Candidate Reviews

you can now create requests and assign them to users to get their feedback on specific candidates or leads limited access users will only be able to view the reviews that they themselves have been assigned to or have completed but can be assigned to candidate reviews all candidate reviews will be visible for those with elevated access or above within sourcing > candidate reviews candidate review requests can be generated on the foundations, plus, legacy plus and enterprise plans foundations legacy plus plus enterprise ✅ ✅ ✅ ✅ overview creating a review request review requests can be sent while viewing candidates in or from within a candidate search docid zyxrhb2dhzqnqwl3ugx1 , from the audience list on an event, from the submissions list for a sourcing form and 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 with 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 in the request review wizard, add in the following 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 in any clarifying information here for the reviewer then click send request to confirm and send the request to the assigned user reviewing a candidate once a user has been assigned a candidate review, this will show as a task on their home page they can click start review to view the candidate details, add a score and write any notes candidate review page 1 all click this toggle to view candidate information and their resume in one place 2 info click this to only view the candidate information like their email, location, work history and education this will hide the resume 3 resume click this to only view their resume and hide the candidate information from view 4 reviewed here you can view the total number of candidates in the review and click the arrows to jump between candidates needing review you can also use the arrows on your keyboard to move between candidates 5 requested by the user who requested the review 6 the note with additional information will be displayed underneath the details of the user who requested the review 7 score give an overall score for the candidate from 1 (strong no) to 4 (strong yes) this is a required field 8 notes add in any clarifying information here if needed if the reviewer has access to the candidate profile, then their name will appear hyperlinked the user can then click the candidate’s name to view their profile to complete the review, click submit if multiple reviews have been requested, clicking this button will also automatically move the reviewer on to the next candidate if the reviewer would like to exit the review screen, they can close out the window, or hit esc on their keyboard the review screen will also close out once all reviews have been submitted the reviewer will then be returned to the review page, listing all of the candidates in the review, along with their information and any feedback scores or notes left if all reviews have been completed, then the review will automatically be updated to completed to mark the review of all candidates as completed (even if all reviews haven’t been submitted), the reviewer can click on the status drop down under the review title and click complete review request once the review’s status is complete, this will send a notification to the review requester and the reviewer will not be able to submit any more 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 will see all requested reviews listed, along with their status, reviewer, requester, the request notes and the timestamp showing when the request was submitted click on a review to view a list of all the candidates included in said review, along with their scores and notes candidates can be sorted alphabetically or reverse alphabetically by name or by score (ascending or descending) click on the field you’d like to sort by to make any adjustments the results, showing the number of candidates reviewed, the average score and the approved rate (percentage of candidates that scored a 3 or higher) will be 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 if you’d like to view the review feedback specifically ai generated candidate review summary if you’d like to have an ai generated summary of the feedback given in a candidate review request, navigate to admin > organization setup > opt in features and enable the ai generated candidate review summary option once a candidate review is complete, the summary will be generated and displayed under the review results you can click on each theme listed to view the review that prompted the theme to be listed, along with the score and relevant note saved views and reviewing filters when viewing the candidate review list, you can also use pre created or configure your own filters to access the reviews most useful to you new filter on this tab, you can create your own filter click save as new (4) to give your new filter a title and then save it received requests use this filter to view all review requests that you have been assigned to sent requests use this filter to view all review requests that you have sent save as new use this button to 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 but you can remove this by clicking the trash can icon (7) basic/advanced toggle use this to switch between basic filters and advanced filters trash can use this to 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 if you'd like to take action on multiple candidates in review at once, use the checkboxes by each listed candidate within the candidate review to determine who the action should be taken on from there, buttons will be displayed above the list of candidates showing you the bulk actions that can be taken on the selected profiles 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 if users would like to receive notifications via email or slack for when a candidate review is requested or completed, they can enable these in personal settings > notifications for more on notifications, please check out notifications & notification settings docid\ a85zaqfvmgejnblapketl faq w hich keyboard shortcuts are supported in candidate review? when reviewing, the reviewer can use the arrow keys on their keyboard (← or →) to move between candidates they can also use option + l when reviewing a candidate to open their linkedin profile (if they have a linkedin profile associated with their candidate profile) can limited access users configure requests for other users to complete? no, limited access users can only complete requests assigned to them and view requests that they have been assigned or have completed c an candidate reviews be set as confidential? not currently all candidate reviews will be visible for those with elevated access or above within sourcing > candidate reviews can a limited access user view their past reviews? they can they can access all past reviews by clicking the past reviews option on their home page