Take Home Tests are a great way to assess your candidates' skills in writing, coding, project management, etc that are necessary for the job. Typically, we recommend the Hiring Manager acting as the subject-matter-expert (SME) for the role should be the individual to draft the Take Home Test.

In this article, we will cover:


Add Take Home Test Stage to Interview Plan

To add a Take Home Test stage to an Interview Plan for an individual job, click the All Jobs tab from your navigation bar and select a job from the subsequent list.


From the Job page, click the Job Setup tab and navigate to Interview Plan on the left-hand panel.


Navigate down the Interview Plan page and click + Add a Stage. From the subsequent dialog box, select Take Home Test.

Click Add.


The Take Home Test stage will be added to your Interview Plan. If you need to move the stage to a different placement in your Interview Plan, simply click and hold the Take Home Test panel and drag to the desired location.


Once the Take Home Test stage has been added to your Interview Plan, you can create a templated message that will be sent to candidates who enter the stage, configure focus attributes on scorecards, and assign graders.


Configure Template Message to Candidate

To create a template message that will be sent to candidates who enter the Take Home Test stage on a job, navigate to the Take Home Test stage panel on the Interview Plan and click Edit.


Navigate to the Email to Candidate panel and configure the following elements of the template message:

Field Description
From By default, this field will include the email token placeholder{{MY_EMAIL_ADDRESS}}, which automatically will populate the field with the sender's email address. The field can be edited to include a static email address if you prefer.
Subject By default, this default will be Take Home Test from {{COMPANY}}. Feel free to edit this field.
Body By default, this field includes the text "Please include the attached take home test", but this can be customized. This is where you will want to include specific instructions on how to complete the exercise.

Greenhouse Recruiting provides a link in the initial email for candidates to directly upload their completed test.


When this feature is toggled ON, a submission link will be included in the email delivered to the candidate. The following is an example of what would appear in the candidate email and the submission page:


Alternatively, if you are directing candidates to a third-party tool to complete an assessment, or if you want the candidates to submit their tests another way (e.g. to a specific email address), toggle the feature OFF.

If the feature is toggled OFF, be sure to include detailed instructions in the Body field as to how candidates should go about completing and submitting the test.

Once finished, navigate to the top of the page and click Save.


Configure Test Grading

To configure scorecard focus attributes and graders for the Take Home Test stage on a job, navigate to the Take Home Test stage panel on the Interview Plan and click Edit.


The purpose of the Take Home Test is to gauge each candidate's strengths in certain essential competencies. From the Focus Attributes on Scorecard, select attributes that you would like the designated grader to focus on during the review.

Interviewers assigned to this Interview Kit will see the selected Focus Attributes grouped at the top of their Scorecard. All other Scorecard Attributes for the Interview Kit will be listed below the Focus Attributes section. 


Once finished, navigate each panel and provide additional information as necessary:

Panel Description
Grading Instructions

To ensure that tests are being evaluated consistently, you will want to provide guidelines for the graders. By default, Greenhouse Recruiting provides the following instructions to interviewers:

Read through the test and answer a few questions:

  • Was it sent in on-time?
  • Was it professionally done?
  • Were the required skills demonstrated and to what extent?

Edit the field to include any additional or alternative instructions for your interviewers

Custom Questions By default, the scorecard includes a Key-Takeaways text field. If you would like to include specific questions for the graders, perhaps as a way to further structure guidelines for grading, click the Add Custom Question button. This will include a new text field on the scorecard.
Graders and Notifications

You can set a default grader for all tests, or you can select a grader as the test is sent to the candidate. Use the provided field to select users who will be grading the Take Home Tests.

In addition, select who will be notified when a candidate submits their response to a Take Home Test.

If the Take Home Test is configured to include the Upload link (see above), then the selected users will be alerted via an email notification when the candidate submits the test.  If the Take Home Test is configured such that the Upload link is not included, then the selected users will be alerted via an email notification when the test is manually uploaded.

Additional Settings Use the provided checkbox to make scorecards required


Anonymized Take Home Test 

Note: Anonymous Take Home Test submissions are included in Greenhouse Inclusion only. Greenhouse Inclusion is available with the Expert subscription tier.

To help facilitate grading objectivity and reduced unconscious bias, anonymous Take Home Test is a feature that is included in our Greenhouse Inclusion product. For more information, click here.