Setting up automation triggers in Greenhouse

Add the correct interviewer's link in the automatically sent booking link

Note: in order to set up an automation you need owner access in Cronofy. If you don't have this access please ask your Recruitment lead for access.

Option 1: via Greenhouse (make sure to update the interview plan with the correct interviewer(s))

Default interviewer (1 from pool): the person that is added to the specific interview stage of the job (in the interview plan). When there are multiple people added it will select 1 of them.

Default interviewer (panel): the people that are added to the specific interview stage of the job (in the interview plan). When there are multiple people added it will select all of them.

Option 2: via a Cronofy interviewer template

Cronofy template (for interviewer): use when 1) more complex interview case or 2) when there are specific interview limits needed for the interviewer(s). You can then set this up in a Cronofy template instead of the default interviewer in Greenhouse.didate to be able to reschedule. The original scheduling period will be taken into account to ensure the interview will still take place within the desired timeframe.

Set up an interviewer template via Cronofy.
Set up a new automation trigger

Set up the automation trigger for the role's interview stage.

  1. Login to your Cronofy account.
  2. Go to [your organization] settings in the left column and then the tab 'Integrations'.
  3. Click on Greenhouse and 'Create trigger'.
  4. Set up the trigger (see below for some tips).

Checklist before putting the trigger to live:

  • Does the interview plan in Greenhouse include the correct duration for the interview? (this is the duration of the meeting the automation will pick up).
  • If you choose the default interviewer in Greenhouse doublecheck if the correct interviewer(s) are added in the correct interview stage in the interview plan.
  • If you choose the default interviewer in Greenhouse make sure the interviewer(s) assigned in the interview stages in the interview plan also have an account with Cronofy.
  • Advise: test the trigger with a dummy candidate before setting it to live by checking ‘Enabled’ in the trigger page.

Set up an automation for Greenhouse

04:11 min
Set up an automation trigger
01:33 min
Set up a sender email address for the automated email
03:10 min
How to set up an interviewer template (when interview limits are needed)