1. All About Greenhouse An introduction to your new Recruiting Optimization Software

2. What Is Greenhouse?
What Does it Help Us Do?
What Does that Mean for Us?
How do I use it?

3. What is Greenhouse? A robust platform to manage our hiring process
A collaborative tool designed to be used by everyone
A convenient way to easily record feedback and use data to make great hires, faster

4. Why did we choose Greenhouse?
Old world:
Old ATS was a bit outdated and we weren’t collecting the type of feedback that we needed.
Reviewing candidates and leaving feedback was too often becoming difficult.
The interview process was not outlined.
With Greenhouse…
We can clearly see where all candidate are at any given time, and set up alerts to make sure we contact everyone in a timely manner, ensuring we make great hires quickly and candidates have a positive experience.
Scorecards will allow us to maintain a consistent interview process across all candidates and make more data-based decisions.
Why did we choose Greenhouse?
- Reduce the # of candidates that reduce on-site, saving energy and time.

5. What will Greenhouse help us do?
Greenhouse will help us…
Define and know who you’re looking for
Develop a structured hiring and interview process
Make evidence-based decisions about candidates
Build a recruiting culture
Deliver a great candidate experience
Ultimately bringing the best possible talent to our team.

6. How to Use Greenhouse Logging in to Greenhouse
The Basics: Helping us Build our Talent Pipeline
Task Management: Your Dashboard
Making Referrals
Sharing Jobs on Social Media
Creating a New Job
Managing Candidates
Conducting Interviews in Greenhouse
Configuration Options
Appendix: Video Resources
How to Use Greenhouse

7. Logging into Greenhouse
Check for invitation!
Going forward go to:
Going forward, users should navigate to app.greenhouse.io in order to sign in.

8. The Basics: Task Management, Referrals, and Getting Social !

9. Configuring Your Dashboard
Task Management
My Referrals
Social Media Sharing
Configuring Your Dashboard
Use these slides to provide screenshots, so your team has something to reference after you have presented. Either keep the sample images or insert screenshots from your own org, so it is further customized.
From your Dashboard, you can manage all of your tasks in Greenhouse:
Your upcoming interviews
Applications to Review
Tasks to be completed
Outstanding approvals
People you are following
Click into any of these modules to take action quickly!

10. Configuring Your Dashboard
Submit a referral
Get help from us
Task Management
Configuring Your Dashboard
Referrals
Social Media Sharing
Generate a unique tracking link

11. Configuring Your Dashboard
Task Management
Stay updated on the status of your referrals
Configuring Your Dashboard
Referrals
Social Media Sharing
Share jobs on Social Media

12. Configuring Your Dashboard
Task Management
Configuring Your Dashboard
Referrals
Social Media Sharing
You can customize the order of these modules on your dashboard to best streamline your workflows.

13. Configuring Your Dashboard
Task Management
Configuring Your Dashboard
Referrals
Social Media Sharing
From this module, you can:
Add a new referral
Create a custom tracking link to share jobs with your network
Track where your referrals are in the process

14. Configuring Your Dashboard
Task Management
Configuring Your Dashboard
Referrals
Social Media Sharing
When you click the “+Referral” button, you will be prompted to upload a resume and fill in information about your referral. Any required fields are marked with a “*”. After you click submit, you can follow your referral in the “My Referrals” module.

15. Configuring Your Dashboard
Task Management
Configuring Your Dashboard
Referrals
Social Media Sharing
Connect to your personal and/or professional networks! After you connect, you can post links to jobs, which will give you credit if someone applies. You can also schedule posts to go out on a reoccurring basis.

16. Configuring Your Dashboard
Task Management
Configuring Your Dashboard
Referrals
Social Media Sharing
If you are interested in scheduling posts, you’ll select the jobs, date/time, and then write the body of the post. Note that jobs will be posted one at a time, not all at once.

17. Configuring Your Dashboard
Task Management
Configuring Your Dashboard
Referrals
Social Media Sharing
When you post or schedule a post, the job will appear in your selected Social Media profile.

18. Creating a New Job

19. To get started, select “+” then create new job
Opening a Job
To get started, select “+” then create new job
Job Info
Scorecard
Hiring Team
Determine how you want to create the job
Approvals
Notifications

20. Opening a Job Job Info Scorecard Hiring Team Approvals Notifications
Job name for internal purposes
Scorecard
Job name that will appear on job boards
Department associated with the job
Hiring Team
Office(s) the job is opened in
Seniority level of the job
Approvals
Number of openings
Type of Employment
Notifications
Other custom fields such as salary range and bonus options

21. Opening a Job
Here you will customize the set of attributes for your role. These will each be rated when you are submitting feedback after an interview.
Job Info
Scorecard
Hiring Team
Approvals
Notifications
Be sure to cover:
How to create sections & attributes
Any expectations your organization has about required competencies (such as organization core values)

22. Hiring Team- all you need to do is add your interviewers
Assigning the Hiring Team roles manages what tasks your team sees reminders about under “My Tasks” and “Applications to Review” on the Dashboard.
Opening a Job
Job Info
Scorecard
Hiring Team
Approvals
It’s important to assign a Hiring Manager, Recruiter, and Coordinator to each job. Tasks will populate for the users that are assigned specific roles (see next slide).
Common Questions:
Q: We don’t have a coordinator. What should I put here?
A: On the next slide we’ll cover the specific tasks associated with each role. Ignore the titles (Recruiter, Coordinator) and ask yourself who will be responsible for these tasks?
Notifications
Hiring Team- all you need to do is add your interviewers

23. Review Approval Details
Opening a Job
Job Info
Review Approval Details
Scorecard
Hiring Team
Approvals
Notifications
Note: This is only relevant for users with the Pro and Enterprise

24. Opening a Job Job Info Scorecard Interview Plan Hiring Team Approvals
Report sent weekly with high level stats about the job
Job Info
Notification for every new candidate that applies
Scorecard
Notification only when candidates apply through the internal job board
Interview Plan
Notification when referrals are submitted or apply to the job
Hiring Team
Notification when an agency submits a candidate through the agency portal
Here are all of the possible notifications for a job to make sure the right people are informed at the right time.
Approvals
Configurable notifications for specific stage transitions
Notifications
Configurable notifications for scorecard submissions on a particular stage (or all)

25. Managing Candidates

26. Managing candidates
As a hiring manager, your Greenhouse tasks will include:
Navigating the Candidate Dashboard
Application Review

27. Candidate Profile Application Review Be sure to cover: Reminders
Make a note – each other which will also send an to the targeted user.
Stages – how to move a candidate or reject
The different tabs (Activity Feed, Details, and Private) as well as (Application, Stage, Scorecards, Offer details)

28. Candidate Profile
On 1 Job: Click here to see all of the job information, including stage and source.
Activity Feed: This is a record of all of the major activities that have happened with the candidate.
Details: Here’s where you can find all of the candidate’s contact information and any other data that you collect about the candidate.
Private: This tab will only be visible to certain users and contains any information marked “Private” about the candidate.
From this top portion of the Candidate Profile, you can also view contact info and follow the candidate.
Application Review
Be sure to cover:
Reminders
Make a note – each other which will also send an to the targeted user.
Stages – how to move a candidate or reject
The different tabs (Activity Feed, Details, and Private) as well as (Application, Stage, Scorecards, Offer details)

29. Candidate Profile Application Review View Job and Source
Move the stage and Reject
Candidate Profile
View the Application materials, Scorecards, and Offer Details
Application Review
View Stage info and schedule/send tests for relevant stages
Be sure to cover:
Reminders
Make a note – each other which will also send an to the targeted user.
Stages – how to move a candidate or reject
The different tabs (Activity Feed, Details, and Private) as well as (Application, Stage, Scorecards, Offer details)

30. Candidate Profile Application Review
Manage Alerts on a candidate if they are a potential duplicate or if they have been in a stage too long
Set Follow-up Reminders to stay on top of tasks
Candidate Profile
Leave notes and alert your colleague them, which generates an notification
Application Review
Tag candidates and filter by those tags on the Candidates tab
the candidate or the team
Be sure to cover:
Reminders
Make a note – each other which will also send an to the targeted user.
Stages – how to move a candidate or reject
The different tabs (Activity Feed, Details, and Private) as well as (Application, Stage, Scorecards, Offer details)
Make the candidate Private, mark them as ”Do Not ”
Add a Prospect process to the profile

31. View Applications to Review on your Dashboard
View Applications to Review on your Dashboard. Click the Application Review link to start reviewing:
Candidate Profile
Application Review
Use Application Review to quickly review applications and resumes to decide if you want to advance the candidate to the next stage in your process.
Make sure to specify with your team which review they will be responsible for.

32. Candidate Profile Application Review
View important candidate info – Name, source, application questions
Candidate Profile
Application Review
Quickly review the resume and cover letter in one view
Use Application Review to quickly review applications and resumes to decide if you want to advance the candidate to the next stage in your process.
Make sure to specify with your team which review they will be responsible for.
Make a decision about a candidate by clicking Advance or Reject. You can always Skip to keep them in Application Review
Click “Leave Feedback” to leave an abbreviated scorecard colleagues.

33. Conducting Interviews with Greenhouse

34. Interviewing Expectations
For every interview, you will access an interview kit – either through the calendar invite, directly from the Dashboard in your account, or from the mobile app.
Overview
Interview Prep
Job Details
Resume
Scorecard
Submitting Feedback
Interviewing Expectations

35. Interviewing Expectations
This is where your team gives you any information you need to know to prep for the interview. It also previews which scorecard attributes to focus on.
Overview
Interview Prep
Job Details
Resume
Scorecard
Submitting Feedback
Interviewing Expectations

36. Interviewing Expectations
Review internal information about the Team and Responsibilities and How to Sell this Job as well as the Public-Facing Job Post.
Overview
Interview Prep
Job Details
Resume
Scorecard
Submitting Feedback
Interviewing Expectations

37. Interviewing Expectations
Take a look at the candidate’s resume in the kit. You can also always review the candidate’s information on the right-hand side of the interview kit.
Overview
Interview Prep
Job Details
Resume
Scorecard
Submitting Feedback
Interviewing Expectations

38. Interviewing Expectations
The scorecard is where you will take notes, record answers to questions, and rate each of the scorecard attributes.
Overview
Interview Prep
Job Details
Resume
Scorecard
Submitting Feedback
Interviewing Expectations

39. Interviewing Expectations
Overview
Make your final decision and submit your scorecard at the bottom!
Interview Prep
Job Details
Resume
Scorecard
Submitting Feedback
Interviewing Expectations

40. Interviewing Best Practices
Best Practices & Expectations:
How to be an effective and efficient Interviewer!
Please submit your scorecards within 8 hours of conducting your interview.
Be sure to complete all of the assigned attributes.
Provide a summary of your decision in the top text box. It also helps if you can share “Pros” and “Cons.”
Overview
Interview Prep
Job Details
Scorecard
Submitting Feedback
Interviewing Best Practices

41. Common Reports

42. Common Reports Greenhouse Report When to Use All Jobs Summary
Audit that all the necessary information has been added to a job (example: hiring team assignments, office(s), and custom fields)
Candidate Quality by Source
Determine highest quality source for the job
Pipeline History and Pass-Through Rates
Monitor pass rates and average days in a stage
Time to Hire
Calculate time to make a hire
Reports

43. Configuration Options

44. Connect to

46. Appendix Video Demos

47. Appendix: Video Tutorials
How to make Referrals in Greenhouse:
Sharing Jobs on Social Media:
Greenhouse for Interviewers:
Configuring Jobs & Interview Plans:
Managing Candidates:
All video tutorials:
Managing Candidates & New Job Set-Up Webinars: