Here comes a description on how you set up, configure and use Refapp through Greenhouse.
Setting up the integration
As a first step, you need to connect your Greenhouse account to your company account in Refapp. Contact support@refapp.se to get an API key. Once you have received your API key, contact Greenhouse at www.greenhouse.io/asksupport. Make sure to specify which Refapp stage you want to be enabled: “Refapp” for APP, “Refapp [Sec]” for SEC. Greenhouse support will then 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. Once this is done, you can move forward with configuring the settings.
Configure the settings in Greenhouse
Our strongest recommendation is to use the "Harvest version" when using the Refapp integration in Greenhouse. By following this guide you learn how to configure the settings in Greenhouse.
Configure settings in Refapp
Before you add and configure the Refapp stage in Greenhouse, you need to configure some settings in Refapp. Go into your profile and set up at least one project template. You do this by pressing your profile in the right corner and selecting Project Template.
In the project template, you select and edit which questionnaire to send out to the referees and what the communication with both candidates and referees will look like. For a more detailed description of how to create a project, follow this guide.
Using the Harvest version of the integration
If you're not using the updated version of the integration with Harvest API follow the guide below.
For more information och what the difference between the original and Harvest version is and how to update your version of the integration, see our guide.
Start by adding Refapp as an interview stage. To add an interview stage to an existing job, navigate to your job (All Jobs > Job Name) and click Job Setup. Select Interview Plan on the left side of the page and click + Add a Stage.
Select the Refapp stage on the next window. When you’re finished, click Add to apply the stage to the job's interview plan.
In the “Refapp Test to Send Candidate” section, select the “Test” from the dropdown menu. These are not really tests, but options for reference checking based on the project templates your organisation have set up in Refapp.
Once the Stage is edited and added, you can select Refapp as a stage in the interview plan. You do this by moving a candidate into the Refapp interview stage. When you do this, Greenhouse Recruiting will display a Send Test link.
A project then gets created in Refapp, and the candidate gets sent to the project. If the project template has automation turned on a mail and/or SMS has been sent to the candidate, asking them to submit their referees.
Once the reference checking is completed (all referees have submitted their answers), the Interview Kit will contain a link to view the finished report in the Refapp application.
Click View Report to see the finished reference report.
How to use the integration in a job in Greenhouse (without Harvest API)
Once you have set up the settings in Refapp, you can add Refapp as an interview stage. To add an interview stage to an existing job, navigate to your job (All Jobs > Job Name) and click Job Setup. Select Interview Plan on the left side of the page and click + Add a Stage.
Select the Refapp stage on the next window. When you’re finished, click Add to apply the stage to the job's interview plan.
After the stage has been added to the job's interview plan, you’ll need to configure the Refapp stage. To do this, click Edit Interview.
In the “Refapp Test to Send Candidate” section, select the “Test” from the dropdown menu. These are not really tests but options for reference checking, based on the project templates you have created in Refapp and the recruiting users that have been configured. Pick the project template that is linked to your name and click Save.
Once the Stage is edited and added, you will be able to select Refapp as a stage in the interview plan. You do this by moving a candidate into the Refapp interview stage. When you do this, Greenhouse Recruiting will display a Send Test link.
Once the reference checking is completed (all referees have submitted their answers), the Interview Kit will contain a link to view the finished report in the Refapp application.
Click View Report to see the finished reference report.