How to connect Greenhouse to use Crosschq Interview Agent
Follow the steps below to connect Greenhouse with Crosschq:
Enable the Greenhouse integrationEnable the Greenhouse integration
Login to your Crosschq administrator account, then click Organization Settings > Connectors item on the menu. Locate the Greenhouse listing in the main panel, then click the Manage button.
On the next page, turn on the Greenhouse connector by clicking the toggle on the right. The toggle should turn green.
Configure API settings
Share token with Greenhouse
A Crosschq token is stored within the Greenhouse API settings. Copy the token.
Once you have obtained your API token, contact Greenhouse Technical Support by using live chat or opening a ticket. They will send a Safely link where you can securely share the token. Their support team will connect the two platforms to one another. If, at any point, you need to adjust connector settings, simply return to Organization Settings > Connectors > Greenhouse and click on the Manage button.
Setting up the connector
Follow these steps to generate a Harvest API key and connect Greenhouse:
From the Greenhouse Dev Center, click on the API Credential Management link.
Click the Create New API Key button to generate the API key for Crosschq.
In the popup window, enter a Description and choose Harvest from the Type drop-down, and add "crosschq" to the source identifier. Then, click the Create button and copy the API key.
From there you will need to select the appropriate permissions that Crosschq will have access to, please select the following permissions in your Greenhouse Harvest API KEY:
Applications
GET: Retrieve Application
Candidates
GET Retrieve Candidate
GET List Candidate
POST: Add Note
Users
GET Retrieve User
GET List User
Custom Field
GET: Custom fields
POST: Create custom field
PATCH: Update custom field
Job Posts:
GET: List Job Post
Save the updates you made to your API key.
If you already have a Harvest API key created for Crosschq, you’ll just need to update the permissions to match those required for Interview.
Now, navigate back to the Greenhouse Connector API settings in Crosschq (Organization Settings > Connectors > Greenhouse). Paste the API key that you copied from Greenhouse into the Harvest APIKEY field. Click Save Changes.
Configure app settings
Once your API settings are saved, you can configure additional settings for specific Crosschq Apps.
Enable the Interview toggle. The toggle should turn green.
Additional configuration
The following sections will outline extra steps to make sure your Greenhouse connection is successfully linked.
Add Crosschq Interview Agent as a stage in an interview plan
Once your Greenhouse connector is configured in Crosschq, create a new job in Greenhouse and add the Crosschq Interview Agent as a stage in your interview plan.
You can also add the Interview Agent stage to an existing job by opening the job and navigating to the Job Setup section.
Locate the Interview Plan and click Edit.
Click Add Stage, select Crosschq Interview Agent from the list, and then click Add to confirm.
Create Interview Agents based on the existing jobs in Greenhouse
Within Crosschq, access the Interview Agents section. Click Build New Interview Agent.
Complete your Agent settings and click Next.
On the next page, click Select Job. A list with your existing Jobs in Greenhouse will be displayed.
Click Add on the job you're basing your Agent on. If the job description in Greenhouse is set to public (these are the ones with an 'i' icon next to the name, as shown in the image), the position and description fields on the following page will be filled in automatically.
This is how the job description looks in Greenhouse:
Send a Candidate through the interview process from Greenhouse
To send a Candidate through the interview process, move the candidate to the Crosschq Interview Agent stage and select Send test to candidate.
Make sure the candidate's email address is correct, select the Interview Agent in the Test line, and select whom you would like to "grade" the request/have access to notifications, usually, this is the recruiter/candidate owner. Then click the Send Test button to send the Crosschq to the candidate.
The candidate will receive an email message that includes a link to begin the Crosschq interview process.
You will be able to keep track of each interview status change by accessing the notes on the Candidate:
After the interview is complete, you can view all the information on the candidate’s page by clicking Go to Interview Kit or by selecting the candidate’s profile.
Viewing an interview Report
To access the interview report on Crosschq, click Go to test on the candidate's page.
