1. To create a custom field in Greenhouse, click on the Configure icon in the upper right-hand corner. Navigate to Custom Options on the left-hand panel.

3. For Field Name, enter “PI Job Profile”.

4. Select the checkbox “All Offices” unless the customer indicates there are separate and specific PI profiles for different offices. 

5. Select the checkbox “All Departments” unless the customer indicates there are separate and specific PI profiles for different departments.

6. For Field Type, select “Single Select” from the dropdown. Once the Field Type has been selected and the field has been saved, the type cannot be changed.

7. Under Options, enter the list of PI Job Profiles exactly as they appear in PI.

8. Press Save to finish the custom field setup

Step 3: Add Predictive Index Assessment to Job's Interview Plan

2. From the Job Setup page, navigate to Interview Plan on the left-hand panel.

3. Click Add stage.

4. From the Add Stage dialog box, select Predictive Index. When finished, click Add to apply the stage to the job's interview plan.

5. To add the Job Profile to the Job in Greenhouse, select the Job you will initiate assessments from, then choose Job Setup > Job Info >  then in the PI Job Profile dropdown, select the desired Job

Step 4: Configure The Predictive Index Stage

1. Once the stage has been added to the job's interview plan, click the Edit Interview* icon. Use the provided drop-down menu to choose assessments that you have previously set up in Predictive Index.

NOTE: The “pencil” and Edit Interview are not visible until you hover your mouse over the lower right corner of the Predictive Index box

2. Select the appropriate assessment and assign at least one Greenhouse user to review submitted assessments. When finished, click Save.

NOTE: Keep in mind that all configuration of the assessment itself, as well as the email template, will need to be done in The Predictive Index.

Step 5: Send and Review the Test

When candidates are moved into The Predictive Index interview stage, Greenhouse will display a Send Test link.

Notes: 

1. The order is created in Predictive Index in real time, so as soon as the recruiter clicks on “Send Test” and chooses the proper test from the popup, the candidate will receive an email from Predictive Index within seconds
2. When you send a test from Greenhouse, the assessment instructions are sent via email by Predictive Index
3. Greenhouse runs a scheduled task every hour to pull results from Joynd for all completed orders
   

Once the candidate has submitted their test, the Interview Kit will contain a link to view assessment results from Predictive Index.

The assessment test can only be sent once, and when successful, the results will be posted back to Greenhouse. If an error is encountered, the Send Test button will be re-enabled.

NOTE: Predictive Index uses the candidate email address to check for duplicates. The candidate will take the assessment only once as long as the same email is used, regardless of the number of jobs to which the candidate applies. Predictive Index will not require the candidate to re-take an assessment for each job, but will re-score the results according to the subsequent job profile.

About Match Score and Results

If you are not using the Match Score in PI, your results will include the following:

1. The PI Profile Name (the descriptive word for your candidate’s profile type such as Captain, Influencer, Maverick, etc.).
2. The PI behavioral report .pdf download. This document will include sections on Management Style and Influencing Style. As this is a .pdf document, no login is required to view the result.
   

If you are using the Match Score in PI, your results will include the items above, as well as the following:

1. PI Match Score (this is a value out of 10 which indicates how well the candidate’s behavioral result matches to the job profile you created in Predictive Index).
2. PI Interview Guide .pdf download.
   

If you are using the Cognitive Assessment as well as the Behavioral Assessment in Predictive Index then your results will also include:

1. A link to the candidate profile in PI. This link will land you on the candidate profile in PI after you login, where you can review the detailed results of the candidate’s Cognitive Assessment.
2. The PI Match Score for Cognitive (this is a score out of 10 that indicates how well the candidate’s cognitive results match to your job profile).
3. The PI Match Score for Overall (this is a score out of 10 that combines the Behavioral and Cognitive Assessment results to indicate how well a candidate matches to your job profile).

Your Integration is Ready to Use!

Your integration is set up and ready to use! Please contact the team at Joynd (rapid@joynd.io) if you have any questions or feedback on this integration, or any other HR integrations that we might be able to assist you with.