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ChartHop + Greenhouse Integration: Sync Headcount Planning with Hiring

Titus Juenemann April 11, 2024

TL;DR

The ChartHop–Greenhouse integration links headcount planning with hiring execution by pushing approved roles from ChartHop into Greenhouse and syncing hire records back into ChartHop. This reduces manual entry, improves headcount accuracy, and shortens the gap between planning and recruiting. Successful deployments follow a staged pilot, careful field mapping, defined governance, and active reconciliation. Track KPIs such as time from approval to requisition, data errors, and time-to-fill to quantify impact. For an end-to-end improvement in speed and quality, pair this integration with tools like ZYTHR to automate resume screening and further accelerate hiring.

ChartHop’s integration with Greenhouse connects headcount planning and hiring execution so organizations can turn approved roles into live requisitions without manual re-entry. The integration synchronizes requisition and job data from ChartHop into Greenhouse and pushes new hire records back into ChartHop, enabling a closed-loop workflow between planning and hiring. This article explains what the integration actually does, which teams get the most value, practical benefits, KPIs to measure, implementation considerations, and tested best practices for deploying ChartHop + Greenhouse in organizations of different sizes and geographies.

Technical summary: ChartHop acts as the planning source of truth where headcount scenarios are modeled. When a role is approved in ChartHop, the integration can automatically create a requisition in Greenhouse with mapped fields (team, location, compensation band, hiring manager). Conversely, when Greenhouse records a hire, that employee data flows back into ChartHop so org charts, headcount totals, and analytics stay current.

Primary capabilities of the ChartHop–Greenhouse integration

  • Requisition creation Approved positions in ChartHop can be pushed as Greenhouse job openings, eliminating manual job creation and ensuring the hiring request matches planning data.
  • Two-way data sync New hires in Greenhouse update ChartHop headcount and personnel records so planning, org charts, and analytics reflect hires in near real time.
  • Field mapping Key fields — department, team, location, cost center, compensation band, hiring manager — are mapped to maintain consistency across systems.
  • Scenario-to-action Model headcount scenarios in ChartHop and immediately trigger hiring for approved roles in Greenhouse, shortening the time between planning and recruiting.
  • Audit trail Integration events provide traceability from a planned headcount change to a created requisition and final hire, aiding governance and reporting.
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Who benefits most: HR Ops, Talent Acquisition, Finance partners, and hiring managers gain the clearest immediate value. HR Ops and Talent Acquisition reduce administrative load; Finance and business leaders get tighter control of headcount spend; hiring managers see faster requisition creation tied to approved plans. Companies spanning 50 to 10,000 employees can benefit, though the earnings from automation scale with the complexity of planning and volume of hires.

Data flows and behavior between ChartHop and Greenhouse

Data type Direction / Behavior Notes
Requisition / Job details ChartHop → Greenhouse Creates or updates job openings in Greenhouse when a plan is approved; requires mapped fields.
New hire / employment record Greenhouse → ChartHop New hire records (start date, role, manager) sync back to ChartHop to update org charts and headcount.
Status updates (e.g., offer accepted) Greenhouse → ChartHop Can be configured to update planning status and close open planning items.
Compensation bands and budgets ChartHop → Greenhouse (informational) Used to seed job postings and ensure offers align with planned bands; compensation enforcement depends on process settings.
User and permission changes Typically managed separately Admin users should ensure both systems’ permissions align; user provisioning often handled via HRIS or SSO.

Pre-implementation checklist

  • Define scope Decide which job fields, locations, and departments will be synced in the pilot phase.
  • Map fields Document field equivalencies between ChartHop and Greenhouse, including custom fields and required attributes.
  • Set user roles Confirm which users can trigger pushes from ChartHop and who manages requisitions in Greenhouse.
  • Test with a pilot group Run a small pilot with a subset of roles/teams to validate mappings, sync cadence, and error handling.
  • Establish monitoring Enable logging, error alerts, and reconciliation reports to catch mapping or sync issues early.

Example workflow (practical): A finance manager and HR business partner model a hiring scenario in ChartHop to add three product roles for Q3. Once approved, ChartHop pushes those positions to Greenhouse as requisitions assigned to the correct hiring managers. Talent Acquisition sources candidates and places offers in Greenhouse. When an offer is accepted and onboarded, Greenhouse sends the new hire record back to ChartHop so headcount reports, org charts, and budget owners reflect the filled roles without manual updates.

KPIs to track after integration

KPI Why it matters How to measure
Time from approved plan to live requisition Measures process friction between planning and hiring Average hours/days between plan approval in ChartHop and job creation in Greenhouse
Data entry errors Reduces costly mismatches in role, band, or location Number of reconciliation exceptions per month between systems
Time-to-fill Shows recruiting efficiency improvements Average days from requisition creation to hire across integrated roles
Headcount accuracy Ensures org charts and budgets reflect real hires Percent of headcount variance between HRIS/finance reports and ChartHop
Admin hours saved Quantifies operational efficiency Estimated hours saved per requisition multiplied by requisition volume

Common questions about the integration

Q: How frequently does data sync?

A: Sync frequency can be near real-time or scheduled depending on configuration and API limits. Administrators should choose a cadence that balances immediacy with rate-limit considerations.

Q: Does the integration support custom fields?

A: Yes, custom fields can be mapped, but they must be explicitly configured in the mapping plan; mismatches require reconciliation rules or middleware.

Q: What is typical setup time?

A: A straightforward pilot can take 2–4 weeks including mapping, testing, and training; enterprise rollouts with complex field maps and governance can take longer.

Q: Are there additional partner fees?

A: ChartHop lists no mandatory partner implementation fee for this integration in general, but professional services or vendor support costs may apply depending on scope.

Q: Which regions and company sizes are supported?

A: The integration is used globally (North America, EMEA, APAC, South America) and suits companies from small startups to large enterprises (1–10,000+ employees), though the value scales with hiring complexity.

Implementation best practices

  • Start small and expand Pilot with a single region or department to validate settings and capture lessons before enterprise-wide rollout.
  • Automate reconciliation Set up periodic reconciliation jobs and alerting so mismatches are surfaced and resolved quickly.
  • Document and version mappings Keep a living mapping document that records field transformations, default values, and update history.
  • Train stakeholders Provide clear runbooks for HR Ops, TA, and hiring managers about where to initiate changes and how to resolve conflicts.
  • Govern the process Define who can approve headcount changes in ChartHop and who can create/modify requisitions in Greenhouse to avoid duplicate workflow triggers.

Integration limitations and trade-offs: The integration streamlines many manual steps but is not a substitute for governance. Custom or heavily modified Greenhouse instances may require additional mapping work. Some organizations prefer to retain manual approval gates before pushing requisitions; design the integration to respect those checkpoints. Also account for API rate limits, field validation rules in Greenhouse, and the need to reconcile systems after bulk changes.

ROI scenarios (practical examples)

  • High-volume hiring team If an organization creates 300 requisitions/year and saves 30 minutes of admin per requisition using automation, that’s 150 hours saved annually—plus fewer errors and faster time-to-fill.
  • Distributed business units When multiple business units use centralized planning, the integration prevents duplicate requisitions and ensures spend aligns with approved budgets.
  • Finance-aligned hiring Tighter sync between approved budgets in ChartHop and posted jobs reduces off-plan hires and simplifies headcount forecasting for quarterly financials.

Security, privacy, and compliance: Both ChartHop and Greenhouse provide enterprise controls—SSO, RBAC, audit logs, and data protection policies. When integrating across regions, confirm data residency requirements and review ChartHop’s privacy policy and Greenhouse support documentation. Ensure service accounts used by the integration have least-privilege access and that logs capture sync events for compliance reviews.

Bottom line: ChartHop’s integration with Greenhouse turns headcount plans into actionable hiring events while keeping personnel records synchronized. The result is reduced manual work, fewer data inconsistencies, and faster movement from planning to hiring—provided organizations invest in correct mapping, governance, and monitoring during implementation.

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