Ashby Admin Onboarding

we're excited to welcome you to ashby and help you hit your hiring goals! this article covers the key setup areas to get you started, along with more advanced options we recommend configuring early to optimize your experience each guide this article links to opens in a new tab, so you won't lose your place set up your company theme and explore integrations this section covers the basic technical setup to get things working and takes less than 20 minutes set 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 (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\ l qok2y 8x1s8whkvoobo for further information note most integrations must be set up by an admin user of the partner's platform some job board integrations, such as wellfound (formerly angellist talent) docid\ c4xkfeoy3z9dgj lctegc , must be set up on the partner's end set up your first job in this section, you'll set up a job and test the workflows for adding candidates to ashby this section takes five to 10 minutes — we recommend having a job description ready 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 creating & opening jobs docid\ uytn03bh4fvrpvjhythat create test candidates and test out the workflow docid\ fu sif2s xnqhnrf7anaw note the indeed docid\ zqlv2m n0qgmnljqfvjqh integration is enabled by default disable it while you're setting up your jobs to ensure test postings aren't listed create reusable templates in admin you can create reusable templates for various objects, including one off emails, sequences, interviews, and feedback forms we highly recommend getting at least some of these templates in place to save time in the long run, although you can revisit this later configure interview plans docid\ sjqdg 6gg32kbwjaku1ux to build out the pipelines that candidates go through as part of your interview process create shared feedback forms and interviews docid\ hlojgxrvp xkuw1ammkur that can be used across multiple jobs and interview activities create shared application forms docid\ ceztj7hpj am6rt0kanri to assign to your job postings add email template creation and management docid\ wq6uoydzwfatdmzhopsfj to speed up and standardize candidate communications create job templates docid\ x1ie8z5pxr7fjkspv6qeu to configure job settings, interview plans, and job posting information in advance review setting scheduling defaults docid\ obyntivrg5pxertem4tml to determine the defaults that apply across your interviews set up scheduling and enhance your job with activities at this point, you're ready to use all basic ashby features! ashby also supports further streamlining your process by adding interview scheduling and other activities docid\ u2vf0kytmmlpie5n6zwn7 to each stage once added, these activities automatically populate on your candidates' profiles when they move into a stage, so you know exactly what to do next scheduling & interviews an introduction docid\ xw 3irivonbho uf37lbh choose a scheduling workflow setting up schedule interview activities docid 0z5jm eqkvzq oqc03rer direct booking & candidate availability links docid 8syy2li7vkire 76zrwwm manually scheduling interviews docid\ rdyowihar0zidudlxw2fn review and enable other activity options activities docid\ u2vf0kytmmlpie5n6zwn7 note once you've customized your job with activities, you can turn it into a job template docid\ x1ie8z5pxr7fjkspv6qeu to reuse whenever you open a new job set up your team's permissions with the basic setup complete, it's time to configure your team's permissions! user permissions docid\ i5jhibmkqhyobnnvrl8rk want to set up additional access roles or automations? check out permissions automation docid 6h 16t zwcrxyop7wyxhk and manage access roles docid\ be1gtv2r0jgx do5mdnr we recommend leaving most users with limited access, as they can get the information they need about the candidates they interview from the interview briefing onboard your team onboarding your team is easy! share our getting started guides with your hiring team via email or slack (ashby does not currently send automated new user emails) these guides instruct them on how to log in and start using ashby within 10 minutes 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 with your current setup, you're ready for hiring excellence! check out more of our resources to further enhance your team's experience happy hiring! curious about more advanced setup? check out advanced setup docid\ pwoxjaiesmhygasutuln