Skip to main content

Greenhouse Integration Guide for CRAs

Evan Nelson avatar
Written by Evan Nelson
Updated over 8 months ago

Overview

The Greenhouse integration with deverus allows seamless background check processing within Greenhouse ATS. As the CRA, you can either configure the Integration Manager (IM) account while your client sets up their Greenhouse instance for free, or you can opt for deverus to handle the entire configuration for an associated fee. Your client should review the Greenhouse Configuration Guide to determine if they can complete the setup on their own.


Timeline

Estimated Time to Configure:

  • Configuration by Client: Varies based on client’s familiarity with Greenhouse

  • IM Account Configuration by CRA: 1-2 business days after credentials are received

  • Configuration by deverus: 2 weeks total

Expected Go-Live Timeline:

  • Once all requirements are met, the typical go-live time is approximately 2 weeks, including testing and validation.


Integration Connection Pricing

1. Self-Service Integration (No Cost)

We continue to provide comprehensive resources for self-implementation:

  • Detailed integration documentation

  • Step-by-step implementation guides

  • Access to our knowledge base

These resources remain completely free and are sufficient for most standard integration scenarios.

2. Premium 14-Day Support Package ($2,250)

For situations requiring direct assistance from our team, we offer a 14-day support package:

  • Direct access to our integration specialists

  • Technical troubleshooting and guidance

  • Implementation assistance

  • Configuration help

  • Testing support


Integration Requirements

Prerequisites for Setup

  • Partnership with Greenhouse: Not required

  • Greenhouse Consultant Required: No

  • deverus: Integration Manager (IM) configuration (completed by CRA, or deverus with SOW)

  • SwiftHire Mobile: Required

Required Information for Setup

Your client must provide the following details before you can configure IM:

  • Greenhouse Credentials

    • API Key

    • Background Check Complete Date

    • Background Check Result

    • Background Check Status

    • On Behalf Of (this is the Default User's employee ID from Greenhouse)

    • Always Use On-Behalf-Of and User Defaults? Yes or No

    • Default User First Name

    • Default User Last Name

    • Default User Email

    • Preferred webhook option (for "BGC On Candidate Hired?")

    • Administrator Login Credentials (if deverus is handling configuration of Greenhouse instance)

  • Webhook Configuration Choices:

    • Option 1: Background check triggered by stage change ("Background Check" stage)

    • Option 2: Background check triggered by "Mark Candidate as Hired"


Project Steps

  1. Provide the Greenhouse Configuration Guide to your client along with Package and Location names.

  2. Your client configures their Greenhouse instance (or deverus handles it for a fee).

  3. Collect all required Greenhouse credentials from the client.

  4. Configure the account in Integration Manager (IM).

  5. Perform roundtrip testing.


Integration Manager (IM) Configuration Steps

Steps for CRA or deverus Integration Team

Note: Please wait to configure the account in Integration Manager until you have all of the required API credentials.

  1. Login to deverus -> Integration tab -> Home

  2. Select the Greenhouse tile

  3. Select "Configure Existing Client"

  4. Type in the name of the top/parent client account and select it

  5. Choose the Send Results option:

    • Report Link with Login (the result URL in Workday for the completed report will prompt the user to enter their deverus login credentials to view report)

    • Report Link without Login (the result URL in Workday for the completed report will bring the user directly to a copy of the report)

  6. Toggle SwiftHire to On

  7. Click Next

  8. Enter Greenhouse API credentials provided by the client:

    • API Key

    • Background Check Complete Date

    • Background Check Result

    • Background Check Status

    • On Behalf Of (default user's employee ID from Greenhouse)

    • Always Use On-Behalf-Of and User Defaults? Yes or No

    • Default User First Name

    • Default User Last Name

    • Default User Email

    • BGC On Candidate Hired? Yes or No

  9. Click 'Save'

  10. Map Package(s)

    • Locate the account you just configured in IM

    • Navigate to "Map Fields"

    • Enter the name of the package as the Integrations Partner Package ID

    • Save Mappings

  11. Map Location(s)

    • Locate the account you just configured in IM

    • Navigate to "Map Fields"

    • Enter the name of each client/branch as the Integrations Partner Location ID

    • Save Mappings


Test the Integration

  1. Have the client submit a test applicant for a background check.

  2. Log into deverus as the client to confirm a SwiftHire invitation has been created. Have the client confirm they see 'Pending Candidate' status.

  3. Complete the SH invite as the applicant by logging in as the client and clicking on the Waiting status. Have the client confirm they see 'Pending' status.

  4. Complete the report from the Admin module, and have the client confirm they see 'Complete' status along with the report URL.


Special Notes & Considerations

  • All job requisitions requiring a background check must have a designated package and location assigned before submitting the request. Each job can have only one package and one location.


Guides & Documentation

  • Greenhouse Configuration Guide

  • Troubleshooting Common Errors: [Article HERE]

Did this answer your question?