Maximizing Recruitment Efficiency with Greenhouse Software

1. All About GreenhouseAn introduction to your new Recruiting Optimization Software

2. What Is Greenhouse? • What Does it Help Us Do? • What Does that Mean for Us? • How do I use it?

3. What is Greenhouse? • A robust platform to manage our hiring process • A collaborative tool designed to be used by everyone • A convenient way to easily record feedback and use data to make great hires, faster

4. Why did we choose Greenhouse? Old world: • Old ATS was a bit outdated and we weren’t collecting the type of feedback that we needed. • Reviewing candidates and leaving feedback was too often becoming difficult. • The interview process was not outlined. With Greenhouse… • We can clearly see where all candidate are at any given time, and set up alerts to make sure we contact everyone in a timely manner, ensuring we make great hires quickly and candidates have a positive experience. • Scorecards will allow us to maintain a consistent interview process across all candidates and make more data-based decisions.

5. What will Greenhouse help us do? Greenhouse will help us… • Define and know who you’re looking for • Develop a structured hiring and interview process • Make evidence-based decisions about candidates • Build a recruiting culture • Deliver a great candidate experience Ultimately bringing the best possible talent to our team.

6. How to Use Greenhouse • Logging in to Greenhouse • The Basics: Helping us Build our Talent Pipeline • Task Management: Your Dashboard • Making Referrals • Sharing Jobs on Social Media • Creating a New Job • Managing Candidates • Conducting Interviews in Greenhouse • Configuration Options • Appendix: Video Resources

7. Logging into Greenhouse Check email for invitation! Going forward go to: https://app.greenhouse.io

8. The Basics: Task Management, Referrals, and Getting Social !

9. Task Management My Referrals Social Media Sharing Configuring Your Dashboard From your Dashboard, you can manage all of your tasks in Greenhouse: • Your upcoming interviews • Applications to Review • Tasks to be completed • Outstanding approvals • People you are following Click into any of these modules to take action quickly!

10. Get help from us Submit a referral Referrals Social Media Sharing Configuring Your Dashboard Generate a unique tracking link

11. Stay updated on the status of your referrals Referrals Social Media Sharing Configuring Your Dashboard Share jobs on Social Media

12. Task Management Referrals Social Media Sharing Configuring Your Dashboard You can customize the order of these modules on your dashboard to best streamline your workflows.

13. Task Management Referrals Social Media Sharing Configuring Your Dashboard From this module, you can: • Add a new referral • Create a custom tracking link to share jobs with your network • Track where your referrals are in the process

14. Task Management Referrals Social Media Sharing Configuring Your Dashboard When you click the “+Referral” button, you will be prompted to upload a resume and fill in information about your referral. Any required fields are marked with a “*”. After you click submit, you can follow your referral in the “My Referrals” module.

15. Referrals Social Media Sharing Configuring Your Dashboard Connect to your personal and/or professional networks! Once you connect you can post links to jobs, which will give you credit if someone applies. You can also schedule posts to go out on a reoccurring basis.

16. Task Management Referrals Social Media Sharing Configuring Your Dashboard If you are interested in scheduling posts, you’ll select the jobs, date/time, and then write the body of the post. Note that jobs will be posted one at a time, not all at once.

17. Task Management Referrals Social Media Sharing Configuring Your Dashboard When you post or schedule a post, the job will appear in your selected Social Media profile.

18. Creating a New Job

19. To get started, select “+” then create new job Opening a Job Job Info Scorecard Determine how you want to create the job Hiring Team Approvals Notifications

20. Opening a Job Job Info Job name for internal purposes Job name that will appear on job boards Scorecard Department associated with the job Hiring Team Office(s) the job is opened in Seniority level of the job Approvals Number of openings Type of Employment Notifications Other custom fields such as salary range and bonus options

21. Opening a Job Here you will customize the set of attributes for your role. These will each be rated when you are submitting feedback after an interview. Job Info Scorecard Hiring Team Approvals Notifications

22. Assigning the Hiring Team roles manages what tasks your team sees reminders about under “My Tasks” and “Applications to Review” on the Dashboard. Opening a Job Job Info Scorecard Hiring Team Approvals Hiring Team- all you need to do is add your interviewers Notifications

23. Opening a Job Job Info Scorecard Hiring Team Review Approval Details Approvals Notifications

24. Opening a Job Report sent weekly with high level stats about the job Job Info Notification for every new candidate that applies Scorecard Notification only when candidates apply through the internal job board Notification when referrals are submitted or apply to the job Interview Plan Notification when an agency submits a candidate through the agency portal Hiring Team Notification for when a job is approved to start recruiting Notification for when an offer is approved Approvals Configurable notifications for specific stage transitions Notifications Configurable notifications for scorecard submissions on a particular stage (or all)

25. Managing Candidates

26. Managing candidates As a hiring manager, your Greenhouse tasks will include: • Navigating the Candidate Dashboard • Application Review

27. Candidate Profile Application Review

28. Candidate Profile On 1 Job: Click here to see all of the job information, including stage and source. Activity Feed: This is a record of all of the major activities that have happened with the candidate. Details: Here’s where you can find all of the candidate’s contact information and any other data that you collect about the candidate. Private: This tab will only be visible to certain users and contains any information marked “Private” about the candidate. From this top portion of the Candidate Profile, you can also view contact info and follow the candidate. Application Review

29. View Job and Source Move the stage and Reject Candidate Profile View the Application materials, Scorecards, and Offer Details Application Review View Stage info and schedule/send tests for relevant stages

30. Manage Alerts on a candidate if they are a potential duplicate or if they have been in a stage too long Set Follow-up Reminders to stay on top of tasks Candidate Profile Leave notes and alert your colleague by @mentioning them, which generates an email notification Application Review Tag candidates and filter by those tags on the Candidates tab Email the candidate or email the team Make the candidate Private, mark them as ”Do Not Email” Add a Prospect process to the profile

31. View Applications to Review on your Dashboard. Click the Application Review link to start reviewing: Candidate Profile Application Review

32. View important candidate info – Name, source, application questions Candidate Profile Application Review Quickly review the resume and cover letter in one view Make a decision about a candidate by clicking Advance or Reject. You can always Skip to keep them in Application Review Click “Leave Feedback” to leave an abbreviated scorecard and @mention colleagues.

33. Conducting Interviews with Greenhouse

34. Overview Interview Prep For every interview, you will access an interview kit – either through the calendar invite, directly from the Dashboard in your account, or from the mobile app. Job Details Resume Scorecard Submitting Feedback Interviewing Expectations

35. Overview This is where your team gives you any information you need to know to prep for the interview. It also previews which scorecard attributes to focus on. Interview Prep Job Details Resume Scorecard Submitting Feedback Interviewing Expectations

36. Overview Interview Prep Job Details Resume Scorecard Submitting Feedback Interviewing Expectations Review internal information about the Team and Responsibilities and How to Sell this Job as well as the Public-Facing Job Post.

37. Overview Interview Prep Job Details Resume Scorecard Submitting Feedback Interviewing Expectations Take a look at the candidate’s resume in the kit. You can also always review the candidate’s information on the right-hand side of the interview kit.

38. Overview Interview Prep Job Details Resume Scorecard Submitting Feedback Interviewing Expectations The scorecard is where you will take notes, record answers to questions, and rate each of the scorecard attributes.

39. Overview Interview Prep Job Details Resume Scorecard Submitting Feedback Interviewing Expectations Make your final decision and submit your scorecard at the bottom!

40. Overview Interview Prep Best Practices & Expectations: How to be an effective and efficient Interviewer! Please submit your scorecards within 8 hours of conducting your interview. Be sure to complete all of the assigned attributes. Provide a summary of your decision in the top text box. It also helps if you can share “Pros” and “Cons.” Job Details Scorecard Submitting Feedback Interviewing Best Practices

41. Common Reports

42. Common Reports Reports

43. Configuration Options

44. Connect to

46. AppendixVideo Demos

47. Appendix: Video Tutorials How to make Referrals in Greenhouse: https://vimeo.com/163888438 Sharing Jobs on Social Media: https://vimeo.com/164121558 Greenhouse for Interviewers: https://vimeo.com/163890136 Configuring Jobs & Interview Plans: https://getting-started.greenhouse.io/training.html Managing Candidates: https://getting-started.greenhouse.io/video-tutorials.html#managing-candidates All video tutorials: https://getting-started.greenhouse.io/video-tutorials.html Managing Candidates & New Job Set-Up Webinars: https://getting-started.greenhouse.io/training.html