Diversity Surveys

you can use https //app ashbyhq com/admin/organizational settings/surveys/diversity surveys to capture information from your candidates at any point in the interview process diversity surveys overview ashby supports the ability to collect diversity surveys from applicants on jobs, or at any stage of the hiring process users can create and customize any number of surveys and configure rules for how and when to collect them from candidates you can then analyze the results of these surveys to measure performance against your dei goals see the table below for more information on the access roles that have the ability to set up surveys in ashby and who can send out a survey access role can configure surveys? can send out surveys to candidates? 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 ✅ ✅ set up your surveys you can set up diversity surveys in the https //app ashbyhq com/admin/organizational settings/surveys/diversity surveys of the app navigate to admin > jobs & applications > candidate surveys and click the + new button on the diversity tab you’ll be prompted to give your new survey a title prior to being able to add questions to your diversity survey click add question and select a question type to build out your survey you can select the following field types short answer long unformatted answer phone email multiple choice checkboxes date yes/no number other location url screen shot 2022 02 18 at 12 35 28 pm png share your surveys diversity surveys can be shared in three different ways collecting on the application tab of each job you can set up a filter to describe which jobs pages a survey should be collected on when you set this up, the survey will be shown alongside the application form when an applicant applies on your jobs pages directly requesting surveys you can directly request a survey from the candidate profile by doing the following on the candidate profile, click the more dropdown select create a diversity survey request you will be asked to choose which survey to send and which application it should be associated with create the survey request using the create button, or optionally also schedule an email with a link to the survey using the create and email button setting up automation rules you can set up automation rules so that you don’t need to directly request surveys from candidates manually instead, you can set up a series of conditions that trigger automatically sending a survey to a candidate our article on docid 8ypvcp02s 0aiieloomrx walks through the different fields you can select to customize the automation to set up automation for your diversity survey create a new draft configuration of automation rules by clicking create a draft configuration specify your conditions by clicking + add field to match , choosing fields and then creating filters based on those select an email template from the email template dropdown that will be used to send out your survey configure any email delay using the delay dropdown specify a sender email address activate the configuration toggle on the enable survey automation toggle once the draft has been activated the conditions of each rule will get checked whenever a candidate changes stages ashby will find the first rule that matches and a survey will be created and an email with a link to the survey will be scheduled report on your results custom reports can be configured on the legacy plus, plus and enterprise plans foundations legacy plus plus enterprise ❌ ✅ ✅ ✅ you can report on the questions in a diversity survey in our standard reports the fields will be available for grouping under job consideration > diversity survey screen shot 2022 02 18 at 12 57 48 pm png faq how do i view pending surveys? viewing pending surveys you can view any pending survey requests on the candidate profile under current activities from here you can email the survey again or delete the request what does the survey look like to the candidate? when a candidate follows the link in a survey request email, they’ll be brought to a page where they can fill in the survey when are a survey’s automation conditions evaluated? the conditions in survey delivery automation settings are evaluated during stage transition events this means a candidate will need to be moved forward to the next or archived in order for a survey to be sent w here can i access diversity survey responses? diversity survey responses can only be viewed in aggregate through our reporting functionality we put measures in place to prevent reporting from being able to pinpoint a candidate (e g drill downs are disabled) if a candidate fills out a diversity survey, neither the activity or their responses show on their candidate profile are surveys anonymous? yes; by default, diversity survey responses are anonymous can i limit who can edit dei reports? you can, yes! to get started, switch on the restrict editing dei reports feature in admin>data management>reporting permissions https //app ashbyhq com/admin/organizational settings/reporting permissions when the setting is enabled, users without the access to edit or create dei reports will not be able to choose dei fields as fields to show or group by fields saved reports containing those fields will still be visible, but the reports will not be editable once enabled, you will then also be able to determine who can edit these reports in each user’s profile on the https //app ashbyhq com/admin/users page when in a user’s profile, you will see the option to allow them to create and update dei reports on the permissions tab admins with can create and update dei reports permission can grant or revoke the permission for others the permission is automatically granted to the admin user who turns on the restrict editing dei reports setting please note that this does not impact the visibility of diversity data in shared reports those with organization admin access or elevated access admin private access can view diversity data in reports