Ashby Admin Onboarding

welcome we couldn't be more excited to welcome you to ashby and help you hit your hiring goals! this article will cover the key set up areas to help you get started with ashby, along with some more advanced options that we would recommend setting up early to help optimize your experience each guide this article links out to will open a new tab, so don't worry about losing your place set up your company theme and explore integrations this section covers the basic technical setup to get things working this section should take less than 20 minutes firstly, we'd recommend setting up your integration with either docid 9nushnd uiv8wigz ypam or docid eaaljgrtew uoxtk8i7 so you and your team can use all of ashby's features docid\ f2otyumvmejaat1dyrjyw set up the docid\ s9xgv03nq8kcar0 ifd9l integration (if your team uses zoom) looking to integrate with other software? check out the https //app ashbyhq com/admin/integrations/marketplace and our docid\ ljc0h toloefji3yhqyb9 guides for further information note most integrations must be set up by an admin user of the partner’s platform some job board integrations like docid\ c4xkfeoy3z9dgj lctegc must be set up on the partner’s end set up your first job in this section, you’ll set up a job and test the workflows for adding candidates to ashby this section takes 5 10 minutes and we would recommend having a job description ready docid\ acybgybzas3ymyvbo5um8 to assign to your jobs create docid\ sjqdg 6gg32kbwjaku1ux to establish clear stages within each job's pipeline open and post your first docid\ l nciszrb9ztdr4u3idzr want to test your job? docid\ fu sif2s xnqhnrf7anaw note the docid\ zqlv2m n0qgmnljqfvjqh integration is enabled by default please disable it while you’re setting up your jobs to ensure test postings aren’t listed create re useable templates in admin you can create reusable templates for various objects, including one off emails, sequences, interviews, and feedback forms we would highly recommend getting at least some of these templates in place to save time in the long run, although this can be revisited later configure docid\ sjqdg 6gg32kbwjaku1ux to build out the pipelines that candidates will go through as part of your interview process create shared docid\ hlojgxrvp xkuw1ammkur that can be used across multiple jobs and interview activities create shared docid\ ceztj7hpj am6rt0kanri to assign to your job postings add docid\ wq6uoydzwfatdmzhopsfj to speed up and standardize candidate communications create docid\ x1ie8z5pxr7fjkspv6qeu to configure job settings, interview plans and job posting information in advance determine the docid\ obyntivrg5pxertem4tml that will be applied across your interviews set up scheduling and enhance your job with activities at this point, you're ready to use all basic ashby features! that said, ashby supports further streamlining your process by adding interview scheduling and other docid\ u2vf0kytmmlpie5n6zwn7 to each stage once added, these activities will automatically populate on your candidate’s profiles when they move into a stage so you know exactly what to do next docid\ xw 3irivonbho uf37lbh choose a scheduling workflow docid 0z5jm eqkvzq oqc03rer docid 8syy2li7vkire 76zrwwm docid\ rdyowihar0zidudlxw2fn review and enable other activity options docid\ u2vf0kytmmlpie5n6zwn7 note once you’ve customized your job with activities, you can turn it into a docid\ x1ie8z5pxr7fjkspv6qeu to reuse whenever you open a new job set up your team’s permissions with the basic setup complete, it's time to configure your team’s permissions! docid\ i5jhibmkqhyobnnvrl8rk want to set up additional access roles or automations? check out docid 6h 16t zwcrxyop7wyxhk and docid\ be1gtv2r0jgx do5mdnr we recommend leaving most users with limited access, as they can get the information they need about the candidates they interview from the interview briefing onboard your team onboarding your team is easy! share our getting started guides with your hiring team via email or slack (we don’t currently send automated new user emails) these guides will instruct them on how to log in and start using ashby within ten minutes docid\ ku4nmt5ueos8wfrgfxqny docid 2 wbm9pju sowws1jhpzz docid\ qyolopaybdwsem gsxjy3 docid\ zhso6kjxpxfszbeso2rll docid\ xwkjwmmzhmsu xsktg r3 with your current setup, you’re ready for hiring excellence! check out more of our resources to further enhance your team’s experience happy hiring! curious about more advanced setup? check out docid\ pwoxjaiesmhygasutuln