to locate the User ID.
  2. Copy the User ID to your clipboard.
  3. Return to PI’s Greenhouse configuration page.
  4. Paste the User ID within the “Greenhouse onBehalfOf ID” field.
  5. Click “Save changes” to confirm.

3. Create an API key in Greenhouse.

To proceed, you’ll need developer permissions within Greenhouse. 

Provided you have these permissions:

  1. Go to Greenhouse’s Dev Center.
  2. Click API Credentials on the left-hand side.
  3. Click the button titled “Create New API Key.”
  1. A pop-up will appear titled “Create new credential.”
  2. Select (or input) the following for each field:
  • API type: Harvest
  • Partner: Custom
  • Description: Predictive Index Integration (this field is optional)
  1. Click the “Manage permissions” button to confirm.
  2. An API key will automatically generate.
  3. Copy the API key by clicking “Copy.”

Back within PI:

  1. Return to PI’s Greenhouse configuration page.
  2. Paste the API key within the “Greenhouse API Key” field.
  3. Click “Save changes” to confirm.

Once the API Key has been stored within PI, navigate back to Greenhouse and select “I have stored the API key.”

Greenhouse will ask you to set the permissions for your newly generated API key. Make sure the following fields are selected:

  • Candidates
  • Custom Fields
  • Custom Field Options
  • Jobs

4. Set up webhooks.

For this step, you’ll need to create three separate webhooks within Greenhouse and populate them with information from PI’s configuration page.

Within PI:

  1. Return to PI’s Greenhouse configuration page.
  2. Determine a secret key to be used to set up your webhook endpoints. (Note: Greenhouse doesn’t require particular characters, but we suggest using a random password generator.)
  3. Enter your secret key into the “Greenhouse Secret Key (Webhook)” field. (For security reasons, we strongly recommend you only store this key within PI and Greenhouse.)
  1. Once you’ve stored your secret key, scroll up until you see the “Display PI Webhook URL” field. 
  2. Click the “Copy link” button.

Within Greenhouse:

  1. Go to the Dev Center.
  2. Click Web Hooks near the bottom of the page.
  1. Click Web Hooks at the top of the page.

The integration requires three different webhooks, each based on a different event:

  • Job created
  • Job updated
  • Candidate has changed stage

For each webhook, you’ll need to populate the following fields:

  1. Name this web hook: Enter a name for the webhook (our recommendation: “PI Integration – EVENT NAME”).
  2. When: Search and select one of the above events (Job created, Job updated, Candidate has changed stage).
  1. Endpoint URL: Paste the endpoint URL you copied earlier.
  1. Secret key: Input the secret key value you recently created.

Click the “Create web hook” button to confirm. Then repeat the above steps for the two remaining events.

5. Set up custom fields. 

Once you’ve configured both the PI and Greenhouse sides of the integration, we’ll need to set up custom fields in Greenhouse so the integration can populate the following fields:

  • PI Reference Profile
  • PI Reference Profile Description
  • PI Candidate URL
  • PI Behavioral Assessment Fit Rating (Out of 5)
  • PI Cognitive Assessment Score
  • PI Cognitive Assessment Fit Score

PI will handle this process for you. To initiate custom fields:

  1. Return to PI’s Greenhouse configuration page.
  2. Scroll to the bottom of the page.
  3. Click the button titled “Set up custom fields.”
  4. A pop-up will appear.
  5. Click the button to confirm.

Once you’ve set up custom fields, you’ll want to verify in Greenhouse that the above fields are populating correctly.

Note: This is a one-time configuration. If you are encountering issues, we do not recommend attempting to set up custom fields again. Instead, please submit a support ticket for assistance.

6. Enable the integration. 

The final step of the process is a simple one.

Within PI:

  1. Return to the Greenhouse configuration page.
  2. Scroll to the bottom of the page.
  3. Make sure the “Connection” setting is toggled on.

If you ever wish to pause the integration, you can do so by toggling off this setting.

FAQ

I’m unable to access the PI’s Greenhouse configuration screen. Why?
You must be an organization admin to access the configuration page.
I’m an organization admin, but still don’t have access. Why?
PI’s Greenhouse integration is a premium add-on. Learn more here.

Do you still need support? Contact us here.

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