Chrome Extension

you can download the ashby chrome extension from the chrome web store listing https //chromewebstore google com/u/1/detail/ashby/ncbbpdnmfeilfegjpilgdjajafbcganl 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 click here to download the extension 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 to open the extension, click on the ashby a icon or use the shortcut cmd+shift+e you can provide a social link url to lookup or add a candidate at any time if you are on a social link url (e g a linkedin, github or x profile) that matches to a social profile url in a candidate profile already in ashby, we’ll show that existing candidate profile the extension also automatically works in gmail when viewing a conversation between a candidate and the hiring team ashby will automatically show the relevant candidate profile in the extension when you open up the chrome extension, it will open up as a side panel, rather than a popover you can resize this panel by clicking and dragging on the left edge of the panel 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 extension with linkedin adding and viewing candidates when using the chrome extension with linkedin when viewing a public linkedin profile, the chrome extension will show whether or not the candidate has already been added to your ashby organization this is assessed using the linkedin url associated with the candidate's profile in ashby if the candidate is not in your ashby account already, you can add them via three routes you can copy and paste the linkedin profile url or a github profile url into the paste a linkedin or github profile url field on the extension then click import candidate to add them to ashby when taking this route, we will create the candidate record using publicly available information in rare cases that can mean that no information or outdated information is surfaced we recommend checking that the work history provided is relevant against the candidate's profile click more on the candidate's linkedin profile, then save to pdf this will download the profile information as a resume and also upload the profile information as a candidate in ashby the information in the download will be parsed and the pdf will be added as a resume to the candidate's profile please note that linkedin has a limit of 200 downloaded resumes per month per user the save to pdf option is only available when viewing the candidate's public profile you can also click enter their details manually on chrome extension and can then add their information to ashby from there 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 after adding the candidate to ashby to edit the attribution details, navigate to the candidate's profile and scroll to the attribution section in the activities & progress tab click the x to the right of the field to clear the current value, then select the appropriate alternative 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 on the candidate's profile if the candidate is already in ashby, you will see a pink indicator on the ashby chrome extension icon using the extension on linkedin recruiter when viewing a candidate in linkedin recruiter, you will need to add the candidate's linkedin public profile url in order to see whether they are already in your ashby account or to add them to ashby copy the url and paste it into the profile url field in the extension the chrome extension will then be able to either show the candidate in ashby or prompt you to add them to ashby bulk importing candidates to ashby in linkedin recruiter via csv export linkedin recruiter offers the option to bulk export candidates to a csv file (more on this in linkedin's guide export profiles in recruiter https //www linkedin com/help/recruiter/answer/a412149 ) the chrome extension will detect the csv once it has been exported, enrich the exported profiles with publicly available information and then import them into ashby in bulk please note that linkedin recruiter has a limit of 25 candidates per export 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 with 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 key features data enrichment ashby’s data enrichment feature 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 data enrichment settings 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 how do i purchase additional email lookups, ai credits or texting credits in app? https //docs ashbyhq com/how do i purchase additional email lookups ai credits or texting credits in app ensure that enable on demand email lookup is checked in admin > sourcing > data enrichment 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 screen shot 2023 07 07 at 8 56 17 am png this option gives your team more control over when lookups occur alternatively, disabling this option results in a lookup occurring automatically when you add the linkedin profile url to the chrome extension and add the candidate to your ashby account 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 sequences https //docs ashbyhq com/sequences for a more detailed overview of this feature for more information on inmail and connection request nudges in a sequence, check out sequences inmail and connection request stages https //docs ashbyhq com/sequences inmail and connection request stages 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 custom fields 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 for more on configuring custom fields, check out custom fields https //docs ashbyhq com/custom fields 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 the candidate for a job check out creating & posting jobs https //docs ashbyhq com/creating and posting jobs for a more detailed overview of creating jobs you can add candidates directly into a job pipeline within the chrome extension by clicking the consider for job button once clicked, you’ll be able to select the role and the stage in the interview plan the candidate should be added to check the update experience checkbox if you'd like the candidate's education and work experience on their linkedin profile to be analyzed and updated in ashby this will override existing education and work experience information already on their profile 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 add candidate to a project check out projects https //docs ashbyhq com/projects for a more detailed overview of this feature add candidates to a project from the chrome extension 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 adding tags to a candidate via the chrome extension for more on tagging candidates, check out tags https //docs ashbyhq com/tags click add tags within the chrome extension to add tags to the candidate profile in ashby to create a new tag in the chrome extension start typing the name of your new tag, then click create new tag "x" to add the tag to the candidate profile and to your list of available tags creating a follow up using the chrome extension if you’d like to be reminded to return to a candidate’s profile later, you can create a follow up click follow up in the chrome extension to set an assignee and a date to send the notification to follow up on the candidate's profile you will also have the option to add a note log outreach or responses in ashby if you've reached out to the candidate or have received a response from them in linkedin, this information can be manually logged in ashby click log activity and select whether you are logging outreach or a response if you are logging outreach activity, determine the outreach type and outreach text, then click log activity to add the activity to the candidate's profile for response activity, set the response type, the response status (whether the candidate is interested or not) and then add in the response text click log activity to add the activity to the candidate's profile updating the chrome extension chrome typically handles extension updates automatically, but you can optionally force an update to do this open chrome and go to chrome //extensions click on the details button under the ashby chrome extension toggle on developer mode (in the top right corner) click update (on the left hand side) toggle developer mode back off you can verify your version and that you have the extension installed from the chrome web store listing https //chromewebstore google com/u/1/detail/ashby/ncbbpdnmfeilfegjpilgdjajafbcganl if you run into any issues updating or do not have access to your browser's extension settings, try uninstalling and reinstalling the extension will also update to its latest version to do this navigate to the chrome web store listing https //chromewebstore google com/u/1/detail/ashby/ncbbpdnmfeilfegjpilgdjajafbcganl click remove from chrome once uninstalled, reinstall by clicking add to chrome doing so will automatically download the extension's latest version 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 email lookups 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 (after the candidate has been added to ashby), 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 data enrichment 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 how do i purchase additional email lookups, ai credits or texting credits in app? https //docs ashbyhq com/how do i purchase additional email lookups ai credits or texting credits in app can the chrome extension be used on other browsers? the chrome extension is supported on the following browsers chrome chromium edge arc opera brave vivaldi the chrome extension is not supported on the following browsers firefox safari which linkedin products does the extension work with? linkedin linkedin recruiter linkedin recruiter lite sales navigator 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 user permissions https //docs ashbyhq com/user permissions the extension has created candidates with incomplete experience/education is there a way to get that missing information into ashby? when adding the candidate via a social url we are creating the profile using publicly available information, which may at times be limited or outdated the alternative is to add the candidate via a pdf resume when adding a candidate via pdf resume download, we will reliably parse the entire work/education history of the candidate please note while it is technically easy to capture the entire linkedin profile in an extension reliably, that is not permitted by linkedin’s terms of service 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 can i pin or view pinned notes via the chrome extension? yes each note will show an option to pin or unpin in the chrome extension any pinned notes will show at the top of the profile and feed sections in the extension