Assessment integrations in Ashby People Ops allow teams to run critical onboarding steps, such as background checks, directly within onboarding workflows. These assessments can be triggered at the appropriate stage of onboarding, with configurable dependencies and filters that ensure downstream tasks only proceed once the assessment is complete and required conditions are met.

With flexible sequencing and logic controls, assessment integrations give People Ops and cross-functional teams confidence that onboarding progresses smoothly while ensuring key verification steps are completed before moving forward.

This article explains how to enable an assessment provider, add an assessment integration step to a workflow, and configure downstream steps that branch on the assessment result.

Only users with Organization Admin access can enable assessment integrations in Ashby Recruiting.

Configuring assessment integrations within a workflow requires edit access to the relevant workflow template.

Access to assessment results is controlled by the Assessment Data employee field in a user's permission set.

Users who should only view assessment results within a workflow must be assigned to a permission set with View Assessment Data access.

To start an assessment integration step or view and manage its results, users must be assigned to a permission set with View and Edit Assessment Data access.

If a user does not have the required permission to access assessment data, they see the following message in Ashby: "You do not have access to assessment data for this employee."

The following assessment integrations are currently supported in Ashby People Ops:

Before you can add an assessment integration step in Ashby People Ops, the integration must first be configured in Ashby Recruiting.

Follow the setup instructions for your integration:

Once the integration is enabled in Recruiting, it becomes available for use within Ashby People Ops workflows.

To add an assessment integration step to your workflow:

Automatic: When Automatic is selected, the assessment is configured directly within the workflow step. The integration triggers automatically based on the delays, filters, and dependencies defined in the workflow configuration.

Manual: When Manual is selected, the step must be initiated by a specific user or onboarding role. The assigned user receives the step and can configure and trigger the assessment manually when ready.

When an assessment integration is configured in Manual mode, the assigned user or Onboarding role receives a workflow task to configure and initiate the assessment. The assessment does not begin until the assignee completes this step.

Once an assessment integration is initiated, whether in Manual or Automatic mode, the corresponding workflow step displays a status of In Progress.

When the assessment is completed by the provider, the workflow step automatically updates to Complete.

You can configure future workflow steps to trigger based on the results of an assessment integration by using dependencies and filters within your workflow. This allows you to control which steps run depending on whether the assessment is passed or failed.

The available filters for each supported integration are listed below.

To trigger workflow steps based on Checkr background check results, configure a filter using the Checkr Results field.

Employees who passed the background check

Set the filter so that Checkr Results contains "OK."

Employees who did not pass the background check

Set the filter so that Checkr Results does not contain "OK".

This allows you to route employees through different onboarding steps depending on the outcome of their Checkr background check.

To trigger workflow steps based on First Advantage background check results, configure a filter using the First Advantage Results field.

Employees who passed the background check

Set the filter so that First Advantage Results contains "Clear."

Employees who did not pass the background check

Set the filter so that First Advantage Results does not contain "Clear."

This allows you to route employees through different onboarding steps depending on the outcome of their First Advantage background check.

Employees who passed the background check

Set the filter so that HireRight Results contains "Pass"

Employees who did not pass the background check

Set the filter so that HireRight Advantage Results does not contain "Pass"

This allows you to route employees through different onboarding steps depending on the outcome of their HireRight background check.

Employees who passed the background check

Set the filter so that Zinc Results contains "Clear"

Employees who did not pass the background check

Set the filter so that Zinc Results do not contain "Clear"

This allows you to route employees through different onboarding steps depending on the outcome of their Zinc background check.

To trigger workflow steps based on Yardstik background check results, configure a filter using the Yardstik Assessment Status field.

Employees who passed the background check

Set the filter so that Yardstik Assessment Result contains "Clear."

Employees who require further review or did not pass the background check

Set the filter so that Yardstik Assessment Result contains "Needs Decision."

This allows you to route employees through different onboarding steps depending on the outcome of their Yardstik background check.

No. Employees must be associated with a job consideration for an assessment integration step to run. If an employee without an associated Job Consideration is enrolled in a workflow that contains an assessment integration step, Ashby surfaces an error and the step does not run.

If the assessment integration is disabled or archived after the workflow step has been configured, the step fails with the error: "The integration is not enabled."

To resolve this, admins can either:

If the assessment is cancelled on the provider's side (for example, if the candidate does not complete required steps), the workflow step is automatically marked as skipped, and the workflow continues to the next step.

Yes. If an assessment integration step fails, its status updates to Waiting for Manual Retry. Anyone who has 'edit' access to the workflow enrollment can select Retry to attempt the step again. When a step is retried, any pending (not-yet-started) assessment requests from the previous attempt are deleted and a new assessment is created.

Yes. In-progress assessment integration steps can be skipped. If the step is skipped, the associated assessment is cancelled with the provider, and the workflow proceeds to the next step.