Getting Started for Hiring Managers
10 min
welcome to ashby! we couldn't be more excited to help you get started using ashby as a hiring manager this guide assumes your ashby instance is already set up and covers how to navigate ashby and use the most commonly used features for hiring managers log in to ashby to sign in, head to https //app ashbyhq com ashby uses google sign in, microsoft 365 sign in, and magic links if your company has sso set up with ashby, use this option to log in more on signing in can be found at signing in to ashby docid\ vh7b6oap3cirsfehtcyoa configure your personal settings a key first step is configuring your personal settings in ashby in personal settings https //app ashbyhq com/settings/personal info , you can do the following set your personal info, including your job title, user avatar, timezone, and social links set your notification settings determine the activities you should be notified about and where you'd like to be notified set up personal email templates set up oauth if needed (confirm with your admin if this needs to be completed as part of your google workspace or microsoft 365 setup) for a full walkthrough, check out updating personal settings docid\ bb jro6kp6bwbkwthtazt navigate ashby home page if you are only interviewing candidates in the pipeline and don't have any other interaction with candidates, you likely have limited access in ashby to get started, log in to ashby at https //app ashbyhq com https //app ashbyhq com using one of the login options you should already have an account set up once logged in, you land on your home page, where you can access interview briefings and tasks for a full breakdown of the home page, check out home page docid\ mzsz9lmag1ax7n1bozczj add and track referrals to submit navigate to the referrals section of the home https //app ashbyhq com/home/upcoming page click + referral creating a direct referral? click add direct referral , then complete the referral form with the candidate's details creating a referral link? click create referral link and give your referral link a title you can then opt to link to a specific job posting using the link to specific job posting? checkbox and selecting a job posting from the dropdown screenshot of the home page with the referrals section hightlighted our full guide on referrals can be found at referrals and referral links docid\ t9yysvwgnnswspaeqcmhr candidate profile depending on your permissions, you may have access to view candidate profiles and take action on job considerations for further information on navigating a candidate profile, check out candidate profile docid\ xuxt7u73x6odwypl89lav candidate pipeline the pipeline overview provides you a view of candidates across all positions you have access to and allows you to quickly jump between them for more on the pipeline view, check out candidate pipeline docid\ c7vchi2hsjqz0ayna8c b jobs dashboard view the job dashboard at jobs > dashboard https //app ashbyhq com/jobs/pipelines is a high level overview of the active jobs you follow, have a role on, and have access to you can also access the job board from this page we recommend bookmarking this page to quickly see all of your active jobs in one place job dashboard view with button linking out to the job board common use cases for hiring managers application review check out application review docid\ d nxb kdz4fjru4hbcalb for a full guide covering bulk reviewing candidate applications and advancing and archiving candidates opening and posting jobs to create a job, navigate to jobs > jobs , then click the create a job button and follow the steps in the job creation wizard at this point, you can open the job right away, or configure it further in the settings section, there are further configuration options on four tabs when you're ready to open the job, click the job status button and select mark as open an open job isn't automatically posted to your ashby job board or any third party job boards, but you can add candidates to the pipeline when you're ready to post the job to your job board, you can set up a job posting on the job postings tab you can create as many postings as you'd like for a job once published, the posting shows up on your ashby job board (e g , jobs asbhyhq com/ashby) for a full guide on creating a job and job postings, check out creating & opening jobs docid\ uytn03bh4fvrpvjhythat faq my profile picture has synced over from google workspace, but it’s very pixelated why? images synced over from google workspace do not have a high enough resolution we recommend users upload their avatar within personal settings https //app ashbyhq com/settings/personal info to fix this screenshot of user avatar section