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Plum Integration with Greenhouse Overview


Introduction

This document explains how companies that use the Greenhouse Applicant Tracking System can integrate Plum into their current hiring processes.


Setting up Plum in Greenhouse

Plum will provide you with a unique API key for use with your Greenhouse account. Once we have delivered this key to you, you will need to forward it to your Greenhouse Account Manager. They will then turn on the integration which will allow you to add Plum as one of your Pipeline stages in Greenhouse and send applicants the Plum Assessment.

API KEY EXAMPLE:
Plum API Key example

Adding Plum as a Greenhouse pipeline stage

Step 1 Sign in to your Greenhouse account and click on New job.

Add new job in your Greenhouse dashboard

Step 2 You can copy an existing job as your template or start a job from scratch. (This guide assumes starting from scratch.)

Copy existing job in Greenhouse or start from scratch

Step 3 Follow the job template building process until you get to "3 - Interview Plan" and Click Add Stage.

Step 3 of Greenhouse Add Job Wizard - Interview Plan

Step 4 Scroll down and select Plum.io then click Add. If you have other stages to add, do that as well.

Choose Plum from the popup list of interview plan stages.

Step 5 If everything looks right, click This looks good, NEXT.

Click 'This looks good, NEXT'.

Step 6 Complete adding your new job by completing the 4th step in the Greenhouse wizard (Sourcing Tasks), and you will be brought back to the dashboard for your new job.


Inviting candidates to take the Plum Survey

Obviously, with a brand new position, you won't have applicants right away. This section is for when you have applicants that have applied to the job. If you want to see how this section works before you have any applicants, you can add a candidate to the job by clicking the Add a candidate button in the Candidates section. All that is required for you to be able to continue the steps below are for the candidate to have a first and last name as well as a valid email address.

New! Greenhouse has added the ability to bulk send assessments.

To use Plum most effectively, it is best that every one of your applicants take the Plum Applicant Survey. Luckily, Greenhouse has added the ability to bulk send the assessment to all of your applicants. You can still send to individual applicants of course (see below), but for positions with a lot of people applying daily, the bulk feature will save you time.

Step 1 From the Greenhouse dashboard, click the position for which you want to send the assessment to applicants (if you aren't there already) and then click the Candidates tab.

Step 2 Click the Bulk Actions button in the top-right (this also assumes you have more than one candidate applied that are still in the Application Review stage.)

Greenhouse bulk actions button

Step 3 Click Select All and then Edit Selected

Greenhouse bulk actions edit selected button

Step 4 From the Actions pop-up, click To Different Stage in the MOVE section, then select the Plum stage that you added during setup. Note: You may have to refresh your page after you complete this to see the changes reflected.

Greenhouse bulk actions move to different stage.

Step 5 You will now have to add a filter. Click the Test Status drop down box about 2/3rds of the way down the left-hand column. Select To Be Sent.

Greenhouse sort by test status.

Step 6 Click the Bulk Actions button, then Select All and Edit Selected the same as Steps 2 and 3.

Step 7 From the Actions pop-up, you will now be able to select Send Tests.

Greenhouse send bulk tests.

Step 8 From the pop-up, choose the survey you wish to send (e.g. Discovery Survey, if no Match Criteria has been created yet) and choose who will be "grading" the assessment. Although grading is not necessary for Plum Assessments, Greenhouse makes it a required field.

Greenhouse send the assessment.

If you want to send the assessment to a single applicant

Step 1 If you have applicants entered in the position, you will see New Applications to Review in your Pipeline Tasks section. Click Review.

New Applications to review

Step 2 Advance the candidate(s) to the Next Stage. This assumes you made Plum.io the second stage in your Interview Plan process. If not, Step 3 below and on are for when you are ready to advance your candidate(s) to the Plum.io stage.

Advance Candidate to Next Stage

Step 3 Click See candidates in the next stage.

See candidates in the next stage

Step 4 (1) Click Take home test to be sent then (2) click Send Test.

Send candidate to Plum Test

Step 5 Select which assessment you want to send to the candidate. If there are multiple Match Criteria in your Plum account, the Test drop down in this step will display them as assessments to send to your candidates. Note: candidate assessments are denoted with the DS prefix (e.g. DS - Salesperson).

Send candidate the Plum Assessment email

This will call Plum through our API and trigger an email to the candidate(s) to begin the Plum Survey. If the candidate doesn't complete the survey the same day they are emailed, Plum will send reminders 24 hours later and then 48 hours after that.


Viewing Candidate Plum Scores and profile

Once the candidate has completed the Plum Survey, Greenhouse will input their scores into the candidates Greenhouse profile.

Step 1 In your Greenhouse position dashboard, click the Candidates tab.

View your Greenhouse candidates

Step 2 Click on Scorecard due from [name].

Click Scorecard due from [name]

Step 3 Click Plum.io. You will also notice that if the candidate was sent to a Plum Survey that uses Plum Match Criteria, that the Plum Match Score will show up as Plum.io Score. The example below shows it as 64.

Click Plum.io

Step 4 Here is where the results of the Plum Survey are stored. The numbers next to each trait are percentiles. If you know how the percentiles relate to each trait, awesome, you've done your Plum homework and can probably determine the next steps for this candidate. However, if you want to see how the traits relate, not only to the percentiles, but to any Match Criteria that has been created by your company, go to the next step.

Plum scores listed in candidate profile in Greenhouse

Step 5 Click View Report to be taken to the Plum-built profile for this candidate.

Plum scores listed in candidate profile in Greenhouse

Step 6 View the candidate Plum Profile in a similar way as the Plum application. This view explains how the percentiles relate to the traits and, when a Match Criteria is selected, shows the total Match Score of the candidate as well as how strongly they match in the 6 traits your company/hiring manager deemed important to the role.

Plum Profile

Step 7 Use the drop down in the top-left of the page to switch Match Criteria. This depends on if you have other Match Criteria to choose.

Plum Profile

To view other candidates, simply repeat the 7 steps above.

If you need help with your Greenhouse account, they have a great FAQ here to help with all things Greenhouse.

To better understand Plum, you can visit our FAQ here.

Any other issues with Plum, you can contact Plum support.