Permissions: Site Admin, and Job Admin who can create, edit and delete Stage Transition rules

Product tier: Available for Advanced and Expert subscription tiers

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: