--- title: Alerts Library slug: alerts-library docTags: G8dmC6tNw9fak7qGrSH3Z,sVjBp_pGFbIQSn78huWT5,cS8nL4NJKm6dG61sbSsrZ,qlJKYUWjMngnQ034Z38DZ createdAt: 2025-07-10T10:10:30.152Z --- This article covers the Alerts library and common custom alert examples. Alerts enables customized and timely delivery of data that matters to the recipients. Ashby offers a way to automate the delivery of this data with our difference detection and dynamic routing. A single Alert alleviates the need to create many customized report delivery schedules. :::hint{type="info"} Learn more about configuring alerts at [Alerts](docId\:fCkR-kKHNMJZ6vuU3kRvW). ::: # Permissions & access Those on the Foundations plan cannot create custom alerts but do have access to use alert templates. Custom alerts can be configured on the Plus, Enterprise, and Legacy Plus plans: | Foundations | Legacy Plus | Plus | Enterprise | | ----------- | ----------- | ---- | ---------- | | ❌ | ✅ | ✅ | ✅ | :::hint{type="warning"} **Permissions and pre-requisites:** - Those with Elevated Access or higher can configure custom list reports and alerts. - Alerts can only be configured on custom list reports. - Report data for an alert is generated on behalf of the user who creates the alert, so all of the creator's account permissions apply. ::: # Alert templates You can find alert templates at **Reports > Report Builder > Alerts Templates**. The templates build the custom list report and then allow you to set the alert settings. Both the report and the alert settings can be modified to suit your needs. ![This screenshot shows the Alert Templates page within Reports > Report Builder.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/9REGSwiGq-hJGpAkXGhQJ_report-builder-ashby-2026-10-12-at-102655-am.jpg) The alert templates available in the Alert Templates library are as follows: ## New hires | Alert Template | Description | | -------------------------- | -------------------------------------------------------------------------------------- | | Recent Hires, Last 30 Days | Notify hiring team members on a weekly basis of hires made in a rolling 30-day window. | | New Referral Hire Alert | Immediately notify hiring team members when a referral hire is made. | | New Sourced Hire Alert | Immediately notify hiring team members when a sourced hire is made. | | New Hire Alert | Immediately notify hiring team members when a hire is made. | ## Managing referrals | Alert Template | Description | | --------------------------------------- | ---------------------------------------------------------------------------------- | | Referral Progress Update | Immediately notify referrer of their referral's progress in the interview process. | | Referral Submission Confirmation | Immediately notify referrer of their referral submission. | | Referrals without Recruiter Assigned | Immediately notify hiring team members of referrals without a recruiter assigned. | | Referrals Delayed in Application Review | Immediately notify recruiters of referrals in review for 2+ days. | ## Maintaining candidate velocity & service-level agreements (SLAs) | Alert Template | Description | | --------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------ | | Referrals Delayed in Application Review | Immediately notify recruiters of referrals in review for 2+ days. | | Candidate Delayed in Application Review | Immediately notify recruiters of job considerations in review for more than 3 days. | | Feedback Submission SLA | Immediately notify recruiters and interview participants if feedback submission is delayed for more than 2 days. | | Candidate Delayed in Current Stage | Immediately notify recruiters of active job considerations in a stage for more than 14 days. | | Candidate Delayed in Specific Stage | Immediately notify recruiters of job considerations in any stage for a specific time threshold. This duration can be adjusted. | ## Managing job status and setup | Alert Template | Description | | ---------------------------------------- | ---------------------------------------------------------------------------------------------------------- | | Open Job without Recruiter Assigned | Immediately notify hiring team members of jobs with no recruiter assigned. | | Open Job without Hiring Manager Assigned | Immediately notify hiring team members of jobs with no hiring manager assigned. | | Job Closed | Immediately notify hiring team members of newly closed jobs. | | Jobs with Application Review Needed | Immediately notify hiring team members of jobs with a large number of job considerations that need review. | | All Open Jobs | Notify hiring team members on a weekly basis of all currently open jobs. | | New Job Opened | Immediately notify hiring team members of newly opened jobs. | | Jobs Open More Than 45 Days | Notify hiring team members on a weekly basis of all jobs open for 45+ days. | ## Onboarding | Alert Template | Description | | ------------------------------------------------- | -------------------------------------------------------------------------------------------------- | | Upcoming Referral Employee Starts, Next Two Weeks | Notify hiring team members on a weekly basis of referral employees starting in the upcoming weeks. | | Upcoming Employee Starts, Next Two Weeks | Notify hiring team members on a weekly basis of employees starting in the upcoming weeks. | ## Managing feedback | Alert Template | Description | | ---------------------------------------- | ---------------------------------------------------------------------------------------------------------------- | | New 'Strong Yes' Feedback Form Submitted | Immediately notify recruiters of 'strong yes' feedback submissions. | | Feedback Submission SLA | Immediately notify recruiters and interview participants if feedback submission is delayed for more than 2 days. | | New 'Strong No' Feedback Form Submitted | Immediately notify recruiters of 'strong no' feedback submissions. | ## Recruiting operations & coordination | Alert Template | Description | | --------------------------------- | ------------------------------------------------------------------------------------------------------------------------ | | Candidates in Offer Stage | Notify hiring team members on a weekly basis of all candidates in the Offer stage. | | Upcoming Interviews, Next 7 Days | Notify hiring team members on a weekly basis of interviews their candidates have scheduled in the following 7 days. | | Archive At or After Stage Summary | Notify hiring team members of all candidates archived at a specific stage in the process (e.g., at the onsite stage). | | Current Active Pipeline | Notify hiring team members on a weekly basis of all candidates in active stages of the interview pipeline by department. | | Candidates that Need Scheduling | Provides a list of candidates that need to be scheduled for an interview. | ## Candidate experience surveys | Alert Template | Description | | ------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------ | | New 'Promoter' Candidate Experience Survey Submission | Immediately notify recruiters of new 'promoter' candidate experience survey submissions. | | Weekly Candidate Experience Survey Submission Summary | Notify hiring team members on a weekly basis of all candidate experience surveys submitted in the last week. | | New 'Detractor' Candidate Experience Survey Submission | Immediately notify recruiters of new 'detractor' candidate experience survey submissions. | | New Candidate Experience Survey Submission | Immediately notify recruiters of new candidate experience survey submissions. | # Custom alert examples This guide provides some other alerts that are commonly configured. Each alert example will include the filters and fields required when setting up the custom list report and the alert configuration. :::hint{type="info"} For more information on building custom list reports, see [Custom Reports](docId\:lY-KegLNCudYF0ed41GAW). ::: :::hint{type="warning"} The report data included in an Alert gets generated on behalf of the user who creates the Alert, so all of the creator's account permissions apply. If the Entire List is sent to a specified user and not a `User involved as` (more on this at [Alerts](docId\:fCkR-kKHNMJZ6vuU3kRvW)), then the user receiving the report will be able to see all of the report data in the Alert email. Be sure to add filters to remove any jobs (including confidential jobs) or specific data that you don't want users receiving the alert to see as part of your Alert setup process. ::: ## Feedback ### Average overall recommendation 3+ past initial screen This alert surfaces candidates who have an overall recommendation of three at the point they pass your initial screen stage. The screening stage used depends on your interview setup (for example, your organization may use recruiter or hiring manager screen instead). **Custom list report setup** **Subject: **Job Considerations **Filters:** - Job Consideration's Furthest Stage Group Reached is Initial Screen. - Job Consideration's Average Overall Recommendation is greater than or equal to 3. **Columns:** - Include any information about the candidate or their job consideration that you would like to have listed in the notification (for example job consideration's candidate, job consideration's job, and job consideration's hiring manager). ![The screenshot shows a custom list report with a filter for Furthest Stage Group Reached and Overall Recommendation.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/ji67rGJqw-IwmfWOsCeQ__custom-list-report-setup.jpg) **Example alert setup** You can set this alert to be sent as soon as a new record is added to the report. This serves as a notification for the specified users so action can be taken swiftly where needed. You can also set the alert to go out periodically and show all records. ![Screenshot of the alert configuration settings for the Average Overall Recommendation 3+ alert.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/WISb4R5fQdv7NUNWFSjZC_custom-list-feedback-form-rec-3-or-more-report-ashby-2026-10-13-at-111915-am.jpg) ## Data quality The custom alert examples below help to ensure that jobs and job considerations are complete and can be reported on easily in the future. ### Open jobs with blank fields This alert can be triggered from a field on a job being left as empty or unassigned. If you have a key job field that should be completed (for example, priority), then you can create an alert to notify those on the hiring team when this isn't complete. **Custom list report setup** **Subject:** Jobs **Filters:** - Job's Priority is empty/unassigned. - Job's Job Status is Open. **Fields to show:** - Include any information about the job that you would like to have listed in the notification (for example the job, the job's hiring manager, and the job's recruiter). ![A custom list report showing open jobs with no value in the priority field.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/HwUuRa4q1WrZHU6T3snSo_custom-list-job-with-no-priority-report-ashby-2026-10-13-at-113649-am.jpg) **Example alert setup** You can set this alert to be sent as soon as a new record is added to the report. This serves as a notification for the specified users so action can be taken swiftly where needed. You can also set the alert to go out periodically and show all records if urgent action isn't required. ![Alert configuration sending an email alert to the hiring manager and recruiter on the job.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/VkURphtCU_ZpfXQwiMNQN_custom-list-job-with-no-priority-report-ashby-2026-10-13-at-113902-am.jpg) ### Candidate passed a specific stage without a source This alert will send a notification if the candidate reached a specific stage without having a source associated with them. This prompts your team to add a source to the candidate for future reporting. ![Screenshot of the Report Builder showing the filter configuration for the Candidate passed a specific stage without a source alert.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/6AM5Frb0CaPS7MSABI7yp_report-builder-ashby-2026-10-13-at-111240-am.jpg) **Custom list report setup** **Subject:** Job Considerations **Filters:** - Job Consideration's Furthest Stage Group Reached is \[enter your stage here] - Job Consideration's Source is empty/unassigned **Fields to show:** - Include any information about the job consideration that you would like to have listed in the notification (for example the candidate, the job consideration's job, the job consideration's hiring manager, and the job consideration's recruiter). ![Screenshot of the alert configuration settings for the Candidate passed a specific stage without a source alert.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/kQjGFqhjSIqWohJEzL2NP_custom-list-candidates-with-no-source-report-ashby-2026-10-13-at-111556-am.jpg) **Example alert setup** You can set this alert to be sent as soon as a new record is added to the report. This serves as a notification for the specified users so action can be taken swiftly where needed. You can also set the alert to go out periodically and show all records if urgent action isn't required.