In this guide you will know how to fully configure your Workday integration with Brainner.

1. Make sure you have admin access to your Workday account before getting started.

2. Once logged in to Workday, use the search bar to look up 

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*If this option does not appear in the search results, your account does not have admin privileges.

3. In that case, identify your organization's Workday Administrator and either request the necessary permissions or ask them to complete the integration setup on your behalf.

The integration requires completing four main steps:

1.	Create a dedicated integration system user and a corresponding security group.

2.	Assign the required permissions to that security group and apply the changes.

3.	Generate an API client to establish the connection.

The sections below provide a detailed walkthrough of each step.

3. On the page that loads, locate and copy the 

The URL typically follows this pattern: https://wd3-impl-services1.workday.com/ccx/service/{company}/Recruiting/v45.2

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2. In the dialog that opens, enter a username and set a secure password.

For security purposes, it is recommended to check the box labeled 

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Create a Security Group and Assign the ISU

"Integration System Security Group (Unconstrained)"

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 field, enter the same username used when creating the ISU (e.g., test_isu).

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 field and add the ISU you just created by typing its name and selecting it.

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Add the Required Permissions to the Security Group

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2. In the window that appears, confirm that the 

 field, type the name of the group you created, and select it from the results.

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5. You will now see a screen where you can add the permissions for the ISU. The exact list of required permissions will be displayed within the Brainner connection flow.

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The permissions listed are for illustration only. Always refer to the permissions shown in the Brainner connection flow — those are the ones you need to grant.

For each permission, repeat the following steps:

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3. As you're setting up the integration, you will be shown an exact list of permissions to grant to the security group. Below you can see an example - the permissions may vary in your case:

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4. Please enter them into the table as follows:

- In the "View/Modify Access" column, select the appropriate value from the dropdown (e.g., "Get Only").

- In the "Domain Security Policy" column, type the policy name (e.g., "Manage: Location"), press Enter, and select the item that appears.

Any changes made to Workday security policy settings must be explicitly activated before they take effect.

"Activate Pending Security Policy Changes"

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2. Add a brief comment describing the change (e.g., 

"Grant ISU test_isu necessary permissions for Brainner integration"

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4. On the confirmation screen, check the 

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*Note: You must be a team with admin rights in Brainner and Admin rights in Workday to set up this integration.

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5. Enter the following fields and click connect:

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If you have any questions, feel free to reach out to our team at 

Setting up the Workday integration

Learn how to connect SmartRecruiters with Brainner in just a few steps. This guide walks you through generating an API key in SmartRecruiters and entering it into Brainner to enable candidate sync and AI-powered screening.

In this guide you will know how to fully configure your SmartRecruiters  integration with Brainner.

*Note: You must be a team with admin rights in Brainner and Admin rights in SmartRecruiters  to set up this integration.

2.	Click Settings on the top right corner.

4.	Select SmartRecruiters from the list of integrations.

6.	In SmartRecruiters got to Settings > Apps & Integrations > Credentials Tab.

8.	Click the button New Credential and choose the option API Key'.

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You will need to define the Credential name and the Description of your new API key.

As best practices, we recommend you provide a name and a description that help you and your admins to understand the function and purpose of the API key.

9.	Click the Generate button on the bottom of the page once you defined the name and the description. 

10.	Copy the API key that is displayed on the pop-up.

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11.	Go back to Brainner, enter the API key and click connect.

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🎉 You're all set! Your integration is ready, and you can start using Brainner to streamline your candidate screening workflow.

Setting up the SmartRecruiters integration

Learn how to connect Bamboo HR with Brainner in just a few steps. This guide walks you through generating an API key in Bamboo and entering it into Brainner to enable candidate sync and AI-powered screening.

In this guide you will know how to fully configure your Bamboo HR integration with Brainner.

*Note: You must be a team with admin rights in Brainner and Admin rights in Bamboo HR to set up this integration.

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 associated with your Bamboo HR account (refer to the image below for guidance).

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 to allow Brainner to access you Bamboo account.

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Setting up the Bamboo HR integration

In this guide you will know how to fully configure your Workable integration with Brainner.

*Note: You must be a team or organization with admin rights in Brainner and Admin rights in Workable to install this integration.

in the Integrations sections of the left menu.

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8. Enter 'Brainner' as the name and select the following API Scopes: 

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 associated with your Workable account (refer to the image below for guidance).

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13. Select the member to perform actions on behalf of. All actions triggered by Brainner will be recorded under this member in Workable.

to automatically reflect any stage changes made to candidates in Workable directly in Brainner.

“Push evaluation results to comments”

 if you would like to add a summary of the results to the candidate’s comments in Workable.

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Setting up the Workable integration

In this guide you will know how to fully configure your Zoho integration with Brainner.

In this guide you will know how to fully configure your Zoho Recruit integration with Brainner.

*Note: You must be a team or organisation with admin rights in Brainner and Zoho to install this integration.

5. Sign-in to your Zoho Recruit account account to connect both platforms. Use your usual Zoho recruit credentials to log in and authorize the integration.

As you can see from the image below, Brainner will need these permissions to: import jobs, candidates and rejection reasons automatically from Zoho, and post the results and update stages in the candidate’s profile in Zoho Recruit.

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There are still a few quick steps we will need you to take to configure Lever for this integration. 

to automatically reflect any stage changes made to candidates in Lever directly in Brainner, and select all the archive/rejection reasons that you will be using.

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After selecting the settings in Brainner, you’ll asked to create the following webhook in Zoho Recruit: 

⚠️ Note: This URL is just an example — please check your specific webhook URLs in the pop-up that appears after clicking Save Changes:

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4.	Fill in the fields as follows and click 

                  o Name: Brainner Update Stages                  

                  o URL To Notify: Copy and paste the URL provided by Brainner to update candidates stages..

                             - Parameter Name: id

                             - Parameter Value: Applications – Application Id

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                • Module ‘Applications’ 

                • Rule name: Brainner Update Stages

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                 o Application from status: 1) Any status > 2) Any Status

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8.	Select the webhook you created (Brainner Update Stages), click 

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✅ Done — Candidate stage syncing is now active!

Setting up the Zoho Recruit integration

In this guide you will know how to fully configure your Greenhouse integration with Brainner.

Brainner is a platform that automates resume screening by using AI to analyze and sort candidates based on recruiter criteria. It seamlessly integrates with Greenhouse, automatically syncing job listings and candidate resumes. This guide will provide you with all the information you need to connect both solutions effectively. 

In this guide you will know how to fully configure your Greenhouse integration and start using Brainner.

*Note: You must be a team or organization with admin rights in Brainner and in Greenhouse to install this integration.

To set up the Brainner integration, follow these steps:

Detailed instructions are provided below.

To configure the Brainner integration, you’ll need to create a Harvest API key. 

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5. In the 'Create New Credential' box, make the following selections and click 

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 to get your API Key and store it. Then click 

*Note: you can't access the full API key again after clicking I have stored the API Key. If you lose your API key and need to access it later, you must create a new API key, provide it to the integration, and then revoke access to the original key.

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7. Next, you will see the permissions requested for the integration. Check that all the following accesses are granted to ensure the process runs smoothly. Then, click "Save" at the bottom of the screen. Then click 

  ✔️ Patch: Update a rejected application's rejection reason

  ✔️ Post: Add Attachment to Application

  ✔️ Delete: Remove tag from candidate

  ✔️ Get: List tags applied to candidate

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After generating the API key in Greenhouse, log in to Brainner and follow these steps to enter it:

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7. Toggle the preferred settings. We recommend the options: 'Keep candidate stages in sync' and 'Push Evaluation results to Greenhouse’.

Setting up the Greenhouse integration

In this guide you will know how to fully configure your Recruitee integration with Brainner.

*Note: You must be a team or organization with admin rights in Brainner and Super Admin rights in Recruitee to install this integration.

8. Enter 'Brainner' as the name and click 

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There are still a few quick steps we will need you to take to configure Recruitee for this integration. 

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15. A window will open. Copy the URL that you will find there:

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Setting up the Recruitee integration

In this guide you will know how to fully configure your Ashby integration with Brainner.

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6.	Copy the API Key and store it in a safe place, as you will need to enter it in Brainner.

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7.	After copying the API Key, go to Brainner

Integrate with Ashby by entering the API Key:

11.	Select Ashby from the list of integrations.

12.	Paste the API Key and click on ‘Save’

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to automatically reflect any stage changes made to candidates in Lever directly in Brainner.

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●	Congratulations! The connection between Brainner and Ashby is active!

Setting up the Ashby integration

In this guide you will know how to fully configure your Lever integration with Brainner.

*Note: You must be a team or organisation with admin rights in Brainner and Super Admin rights in Lever to install this integration.

5. Sign-in to your Lever account to connect both platforms. Use your usual Lever credentials to log in and authorize the integration.

As you can see from the image below, Brainner will need these permissions to: import jobs, candidates and rejection reasons automatically from Lever, and post the results and update stages in the candidate’s profile in Lever.

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 if you would like to add a summary of the results to the candidate’s comments in Lever.

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10. A window will open highlighting the next step, that is configuring the Webhook in Lever. A webhook is a technical term that describes the action of notifying the Brainner platform events automatically. 

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14. If they aren’t already enabled, turn on all options related to Brainner, including “Application Created,” “Candidate State Change,” “Candidate Archive Change,” etc.

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Setting up the Lever integration

By following these three steps—searching your job, customizing criteria, and shortlisting candidates—you can start using Brainner immediately and focus on reviewing the candidates that matter most.

Getting Started with Brainner: A Step-by-Step Guide

This guide explains how to add new members to your team in Brainner. It outlines the steps to log in, navigate to the Members tab in Settings, and invite new members by entering their name and email.

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