Overview:

SpringVerify's integration with Greenhouse streamlines the hiring process by facilitating the effortless generation of API keys and the setup of web hooks. This integration enables users to seamlessly initiate background verification checks for candidates. Verifications can be automatically triggered at critical hiring stages, such as offer approval or when a candidate is hired, thus accelerating the onboarding process.

Steps to Integrate Greenhouse with SpringVerify IN:

1. Navigate to the Integrations page on the SpringVerify portal.

2. Locate and select the Greenhouse card to begin the integration process.

3. Click the “Connect” button to enable the integration.

4. In the Greenhouse platform, navigate to the top-right menu and select “Configure.”

5. Select “Dev Center” by selecting it from the left-hand side menu.

6. Within the Dev Center, select "API credentials."

7. Click on “Create New API Key.”

8. Set the API type to “Harvest” and select Partner as “Unlisted Vendor” as the category. Enter “SpringVerify” in the description field.

9. Then, click on "Manage permissions" to continue.

10. Select the following permissions:

• Users: Get: List Users

• Applications: Get: Retrieve Application

• Jobs: Get: Retrieve Job

• Candidates: Select both the options Post: Add Notes and Get: Retrieve Candidate

• Custom Field options: Select all three – Delete: Remove custom field options, Get: Custom field options, and Post: Create custom field options

• Custom Fields: Select all three – Delete: Delete custom field, Get: Get custom fields, and Post: Create custom field

• Offers: Get: Retrieve Application's Current Offer

• Tags: Select all four– Post: Add New Candidate Tags, Get: List Candidate Tags, Put: Add a Candidate tag, Delete: Remove tag from candidate.

11. The API key has been successfully generated. Please copy and securely save it in a safe location.

12. Proceed to the SpringVerify Portal and enter the API key generated in Greenhouse. Then, click on "Next."
    
    
    

13. Navigate to the Web Hooks section in the Greenhouse portal and select "Webhooks."

14. Retrieve the URL endpoint and secret key from the SpringVerify portal and copy them.

15. In the Greenhouse portal, select "Create Web hook" and input the following details. Currently, we support Background Verification (BGV) for two events:

1. Offer approved

2. Candidate has been hired

• 16. Once completed, click "Create Web hook." If the webhook connection is successful, the status will display as "Disabled: No"; if not, it will display as "Yes."

• 17. After verifying the status, return to the SpringVerify portal to proceed with additional configurations.

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17. You have the option to either manually create custom fields in Greenhouse or allow SpringVerify to create them for you. Once this step is completed, you are ready to map these custom fields with the specified packages.

18. After mapping the custom fields with the packages and saving the configuration, the integration is successfully enabled.

Frequently Asked Questions

SpringVerify’s integration with Greenhouse simplifies the hiring process by enabling seamless background verification checks at key hiring stages, such as offer approval or when a candidate is hired.

2. How do I integrate Greenhouse with SpringVerify?

Follow these steps:

1. Go to Integrations in the SpringVerify portal.

2. Select Greenhouse and click "Connect" to begin integration.

3. Generate API Key in Greenhouse (Navigate to Configure → Dev Center → API Credentials → Create New API Key).

4. Set API type to Harvest and category to Unlisted Vendor. Enter "SpringVerify" in the description.

5. Assign necessary permissions for users, candidates, jobs, applications, offers, and tags, custom field, custom field options.

6. Copy and securely save the API key.

7. Enter the API key in the SpringVerify portal.

3. How do I set up webhooks for background verification?

1. In Greenhouse, navigate to Web Hooks under the Dev Center.

2. Copy the URL endpoint & secret key from the SpringVerify portal.

3. Select “Create Web Hook” and enter the details.

4. Choose the supported events:

• Offer Approved

• Candidate Hired

5. Click “Create Web Hook” and check the status.

4. How do I configure custom fields in Greenhouse?

• You can manually create custom fields in Greenhouse or allow SpringVerify to create them automatically.

• Once done, map these fields to verification packages.

5. How do I know if the integration is successful?

• If the webhook connection is successful, the status will show as "Disabled: No".

• After completing the custom field mapping in SpringVerify, the integration is fully enabled.

6. What permissions are required for API integration?

The following permissions must be enabled:

• Users → Get: List Users

• Applications → Get: Retrieve Application

• Jobs → Get: Retrieve Job

• Candidates → Post: Add Notes, Get: Retrieve Candidate

• Custom Fields & Options → Delete, Get, Post

• Custom Fields: → Delete, Get, Pos

• Offers → Get: Retrieve Application’s Current Offer

• Tags → Post, Get, Put, Delete

7. What happens if the integration fails?

• Double-check the API key and permissions assigned.

• Ensure that the webhook status is correctly updated.

• If issues persist, reach out to SpringVerify Support.

8. What happens if API permissions are not set as per KBA?

If the required API permissions are not configured correctly in Greenhouse, the integration may not function properly.

Solution:

• Recheck and assign the correct permissions as per the SpringVerify Knowledge Base Article (KBA).

• If integration issues persist, generate a new API key with the required scopes and update it in the SpringVerify portal.

9. Why is my API key not working?

Possible reasons:

• The API key was not copied correctly or was not saved securely.

• Incorrect permissions were assigned during API key creation.

• The API key has expired or been revoked in Greenhouse.

Solution:

• Generate a new API key and ensure all required permissions are enabled.

• Copy and enter the key correctly in SpringVerify

10. Why are background verification checks not triggering automatically?

Possible reasons:

• Webhooks are not correctly configured in Greenhouse.

• API permissions for candidates, jobs, or applications are missing.

• The candidate’s status is not reaching the required trigger stage (Offer Approved or Hired).

Solution:

• Verify webhook setup in Greenhouse Webhooks section.

• Ensure the correct API permissions are enabled for candidates and offers.

• Confirm that the candidate has reached the correct hiring stage.

11. Why is data not being fetched from Greenhouse?

Possible reasons:

• The API key does not have sufficient permissions to retrieve candidate/job details.

• Greenhouse may be experiencing downtime or API rate limits.

• The candidate’s details are incomplete or incorrectly formatted.

Solution:

• Double-check API permissions for Users, Applications, Jobs, and Candidates.

• Try fetching data manually using the Greenhouse API to check for errors.

• Wait and retry if Greenhouse services are temporarily down.

12. Why is my webhook status showing as “Disabled: Yes”?

Possible reasons:

• The webhook URL or secret key was entered incorrectly.

• Greenhouse failed to validate the webhook during creation.

• There was an authentication issue between Greenhouse and SpringVerify.

Solution:

• Re-enter the correct webhook URL & secret key from SpringVerify.

• Delete and recreate the webhook in Greenhouse.

• Contact SpringVerify Support if the issue per