Stage transition rules overview

Stage transition rules simplify your recruiting process by automating actions when a candidate is moved to a specified stage, such as sending an interview availability request email to the candidate.

Available stage transition rules

Greenhouse Recruiting offers the following stage transition rules: 

• Send an availability request: When a candidate moves to a specified stage, they receive an availability request to provide their availability and begin the process of scheduling an interview.
• Send a self-schedule request: When a candidate moves to a specified stage, they are emailed a request to self-schedule an interview.
  
  

  Note: You must have a calendar connected in order to view this stage transition rule.

  Note: Self-schedule requests are meant to be used for interview stages with a single interview. Stages with multiple interviews or interviewers, such as a multi-step onsite interview, can't be scheduled using candidate self-scheduling. Click here for more information on scheduling multi-step interviews.

• Send a Calendly request: When a candidate moves to a specified stage, they are emailed a Calendly request to self-schedule an interview.
  
  

  Note: You must enable the Calendly integration before configuring a stage transitions Calendly request rule.

• Send a take-home test: When a candidate moves into a Take Home Test, Document Submission or Trial Project stage, you can automatically send the email containing Greenhouse Recruiting's candidate test.
• Send a partner take-home test: When a candidate moves into a partner's Take Home Test stage, which is named after the partner, you can automatically send the email containing the partner's candidate test.
  
  

  Note: At this time, we do not support partner take-home test stage transition rules for the following partners: ClassMarker, CoderPad Live, Codility, HackerRank, HireVue and Spark Hire.

• Send a candidate email: When a candidate moves to a specified stage, they receive a templated email message. You can use this email to send general information about the interview process, link to external forms or documents and more.
• Send a form: When a candidate moves to a specified stage, they receive a form. You can use this form for various use cases, such as capturing more detailed candidate information or collecting a list of references.

Additional resources

To learn how to use stage transition rules, check out these Support Center articles:

• Create stage transition rule
• Edit stage transition rule
• Delete stage transition rule
• Copy stage transition rule