New Admin Greenhouse Training Tracker
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Greenhouse Quick Start GuideQuick LinksQuestions
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For new hiring managers, recruiters, or other admins.Use the Video and Article links in the tracker below
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Video TrainingChat Support - Bottom left-hand corner in-app
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Webinar TrainingEmail Support - support@greenhouse.io
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Greenhouse FAQs
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TRAININGUse this tracker to start familiarizing yourself with everything you'll need to know in Greenhouse! This is designed to supplement a training directly with your team, who will be able to advise on the specifics of how your organization navigates Greenhouse.
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Greenhouse BasicsStatusTaskLinksVideoArticleDetailsNotes
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not startedWatch "New Job Set Up" Webinar--How-to--Scroll down to see a prerecorded version.
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not startedWatch "Managing Candidates" Webinar--How-to--Scroll down to see a prerecorded version.
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Initial SetupStatusTaskLinksVideoArticleDetailsNotes
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not startedFollow Email Link to Log In------You should have received an email invitation from a team member. Follow the link to sign in for the first time! You'll be prompted to create a password.
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not startedAdd Email Signature / Set TimezoneApp--FAQClick "Hi, Name" on the top right, then "My Info", and "Edit" next to "Personal Information"
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not startedConfigure NotificationsAppHow-toFAQSet your notification preferences. You can do this under "My Info" or under "Configure" then "Notifications".
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not startedCustomize Email TemplatesAppHow-toFAQThese will be the templates you use for communication with candidates. Pay attention to template type as you are editing! Template type explains how the email is used within Greenhouse.
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Dashboard NavigationStatusTaskLinksVideoArticleDetailsNotes
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not startedSubmitting ReferralsAppHow-toFAQUse the "Add a Referral" widget on your Dashboard to add a referral.
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not startedPost to Social MediaAppHow-toFAQUse the "Share Jobs with your Social Network" widget on your Dashboard to share jobs with your network.
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not startedPersonalize your DashboardAppHow-toFAQCustomize the order of widgets on your dashboard.
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Job Set-UpStatusTaskLinksVideoArticleDetailsNotes
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not startedExplore and/or Create a JobApp--FAQTake a look at an existing job in your account or make a new job if that will be part of your responsiblities in Greenhouse.
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not started View/Edit Scorecard--How-toFAQMake sure that these are the non-negotiables for the job. About 5-7 per category is usually a manageable amount.
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not started View/Edit Interview Plan--How-toFAQThe stages you choose will appear in reports; make sure to pick names that you will keep consistent across jobs.
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not started View/Edit Interview Kits--How-toFAQShare information with your interviewers so they can conduct an effective interview. Make sure to look into custom questions and focus attributes.
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not started View/Edit Job Post----FAQAdd the job description and any questions you want the candidate to answer.
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not started View/Add Hiring Team--How-toFAQAssigning these on all roles will kick off task reminders. A best practice is to have at least a Recruiter, Coordinator, and Hiring Manager assigned for every role. You may want to create accounts for your Hiring Managers to assign these--you can do this without inviting them by unchecking "Send invitation email".
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not started View/Edit E-mail Notifications--How-toFAQThese notifications will alert different team members at important points in your process.
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Managing CandidatesStatusTaskLinksVideoArticleDetailsNotes
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not startedIntegrate your Calendar(s): Google CalendarAppHow-toFAQOnly users who will be scheduling candidates for interviews need to integrate their calendars in Greenhouse.
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not startedIntegrate your Calendar(s): Outlook 365App--FAQOnly users who will be scheduling candidates for interviews need to integrate their calendars in Greenhouse.
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not startedLearn How to Schedule with Outlook--How-toFAQOnly users who will be scheudling candidates need to review this section.
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not startedTest Interview Workflow and Scheduling with a Sample Candidate--How-to--Give the test candidate your email address so you see communication from both sides.
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not started Application Review--How-to--Click the link from your dashboard or the job dashboard to launch the application review module. The Managing Candidates webinar offers instructions on how to use application review.
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not started Request Candidate Availability--How-toFAQFrom the candidate profile or candidate search page, use Greenhouse to get the candidate's availability for an interview.
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not started Schedule an Interview--How-toThe video outlines Google scheduling, but reference the other help resources above for the calendar provider you use.
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not started Send Interview Confirmation----Confirm the interview with your candidate and send them calendar files to add to their own calendar.
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not started Rescheduling / Canceling----FAQLearn how to reschedule or cancel an interview that you've scheduled.
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not started Submitting Feedback--How-toSubmit a scorecard for your candidate and note where that data appears on the candidate profile.
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not started Rejecting----FAQClick to reject a candidate. Explore the options to reject and/or send a rejection email.
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not started Offers--How-toFAQExtend a sample offer through Greenhouse.
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Additional FeaturesStatusTaskLinksVideoArticleDetailsNotes
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not startedAdding New UsersAppHow-toFAQIf you will be responsible for creating new user accounts, review the materials and the different permission levels in Greenhouse.
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not startedFollow-Up RemindersApp--FAQAdd Follow-Up Reminders on the Candidate Profile and manage them from your Dashboard.
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not started@Mentions----FAQUse @mentions to communicate with your team members. Adding an @mention will generate an email notification. You can use @mentions in application review, scorecards, or notes on a candidate profile.
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not startedCandidate TagsAppHow-toFAQThis is where you will customize your job board (logo, description) and make decisions about some external posting options.
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not startedBulk ActionsApp--There are a few different places in Greenhouse where you can take actions in bulk. Explore the bulk actions you can take on candidates.
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not startedTracking LinksAppHow-toFAQUse tracking links for any job board that you are manually posting to; this will ensure that source data is tracked correctly.
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not startedInstall Gmail PluginApp--FAQThe plugin allows you to directly add emails into Greenhouse through gmail, or you can forward them through maildrop. This adds them to the Activity Feed.
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not startedInstall Greenhouse Prospecting Extension--How-toFAQThis will help you add in candidates from third party sites more easily!
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not startedLearn About MaildropAppHow-toFAQYou can forward resumes and emails to Maildrop to have them added in Greenhouse.
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not startedExplore ReportsAppFAQTake a look at Greenhouse's standard reports and connect with your team on how you will leverage reports for your metrics.
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