How can we help you?

How do I set up a Take Home Test?

Users with permissions to edit the hiring plan of a job can add a Take Home Test stage to the Interview Pipeline of a job.

There are three steps to setting this up:

  1. Add the Take Home Test stage to the Interview Plan
  2. Configure the template message to the candidate
  3. Configure the test grading 

Read more below:

Step 1: Add the Take Home Test stage to the Interview Plan

  • When viewing an individual job, click the Job Setup tab
  • Click Interview Plan
  • Click the + Stage button
  • Select Take Home Test, and then click Add


Step 2: Configure the message to the candidate

Once the stage has been added, click Edit Take Home Test

Below are the fields that can be configured:

  • From:

By default, the "From" field will include the email token placeholder {{MY_EMAIL_ADDRESS}}, which will automatically populate the field with the sender's email address.  The field can be edited to include a static email if you like.

  • Subject:

By default, the "Subject" field will be "Take Home Test from <COMPANY_NAME>".  Feel free to edit.

  • Body:

By default, the "Body" field includes the text "Please include the attached take home test", but this can be customized.  This is where you'll want to include specific instructions on how to complete the exercise.

  • Upload link:

By default, Greenhouse automatically includes a link to a page where candidates can directly upload their completed tests.

This is what the email looks like to the candidate with the link included:


And this is the page where the candidate will submit the test:


If you'll be directing candidates to a third party tool to complete an assessment, or if you'd like candidates to submit their tests another way (e.g. to a specific email address), then be sure to put a check in the box next to Don't include this link.  Just be sure to include detailed instructions in the Body field as to how candidates should go about completing and submitting the test.

  • Files to send candidate:

Click the Choose Files button.  You can select multiple files to attach if you like.


Step 3: Configure Test Grading

  • Who should grade this test?

You can set a default grader for all tests, or you can select a grader as the test is sent to the candidate.

  • Grading Guidelines

To ensure that tests are being evaluated consistently, you'll want to provide guidelines for the graders. 

  • Questions for graders

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

  • When the test is received, send notification to:

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.

  • Scorecard attributes to focus on:

As the purpose of the take home test exercise is to gauge each candidate's strengths in certain essential competencies, be sure to indicate on which exact scorecard attributes the designated grader needs to provide ratings.