Advanced Setup

this guide covers some more advanced areas of setup that aren't included in the ashby admin onboarding docid\ askvbp dff9riogkazshi guide outbound sourcing this section covers features related to sourcing candidates if you’re still gaining brand awareness, we recommend investing in this section relatively early start curating sequences docid\ b2gy2rhnnoylkbhwcwou4 to send to leads you’re interested in if you’re working with external recruiters/agencies, set them up as agencies docid\ hprdn81j0nbggnh4s je1 in your account to start adding candidates (note if they are doing activities beyond sharing candidates, you may need to set them up as an employee) some agencies have software that can be integrated with your account check out the sourcing section of the integrations marketplace https //app ashbyhq com/admin/integrations/marketplace and set up any third party sourcing tools you use familiarize yourself with projects docid\ neoukpzgi4kdatdsymhez and tags docid\ krtcgz4xmhdcmdyprrngo you should understand when to use each projects are lists of candidates that you can take bulk action on tags can be applied to candidates to make them more discoverable in searches inbound applications if your brand is a bit more established, we recommend investing in this section to save time through automation and create a streamlined experience for your inbound applicants if you have high volume jobs like internships or junior engineer roles, set up auto reject rules docid\ pdgw wrubwyfnzhka9ota to reject applications that don’t fit criteria set from questions on your application forms if you have internal openings, setup the internal job board docid\ qfjsldmouupmbybx6a0iq to enable your existing team to apply to roles before opening them to the public setup eeoc surveys docid\ pvvzo8 m3 2df2rgt3tra on your application forms to capture self reported demographic information for compliance if you’d like to capture additional details like pronouns, you can also set up diversity surveys docid\ psv0 hgpj3rvnmkmisji4 if your candidates need to sign an nda before interviewing, set one up using e signature documents docid\ ttps7ruxkpz9yhzwpcszt interviewing this section covers more automation when you’re actively interviewing and tools on the candidate profile that help you practice good candidate management by now, you’ve hopefully chosen and implemented an embedded scheduling option; next, explore other activities docid\ u2vf0kytmmlpie5n6zwn7 that can be added to interview plans like take home activities docid\ hdevby04f4idguogm2kwh practice good candidate management by getting into the habit of taking the following actions on the candidate profile docid\ xuxt7u73x6odwypl89lav setting follow up reminders for yourself and other team members @ mentioning your colleagues on candidate profiles to create notes and tasks setting custom fields docid\ qpgklrscmzgwc 7krbwds to capture additional details about your candidates to create a richer profile post interviewing this section covers features for when candidates exit your pipeline setup candidate experience surveys docid 3divxm9wkfoqpom5c4ncb to capture feedback on your process from your candidates setup offers and offer letters docid\ klimfx9n1tahebvkmgpoh (optionally, using e signature offers docid\ zsjek0e500medhtkqqelw ) to send and store offers in one place integrate your hris and/or other post hire applications in the integrations marketplace https //app ashbyhq com/admin/integrations/marketplace to enable sending candidate data from ashby once someone joins the team reporting and alerts this section covers resources for getting up and running with ashby analytics review navigating ashby analytics docid\ c4qqtpv0apcjkha63irly to understand the basics review the job dashboard docid 0qsdvwtdgrs9qvxno3qrq on one of your jobs to familiarize with ashby analytics build custom alerts docid\ fckr kkhnmjz6vuu3krvw to cover a variety of use cases check out the alerts library docid\ lpiy1g30dqmr35jmvlwcm for inspiration admin and customization this section covers more of admin, including customization options visit admin https //app ashbyhq com/admin/overview to add custom archive reasons https //app ashbyhq com/admin/organizational settings/candidate archive reasons to personalize the reasons applications are rejected if you’ve added custom fields docid\ qpgklrscmzgwc 7krbwds , and select which should be included in the interviewer briefing https //app ashbyhq com/admin/interview/interview briefing settings manage your accounts various visibility options docid b9z1lwpznhyqfkpdv9wv if your team does headcount planning at regular intervals or has evergreen roles, explore openings management docid\ ksxxwi1zugaw8lrp8jwxz