This covers Greenhouse Recruitment

Creating an API key

Log in to Greenhouse as an administrator, click the gear icon, choose Dev Center and API Credential Management:

Now click Create New API Key:

In the dialog that appears choose Harvest for the API Type and enter Trelica as a description:

Now click Manage Permissions.

Before you setting permissions, the API Key will be created. Click Copy to copy it to the clipboard - ideally put this in Notepad or a text editor until you are ready to paste it into Trelica:

After you click I have stored the API Key you will be taken through to manage the permissions the key has.

Minimal permissions:

  • Users > Get: Retrieve User
  • Users > Get: List Users
  • Departments > Get: List Departments

For Provisioning:

  • Users > Post: Add User
  • Users > Patch: Enable User

For Deprovisioning:

  • Users > Patch: Disable User

For Candidates:

  • Candidates > Get: List Candidates
  • Offers > Get: List Offers
Choosing the Candidate option will import candidates in the Hired stage in Greenhouse into Trelica. We import the name, personal email and the start date. This is helpful for onboarding workflows if you have connected an HR systems (e.g. Trinet) where new hires are available via the API only once they've started.

Make sure the required permissions are checked.

Scroll to the bottom of the page and click Save.

Now go to the Greenhouse integration in Trelica, click Connect and paste in the API key you created earlier.

Finding a user ID to provision/deprovision on behalf of

If you're connecting to Greenhouse with Provisioning or Deprovisioning enabled, you'll also be required to input an On behalf of user ID. When updating a user Greenhouse audits requests performed via the API, including requests to create or disable users as if they were performed by this user. The user you select for this purpose my hold the Site Admin role.

Navigate to Configure > Users and do one of the following:

EITHER: Click Export to Excel where the User ID should be included as the 1st column.

OR: Click on a user's Name to edit and navigate to the desired user. Copy the user ID from the URL (the URL should end in a path like /account/users/:userId/edit), and paste that number into the On behalf of user ID field in the Trelica integration connection dialogue.

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