--- title: Agency Onboarding Guide slug: agency-onboarding-guide docTags: eYAhJ4wOKnQkIySWwNySx,b-RUvvYJSAyhoa4qcA_nj createdAt: 2025-07-10T11:57:32.686Z --- 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! :::hint{type="success"} 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. :::hint{type="info"} 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) :::hint{type="warning"} Looking to integrate with other software? Check out the [Integrations Marketplace](https://app.ashbyhq.com/admin/integrations/marketplace) and our [Integrations](docId\:L-qok2y-8x1s8wHKVoobO) 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 :::hint{type="info"} 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 ](docId\:ACYBgYBzAs3YmyVbO5um8)to assign to your jobs - Create [Interview Plans ](docId\:SJQDG-6gg32KbwjAKu1Ux)to establish clear stages within each job's pipeline - Open and post your first Jobs - Want to test your job? [Create test candidates and test out the workflow](docId\:Fu_sif2S_xnQHNRF7AnaW) :::hint{type="warning"} **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. :::hint{type="info"} 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 ](docId\:SJQDG-6gg32KbwjAKu1Ux)allow you to determine the pipeline stages across jobs in advance. - [Feedback Forms and Interviews](docId\:hLojGXRvp_xkuw1amMKUR): 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 ensure consistency. ## Tools for sourcing and outreach :::hint{type="info"} 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 :::hint{type="success"} 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](docId\:JkCtjNNIE2F6GpbI9z7b9). ::: ## Job Status and Reporting :::hint{type="info"} 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 :::hint{type="info"} 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 :::hint{type="info"} 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)