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How to create Stage Transition Rules for a job

Discover how to create a stage transition rule in Greenhouse to automate and streamline your hiring workflow.

Shanie Grancioso avatar
Written by Shanie Grancioso
Updated over a week ago

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. Navigate to your job by selecting All Jobs > [Job Name], then click Job Setup.

  2. Select the Stage Transitions from the menu.

  3. Click Create a Rule.

  4. Configure the rule as follows:

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

    • Action: Choose Send Take Home Test.

    • User Credited with This Action: Select the ISU User used for the integration (see reference here).

    • When: Choose Immediately.

For more info on Stage Transition Rules, click here.

Note: Rules will not trigger when a candidate first applies or is transferred from another job.

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