Activities

when set up, activities automatically appear on a candidate's profile when they are moved to a stage this streamlines the candidate management process and enables a consistent experience across candidates for more on structured interviewing, check out docid\ xw 3irivonbho uf37lbh activities overview activities enable you to automate tasks like drafting emails, and setting up calendar invites for candidates that are in your interview process ashby currently supports six activity types schedule interview take home application review send email schedule questionnaire e signature document see the table below for information on the roles that have access to set up and edit activities access role has access? limited access ❌ agency users ❌ elevated access external recruiter (not linked to an agency) ❌ elevated access analyst ❌ elevated access hiring team member ❌ elevated access hiring manager ❌ elevated access admin ✅ elevated access admin (private) ✅ organization admin ✅ elevated access admin and elevated access admin private users will only be able to edit the activities on the roles they have access to schedule interview the schedule interview activity automatically adds a docid 0z5jm eqkvzq oqc03rer to a candidate's profile when they are moved to a particular stage, determining the interview, feedback form, interviewers and interview settings in advance for more on configuring these, please check out docid 0z5jm eqkvzq oqc03rer take home the take home activity automatically adds a prompt to send a take home assignment activity to a candidate's profile when they are moved to a particular stage this activity supports uploading the candidate's submission so the reviewer can view and score directly in ashby learn more in the docid\ hdevby04f4idguogm2kwh guide application review the application review activity is a default activity on the application review stage in an interview plan it enables the profile to be included in bulk application review (more on this at docid\ d nxb kdz4fjru4hbcalb the application review activity can also be added to other active stages in the interview plan (except for the offer stage), to provide a prompt in other stages for the candidate’s application to be reviewed once you add a review application activity to your job or job template’s interview plan, you’ll be prompted to select a reviewer (or a role on the hiring team to determine that users with that role will complete the review application activity) you will also be able to determine a feedback form if you are adding or editing an review application activity, you’ll be prompted to determine the job considerations you’d like new assigned reviewers applied to you’ll be able to choose between current and future job considerations (so adding or amending the activity for those currently in the pipeline and applications moving forward) or only future job considerations send email the send email activity automatically adds a prompt to email a candidate, along with an email template to a candidate's profile when they are moved to the specified stage want more information on setting up email templates? check out please note that the send email activity should only be used to email the candidate if you’d like to receive notifications when a candidate has moved stages, this is an option you can enable within your notifications more on this at docid\ a85zaqfvmgejnblapketl schedule questionnaire the schedule questionnaire activity allows you to select a questionnaire and an email template in advance then when a candidate is moved to the specified stage, a prompt will appear to send the questionnaire out to them using your specified email template you can read more on configuring questionnaires at e signature document the e signature document activity prompts you to specify the document template you’d like to use when the candidate is moved to the specified stage, you’ll be prompted to send them the e signature document more on configuring e signature documents can be found at docid\ ttps7ruxkpz9yhzwpcszt faq can i automate an activity, so action is automatically taken when a candidate moves to a new stage? you can automate activities, yes more on this can be found at docid\ mtfnbycncvnb4mtdsgeqb can i copy an existing activity from an interview plan stage on one job to an interview plan stage on another? you can, yes! when you are on a job’s interview plan and click add activity to… on an interview plan stage you’ll see the option to add a new activity and a copy activities option click copy activities , then select the job, interview plan, interview stage you’d like to copy activities from choose the activities you’d like to copy the selected activities will be copied into the original stage you chose once an activity is copied over, if the activity uses a shared interview type or feedback form (more on those at docid\ ujnxokxgs1 rq1udzxxta , then those will be reference in the copy any custom interview types or feedback forms will be copied over and can be amended without impacting the original activity that was copied