Setting up Greenhouse Tracking Reports

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You can use the following reporting within your ATS, Greenhouse, to track all Teamable candidates. In this article, you can find the instructions to create the following 3 reports:

  1. Teamable All Candidates Tracking - this report will provide you with a breakdown of all candidates found in Teamable and created in Greenhouse. This report should be run on a weekly basis.
  2. Teamable Offer Tracking - this report provides insight to offers from Teamable referrals. This report should be run on a weekly basis.
  3. Teamable Open Candidates to Action - this report will provide you with a list of candidates that have been created in Greenhouse from Teamable but are pending you or a team member to either move them forward to decline. This report should be run on a daily or regular basis. 

Below is the breakdown for creating each of these reports and please reach out to our Customer Success team if you have any questions or need assistance!

Teamable All Candidates Tracking

  1. Go to "Candidates" tab
  2. In the left-side navigation panel, select "Teamable" from the drop-down for the "Candidates Tag" field under "Profile Details" and the search will automatically update
  3. Click "Export"
  4. Click "Email Export" 
  5. You will receive an email that has a date and time stamp in the subject and will be able to download the report of all prospects and candidates with the Teamable tag from Greenhouse by clicking "Click to Download"

Great job! You've now created the Teamable All Candidates Tracking report for Greenhouse ATS users. Now, onto the Teamable Offer Tracking Report!

Teamable Offer Tracking

  1. Follow steps #1 and #2 from the Teamable All Candidates Tracking instructions above
  2. In the left-side navigation panel, select "Offer" from the drop-down for the "Reached Milestone" field under "Job" and the search will automatically update
     
  3. Click "Export"
  4. Click "Email Export"
  5. You will receive an email that has a date and time stamp in the subject and will be able to download the report of all prospects and candidates with the Teamable tag from Greenhouse by clicking "Click to Download"

Great job! You've now created the Teamable Offer Tracking report for Greenhouse ATS users. Now, onto the Teamable Open Candidates to Action Report!

Teamable Open Candidates to Action

  1. Follow steps #1 and #2 from the Teamable All Candidates Tracking instructions above
  2. In the left-side navigation panel, select the checkmark next to "Prospects on No jobs" under "Sort" and the search will automatically update
  3. Click "Export"
  4. Click "Email Export"
  5. You will receive an email that has a date and time stamp in the subject and will be able to download the report of all prospects and candidates with the Teamable tag from Greenhouse by clicking "Click to Download"

Great job! You've now created the Teamable Open Candidates to Action report for Greenhouse ATS users.

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