Candidate Profile: Candidate Feed

this guide covers the feed section of the candidate profile the feed tracks key events for job considerations and houses notes, feedback, emails, texts, referrals, and completed forms if the candidate is considered for multiple jobs, the feed will only show information relevant to the selected job consideration for information on adding a candidate and the candidate profile in general, check out candidate profile docid\ xuxt7u73x6odwypl89lav prerequisites and permissions limited access users don't have access to view candidate profiles elevated access users have access to candidate profiles for the roles and departments they've been given the access role for your access role may limit your ability to see emails and notes within the candidate's feed organization admins have access to view all candidate profiles (aside from confidential roles they haven't been given explicit access to and those they have their permissions restricted for with access roles) agency users can only view the candidate profiles that have their agency listed as the source the candidate feed shows events including job applications stage changes interviews scheduled, rescheduled, or cancelled interview holds placed and interview holds finalized candidate availability submissions interviewer declining an interview calendar event follow ups being scheduled and resolved any logged outreach activity subscribing to or unsubscribing from sequences and/or newsletters survey requests application transferred (more on this at can i transfer a candidate’s job consideration to another job or interview plan? docid\ fn4vk3fmmc2pohxo3sy y ) offer approvals reaching the next stage offer approval completed offer extended offer updated offer accepted offer declined offer cancelled candidate added to a post hire integration candidate profile merged with another profile (more on this at how do i merge duplicate candidate profiles? docid\ rvfnqwgmp1m3vbjwr1sbb ) if you have the advanced scheduling automation add on docid\ ycrhy6o 0hutvzyuuzmk1 , you also see events for the following on the candidate feed scheduling request submissions interviewer being auto replaced after declining an interview calendar event taking action from the feed a sticky action bar at the top of the feed and notes tabs gives you quick access to the most common actions on a candidate's profile add note add a note to the candidate's profile more on notes in notes docid\ q odlkyirm8wpz9ua kfv below log outreach log a manual outreach activity log response log a response to an outreach activity add feedback submit feedback for the candidate more on feedback in feedback docid\ q odlkyirm8wpz9ua kfv below the action bar stays visible as you scroll through the feed so you can take action at any point without scrolling back to the top notes notes can be added to the candidate's feed to house additional information or to generate tasks for you or other users to complete to filter specifically for notes on the candidate's feed, click the notes tab notes are tied to the candidate profile, not to a specific job consideration users who follow the candidate, including hiring team members from previous or closed job considerations, may be able to view and receive notifications for notes added to the candidate profile ashby does not currently support tying notes to a specific job consideration or limiting note visibility and notifications to the hiring team for a specific role adding a note to add a note to the candidate's profile click into the add note field and type your note you can at mention specific users in your note check the create a task for x checkbox and set a date if you'd like to turn the note into a task for the tagged user check is note private? if the note should only be visible to organization admins and elevated access users with admin private access to the job, department, or location click add to confirm and add your note to the candidate's feed if your note is a task, the task appears on the tagged user's home page pinning, editing or deleting a note once you've added a note to the candidate's feed, you'll see a number of options to edit a note, click edit underneath the body of the note it is not possible to edit a note on behalf of another another user to react to a note, click on the smiley face icon to the left of the edit option and select your reaction you can hover over any existing reactions to see who responded and with what to pin a note to the top of the candidate feed, click the pin option beneath the body of the note to delete a note, click the trash can icon to the right of the pin option to reply to a note, click reply directly underneath the record of the note a note on a candidate profile you need access to view the candidate's profile and notes to be able to view emoji reactions for more on permissions, check out user permissions docid\ i5jhibmkqhyobnnvrl8rk feedback to filter specifically for feedback on the candidate's feed, click the feedback tab submitted feedback listed here includes the following interview feedback candidate review feedback feedback submitted via feedback request feedback submitted via the submit feedback option on the candidate's profile ai assisted application review criteria evaluation can i fill out a feedback form on behalf of an interviewer? if you have elevated access admin, elevated access admin private, or organization admin access, you can complete feedback on behalf of an interviewer to do this navigate to the feedback tab within the feed on the candidate's profile find the feedback form that needs to be completed click the write feedback button on the feedback event and add in the feedback click submit to add the completed form to the feedback record the write feedback button so you can leave feedback on behalf of another user emails to filter specifically for emails, click the emails tab in the candidate's feed both emails sent via ashby and synced emails can show up in the feed emails sent to and from the candidate are synced to their feed depending on your google workspace docid 9nushnd uiv8wigz ypam or microsoft 365 docid eaaljgrtew uoxtk8i7 configuration any emails sent via ashby are added to the candidate's feed by default for more on how emails are synced, check out integration options for google workspace and microsoft 365 docid\ va3yotx41ykdvfb8o0 3 interview reminder and confirmation emails to help keep the feed focused on the most actionable information, interview reminder and confirmation emails are collapsed by default this is especially useful when a candidate has progressed through multiple interview stages, as it prevents repeated, similar cards from cluttering the feed to view the full content of a collapsed reminder or confirmation email, click the card to expand it click the card again to re collapse it this collapsed behavior applies across ashby, including the web app, the ashby chrome extension when viewing a candidate in gmail, and the ashby mobile feed synced emails (i e emails that are not automated) are not collapsed automatically email sync explanation if an email has synced to a candidate profile and you're not sure why, follow these steps navigate to the feed section of the candidate's profile hover over the i icon to the right of synced email on the email in question a tooltip displays with further information on why the email was synced to the candidate's feed a tooltip showing that an email was synced to a candidate profile before the email address was removed from the candidate's profile the tooltip can display the following messages tag further information same email thread this email is in the same email thread as other messages involving the candidate, even though they aren't on the to, from, or cc line of this specific message email clients sometimes group messages with the same subject into one thread, even when the participants change between messages imported for another candidate this email was originally imported when bringing in past emails for {other candidate} that can happen when two candidates share an email address, or when email clients group messages from different candidates into the same thread removed email address this email matched {address}, but that address has since been removed from the candidate's profile team email address this email was imported from {user}'s inbox through the shared team address {alias} since {user} has email sync on, messages involving the candidate that arrive there are imported automatically personal email address this email was sent to or from {alias}, a personal address that {user} has set up for email sync email address used by others this email matched {address}, but other candidates also have that address {other candidates} imported past email the date shown on this email is when it was originally sent it was imported into ashby later, when a teammate imported past emails for this candidate earlier in thread a newer message in this thread synced to the candidate, so this older one was imported too that keeps the full conversation together on the profile teammate's inbox this email was pulled from {user}'s inbox, even though a different team member is shown on the email itself the team member shown might not have email sync enabled, but {user} does candidate was cc'd the candidate was cc'd on this email rather than being on the to or from line cc'd addresses are matched during email sync too, so the email shows up on the candidate's profile removing an email from the candidate's feed if an email has synced to the candidate's feed and you'd like to remove it, click more beneath the email in question, then select delete from ashby the option to delete a synced email in ashby this action can't be undone if you just want to limit who can view the email, click make private instead the email can then only be seen by organization admins and those with elevated access — admin private access to the job, department, or location if the email was sent via ashby, only the make private option is available texts to view texts sent to and from the candidate, click the texts tab in the candidate's feed for information on enabling candidate texting, check out candidate texting onboarding docid\ lrscwwbh0i1rwpuqxdqrn once enabled, you can read more about using this feature at candidate texting docid\ eqo rlp7jpwh3ykaonv84 referrals to filter specifically for referral information for the candidate, click the referrals tab in the candidate's feed if the candidate was referred directly, their referral form is listed here a record of a direct referral if the candidate submitted an application via a referral link, a record that they used a referral link shows instead and their application form is listed under forms a record of a referral via a referral link deleting a referral from the candidate feed you can delete a referral record from the candidate feed by clicking more in the bottom right of the referral record, then delete deleting a referral record if you delete a referral by mistake, you can restore it prior to the final deletion date to do this navigate to personal settings , then recently deleted click restore on the record in question you will also have the option to permanently delete the referral and view the final deletion date the recently deleted page, showing a referral forms any forms the candidate completes are listed here, including application forms sourcing forms candidate experience surveys questionnaires a record of the candidate completing an eeoc or diversity survey is listed in this section, but the completed form is not included in the record non offer e signature documents are not found within the forms section of the candidate's feed these can be found in the other files section of the candidate's profile what happens if a candidate applies for the same job twice? if a candidate applies for a role again using the same information when they already have an active job consideration, only one job consideration shows on their profile an additional job consideration is not created both application forms can be seen in the forms section of the feed on the candidate's profile if you regularly see candidates applying for the same role multiple times, check out our guide on application limits docid\ dtfh2i3hx ekqbvgww8fi if the candidate applies with different information, an additional candidate profile is created but may be flagged as a duplicate more on merging duplicates at how do i merge duplicate candidate profiles? # assistant you can also access the ai candidate assistant via the assistant tab more on enabling and using the ai candidate assistant at ai candidate assistant docid\ gfxouwywswcwhej65od8s