Ashby Mobile
This guide covers how to use Ashby mobile, our web application where you can manage your candidate pipelines on the go. Sign in using your phone's web browser at app.ashbyhq.com/signin or m.ashbyhq.com/signin.
Mobile Overview
Ashby Mobile allows you to manage your candidate pipeline on the go. You can use it take the following actions:
- View interview briefings.
- Complete feedback forms.
- View and add feedback for a take-home assignment.
- View job pipelines.
- View candidate profiles.
- Add notes to a candidate profile.
- Archive a candidate.
- Approve or reject jobs, offers and openings.
To access Ashby on mobile, open your mobile browser and navigate to http://app.ashbyhq.com/signin or m.ashbyhq.com/signin. Next, sign in to Ashby using one of the login options. Once signed in, you can add Ashby to your home screen for fast access. For information on adding Ashby to your home screen on an iPhone, check out this guide.
Home Screen
When you initially log into Ashby, the home page will show any upcoming interviews and any overdue feedback (listed as Tasks). The navigation bar at the top of the page will allow you to view:
Interviews: View upcoming interviews and tasks to provide feedback.
Tasks: View upcoming interviews and tasks including providing feedback and completing pending employee surveys.
Jobs: View the jobs that you are on the hiring team for and have access to.
Search: Pull up a specific job by title, or candidate profile by the candidate’s name.
User icon: Use this to view the account you are logged into and to sign out.
Referrals: Add and view referrals here. For more on this check out Referrals and Referral LinksReferrals and Referral Links.
Internal Job Board: Click this to view the internal job board.
Interviews and Feedback
When logging in, you can view any upcoming interviews. Click on any upcoming interview to view the briefing.
The briefing will show the interview details, the candidate information (including their resume and summary if available). The interviewer instructions and the hiring team are also displayed.
Once the interview is complete, fill out the feedback form immediately to keep the process moving. You can click Provide Feedback within the interview details to access the feedback form.
Feedback Form Tasks
If you log in to Ashby post-interview via mobile, you can click on any of the feedback tasks to complete the feedback form. The interview details will be shown but the interviewer instructions will not be displayed within the task information.
You can click Provide Feedback to complete the feedback form.
If you log in post-interview, you can click on any of the feedback tasks to complete the feedback form. The interview details will be shown but the interviewer instructions will not be displayed within the task information.
You can click Provide Feedback to complete the feedback form.
Tasks
You can click the Tasks option to view and take action on any tasks that have been assigned to you, including providing feedback, replying to notes, completing Quality of Hire or Hiring Manager Experience surveys and approving an offer, opening or job.
You can click on the task to be taken to the feedback form, survey, candidate profile, or approval details.
Jobs
On the Jobs page, you’ll find a quick view of the jobs you have access to including a count of candidates. The list will show roles you follow or have a role on first, then list the remaining jobs you have access to.
Click on a job to view a list of candidates, grouped by the pipeline stage they are currently in. Click on a candidate’s name to access their candidate profilecandidate profile.
You can also access your Ashby Job Board via the Job Board button in the top right corner of the main Jobs page.
Application Review
To access the bulk application review page in Ashby Mobile:
- Click Jobs and select the job in question
- Ensure you are on the Application Review stage of the job's pipeline
- Click Review X Applications
You can view the following on the bulk application review page on Ashby Mobile:
Resume: View the candidate's resume
Summary: View the candidate's basic information, their work experience and their education.
Application Feed: Information provided on the submitted application form.
At the bottom of the screen, you have the options of adding a note, clicking Advance stage to move the candidate into the next stage of the pipeline or clicking Archive to reject the candidate and move them to the Archived stage.
Search
The search feature allows you to search for both candidates and jobs. Searching for a candidate will take you to their candidate profile, which contains details about the candidate and buttons for adding notes and archiving candidates.
Searching for jobs takes to you to a filtered view of candidates by pipeline stage. Making updates to jobs is not currently supported on mobile.
Candidate Profile
The candidate profile on the mobile version of Ashby highlights details about the candidate and provides a feed of their application activity and progress.
You can click the Overview, Stages, Experience and Feed tabs to jump to specific areas of the candidate profile.
Overview: This takes you to the top of the candidate profile to view their name, source and current or most recent role. There are also buttons that you can click to view the following information:
Resume: Click the Resume button to see a PDF version of the candidate's resume.
Email: Click the Email button to view the candidate's email address. On the following pop-up, you will also have the option to copy the email address or send an email to the candidate.
Phone: Click the Phone button to view the candidate's phone number. On the pop-up, you will also have the option to copy the phone number or call it.
If the candidate has a LinkedIn profile, GitHub profile and/or website link on their profile, these will also show as buttons in the Overview section. You can click each button to open the link.
Stages: This section contains information about the candidate's job consideration, including the job the candidate is being considered for and the stages that the candidate has been through. Completed and upcoming interviews are also displayed here. Initially, just the overall score provided by interviewers will be displayed - click the arrow to the right of the score to view the interviewer's completed feedback form.
Experience: View the candidate's work experience and education data. Any candidate custom fields will also be listed in this section.
Feed: The feed showing:
- The candidate's application
- Interview feedback
- Notes left on the candidate profile
- Actions taken on the candidate's job consideration
- Emails to the candidate
The following buttons are available at the bottom of the screen to take action on the candidate's job consideration.
Add Note: Click this button to add a note to the candidate profile.
Archive: Click this button to archive the candidate. You will be required to select an archive reason and will have the option to send a rejection email.
If the candidate is in the Application Review stage of the job's interview plan, you will see the options Advance Stage and Archive along with Add Note. If a candidate is in a stage outside of Application Review, it is not possible to change their stage on mobile.
