CDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJAKALAMANAOAPAQARASATAUAVAWAXAY
1
2
3
Greenhouse Quick Start GuideQuick linksQuestions
4
For new hiring managers, recruiters, or other admins.Use the Video and Article links in the tracker below
5
Video TrainingChat Support - Bottom left-hand corner in-app
6
Webinar Training
7
Greenhouse FAQs
8
9
10
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.

If you are a recruiter, coordinator, or hiring manager, we recommend starting with the core workflow training path for your role.
You can then use the rest of the tracker as a checklist to test your understanding or revisit specific topics of interest.
11
12
13
14
E-learning courses: core workflow training pathsStatusTaskLearning pathDetailsNotes
15
not startedRecruiter core workflow trainingStart learning
16
not startedCoordinator core workflow trainingStart learning
17
not startedHiring manager core workflow trainingStart learning
18
19
20
Greenhouse basicsStatusTaskLinksVideoArticleDetailsNotes
21
not startedWatch "Create and Manage Jobs" Course--How-to--
22
not startedWatch "Manage Candidates" Course--How-to--
23
24
25
Initial setupStatusTaskLinksVideoArticleDetailsNotes
26
not startedFollow Email Link to Log In--How-to--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.
27
not startedAdd Email Signature / Set TimezoneAppHow-toFAQClick "Hi, Name" on the top right, then "My Info", and "Edit" next to "Personal Information"
28
not startedConfigure NotificationsAppHow-toFAQSet your notification preferences. You can do this under "My Info" or under "Configure" then "Notifications".
29
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.
30
31
32
Dashboard navigationStatusTaskLinksVideoArticleDetailsNotes
33
not startedSubmitting ReferralsAppHow-toFAQUse the "Add a Referral" widget on your Dashboard to add a referral.
34
not startedPost to Social MediaAppHow-toFAQUse the "Share Jobs with your Social Network" widget on your Dashboard to share jobs with your network.
35
not startedNavigate Greenhouse : job adminHow-to
36
not startedNavigate Greenhouse: job dashboardsHow-to
37
not startedNavigate Greenhouse: candidate profilesHow-to
38
39
40
Job set-upStatusTaskLinksVideoArticleDetailsNotes
41
not startedExplore and/or Create a JobAppHow-toFAQTake a look at an existing job in your account or make a new job if that will be part of your responsiblities in Greenhouse.
42
not startedVide/Edit Job info--How-to
43
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.
44
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.
45
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.
46
not started View/Edit Job Post--How-toFAQAdd the job description and any questions you want the candidate to answer.
47
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".
48
not started View/Edit E-mail Notifications--How-toFAQThese notifications will alert different team members at important points in your process.
49
50
51
Managing candidatesStatusTaskLinksVideoArticleDetailsNotes
52
not startedLearn How to Schedule: Google CalendarAppHow-toFAQOnly users who will be scheduling candidates for interviews need to integrate their calendars in Greenhouse.
53
not startedLearn How to Schedule: Outlook 365AppHow-toFAQOnly users who will be scheduling candidates for interviews need to integrate their calendars in Greenhouse.
54
not startedLearn How to Schedule: Outlook--How-toFAQOnly users who will be scheudling candidates need to review this section.
55
not startedLearn How to Schedule: manual scheduling--How-toFAQOnly users who will be scheudling candidates need to review this section.
56
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.
57
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.
58
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.
59
not started Schedule an Interview--How-to
60
not started Send Interview Confirmation--How-toConfirm the interview with your candidate and send them calendar files to add to their own calendar.
61
not started Rescheduling / Canceling----FAQLearn how to reschedule or cancel an interview that you've scheduled.
62
not started Submitting Feedback--How-toSubmit a scorecard for your candidate and note where that data appears on the candidate profile.
63
not started Advancing and rejecting--How-toFAQClick to reject a candidate. Explore the options to reject and/or send a rejection email.
64
Create and update offersHow-to
65
not startedSending offer documents--How-toFAQExtend a sample offer through Greenhouse.
66
67
68
Additional featuresStatusTaskLinksVideoArticleDetailsNotes
69
not startedAdding/Managing Users and PermissionsAppHow-toFAQIf you will be responsible for creating new user accounts, review the materials and the different permission levels in Greenhouse.
70
not startedFollow-Up RemindersApp--FAQAdd Follow-Up Reminders on the Candidate Profile and manage them from your Dashboard.
71
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.
72
not startedCandidate TagsAppHow-toFAQThis is where you will customize your job board (logo, description) and make decisions about some external posting options.
73
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.
74
not startedIntroduction to job postingAppHow-toFAQUse tracking links for any job board that you are manually posting to; this will ensure that source data is tracked correctly.
75
not startedWorking with job approvals: 1 stage approvalsAppHow-toFAQFamiliarize yourself with Job and Offer Approvals if your company leverages these features to streamline opening and offer processes.
76
not startedWorking with job approvals: 2 stage approvalsAppHow-toFAQFamiliarize yourself with Job and Offer Approvals if your company leverages these features to streamline opening and offer processes.
77
not startedWorking with offer approvalsAppHow-toFAQFamiliarize yourself with Job and Offer Approvals if your company leverages these features to streamline opening and offer processes.
78
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.
79
not startedInstall Greenhouse Prospecting Extension--How-toFAQThis will help you add in candidates from third party sites more easily!
80
not startedLearn About MaildropAppHow-toFAQYou can forward resumes and emails to Maildrop to have them added in Greenhouse.
81
not startedExplore ReportsAppFAQTake a look at Greenhouse's standard reports and connect with your team on how you will leverage reports for your metrics.
82
83
84
IntegrationsStatusTaskLinksVideoArticleDetailsNotes
85
not startedExplore IntegrationsApp----With 300+ integration partners, you should explore which integrations your team has enabled or which you should enable. We've also outlined the most popular ones below.
86
not startedLinkedIn Recruiter IntegrationApp--FAQIf your company uses LinkedIn Recruiter, you should make sure this integration is enabled and you know how it works.
87
not startedDocuSign IntegrationApp--FAQIf your company uses DocuSign, you should make sure this integration is enabled and you know how it works.
88