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Process Street integration with Greenhouse: automate hiring workflows, onboarding, and compliance

Titus Juenemann April 15, 2025

TL;DR

This article explains the Process Street integration for Greenhouse: what it does (trigger workflows from candidate creation, stage changes, and hires), who benefits (HR teams, enterprises, agencies, compliance-focused organizations), and the key benefits (reduced manual work, consistent onboarding, audit-ready logs). It includes a triggers-to-workflow table, implementation checklist, best practices, ROI metrics, security notes, troubleshooting tips, and a comparison with manual processes. Conclusion: the integration delivers measurable time savings and fewer errors when implemented with modular templates, clear ownership, and a pilot phase—ideal for teams looking to scale hiring operations reliably.

Process Street’s Greenhouse integration connects your ATS events to reusable, no-code workflows so HR and hiring teams can automate onboarding, new-hire provisioning, and post-offer steps without custom engineering. This piece explains exactly what the integration does, who benefits most, and practical steps to implement it in real hiring workflows. You'll find a breakdown of available triggers and actions, use-case examples, implementation checklists, ROI metrics to track, security considerations, and troubleshooting tips—you’ll be ready to decide whether this integration belongs in your recruitment stack by the end of the article.

At a glance: the Process Street integration for Greenhouse can start workflow runs when a candidate is created, when a hiring stage changes, or when a candidate is marked as hired. That means tasks like background checks, equipment provisioning, payroll setup, and welcome sequences can be launched automatically from your ATS without manual copy/paste or forgotten steps. The integration is available on all Process Street plans (including the free plan) and requires an active Process Street account. It supports a wide range of company sizes and regions and is designed to reduce errors, accelerate time-to-productivity, and maintain consistent operational records for audits.

Core capabilities of the Process Street — Greenhouse integration

  • Trigger workflows from Greenhouse events Create a workflow run when a candidate is added, when their stage changes, or when they’re marked as hired—automating downstream onboarding and compliance tasks.
  • No-code workflow templates Use Process Street’s templates for onboarding, background checks, equipment provisioning, and HR checklists, then map them to Greenhouse triggers without developer time.
  • Cross-functional task assignment Automatically assign tasks to IT, payroll, hiring managers, and facilities teams with due dates and checklists tied to the candidate lifecycle.
  • Audit logs and completion tracking Every workflow run stores completion data and attachments, which helps with compliance reporting and post-hire audits.
  • Available on all plans The integration is available across Process Street plans, including the free tier; you only need an active Process Street account to connect.
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Who should consider this integration

  • Small HR teams scaling hiring Teams that hire frequently and need a repeatable onboarding process to avoid missed steps without hiring dedicated ops staff.
  • Mid-market and enterprise HR operations Organizations with multi-team handoffs (IT, security, payroll, facilities) that require reliable task orchestration and audit trails.
  • Recruiting agencies and RPOs Firms that manage candidate flows for multiple clients and want consistent delivery and reporting tied to ATS events.
  • Compliance-focused companies Businesses that must demonstrate consistent process execution for audits—e.g., background checks, credential verification, policy acknowledgements.

Triggers and suggested Process Street workflow actions

Greenhouse Trigger Suggested Process Street Workflow
Candidate Created Kick off pre-screen checklist: recruiter outreach, initial screening questions, document requests
Hiring Stage Changed (e.g., Offer Extended) Start offer and compensation workflow: approvals, offer letter generation, manager sign-off
Candidate Marked as Hired Launch new-hire onboarding: IT provisioning, payroll setup, training schedule, equipment shipping
Candidate Added to Employees Dashboard Execute HR setup workflow: benefits enrollment, legal forms, security access requests

Concrete use cases and examples

  • Automated IT provisioning When a candidate is hired in Greenhouse, a Process Street workflow requests hardware, creates accounts, and escalates to IT if approvals exceed SLA.
  • Consistent onboarding across regions Regional onboarding checklists adapt to local requirements (e.g., tax forms) while the integration ensures the same trigger starts the right regional workflow.
  • Fast contractor onboarding For short-term hires, the integration launches compliance checks and invoice setup immediately after candidate approval to reduce time-to-work.

Implementation checklist (quick start)

  • Confirm account requirements Ensure you have an active Process Street account and Greenhouse admin access to create and map webhooks or API connections.
  • Map key triggers Decide which Greenhouse events should start workflows (candidate created, stage changes, hired) and document the expected downstream tasks.
  • Select or build templates Use Process Street templates for onboarding or create custom workflows for hiring, IT provisioning, and compliance checks.
  • Assign owners and SLAs Set clear task owners, escalation rules, and due dates inside Process Street templates to avoid ambiguity after a trigger fires.
  • Test with a pilot Run a small pilot with a few hires to validate mappings, notifications, and SLA behavior before broad rollout.

Security and access control are central: the integration only works when accounts are authorized, and Process Street maintains workflow audit logs and attachments that can be used for compliance. Configure role-based permissions in Process Street so only authorized HR and ops staff can edit templates or view sensitive candidate attachments. If your organization requires data residency, check Process Street and Greenhouse support policies and privacy documentation; both platforms provide resources for security configuration and API governance.

KPIs to measure success after integration

  • Time saved per hire Measure hours previously spent on manual handoffs (HR, IT, payroll) vs. time after automation—typical savings are several hours per hire depending on manual complexity.
  • Onboarding completion rate Track percentage of new hires who complete mandatory onboarding tasks on schedule; automation reduces missed steps.
  • Time-to-productivity Monitor how quickly new hires complete critical training modules and are assigned access—automation reduces setup delays.
  • Error/rework incidents Count corrections due to missed steps or miscommunication; an effective integration should reduce these incidents significantly.

Best practices for designing onboarding workflows

  • Keep workflows modular Break processes into smaller templates (e.g., IT, payroll, manager checklist) so you can reuse and update components independently.
  • Use conditional logic Apply conditions (location, role, employee type) so the right checklist elements run only when applicable.
  • Embed SLA and escalation steps Add automatic escalations and reminders within Process Street to enforce deadlines and avoid bottlenecks.
  • Document expected outputs Specify what each task must produce (e.g., account username, serial number of device, signed form) to make handoffs measurable.

Common troubleshooting items include webhook misconfiguration, permission errors, and mismatched field mappings between Greenhouse and Process Street. Maintain a short runbook for these issues that includes how to re-trigger workflow runs for a candidate and how to reconcile missed steps. Schedule periodic audits of workflow runs to confirm that templates remain aligned with policy changes and that required attachments and form fields are being completed consistently.

Integration vs Manual Process: at-a-glance comparison

Manual Process Integrated Process (Greenhouse + Process Street)
Tasks rely on email threads and spreadsheets; higher chance of missed steps Automated workflow runs triggered from ATS events with built-in reminders and assignments
Tracking completion requires manual status checks Centralized completion logs and attachments available for every run
Delays common due to unclear ownership Clear task owners and SLAs reduce handoff time and bottlenecks
Scaling requires more headcount or time Scales through templates and automation without proportional headcount increases

Frequently asked questions

Q: Do I need a paid Process Street plan to use the Greenhouse integration?

A: No—the Greenhouse integration is available on all Process Street plans including the free plan. You do need an active Process Street account and sufficient Greenhouse permissions to configure webhooks or API access.

Q: Which Greenhouse events can trigger a Process Street workflow?

A: Common triggers include candidate creation, hiring stage changes (e.g., Offer Extended), marking a candidate as hired, and adding candidates to the employees dashboard. You map the triggers to the appropriate workflows when configuring the integration.

Q: Can I customize workflows per region or job family?

A: Yes. Use conditional logic and modular templates in Process Street to run region-specific or role-specific tasks when a trigger fires.

Q: How do I re-run a workflow if a step was missed?

A: Process Street allows manual re-runs of templates for a candidate or you can configure a remedial workflow that runs when a flag is set in Greenhouse or an internal audit triggers a re-run.

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