Customizing the Greenhouse app

You can customize some aspects of the Greenhouse integration app. With customizations you can configure your integration to better match your desired behavior. 

With job templates you can create detailed job postings that can be assigned to jobs in your Greenhouse integration.

You can specify a default template for your jobs in your Greenhouse integration app’s settings. The default template is used whenever a job in ChartHop does not match any of the criteria specified in the Template Matching Filter. Similarly, if no custom job templates are provided, all new Greenhouse Jobs are created using the default template. You can create a default template in order to account for jobs that do not have any specific criteria.

To create a default job template in ChartHop: 

1. Mark the existing job in Greenhouse as a template job. 
2. Create your default template job in Greenhouse.
3. In ChartHop, navigate to Apps from the settings (gear) menu in the left side bar.
4. Select the All Apps tab.
5. Scroll the list down to the Greenhouse app.
6. Select the Greenhouse app.
7. From the ChartHop Greenhouse app settings page, enter the name of your default template under the Default Template Name.

With a custom job template, you can specify what job template to use when creating a new Greenhouse Job if no match is found. This allows you to include additional information, such as the job’s description.

To create a custom job template in ChartHop: 

1. Mark the existing job in Greenhouse as a template job. 
2. Create your template job in Greenhouse.
3. In ChartHop, navigate to Apps from the settings (gear) menu in the left side bar.
4. Select the All Apps tab.
5. Scroll the list down to the Greenhouse app.
6. Select the Greenhouse app.
7. From the ChartHop Greenhouse app settings page, in the Template Matchers section, select + Add Template Matcher to create a new template matcher. 
8. Enter the template name using the same name of the template you made in Greenhouse.

After entering in the template name, you can customize your filters based on any ChartHop field. By clicking on the Add Filter button, you can build custom logic to determine when the template is used. For example, in the picture below, we are specifying that any job title containing the words “data science” should use the “Data Scientist Template” in Greenhouse.

When a new job is created in Greenhouse and no existing matches are found, the Greenhouse job contains additional information attached to that job template, such as the job post, job description, and interview plan.

You can test your templates to ensure that your open jobs are properly selected. This allows you to perform a manual check of your filter criteria to see what existing ChartHop Jobs match that criteria by highlighting them in the Data Sheet.

To test your job template filter:

1. Navigate to Apps from the settings (gear) menu in the left side bar.
2. Select the All Apps tab.
3. Scroll the list down to the Greenhouse app.
4. Select the Greenhouse app.
5. From the ChartHop Greenhouse app settings page, in the Template Matchers section, select + Add Template Matcher to create a new template matcher. 
6. Paste your Greenhouse template name in the Template Name field.
7. Enter your Template Matching Filter.
8. Select Test.

If your test is successful, you can see a filtered Data Sheet containing all jobs in ChartHop that match your criteria.

Custom field mappers can be used to map additional custom fields between Greenhouse and ChartHop. 

To create a custom field mapper, follow these steps:

1. Navigate to Apps from the settings (gear) menu in the left side bar.
2. Select the All Apps tab.
3. Scroll the list down to the Greenhouse app.
4. Select the Greenhouse app.
5. From the ChartHop Greenhouse app settings page, scroll down and select the Add Field Mapper button.
6. Enter your Greenhouse custom field code name under Remote Fields, appended with the correct endpoint.
   • To ensure that your Greenhouse field parses correctly, your Remote Fields must be preceded by the correct endpoint (job., offer., etc.), and structured as follows:
     • The endpoint (such as job) + custom_fields. + your Greenhouse Immutable Field.
7. In the ChartHop Field, enter the field or Carrot expression you wish to map to the previously entered Greenhouse custom field.
8. (Optional) You can overwrite an existing default ChartHop field with your custom field. We recommend that you contact your ChartHop Implementation Specialist before trying this.

As an example, if you wanted to map a ChartHop custom field like targetSalary to the Greenhouse custom field targetBase, then you’d want to set up your field mapper like in the image below: