How do I integrate Greenhouse with Pequity Approvals?
If you use Greenhouse as your ATS and want to streamline your offer approvals in Pequity, you can easily connect the two platforms. This integration allows offer details from Greenhouse to flow directly into your approvals process in Pequity, reducing manual data entry and ensuring consistency across systems.
To complete setup, you must be both a Pequity Admin and a Greenhouse Admin. This ensures you have the right permissions to connect and sync data between platforms.
Overview
Pequity is an all-in-one compensation platform that automates HR workflows from offers to promotions & transfers - so companies save time, money and talent.
Greenhouse Recruiting Recruiting’s integration with Pequity allows your team to seamlessly flow between Pequity and Greenhouse Recruiting when creating offers in Pequity – writing back Pequity-approved offer details to Greenhouse Recruiting.
1. In Pequity: Navigate to Approvals > Settings > Greenhouse Settings
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In your Pequity workspace, go to the Approvals tab from the main navigation.
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Click on Settings, then select Greenhouse Integration from the options.
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This is where you’ll manage the configuration for syncing data between Greenhouse and the approvals tool.
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You may see prompts to connect your account, define field mappings, or set specific triggers for offer approvals.
2. In Greenhouse: Create a Harvest API key for Pequity integration
To configure the Greenhouse Recruiting Recruiting / Pequity integration, you’ll need to create a Harvest API key.
Follow the steps in this article to create the key, and verify that the permissions below are selected when configuring the Pequity integration.
Create new credential
In the Create New Credential box, make the following selections:
- API Type: Harvest
- Partner: Pequity (optional)
- Description: Pequity Harvest API Key
Permissions
Verify that the following permissions are selected for the Pequity integration:
- Applications
- Candidates
- Users (only required when customers want to select hiring managers from a user list)
- EEOC (only required for richer offer analytics and pay equity views)
- Scorecards (only required when they impact compensation targets)
- Offers
- Activity Feed (only required when customers want all actions to mirror in Pequity)
- Departments
- Custom Locations
- Jobs
- Job Stages
- Job Openings
- Offices
- Rejection reasons (only required for richer offer analytics)
- Custom fields
- Custom field options
- Approvals (only required when customers want Pequity to read or modify Greenhouse Recruiting approvals)
- Demographic Data (only required for richer offer analytics and pay equity views)
Copy Harvest API Key Details into Pequity
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Copy this API key and paste it into the Greenhouse Settings section within Pequity.
Add User ID for On-Behalf-Of Sync
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To sync data from Pequity to Greenhouse, Greenhouse requires the User ID of a Greenhouse Admin.
- This is typically someone like a People Operations leader, your Pequity + Greenhouse project lead, or a dedicated integration user account.
- You can find the User ID in the URL when viewing any admin user profile in Greenhouse.
3. Finalize Setup and Test the Connection
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After saving your settings, test the integration by submitting a mock offer or triggering an approval flow.
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Verify that data from Greenhouse is syncing correctly into Pequity and that approvals are being routed as expected.
4. Configure Custom Offer Fields
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For Pequity to successfully sync with Greenhouse, all custom offer fields and their corresponding options must match exactly between both platforms.
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During setup, you can configure the following options:
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Automatically display newly added custom fields from Greenhouse in Pequity
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Automatically remove deleted custom fields and their options from Pequity
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Automatically remove field display dependencies when removed from Greenhouse
(e.g. if Department = Sales, show the custom offer field “Incentive %”)
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- You can also manually re-sync custom fields at any time from Approvals > Custom Fields in Pequity — just click the sync button.
Have questions?
Feel free to reach out to support@getpequity.com for help!
Troubleshooting: Pequity + Greenhouse Integration
- Can't see the "Create Offer in Pequity" button in Greenhouse?
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This is usually caused by your Chrome browser or the Pequity + Greenhouse Chrome Extension being out of sync. Try the following steps:
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Disable and re-enable the Pequity + Greenhouse Chrome Extension
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Restart your Chrome browser
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Make sure you're using the latest version of Chrome
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Restart your computer
If none of these steps work, reach out to us at support@getpequity.com — we’re happy to help!
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- Data isn’t pulling from Greenhouse into Pequity?
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This typically happens when a Version 1 Offer in Greenhouse can’t be created. Common causes include:
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A required custom offer field in Greenhouse is blocking the sync. Please ask your Greenhouse Admin to mark it as not required.
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The opening ID required for the offer is missing in Greenhouse. Confirm with your Greenhouse Admin that a valid opening ID exists for the role.
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The Pequity + Greenhouse Chrome Extension is out of sync. Follow the troubleshooting steps above in “Create Offer in Pequity” not showing to reset the extension.
Still stuck? Reach out to Pequity Support at support@getpequity.com — we’re here to help!
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- Data isn’t syncing from Pequity to Greenhouse?
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First, check if the offer is fully approved in Pequity — only fully approved offers will sync back to Greenhouse.
If the offer is approved and still not syncing, it’s most commonly due to one of the following:
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Custom offer field mismatches — All custom fields and their options must match exactly between Pequity and Greenhouse.
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Broken integration — There may be an issue with the connection between Pequity and Greenhouse.
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On-Behalf-Of restrictions — The designated Greenhouse Admin user ID may not have the necessary permissions.
If you're unsure or need help, reach out to Pequity Support at support@getpequity.com.
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Recruiter Experience: Pequity + Greenhouse
- When you're ready to create an offer in Greenhouse, select “Create Offer in Pequity” to be automatically redirected to the offer draft in Pequity.
- Complete the offer details in Pequity — where you can compare against your company’s compensation philosophy and peer benchmarks. Once finalized, send the offer for approval.
- After it’s fully approved in Pequity, the offer details will automatically sync back to Greenhouse, so you can continue with e-signature, and hiring.