Candidate Reviews

candidate reviews let you create review requests and assign them to users to gather feedback on candidates or leads across multiple workflows, including projects, candidate searches, events, sourcing forms, and a job's candidate pipeline you can also request feedback on active candidates already moving through a job's hiring process prerequisites and permissions users with limited access can only view reviews they have been assigned to or have completed, but they can be assigned to candidate reviews users with elevated access or above can view all candidate reviews within sourcing > candidate reviews candidate review requests are available on the foundations, legacy plus, plus, and enterprise plans foundations legacy plus plus enterprise ✅ ✅ ✅ ✅ overview creating a review request review requests can be sent while viewing candidates in projects or from within a candidate search docid zyxrhb2dhzqnqwl3ugx1 , from the audience list on an event, from the submissions list for a sourcing form, and from the candidate pipeline for a job you can also create new review requests from the list of candidates in the review section of an existing candidate review like any other bulk action, select the candidates you would like to request a review for using the checkboxes to the left of their name then click request review from the bulk actions list selecting candidates and clicking request review from the bulk actions list in the request review wizard, complete the following fields title provide a title for your request for reference reviewer from the drop down, select the user who will be assigned to review the selected candidate or candidates notes add any clarifying information for the reviewer then click send request to confirm and send the request to the assigned user the request review wizard reviewing a candidate once a user has been assigned a candidate review, it appears as a task on their home page click start review to view candidate details, add a score, and write any notes the candidate review task on the home page you can also access candidate reviews in sourcing > candidate reviews click on the review in question to open the list of candidates to be reviewed to review one specific candidate, click on the candidate's name within the list to open their details and add a score to review all candidates in the list, click review x candidates to get started to review a subset of candidates on the list, select the checkboxes beside the candidates to review and click review x candidates to begin candidate review page the candidate review page all click this toggle to view candidate information and their resume in one place info click this to view only the candidate information, such as their email, location, work history, and education this hides the resume resume click this to view only the resume and hide the candidate information reviewed view the total number of candidates in the review and click the arrows to jump between candidates needing review you can also use the arrow keys on your keyboard to move between candidates requested by the user who requested the review the note with additional information is displayed underneath the details of the user who requested the review score give an overall score for the candidate from 1 (strong no) to 4 (strong yes) this is a required field notes add any clarifying information here if needed candidate notes add a note to the candidate profile this is only available to users with the permissions to add notes if the reviewer has access to the candidate profile, their name appears as a hyperlink click the candidate's name to view their profile to complete the review, click submit if multiple reviews are being completed in the same session, this button automatically moves the reviewer to the next candidate to exit the review screen, close the window or press esc on your keyboard the review screen also closes automatically once all reviews have been submitted the reviewer is then returned to the review page, which lists all candidates in the review along with their information and any feedback scores or notes if all reviews have been completed, the review automatically updates to completed the review page showing all candidates and their feedback scores to mark all candidates as reviewed — even if not all reviews have been submitted — click the status drop down under the review title and select complete review request the status drop down showing the complete review request option once the review status is set to complete, a notification is sent to the review requester and the reviewer can no longer submit additional reviews viewing reviewed candidates to view all candidate reviews and their status, navigate to sourcing > candidate reviews https //app ashbyhq com/sourcing/reviews/all by default, you see all requested reviews listed, along with their status, reviewer, requester, the request notes, and the timestamp showing when the request was submitted the candidate reviews list showing all requested reviews click on a review to view a list of all the candidates included in that review, along with their scores and notes a review showing all candidates with their scores and notes candidates can be sorted alphabetically or reverse alphabetically by name, or by score (ascending or descending) click the field you'd like to sort by to make adjustments the results — showing the number of candidates reviewed, the average score, and the approved rate (the percentage of candidates that scored 3 or higher) — are displayed on the right hand side of the list candidate reviews can also be viewed on each candidate's profile within their feed click the feedback tab to view the review feedback specifically ai generated candidate review summary to generate an ai summary of the feedback given in a candidate review request, navigate to admin > organization setup > opt in features https //app ashbyhq com/admin/organizational settings/early access and enable the ai generated candidate review summary option once a candidate review is complete, the summary is generated and displayed under the review results click on each theme listed to view the review that prompted the theme, along with the score and relevant note saved views and review filters when viewing the candidate review list, you can use pre created filters or configure your own to access the reviews most relevant to you the candidate reviews page and options to filter new filter create your own filter click save as new (4) to give your filter a title and save it received requests use this filter to view all review requests assigned to you sent requests use this filter to view all review requests you have sent save as new save a new filter once you've set your criteria filter use the + filter button to add fields to filter by a status filter is included by default — remove it by clicking the trash can icon (7) basic/advanced toggle switch between basic and advanced filters trash can remove any filters you don't want to apply search search for a review request by name taking bulk action on candidates in a candidate review to take action on multiple candidates at once, use the checkboxes beside each candidate within the review to select who the action should apply to buttons displaying the available bulk actions appear above the candidate list bulk action buttons appearing above the candidate list bulk action options include consider for job add to project set tags change stage (this option is hidden when candidates span multiple jobs or have no active applications) email email in sequence request review additional bulk actions can be found in the more dropdown notifications to receive email or slack notifications when a candidate review is requested or completed, enable these in personal settings > notifications for more information, see notifications & notification settings docid\ a85zaqfvmgejnblapketl the notifications settings page faqs which keyboard shortcuts are supported in candidate review? when reviewing, use the arrow keys (← or →) to move between candidates use option + l when reviewing a candidate to open their linkedin profile, if one is associated with their candidate profile can limited access users configure requests for other users to complete? no users with limited access can only complete requests assigned to them and view requests they have been assigned to or have completed can candidate reviews be set as confidential? not currently all candidate reviews are visible to users with elevated access or above within sourcing > candidate reviews can a candidate review be deleted? yes, a candidate review can be deleted from the candidate's feed in their profile find the review, then click more in the bottom right corner of the review entry and select delete from ashby this action cannot be undone it is not possible to restore a deleted candidate review