Exporting a candidate as a Prospect vs. Applicant

A candidate can either be exported as a prospect or as an applicant through Greenhouse. If a candidate seems to be a potential fit for the role but hasn't applied yet, they can be chosen as Prospects. Refer to this Greenhouse help article for more information on prospects.

Before proceeding, make sure Greenhouse is integrated into your Findem account and the Add Prospect permission is enabled.

Required Greenhouse Permissions

Note that in order to export candidates as prospects from Greenhouse, the user who is exporting will either need to have Greenhouse Site Admin permissions, or Job Admin permissions on the job role the Project is tied to, plus have the Manage unattached prospects option checked on each Job Admin permission applicable to what the user manages in Findem.

To ensure you have these settings accurate: 

1. From your Greenhouse portal, click the Configuration icon (gear icon) in the upper right corner, then click Users.
   
2. Click the name of the user(s) you want to verify have the appropriate permissions. Scroll down to Permissions  and ensure the box for Manage unattached prospects is checked. If the user is a Job Admin, you can click Reassign permission and make them a Site Admin if you wish. Note that Site Admin permissions come with a lot more freedoms to manage applicants and jobs on Greenhouse.
   

Change on a Project Level

1. Open the Project you'd like to configure applicants vs prospects. select the Connect ATS by clicking the three dots.
2. A dialog box will appear as shown below. You can toggle between as a prospect and as an applicant.
   
3. Click on the Save option at the bottom right corner of the box to save your settings.

Change Default Options

You can also have each Project set to Applicants or Prospects by default. To adjust the default settings:

1. As the Findem admin user, from the left-hand panel, head to Integrations > Greenhouse > Settings.
2. Select either as a prospect or as an applicant and save your changes. Your selection will now be the default configuration on all Projects.