Recruitee

The setup guide provides step by step guidelines and instructions on connecting the Recruitee account with the Harver that will allows you to invite candidates to an assessment and see the candidate results in the Recruitee.

Before setting up the integrations, check the Integration Guidelines and Integration FAQs to make sure you have all necessary information and configurations ready in Harver Platform.

In this Guide

1. Instructions before enabling Integrations
2. Harver Integration Configuration Steps
3. Recruitee Integration Configuration Steps
4. Setting up Webhook in Recruitee
   1. Webhook & Events
   2. Webhook Secret Key & Personal API Token
   3. Harver Stages & Webhook
5. Adding Harver in Workflow to invite Candidate
6. Candidate progress & results
7. Validating Integration Setup
8. Additional Questions/Support

Instructions before enabling Integrations

Before enabling integrations, make sure you have;

1. The requisitions in ATS and vacancies in Harver are configured.

Harver Integration Configuration Steps

Login to Harver platform to perform below steps. You must be a Harver Admin to be able to complete all these step.

1. In Harver platform, go to Integration Menu tab and clicks Add new integrations. Select the Recruitee from drop down and Clicks Add Integrations.
2. This will start configuring the integration and progress will be shown. Once completed, click on Continue to Overview.
3. In General Overview, only adhoc integration pattern is supported so will be enabled by default.

4. Then go to section Credentials and;

   1. Click Harver to ATS tab and click Edit ATS Credentials to configure Personal API Token which is generated by client in Recruitee and is used by Harver to send the request to recruitee for webhook endpoints. See section Webhook Secret Key & Personal API Token in Recruitee configuration section.

   2. Click ATS to Harver tab;

      1. You will see the Access Token which is used for requests coming from Recruitee. This will be used later to configure in Recruitee.

      2. You will also see the webhook Secret Key which is used for verifying all incoming webhook and is unique company specific token. Generate it in Recruitee and configure it in Harver. See Webhook Secret Key & Personal API Token section on how to create Secret Key in Recruitee.

5. Next, click on ATS to Harver in the side bar and click Edit ATS to Harver to add stages.

   1. Add all status to get CDP report.

   2. Next add all accepted stage names to trigger ATS to Harver flow via webhook. This should be same as configured in Recruitee stage names.
   3. To synchronize status between ATS and Harver, enable the toggle for status sync.
   4. Add name for Hired stage and should be same and mapped to that is set in Recruitee.
   5. Add name for Rejected stage and should be same and mapped to that is set in Recruitee.

6. Next click Harver to ATS in the side bar to configure the outbound stages and use the same name as configured in Recruitee i.e.

   1. Application Started Harver Stage i.e. Harver - in progress

   2. Application Completed Harver Stage i.e. Harver - completed

7. Once all steps and configurations are completed, go back to General section and enable the integration.

If enabling integration fails, error will be shown. Please fix particular issue to enable the integrations successfully.

Note that incase you want to discontinue with ATS or disable integration due to some reason, same configuration toggle is used to disable the integration with ATS.

Recruitee Integration Configuration Steps

To setup the integration in Recruitee Marketplace, follow the steps below:

1. Go to Marketplace > Categories > Assessments and select Harver to Integrate.
2. Read the information and confirm by clicking Accept and integrate.
3. Then fill in the Harver AccountId & Access Token.
4. Recruitee and Harver are now connected.

Setting up Webhook in Recruitee

For bulk invite candidates to Harver or for automatically invite candidates to Harver when assigned to a job, you would need to setup a Webhooks that will automatically trigger the integration.

Webhook & Events

1. Select Settings → Apps and plugins → Webhooks and click New webhook.

2. Fill in the Name and POST URL. Then select one events for this particular webhook, based on the integration pattern with Harver.

   1. New candidate will atomically trigger an event to Harver when a candidate is created in Recruitee. This one is not recommended as it will almost always overlap with the next webhook:

   2. Candidate assignment will trigger when a candidate is assigned to a job. Use this webhook when Harver is the first stage in the process and the candidate needs to be invited to Harver immediately when applied to a job.

   3. Pipeline change will trigger when a candidate is move to another stage. Use this webhook when the Harver invite is used on any other stage then the first one. Do not use Candidate assignment and Pipeline change at the same time. Click Verify and create

Harver base URL endpoints to be configured in Recruitee. Copy it from the Harver integrations configurations i.e. Credentials → ATS to Harver

Webhook Secret Key & Personal API Token

1. Create a webhook secret: After successful validation your new webhook will appear on the list, so create a webhook secret and configure this in Harver to validate the webhooks.

2. Create a Personal API Tokens, which is used by Harver to send the request to recruitee for webhook endpoints.

   1. Select Settings → Personal API Tokens

   2. Create a new token by clicking “+ New Token”.

   3. And configure Personal API token in Harver.

Harver Stages & Webhook

Navigate to Templates > Pipelines and add a pipeline template. To make use of webhooks you’d need to add Harver stages:

1. Harver - invited (to trigger the assessment)
2. Harver - in progress (to move application to when assessment is in progress)
3. Harver - completed (to move application to when assessment is completed)

Place them one after another at a place in the workflow where you want the assessment to happen. It is possible to use your own names for these stages, or skip some stage. You need to share this information with Harver.

If you setup Harver - in progress and Harver - completed stages, it would allow you to see an application status to be updated automatically as assessment progresses.

Adding Harver in Workflow to invite Candidate

To invite candidates when they apply for job, add tags to match jobs in Recruitee to vacancies in Harver.

1. Go to Settings > Workflow > Tags & Sources.
2. Add a tag for each vacancy in Harver, including the word Harver and the Harver vacancy ID (the long 24 character id) in the tag name.
3. Then Edit a job and on Job posting tab you will see Tags section. Add a corresponding Harver tag and save the changes. Only one Harver tag can be added to a job.
4. Open a Workflow tab and assigned the Harver stages to the job so whenever an event specified in webhook’s setting occurs (e.g. candidate assigned to a job or application status changed), both candidate’s and job’s information will be sent to Harver automatically.

Candidate progress & results

Now you are ready to invite candidates for assessment in Harver.

1. Start by opening the candidate profile. Click More top right and select Send Harver assessment
2. The candidate is now invited to Harver. A Harver badge will appear in the candidate’s profile indicating that an assessment has been sent to them.
3. The badge in the candidate's profile changes to a percentage when the candidate completed the assessment.

4. Click Open next to an assessment to get redirected to Harver or download a PDF of the scores by clicking the three dots on the right.

5. Incase you need to send assessment again, click Send Assessment to send candidate to multiple vacancies in Harver.

6. If the assessment is sent to same Harver vacancy, below message will be shown.

Validating Integration Setup

Please take a moment to ensure your Integration setup was configured successfully. We recommend you complete the following steps:

1. Create a test Job Requisition for a position that will leverage an assessment.
2. Add the appropriate Harver Job Code/assessment to the test requisition.
3. Complete a candidate application, including the assessment.
   1. Confirm the candidate experience.
4. Review results on hiring dashboard in your ATS and confirm you see the following:
   1. Assessment Recommendation.
   2. Link or access to the full report details.

Additional Questions/Support

For any additional queries, please contact support team at support@Harver.com