Set up your data to start reporting

About this course

This course focuses on fine-tuning your Greenhouse account to ensure it seamlessly supports data capture, organization, and reporting for your team.
We will walk you through how to customize your Greenhouse setup, organize your hiring data for better tracking, and leverage Greenhouse reports to measure and optimize your hiring performance.

Inside you'll find a checklist and accompanying live and recorded trainings to accelerate your progress.

To get the most out of this course, you should have at least some foundational account setup (including at least one job in the platform).
If this isn't the case, consider completing key items in the Start hiring with Greenhouse course first.

Learning Objectives

Throughout this course, you will:

Create custom job and candidate fields to capture specific hiring data. You will also learn to link application questions to custom candidate fields, allowing for structured, searchable, and reportable candidate responses.
Organize your data with candidate and interviewer tags to flag specific qualities and assign interviewers based on expertise.
Manage custom sources to identify effective recruiting channels and create tracking links to measure job post performance across platforms.
Report on your process with essential Greenhouse reports to gain insights into your pipeline, sourcing efforts, and team performance. You'll learn how to audit core data settings for accuracy and create report dashboards for a visual overview of hiring activity.

Curriculum

Customize your account
Organize your data
Report on your process
Optimize further

About this course