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How to set up Puck automations in Greenhouse

Setting up a stage transition rule ensures that candidates automatically receive their assessment without manual recruiter intervention.

Written by Melisa Cooper

Prerequisite: How to configure Puck Assessment

⚡ Configure Automated Stage Transitions

Once you have Puck Assessment configured, move onto configuring Stage Transitions.

  1. Within the Job Setup menu, click on Stage Transitions.

  2. Click Create a rule.


3. Select Puck as the trigger stage for the rule.


4. Set the transition action to Send Take Home Test. This will automatically send the assessment to candidates moved into the Puck stage.

  • Fill out the required fields

  • Click Save


⚠️ Important Email Note: Leave the Greenhouse notification email field blank during this step. Puck automatically triggers its own candidate-facing invitation sequence when the test is sent. Adding an email here will cause the candidate to receive duplicate messages.



​💡 Why It Matters

  • Hands-Free Automation: Candidates are instantly invited to their AI interview the moment they land in the stage, shrinking time-to-hire.

  • Eliminates Duplicate Messaging: By relying on Puck's native communication sequences instead of Greenhouse alerts, candidates receive a single, polished set of instructions.

  • Consistent Tracking: Test statuses sync back to Greenhouse seamlessly, letting your team know exactly when an applicant has completed their assessment.

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