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Update Rippling.md and Greenhouse.md #28356

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Sep 28, 2023
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Update Rippling.md and Greenhouse.md #28356

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Update Rippling.md
sakluger Sep 28, 2023
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Update Greenhouse.md
sakluger Sep 28, 2023
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44 changes: 41 additions & 3 deletions docs/articles/expensify-classic/integrations/HR-integrations/Greenhouse.md
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---
title: Coming Soon
description: Coming Soon
title: Greenhouse Integration
description: Automatically send candidates from Greenhouse to Expensify for easy reimbursement
---
## Resource Coming Soon!

# Overview
Expensify's direct integration with Greenhouse allows you to automatically send candidates from Greenhouse to Expensify for easy reimbursement. The integration can set the candidate's recruiter or recruiting coordinator as approver in Expensify.

## Prerequisites of the integration
- You must be a Workspace Admin in Expensify and an Admin in Greenhouse with Developer Permissions to complete this connection. This can be the same person or two different people.
- Each Greenhouse candidate record must have an email address in order to send to Expensify since we use this as the unique identifier in Expensify.
- We highly recommend that you create a specific Expensify workspace for candidates so that you can set up a separate workflow and a different set of Categories and Tags from what your employees would see.

# How to connect Greenhouse to Expensify
## Establish the connection from Expensify

1. Log into Expensify as a Workspace admin and navigate to **Settings > Workspaces > _[Workspace Name]_ > Connections**
2. Under Greenhouse, click **Connect to Greenhouse** then click **Sync with Greenhouse**, which will open the "Greenhouse Integration" instructions page in a new browser window

## Create the Web hook

1. Click the link under Step 1 on the Greenhouse Integration instructions page, or log into your Greenhouse account and navigate to **Configure > Dev Center > Web Hooks > Web Hooks**.
2. After landing on the "Create a New Web Hook" page, follow the steps on the Greenhouse Integration instructions page to create the web hook.

## Create the custom candidate field

1. Click the link under Step 2 on the Greenhouse Integration instructions page, or log into your Greenhouse account and navigate to **Configure > Custom Options > Custom Company Fields > Candidates**
2. Follow the steps on the Greenhouse Integration instructions page to create the custom Candidate field.
3. Click **Finish** (Step 3 on the Greenhouse Integration instructions page) to finish connecting Greenhouse with Expensify.

# How to send candidates from Greenhouse to Expensify
## In Greenhouse:

1. Log into Greenhouse and go to any candidate’s Details tab
2. Confirm that the Email field is filled in
3. Optionally select the Recruiter field to set the recruiter as the candidate's expense approver in Expensify (Note: if you'd prefer to have the Recruiting Coordinator used as the default approver, please reach out to concierge@expensify.com or your account manager to request that we change the default approver on your behalf)
4. Send this candidate to Expensify by toggling the **Invite to Expensify** field to **Yes** and clicking **Save**

## In Expensify:

1. Navigate to **Settings > Policies > Group > _[Workspace Name]_ > Members**
2. The candidate you just sent to Expensify should be listed in the workspace members list
3. If the Recruiter (or Recruiting Coordinator) field was filled in in Greenhouse, the candidate will already be configured to submit reports to that recruiter for approval. If no Recruiter was selected, then the candidate will submit based on the Expensify workspace approval settings.
14 changes: 11 additions & 3 deletions docs/articles/expensify-classic/integrations/HR-integrations/Rippling.md
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---
title: Coming Soon
description: Coming Soon
title: Rippling Integration
description: Sync employee and expense data between Expensify and Rippling
---
## Resource Coming Soon!
# Overview
The Rippling integration allows mutual customers to sync employee and expense data between Expensify and Rippling. The Rippling integration allows you to:
1. **Automate Employee Management:** Automatically create and remove employee accounts in Expensify directly from Rippling.
2. **Simplify Employee Access to Expensify:** Employees can sign into Expensify from their Rippling SSO bar using SAML single sign-on.
3. **Import Reimbursable Expense Reports:** Admins can export reimbursable expense reports from Expensify directly into Rippling Payroll.

# How to use the Rippling integration
The Rippling team manages this integration. To connect your Expensify workspace with Rippling, please visit the Rippling App Shop and sign into your Rippling account.
For instructions on how to connect, and for troubleshooting the integration, please contact the Rippling support team by emailing support@rippling.com.