Candidate Experience Surveys

you can use https //app ashbyhq com/admin/organizational settings/surveys/candidate experience to capture feedback from your candidates at any point in the interview process candidate experience surveys support standard survey question types and nps rating and linear rating question types candidate experience surveys can be configured on all plans foundations legacy plus plus enterprise ✅ ✅ ✅ ✅ candidate experience surveys overview ashby supports the ability to send candidate experience surveys to applicants at any stage of the hiring process users can create and customize any number of surveys and configure rules for how and when to collect them from candidates you can then analyze the results of these surveys to make your recruitment process more effective see the table below for more information on the access roles that have the ability to set up surveys in ashby and who can send out a survey to a candidate access role can configure surveys? can send out surveys to candidates? can view candidate survey responses on the candidate profile? limited access ❌ ❌ ❌ agency users ❌ ❌ ❌ elevated access external recruiter (not linked to an agency) ❌ ❌ ❌ elevated access analyst ❌ ❌ ❌ elevated access hiring team member ❌ ❌ ❌ elevated access hiring manager ❌ ✅ ❌ elevated access admin ❌ ✅ ❌ elevated access admin private ❌ ✅ ✅ organization admin ✅ ✅ ✅ set up your survey you can set up candidate experience surveys in admin > jobs & applications > candidate surveys click + new on the candidate experience tab to create a new survey you can create new surveys and edit their questions in the admin section of the app you can also configure automation settings to set up rules to automatically schedule emails with links to the surveys add questions to your survey candidate experience surveys can be configured to have many of the standard question types (e g short answer, multiple choice, etc ), but also include a couple of new types nps rating a survey can have only one nps rating question this is a question on the standard nps scale from 0 to 10 toggle for more details scores of 9 or 10 are considered promoters scores of 7 or 8 are considered passive scores of 6 or below are considered detractors an nps rating question you can edit the question and the labels on the rating scale linear rating a survey can have any number of linear rating questions this is also a question on a 0 to 10 scale, but you cannot benchmark them across different candidate experience surveys toggle for more details you can use these to ask more detailed rating type questions of your candidates use a linear rating question to ask additional rating scale type questions on your surveys you can edit the question and the labels on the scale configure your survey submission mode go to the settings section on any candidate experience survey to update the survey submission mode there are 4 different survey submission modes do not allow anonymous submission all submissions will be tied to the candidate and visible on the candidate profile allow anonymous submission the candidate can opt into an anonymous submission when you allow anonymous submission , candidates will see a final question at the end of the survey allowing them to choose whether to submit feedback anonymously or not enforce anonymous submission all submissions will be anonymous go to the settings section on any candidate experience survey to update the survey submission mode candidate experience surveys can be set to be submitted anonymously on the settings tab of a survey anonymized surveys can be viewed by visiting https //app ashbyhq com/surveys/candidate experience/responses submissions that aren’t anonymized can be viewed both on the candidate experience surveys page and on the candidate profile on the forms tab send your survey candidate experience surveys can be sent in two different ways by directly requesting surveys from the candidate profile you can directly request a survey by doing the following on the candidate profile, click the more dropdown select create a candidate experience survey request you will be asked to choose which survey to send and which application it should be associated with create the survey request using the create button, or optionally also schedule an email with a link to the survey using the create and email button by setting up automation rules to schedule sending the survey to a candidate when certain conditions are met you can setup automation rules so that you don’t need to directly request surveys from candidates manually instead, you can set up a series of conditions that trigger an email with a survey link to be drafted up, scheduled and sent to a candidate you can setup automation rules for a survey within the automation section of the candidate experience survey in question our article on docid 8ypvcp02s 0aiieloomrx walks through the different fields you can select to customize the automation to set up automation for your candidate experience survey create a new draft configuration of automation rules by clicking create a draft configuration specify your conditions by clicking + add field to match , choosing fields and then creating filters based on those select an email template from the email template dropdown that will be used to send out your survey configure any email delay using the delay dropdown specify a sender email address activate the configuration toggle on the enable survey automation toggle once the draft has been activated the conditions of each rule will get checked whenever a candidate changes stages ashby will find the first rule that matches and a survey will be created and an email with a link to the survey will be scheduled example rules for survey automation below is an example rule this rule would only schedule a survey request when a candidate is hired or archived and only if they reached the onsite stage below is another example this automation will send a survey when a candidate is archived or hired as long as they have passed through the recruiter screen stage and have completed an interview loop here a specific stage name has been selected if you have a grouped interview plan (more on this at docid\ xnp0rkwlhbnus04b4bzwq ), you can also select the job’s considerations passed through stage group filter to select a group instead view your results viewing individual results you can view individual survey results on the forms tab on the candidate profile only organization admins or users with elevated access admin private permissions will be able to see individual answers to the survey screen shot 2022 01 28 at 10 37 58 am png view all survey results navigate to https //app ashbyhq com/surveys/candidate experience/responses to view surveys across candidates in admin all responses can be found here regardless of survey submission mode you can review surveys as they come in and save custom filters to simplify reviewing key responses all responses can be found here regardless of survey submission mode you can review surveys as they come in and save custom filters to simplify reviewing key responses reporting and analysis you can report on the questions in a candidate experience survey in our standard reports when building your report in reports, the fields will be available with the job consideration subject under candidate experience survey screen shot 2022 01 28 at 10 41 03 am png candidate nps score report additionally, there is an available template report that will allow you to visualize your company’s nps score over time using the standard formula the formula is % of promoters % of detractors and will always give a score from 100 to 100 you can find a prebuilt report template called candidate nps score it displays the nps score according to the standard formula % of promoters % of detractors, giving a score from 100 to 100 you can find a prebuilt report template called candidate nps score it displays the nps score according to the standard formula % of promoters % of detractors, giving a score from 100 to 100 useful workflows & recipes below are some useful workflows with candidate experience surveys we recommend starting with a simple automation rule for sending out candidate experience surveys this rule ensures that you send emails to candidates who had at least reached an onsite stage group before being archived or hired we recommend starting with a simple automation rule for sending out candidate experience surveys this rule ensures that you send emails to candidates who had at least reached an onsite stage group before being archived or hired to get a better understanding of how applicants feel about your recruitment process, create a custom list report on job considerations to show the applicants that were detractors based on their candidate experience survey submissions you can even setup an alert to ensure you know about any bad experiences and can click through the table results to see each candidate’s individual responses to get a better understanding of how applicants feel about your recruitment process, create a docid\ ly keglncudyf0ed41gaw on job considerations to show the applicants that were detractors based on their candidate experience survey submissions you can even setup an docid\ fckr kkhnmjz6vuu3krvw to ensure you know about any bad experiences and can click through the table results to see each candidate’s individual responses faq how do i view pending surveys? you can view any pending survey requests on the candidate profile under current activities from here you can email the survey again or delete the request what does the survey look like to the candidate? when a candidate follows the link in a survey request email, they’ll be brought to a page where they can fill in the survey this survey will use the same brand elements as the direct booking landing page these are configured on the theme page in admin (see docid\ f2otyumvmejaat1dyrjyw ) how do i view all candidate experience surveys in one place? navigate to https //app ashbyhq com/surveys/candidate experience/responses to view surveys across candidates w hen are a survey’s automation conditions evaluated? the conditions in survey delivery automation settings are evaluated during stage transition events this means a candidate will need to be moved forward to the next stage or archived in order for a survey to be sent the survey will be sent out to the candidate when it is first established they meet the criteria if they move to the next stage and also meet the criteria when they progress, the survey will not be sent out again who can view candidate experience survey responses? organization admins or elevated access users with an admin private role can view candidate experience survey responses what happens to the survey automation if you archive someone, and then unarchive them for the same job consideration? in this case, the survey will still be sent out to the candidate you can opt to manually delete the survey request from the candidate’s profile if needed