Application Review

there are two ways to advance and archive candidates who are in the application review stage bulk application review and reviewing via the candidate’s profile this guide will cover how to use either option to move candidates through your pipeline ashby also has some ai tools to help optimize your process, check out the guides below for more docid 0msgwzhfexbtwoagfyrar docid\ xveiv6cjcfywty7538spl overview our bulk application review page allows you to review all candidates in the application review stage, either across all jobs or for any given job candidate review allows you to review one off candidates by navigating to their candidate profiles, leaving feedback and archiving or advancing the candidate accordingly changing stages and archiving with bulk review when there are hundreds of applications to review for a single job posting, it's important to be able to do so efficiently use our bulk application review feature to quickly organize, annotate, and take action on many applications at once you can navigate to the bulk application review page by heading into a job (from the https //app ashbyhq com/jobs/all section of jobs) you can then click application review above the stages in your active pipeline application review stage for a single job if you’d like to review applications across all jobs in bulk, you can head to the https //app ashbyhq com/candidates/pipeline/active then select the application review stage of the pipeline application review stage on the candidate pipeline on the application review page, you’ll see a list of applicants to review you can review them in bulk by clicking the review x applications button bulk application review button 1\) candidate name 2\) role they have applied for 3\) tabs to jump between showing all application information, showing only application form answers and showing only the candidate’s resume 4) information added in the application form fields 5\) candidate resume 6\) the option to move to the next application 7\) the option to specify the order in which applications should be reviewed, either starting with the newest application or the oldest 8\) access to layout settings and https //cdn zappy app/243dc745ad70397caff30ac897919979 png 9\) advance advance the candidate to the next stage 10\) custom next steps… take additional custom action on the application, including rejecting the candidate but adding them to a project, transferring the candidate to be considered for another role, or emailing the candidate 11\) reject reject the candidate you must select a rejection reason prior to rejecting them 12\) enable rejection email slide the toggle on to set up a rejection email you can also set this email to be scheduled to go out after a specific amount of time has passed you’ll be prompted to select an email template, a from address and determine whether the email should be scheduled or sent immediately 13\) score the overall score for the candidate’s application 14\) tags add tags to the candidate’s profile read more at docid\ krtcgz4xmhdcmdyprrngo 15\) notes add notes directly to the candidate’s profile changing stages and archiving on the candidate profile when you want to review and advance or archive an individual candidate, you can do so from their candidate profile to review individual candidates, navigate to the candidate profile using https //app ashbyhq com/candidate searches/new or finding them in the https //app ashbyhq com/candidates/pipeline/active click on the review button on their application review activity to add feedback on their application and/or submit a decision you can also click change stage and select the stage you'd like to move them to from their profile if you’d like to advance them to archive a candidate, you can also click archive , select an archive reason, and optionally email the candidate a rejection email faq when using the bulk application review mode, can you see if the candidate applied for another role? yes! if a candidate has applied for multiple roles, you’ll be able to see their other applications in bulk application review you can also view all jobs the candidate is being considered for in the considered for jobs section on their profile which feedback form is used when reviewing application forms? can i change the feedback form for application reviews? the default feedback form is used for feedback at the application review stage if you’d like to change the feedback form, this would need to be done for each job or job template navigate to jobs > admin and select the job in question then head to the interview plan tab click modify on the review application activity on the interview plan you can click change link to then switch the feedback form out for another shared feedback form you have configured, or click unlink & edit to make specific edits to that form any changes made to an unlinked form will only apply to that specific activity and will not have an impact on the default feedback form what is the difference between in stage since and needs decision in the status column of application review? needs decision means there’s a structured activity in the stage (for example, a custom review application activity) and action is required, while in stage since is when a candidate is in a stage that doesn’t have a structured activity and so a call to action isn’t required please note if you are using the default review application activity in the application review stage of your interview plan, this is not seen as a structured activity if you opt to add a custom review application activity, this will be seen as a structured activity