Application rules are automatic actions applied to job post questions. These actions are triggered when an applicant's response to a question fulfills the rule's conditions. Creating application rules allows your organization to filter candidates into subsets defined by automated and customizable criteria.
Greenhouse Recruiting provides several application rules you can configure on a per-job-post basis.
Available application rules
Greenhouse Recruiting offers three application rules. The availability of these rules will vary depending on your subscription tier. For more information, see the table below.
|Auto-Tag||Available for all subscription tiers||Auto-Tag allows your team to apply Candidate Tags to profiles based on candidate responses to custom job post questions. These tags can be used to filter and identify candidates from the All Candidates page. To learn more, click here.|
|Auto-Advance||Available for Advanced and Expert subscription tiers||Auto-Advance allows your team to move a candidate directly to a later stage in your Interview Plan based on answers the candidate provides to your custom job posts. This feature simplifies the interview process for both your Hiring Team and the candidate by moving the most qualified candidates to more advanced stages. To learn more, click here.|
|Auto-Reject||Available for Advanced and Expert subscription tiers||Auto-Reject allows your team to reject candidates automatically based on their responses to custom job post questions, and includes the ability to schedule a rejection email as part of the rejection process. This feature can assist Recruiters with high-volume roles by filtering out candidates who do not meet essential requirements (such as too young, unable to relocate, etc). To learn more, click here.|
Add an application rule
Application rules are managed from the Job Posts page. To add an application rule, click Jobs from the navigation bar and then select a job from the subsequent list.
From the Job Dashboard page, click Job Setup.
Under Job Setup, click Job Post then select Manage Rules.
From the Rules page, you can edit, delete and add rules.
Click Add a Rule to create a new one, or edit an existing rule by clicking the Edit icon .
To delete an existing rule, click the Delete icon .
Combine application rules using AND/OR
You can enhance the power of your application rules using AND/OR Conditions. This allows you to create rules based on multiple criteria. For example, you can create a rule based on a single answer to multiple questions or multiple answers to a single question.
AND conditions allow you to base an application rule on the candidate's responses to multiple custom job post questions. In order to trigger the application rule, the candidate must provide one matching answer for each of the questions included in the application rule. Each application rule supports joining up to five custom questions using AND Conditions.
An AND condition can be added to a new or existing application rule.
To add an AND condition to an existing application rule, navigate to the job post's Rules page using the steps outlined here. Then, click the Edit icon inline with the Application Rule.
From the Add a Rule dialog box, click Add another trigger.
Use the Question dropdown to select another custom question from the job post. Use the Answer dropdown to define which candidate response(s) should trigger the application rule.
Repeat these steps to add up to five custom questions to the application rule. When you're finished adding custom job post questions, click Save.
To remove an AND Condition from an application Rule, click the X to the right of the condition, then click Save.
OR conditions allow you to base an application rule on multiple possible responses to a single custom job post question. The candidate only needs to select one of the possible responses to trigger the application rule.
To add an OR condition to an existing application rule, navigate to the job post's Rules page using the steps outlined here and click the Edit icon inline with the application rule.
In the Answer dropdown for an existing or additional custom job post question, enter each candidate response that should trigger the Application Rule. When you're finished adding options, click Save.
Application rules expected behavior
In this section, we will discuss expected behaviors when using application rules, as well as review scenarios where application rules overlap with one another.
- If an Auto-Advance rule moves a candidate to a given stage and that stage later is removed from the job's Interview Plan, the Auto-Advance rule will update to instead advance the candidate to the stage preceding the now-deleted stage. A user can edit the Auto-Advance rule to advance the candidate to an alternative stage if preferred.
- If an Auto-Advance rule is configured for a job post and the job post is sent to a candidate as a job post request email, the candidate will not be Auto-Advanced based on their responses. Auto-Reject rules associated with the job post will not be applied to the candidate's responses either. However, Auto-Tags associated with the job post will be applied.
Triggering multiple rules
This section outlines the expected behavior when a single candidate application triggers more than one application rule.
- Auto-Tag rules always will be applied, regardless of any other Application Rules that might be triggered.
- Only one Auto-Advance or Auto-Reject rule will ever be applied to a single candidate. If both an Auto-Advance and an Auto-Reject rule are triggered, the Auto-Reject rule will be applied.
- If your organization has determined certain responses are non-negotiable and indicate a candidate must be rejected (not enough experience, underage, requires a visa your company cannot provide, etc), any responses that might Auto-Advance the candidate are considered non-applicable.
- If more than one Auto-Advance rule is triggered, the rule that advances the candidate furthest in your Interview Plan will be applied.
- If two Auto-Advance rules are triggered and both advance to the same stage, the older rule will be applied.
- If two Auto-Reject rules are triggered, the older rule will be applied.