Ashby People Ops: People Workflows
People Workflows is a flexible automation engine that orchestrates tasks, communications, and data across every stakeholder to deliver a seamless employee experience. Use the guides below to learn the essentials and configure your core workflows.
Ashby’s People Ops module is currently available through restricted early access. The following documentation is provided for design partners participating in that program. If you're interested in becoming a design partner, reach out to your Customer Success Manager.
For configuration help or technical support, contact your dedicated People Workflows Customer Success Manager.
For questions or configuration help with Ashby's Recruiting (All-in-One) or Analytics modules, contact your Customer Success Manager. For technical issues, email [email protected].
Getting Started
New to People Workflows? Use these guides to learn the basics of Ashby People Ops.
✍️ Getting Started for New HiresGetting Started for New Hires
💼 Getting Started for EmployeesGetting Started for Employees
Configuring your people workflows
Build, run, and track every step of the employee lifecycle. These guides cover how to configure workflows, set up steps such as tasks, communications, surveys, and integrations, coordinate stakeholders, and monitor progress across your organization.
Workflow types
People Workflows supports two workflow types: new hire onboarding workflows and form-triggered workflows.
Workflow steps
Build out your workflows and what needs to happen and when using steps. The guides below cover creating steps, including adding delays and using integrations.
🔨 Configure your Workflow StepsConfigure your Workflow Step
Organizing workflow steps
The guides below grouping steps together using groups and sequences and re-ordering your workflow steps.
🗂️ Organizing Workflow Steps with Groups & SequencesOrganizing Workflow Steps with Groups and Sequences
🔃 Re-Order Workflow StepsRe-Order Workflow Steps
Saving your Workflow
Once your steps are configured, you can publish your workflow.
🚢 Publishing Workflow UpdatesPublishing Workflow Updates
People Workflows reporting & insights
Track new hire and employee workflow progress, identify bottlenecks, and measure onboarding effectiveness with centralized visibility across all active workflows.
✅ Reporting Access & PermissionsReporting Access & Permissions
📊 People Workflows Reporting SubjectsPeople Workflows Reporting Subjects
For more on Ashby's Analytics, including how to build reports and dashboards, see Getting Started with Analytics.
People Workflows integrations
Ashby People Ops integrates with a range of third-party tools and services. Here you'll find all of the documentation you need to get them up and running.
🔌 ADP Workforce Now ConnectorADP Workforce Now Connector
✍️ Docusign IntegrationDocusign Integration
❓ Assessment IntegrationsAssessment Integrations
Manage admin settings
Configure and maintain the core settings that power your People Workflows instance. Use these guides to keep your setup running smoothly as your team and processes evolve.
👥 Configure Permission SetsAdminister permission sets
✍️ Configure E-Signature DocumentsConfigure E-Signature Documents
ℹ️ Configure Employee Custom FieldsConfigure Employee Custom Fields
🔄 Sync Employee Custom Field as Offer FieldSync Employee Custom Field as Offer Field
🤖 Retrieving Custom Fields via Ashby’s user.info API endpointRetrieving Custom Fields via Ashby’s user.info API endpoint