Skip to main content

How to Create a Stage Transition Rule (recommended)

Greenhouse setup

Shanie Grancioso avatar
Written by Shanie Grancioso
Updated today

To enable one-click triggering of the Sapia.ai assessment, make sure the recommended elements have been configured as outlined in Adding a Sapia.ai Assessment to a Job.

  1. From the top navigation bar, click Jobs and select the relevant job.

  2. Go to the Job Setup tab.

  3. In the left-hand menu, click Stage Transitions.

  4. Click Create a Rule.

  5. Configure the rule as follows:

    • Stage: Select the relevant Sapia stage (e.g., Sapia US) — this is when the rule will be triggered.

    • Action: Choose Send Take Home Test.

    • User Credited with This Action: Select the user who moves the candidate into the stage.

    • When: Choose Immediately.

Note: Rules for the Application Review stage will only trigger if the candidate is moved into that stage using the Move Stage button. They will not trigger when a candidate first applies or is transferred from another job.

Once your stage transition rule is configured, it will be triggered immediately whenever any member of your team moves a candidate to the Sapia.ai stage.

To trigger a stage transition rule:

  1. Open the candidate’s profile.

  2. Click Move Stage.

  3. Select the relevant Sapia stage — it will be marked with a ⚡️ (lightning bolt) icon, indicating that an automated rule is configured for that stage.

Did this answer your question?