Agency Onboarding Guide

this onboarding guide is for recruiting agencies setting up their ashby account for companies looking to add agency users to their ashby account, check out agencies setup docid\ hprdn81j0nbggnh4s je1 welcome to ashby! we’re so excited to help you get started and hit those goals! as an agency, you’re likely to set up and use ashby in a rather different way from companies hiring for their own teams this guide will take you through the key steps to get your account setup, along with some more advanced features that you can implement let’s do this! for a general overview of ashby, check out our 101 webinar https //ashby ewebinar com/webinar/ashby university 101 17218?session=replay\&showform=1 set up basic integrations and your job board theme this section covers the basic technical setup to get everything working this section should take less than 20 minutes to complete firstly, we'd recommend setting up your integration with either google workspace docid 9nushnd uiv8wigz ypam or microsoft 365 docid eaaljgrtew uoxtk8i7 so you and your team can use all of ashby's features job board configuring your setup docid\ f2otyumvmejaat1dyrjyw set up the zoom docid\ s9xgv03nq8kcar0 ifd9l integration (if your team uses zoom) looking to integrate with other software? check out the integrations marketplace https //app ashbyhq com/admin/integrations/marketplace and our integrations 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 wellfound (formerly angellist talent) docid\ c4xkfeoy3z9dgj lctegc must be set up on the partner’s end add and open client jobs for applications this section covers how to add jobs and job specific information, like the department and location information agencies usually set up the client company as a department, with respective functions (engineering, sales, etc) as a sub team we would recommend having a job description ready to speed up the setup process set up departments & locations to assign to your jobs create interview plans to establish clear stages within each job's pipeline open and post your first jobs docid\ l nciszrb9ztdr4u3idzr want to test your job? create test candidates and test out the workflow docid\ fu sif2s xnqhnrf7anaw note the indeed/glassdoor https //app ashbyhq com/admin/integrations/marketplace/indeed glassdoor integration is enabled by default please disable it while you’re setting up your jobs to ensure test postings aren’t listed setting up re usable templates in admin you can create templates to help establish job pipelines in advance and create a clear email tone for candidate outreach we highly recommend setting these up in advance to save time in the long run interview plans allow you to determine the pipeline stages across jobs in advance feedback forms and interviews ensure that you have structured feedback forms and interviews in place for a consistent experience for candidates and interviewers email templates docid\ wq6uoydzwfatdmzhopsfj speed up candidate communication and ensures consistency tools for sourcing and outreach this section covers the different tools we have in place for reaching out to leads, adding them into ashby and taking action on them handy for all your sourcing needs! install the chrome extension docid\ je bij1sj2ro6wt9vttfp to easily add and take action on leads via linkedin, gmail and github create sequences docid\ b2gy2rhnnoylkbhwcwou4 to engage potential candidates and gauge their interest looking to import candidates into ashby? check out the bulk import options docid\ sorncj66lghrflracxetj to speedily add your data to ashby if you’d prefer to integrate with sourcing tools you currently use, our full list of integration guides for sourcing tools can be found here job status and reporting pull data and export reports to share with your clients to keep them informed on job pipelines you can also check out the following guides to further acquaint yourself with ashby's reporting capabilities ashby analytics key reporting concepts docid\ hukcp0eihakdk4xucuhnm report catalog templates docid\ aurrqfzh1h8qgf6rh0vqi ashby subject & field definitions docid\ jkg56 efryaaa7wlsbvsj onboard your team share the following guides with your team to help them get started with ashby! your team members will also be able to select their role in our in app widget for additional guidance getting started for hiring managers docid\ ku4nmt5ueos8wfrgfxqny getting started for interviewers docid 2 wbm9pju sowws1jhpzz getting started for recruiters docid\ qyolopaybdwsem gsxjy3 getting started for recruiting coordinators docid\ zhso6kjxpxfszbeso2rll getting started for sourcers docid\ xwkjwmmzhmsu xsktg r3 some additional recommendations hooray! you’ve completed this onboarding guide find below some additional tools that we’d recommend checking out public booking links docid\ fyg7 o qk73981cicoxju meeting hours docid\ uzctzxvpfxqeftmihw jo custom fields docid\ qpgklrscmzgwc 7krbwds surveys & questionnaires docid\ tsywj3bt2uaeea7srz5xz