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 availability request: When a candidate moves to a specified stage, they receive an availability request to begin the process of scheduling an interview.
- Send 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: