Setting up Greenhouse Tracking Reports

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Teamable will push prospects to Greenhouse whenever emails leave Teamable.
 

You can use the following reporting within Greenhouse to track all Teamable candidates. 

In this article, you can find the instructions to create the following 3 reports:

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.

Teamable Offer Tracking. This report provides insight to offers from Teamable referrals. This report should be run on a weekly basis.

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.

Please find below the steps for creating each of these reports. 

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 from Greenhouse. Now, onto the Teamable Offer Tracking Report!

Teamable Offer 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'. Next, select 'Offer' from the drop-down for the 'Reached Milestone' field 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 who are in the offer stage by clicking 'Click to download'.

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

Teamable Open Candidates to Action

  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. In the left-side navigation panel, select the checkmark next to 'Prospects on No jobs' under 'Sort' and the search will automatically update.

4. Click 'Export'.

5. Click 'Email Export'.

6. 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.

Feel free to contactSupport if you have any questions or need further assistance.

 
 
 
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