Guide templates and job-specific settings are a convenient way to standardize the interview plan you want to use for your entire company or across a set of jobs. However, occasionally, you may need to customize the pre-defined interview plan for an individual candidate. Not a problem, and here’s how:
Navigate to the candidate’s profile in Greenhouse.
Make sure the Guide Extension is open. If you don’t see the Extension on the right-hand side of the screen, look for a small circle with the Guide logo resting on top of the page in the lower right-hand corner. Clicking this will open the Extension.
Click the Candidate tab at the top of the Extension.
Scroll down to the interview plan, and click Edit.
From the window that appears, edit the interview plan like you would normally. See: Edit an interview plan.
Save changes to a candidates interview plan as the interview plan for all candidates of the same job
Changes you make will update the interview plan for this individual candidate. However, if you would also like to apply these changes to all candidates for this, check the box “save these changes for future candidates of this job” in the lower left-hand corner of the same window in which you made the interview plan edits.