Greenhouse Setup

OCV recruiting tasks

• Add New Company as an Office https://app4.greenhouse.io/account/organization

• Add New Job Board for the Office https://app4.greenhouse.io/jobboard

• Add New Users https://app4.greenhouse.io/account/users?status=active and select the following:
• Invite new users to Greenhouse and reactivate a deactivated user
• Manage company metadata
• Manage company email and social media templates
• Invite and deactivate agency recruiters
• Create new jobs and request job approvals
• Limit job creation to specific offices (Leave unchecked for all offices) - Select Office
• Manage unattached prospects
• Manage Job Board-related API Credentials
• Manage ALL organization's API Credentials
• Manage and configure web hooks

• Email Domain Verification How to here
• Work with the owner of the email domain

Founder Tasks

Integrations for users

• Email Domain Verification - After the OCV team has entered your domain into Greenhouse you will receive an email to Add the files to your DNS setup.
• Note: Certain web hosting services like GoDaddy, SquareSpace, or NameCheap imply your organization's domain when adding DNS records. If you are using one of these services, please see instructions here.
• When you have updated your DNS, notify the OCV team to verify that it is correct.
• When verified, you will be able to send emails to candidates directly from Greenhouse.

• Calendly - Available for all Calendly users (including an unpaid, premium, and pro account).
• App
• Learn How Here
• Next, create two separate Meeting types iCalendly integration – Greenhouse Support Calendly for an “Interview” and add your Zoom link to the invite. It would be helpful if you created one Interview for 25 mins and another for 50 mins, so we can schedule the right amount of time depending on the event.

• Zoom - This allows others to book your Zoom account for interviews that you will be conducting. Learn how to Here

• Docusign - Get a paid account for Docusign and integrate this with Greenhouse so you can send offer letters.
• Learn how Here

• Email Signature - There are many standard templates built in Greenhouse that have a token to include your signature. Instructions to add your signature are Here

• Install the Gmail Add on - This add-on allows you to directly add emails into Greenhouse through gmail, or you can forward them through Mail Drop. This adds them to the Activity Feed. Learn How Here

• LinkedIn
• We enabled the feature that allows you to see a candidate's LinkedIn profile. When you view a candidate record in Greenhouse you will now see a tab with their LinkedIn profile.
• If you have a LinkedIn Recruiter license, you can connect your account to Greenhouse to sync activity across both systems. See Here
• When the LinkedIn company page is set up, OCV adds your company number to the Greenhouse Job Board set up (The OCV content manager creates your company page.)

Tech Set up

• Job Board Settings - Customize your job board (logo, description) and make decisions about some external posting options.
• App
• Each company is responsible for creating its own public-facing “Jobs” or “Careers” page on their company website.
• When launching a new company, OCV Recruiting creates a company-specific Job board. Examples: https://opencoreventures.com/jobs/

• Career Page Setup
• Integrate your job board with your Career page Learn More
• Integrating Greenhouse with Docusaurus Learn how here

Basic Navigation of Greenhouse

• See videos Here - you will have Job Admin access to all jobs at your company (office)

Setting up a new job

• The Hiring Manager creates a job description and an interview plan using the Job Description Guide

• see:
  🤝
  Open a new Job in Greenhouse

Add a candidate

• If a candidate applies directly for the job there will be a candidate record in Greenhouse.

• If the candidate was sourced directly you can manually add a record Learn how Here

Managing candidates

• Default Candidate Rejection: this is a generic rejection for applicants where we did not communicate with them directly. The message comes from a no reply email - you are welcome to switch it to your own email if you would like.

• Rejecting Us: this message is used for candidates who withdraw from the process. The message will come from the person who sends it.

• Rejection after an interview: this message is used for candidates that have had a conversation with one of us. This is a pretty basic message. If someone got deep in the process before being rejected I recommend personalizing the message a bit more than this generic template. This message comes from the person that sent it.

Rejection reasons