Chrome Extension

click https //chromewebstore google com/u/1/detail/ashby/ncbbpdnmfeilfegjpilgdjajafbcganl to download the ashby chrome extension from the chrome web store ashby chrome extension overview the ashby chrome extension allows you to source new talent with just a few clicks use powerful search to comb through passive and past candidates keep prospects engaged via email campaigns and tracking all within ashby see the table below for information on the access roles that can use the chrome extension to source candidates and consider them for a role in ashby only those with elevated access hiring manager access or above will be able to source candidates using the chrome extension access role has access to source candidates and consider them for jobs? 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 ✅ install the extension once installed, the purple ashby icon will appear in the top right corner of the window click the 🧩 icon, then pin the ashby icon to the extension bar download in the chrome web store https //chromewebstore google com/u/1/detail/ashby/ncbbpdnmfeilfegjpilgdjajafbcganl in the chrome web store click the blue add to chrome button once installed, the purple ashby icon will appear in the top right corner of the window click the 🧩 icon, then pin the ashby icon to the extension bar using the extension when on a linkedin or github profile, or in gmail, you will see an ashby a tab on the right of your screen click this or the ashby a icon in the extension bar to open the chrome extension using the extension on linkedin if you are already logged into your ashby account in another window or tab, you will automatically be logged into the same account in the ashby extension if you are not already logged into ashby, you will be prompted to log into your ashby account before you can start using the extension using the chrome extension with github when on a github profile, the chrome extension will search through existing candidates in ashby to find candidates with the same name if there is a match, you will have the option to add the github profile link to the existing candidate’s profile as a social link click confirm candidate to match the github profile to the candidate profile in ashby alternatively, click create a new candidate instead to create a new candidate profile including the github link as a social link once you’ve linked the candidate profile, or created a new profile, whenever you revisit that github profile, you can view the candidate’s profile details and take action using the chrome extension using the extension on gmail when replying to a candidate in gmail, the ashby chrome extension allows you to review key details from their candidate profile you can add tags, notes, and reminders for yourself or someone on your team to follow up with the candidate at a later date and time resizing the extension when the extension is open, you can move it anywhere on the page you can also minimize it, which will dock the extension on the right side of the page the docked extension can be moved up or down the page as needed when the extension is docked, it will automatically open again when navigating to a new profile if you don’t want the extension to open automatically, you can close it from within the browser bar key features the ashby chrome extension is an outbound sourcing tool that integrates directly with the built in crm, enabling you to seamlessly convert leads to candidates add candidates to ashby you can add candidates to ashby directly from linkedin using the ashby chrome extension visit a candidate’s profile, then open the chrome extension click add to ashby to add the candidate to ashby you’ll need to add the candidate to ashby prior to considering them for roles, drafting sequences to send to them and more by default, the source will be set to sourced ashby chrome extension and a source site will be detected and included within the attribution details (for example, linkedin, linkedin recruiter, github) both of these fields, along with the credited to field can be amended prior to adding the candidate to ashby if you switch the source to something other than sourced ashby chrome extension, then the source site field will no longer be included in the attribution details data enrichment ashby’s https //app ashbyhq com/admin/organizational settings/data enrichment allows you to find personal emails for candidates directly in the extension once found, these emails can be used to reach out to the candidate data enrichment settings the https //app ashbyhq com/admin/organizational settings/data enrichment display the remaining lookups your team has for the month for more on purchasing additional lookups, check out docid\ edqz9zv9vdcljyzsxjdhe ensure that enable on demand email lookup is checked in admin > sourcing > https //app ashbyhq com/admin/organizational settings/data enrichment if you'd like your team to proactively search for emails by clicking the find email button when on a candidate profile this option gives your team more control over when lookups occur alternatively, disabling this option results in a lookup occurring automatically when the extension is open on a person’s profile screen shot 2023 07 07 at 8 56 17 am pngscreenshot 2023 07 07 at 9 09 36 am png send email sequences you can enroll a candidate in an email sequence that will message them at a set cadence until they follow up check out docid\ b2gy2rhnnoylkbhwcwou4 for a more detailed overview of this feature for more information on inmail and connection request nudges in a sequence, check out docid\ qbf62 usxyctmqzhe07ha please note that if you enroll a candidate in a sequence via the chrome extension, this is counted as an individual sequence and can’t be edited in bulk along with other enrollments reason for outreach and other custom fields before sending a sequence, populate details in the reason for outreach and other https //app ashbyhq com/admin/organizational settings/custom fields?objecttype=candidate you create if you have tokens in your sequences that rely on information added into custom fields, then this will ensure that information is populated select a sequence, customize it, and send it to a candidate to send a sequence out to a candidate via the chrome extension, click draft sequence from here, you can determine the sequence template and the candidate’s email address once both fields are completed, you’ll have the options to start the sequence immediately, or review it before sending if you’d like to make any edits to your sequence before sending it, select review you’ll be able to review each stage and make any adjustments once you’re ready to start the sequence, click start if you don’t opt to send the sequence, it will be kept as a draft on the candidate’s profile so you can send it later from within ashby consider for job check out docid\ l nciszrb9ztdr4u3idzr for a more detailed overview of creating jobs you can add candidates directly into a job pipeline by clicking the consider for job button and selecting the pipeline stage to add them to once clicked, you’ll be able to select the role and the stage in the interview plan the candidate should be added to click add to confirm and add the candidate to the job pipeline change candidate stage or archive you can change a candidate’s current stage by clicking the change stage button and selecting the new stage you can archive a candidate by clicking the archive button then you’ll select an archive reason, decide if feedback is required, and click archive if a candidate has already been archived or for a job consideration, the archive button will not be present projects ☝ check out docid\ neoukpzgi4kdatdsymhez for a more detailed overview of this feature setup a project to set up {{projects}} , navigate to https //app ashbyhq com/projects , then click new\ next, enter a project name and description that you'll recall later you can add candidates immediately, as well as later from their candidate profile or the ashby chrome extension add candidates to a project once you have set up a project, you can add candidates to that project from the chrome extension or on their candidate profile click the + icon in the projects section of the chrome extension, then select the project from the list the candidate will then be added to the selected project bulk candidate actions on projects you have options to complete individual and bulk actions for candidates in {{projects}} including emailing, enrolling in sequences, and adding them to job considerations faq how many email lookups do i get each month? the number of lookups you receive depends on your plan you can check how many you have on the https //app ashbyhq com/admin/organizational settings/data enrichment tab in admin w hat is the difference between on demand and automatic email lookups? you have the option to enrich candidate profiles from the chrome extension automatically, or by clicking a button on demand allows you more control over the number or email lookups you use, while automatic enrichment saves you a click automatic enrichment is the default option, and you can enable on demand enrichment on the https //app ashbyhq com/admin/organizational settings/data enrichment tab in admin how often do my email lookups reset? email lookups reset at midnight in your local time on the last day of each month unused lookups do not roll over can i add more email lookups? yes you can purchase additional email lookups if needed you can read more on this at docid\ edqz9zv9vdcljyzsxjdhe is the brave browser supported? you can use the extension with brave if you turn off the "security shields up" option for linkedin which linkedin products does the extension work with? linkedin linkedin recruiter linkedin recruiter lite sales navigator how do i uninstall the extension? right click on the extension, then click manage extension click remove on the extension tile in your extension library how do i prevent duplicate candidates? the extension matches duplicates based on name, email address, and linkedin url if a linkedin url is found on the page, the extension will display the existing profile (if the name is common and the email does not come from linkedin) if no match is found based on the linkedin url, a new profile can be added once a profile is added, it will be checked across all three criteria if a duplicate is found at that point, a duplicate notification will appear, and the two profiles can be merged what permissions do i need to add candidates to jobs via the chrome extension? you need at least elevated access hiring manager permissions for the job in question in order to be able to add a candidate to the job our guide to permissions is at docid\ i5jhibmkqhyobnnvrl8rk not all of the candidate/lead’s experience/education is being pulled from their linkedin profile is there a way to get that information into ashby? if the candidate has extensive experience, some of those previous roles may not show on their profile without viewing all of the candidate’s experience and so can’t be parsed initially you can view all experience on the lead’s linkedin profile by clicking show all x experiences then, in the chrome extension, click the show experience button, then reanalyze the candidate’s additional experience should then be added to their profile in ashby i' m seeing multiple source sites across job considerations for a candidate why? if you consider the candidate for one role while viewing their profile on linkedin, then the source site on their job consideration will be set to linkedin or linkedin recruiter if you then consider them for another role using the chrome extension while viewing their github profile, then the job consideration will be created with the source site listed as github this is expected behaviour the source site can be overridden for an application or job consideration if you transfer it to another role more on this at w hen i am searching for leads via linkedin, i see an ashby icon beside some profiles what does this mean? if the lead has already been added to ashby, you will see an ashby a icon beside their profile in the list view of search pages on linkedin you can click this to open their details in the chrome extension and be taken to their linkedin profile this indicator is added to the lead or candidate’s linkedin profile if they have their linkedin profile url in their ashby candidate profile the indicator will also show if there are candidates with matching names already in ashby this will help to identify any potential matches and avoid duplicates clicking the ashby icon will then show you potential matches (excluding candidates with a different linkedin url already added to their profile) in the chrome extension you can then either select the matching candidate or opt to create a new candidate from the linkedin profile in ashby