Greenhouse Integration Setup – Byteboard

Before you begin

In order to set up the Greenhouse Recruiting and Byteboard integration, you will need the following permissions across accounts:

Greenhouse: Super Admin

Byteboard: Admin

Enabling the Greenhouse Recruiting and Byteboard integration

To enable the Greenhouse integration, please visit Team Settings at https://client.byteboard.dev/settings/team. You will need to toggle the Greenhouse Integration button to on.

1. SETUP BYTEBOARD API KEY

Once the Greenhouse Integration toggle has been turned on, you’ll find your Byteboard API key under the API Key heading under the Greenhouse Integration at https://client.byteboard.dev/settings/team.

Copy the API Key and visit your Greenhouse homepage at https://www.greenhouse.io/.

Click Get Help in the lower-left corner.

Type “Integration Setup” in the chat box, and then click Chat Now.

Once connected with an agent, write “I’d like to set up an integration with Byteboard” and they will respond with a link where you can provide your API Key.

Do not send the API key in this initial message. API Keys allow access to sensitive data and must be kept secret.

API Key should be shared securely using SendSafely, Greenhouse’s secure data transfer platform.

The Greenhouse Support team will respond with a SendSafely link for you to enter your API Key. A notification will be sent to the Greenhouse Support Team after you have entered your API key, and they will email you to confirm that your API key has been set up in your account and your integration is enabled.

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While you’re waiting for the Greenhouse team to respond and confirm the key has been added to your account, you can continue the setup process at 2. UPLOAD YOUR HARVEST API KEY. You can return to this stage once you received confirmation from the Greenhouse team.

Add Byteboard Stage to a job’s interview plan

Once your Greenhouse Support team confirms that the Greenhouse Recruiting and Byteboard integration is enabled for your organization, you will be able to add the Byteboard CoreEval interview as an Interview stage. To add Byteboard CoreEval as an interview stage for an existing job:

Navigate to a job (All Jobs > Job Name) and click Job Setup from the Job navigation bar.

From the Job Setup page, navigate to Interview Plan on the left-hand panel. Scroll down the page and click + Add a Stage.

From the Add Stage dialog box, select the Byteboard stage. When finished, click Add to apply the stage to the job's interview plan.

Configure Byteboard Stage

Once the Byteboard stage has been added to the job's interview plan, click the Edit Interview icon button for that stage.

Use the provided drop-down menu to select the assessments that you have previously requested from Byteboard:

Select the appropriate assessment

Assign at least one Greenhouse user to review submitted assessments

When finished, click Save

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All configuration of the assessment itself, as well as the email template, will need to be done by Byteboard

2. UPLOAD YOUR HARVEST API KEY

Generate a Harvest API Key

Navigate to the API Credentials page (Configure → Dev Center → API Credential Management)

Click Create new API key. Set Type to Harvest, Partner to Byteboard, and Description to Byteboard Harvest or similar. Click Create.

If you already have an existing Harvest API key for Byteboard, you can edit that API key to match the description above, and then continue with the steps below.

Expand to view sample screenshot of creating a new API key

Save the API key to a secure location

Grant Permissions in Greenhouse

In Greenhouse, grant the following permissions and click Save after selecting

Applications	Get: Retrieve Application	Get: List Applications
Candidates	Get: Retrieve Candidate
Jobs	Get: Retrieve job
Job Stages	Get: List Job Stages	Get: List Job Stages for Job
Users	Get: Retreive User

Expand to view sample screenshot of the permissions list when fully filled out

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A note on Greenhouse permissions: Byteboard only utilizes the data required to provide our services and are happy to provide additional details as requested on data access required and rationale.

Uploading your Harvest API Key

In Byteboard’s Team Settings > Greenhouse Integration Settings, enter your Harvest API Key under the Upload Your Harvest API Key, then refresh the Byteboard portal page before continuing on to 3. MAP JOB STAGES TO NEXT STEP CATEGORIES AND LIVE CODING STEPS .

Expand to view a sample screenshot of where to upload Harvest API Key

If your Harvest API key has not yet been submitted via https://client.byteboard.dev/settings/team, the 3. MAP JOB STAGES TO NEXT STEP CATEGORIES AND LIVE CODING STEPS stage will show a “Waiting for API key” notification. If you see this, please return to 2. UPLOAD YOUR HARVEST API KEY before continuing.

Expand to view for sample screenshot of “Waiting for API Key” notification

3. MAP JOB STAGES TO NEXT STEP CATEGORIES AND LIVE CODING STEPS

Mapping Greenhouse job stages to Byteboard next step categories allows Byteboard to accurately track candidate performance and offer outcomes. For accurate reporting, you will need to map all Greenhouse stages in your job that could follow a Byteboard CoreEval interview even if these are not always used.

To map job stages in Byteboard:

Click Edit stage names to expand drop-down of your Greenhouse Stages.

If you receive a Loading Stage Names notification, do not refresh the page. Synching Greenhouse Stage details can take up to ten minutes depending on the number of job listings in your Greenhouse instance.

To the right of the relevant Greenhouse Stage, select the corresponding Byteboard Stage for any interview stages following the Byteboard CoreEval interview

TPS (use for any technical phone screens before Onsite)

Onsite (use for onsite or panel interviews - including virtual occur

Offer (use for offer extended)

Byteboard Live Coding (select checkbox for corresponding stage)

Expand to view a sample screenshot of completed mapping

All other stages can remain unassigned. Once job stage mapping is complete, select Update stage names.

4. SET UP WEB HOOKS

Web hooks set up allows Byteboard to track the status of your candidates after their interview. To set up web hooks:

Navigate to the Greenhouse web hook configuration page via Configure (Settings) > Dev Center > Web Hooks

Navigate to Greenhouse’s **Configure** menu by clicking the gear icon in the upper right-hand corner

In the Configure menu, select the **Dev Center** menu (*note only system admins can access the Dev Center)

In the Dev Center, click into the **Web Hooks** page. If you cannot view or access Web Hook, please reach out to your Greenhouse Super Admin.

Create the following web hooks with the the recommended stage names on the Web Hooks page

Name this web hook	When (drop down)
Byteboard - Changed Stated	Candidate has changed stage
Byteboard - Hired	Candidate has been hired
Byteboard - Unhired	Candidate has been unhired
Byteboard - Rejected	Candidate or Prospect rejected
Byteboard - Unrejected	Candidate or Prospect unrejected

For each web hook created, select the web hook action under the When drop down that matches each value listed.

For the “Deactivated?”radio button, ensure No is selected (default selection).

Copy and paste the Endpoint URL and Secret Key from the Greenhouse Integration set-up in Byteboard.

Expand to view a sample screenshot of where to find Endpoint URL and Security Key

Leave all other fields blank.

Select Create Web hook. Repeat for all other outstanding web hooks.

Expand to view a sample screenshot of completed details under Create A New Web Hook

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If web hooks details are edited in your Greenhouse instance, users must re-paste the secret key from the Byteboard portal into the Greenhouse web hook. When a web hook is edited, by default Greenhouse removes the secret key as a security measure.

Confirming integration set-up

Please contact Byteboard at cs@byteboard.dev if you are interested in end-to-end testing and confirmation of set-up following completion of all setup steps.