For customers of our Position Management module integrating with Greenhouse.
Our bidirectional integration allows you to create requisitions in Built, utilize our configurable approval workflow, and then send the requisitions to Greenhouse. You can also connect requisitions imported from Greenhouse to positions in Built.
To connect Built and Greenhouse:
Only Company Admins and HR Admins can manage company settings. Learn more about managing user roles and permissions.
Log in to your Built account.
Click your company name at the top of the main navigation, then click Company Settings.
Click the Integrations tab.
Click Greenhouse in the list of integrations.
Click Connect.
Ensure you’re logged into Greenhouse, then complete the authorization step. After connecting to Greenhouse, daily automatic imports will be enabled. You may also initiate a manual import from Greenhouse at any time.
For Greenhouse Advanced/Expert customers: We recommend creating an opening custom field in Greenhouse, allowing you to send Built position IDs for requisitions. To do this, click the configure icon, then click Custom Options. Locate the Company custom fields section, click Openings, then click Add field. Enter the field name, “Built Position ID”, click the Field type dropdown to select Short textbox, and click Save.
Sending Requisitions to Greenhouse
When sending requisitions to Greenhouse, you can choose whether to create a new job or openings for an existing job. By default, requisition data sent from Built to Greenhouse will include the information listed in the table below. Alternatively, you can request a custom dataset to meet your organization’s needs.
While our requisition approval workflows help your team ensure the appropriate approvals, admins can skip pending approvers or bypass a requisition’s approval process when flexibility is needed.
Creating Jobs in Greenhouse
Once a Built requisition is sent to Greenhouse, only the requisition’s status in Greenhouse will be automatically updated in Built.
Creating Openings in Greenhouse
Importing Requisitions from Greenhouse
Refer to the table below to learn about the data requirements for manually or automatically importing requisitions from Greenhouse:
To configure the frequency and notifications for automatic imports:
Navigate to Company Settings > Imports.
Locate the Greenhouse Import Settings section and click the Edit button.
If not yet enabled, select Yes to enable automatic imports.
Select your desired import frequency.
Enter an email address for automated import notifications.
To disable automatic imports:
Navigate to Company Settings > Imports.
Locate the Greenhouse Import Settings section and click the Edit button.
In the Enable Automatic Imports field, select No.
To manually import job requisition data from Greenhouse:
From Built’s main menu, navigate to the Recruiting page.
Click the import icon in the upper right corner of the page.
Once the import is complete, click View Requisitions.
To connect job requisitions to positions in Built:
Navigate to Positions > Requisitions.
To find the requisition you would like to connect to a position, filter the list by the requisition status, or use the search field. To view a requisition, click the job requisition ID or title in the table.
Click the Connect Position button in the Position ID column.
Enter the title or position ID of the position you’d like to connect.
Click Save.
You can view data for requisitions connected to Built positions on the Positions table and Position Management reports by enabling the following data options: Req ID, Req Status, External Req ID, and External Req Status. Data will not be displayed for Built requisitions with Denied, Canceled, or Closed statuses. Data will not be displayed for connected imported requisitions with Filled, Canceled, Rejected, or Closed statuses.
To disconnect the Greenhouse integration in Built:
Once you have disconnected Greenhouse from your Built account, future imports cannot be initiated.
Navigate to Company Settings > Integrations.
Click Greenhouse in the list of integrations.
Click the Deactivate button.
Click OK.
Please contact our Customer Success Team for additional assistance.