Getting Started for Interviewers
Welcome to Ashby! This guide covers the most common ways interviewers use Ashby — interviewing and referring candidates.
Log in to Ashby
To sign in, head to https://app.ashbyhq.com. Ashby supports 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 AshbySigning in to Ashby.
Configure your personal settings
A key first step is configuring your personal settings in Ashby. In Personal Settings, 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 want 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 SettingsUpdating Personal Settings.
Navigate Ashby
Home page
If you only interview candidates in the pipeline and have no other interaction with candidates, you likely have Limited Access in Ashby.
To get started, log in to Ashby at 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 PageHome Page.
Add and track referrals
To submit referrals:
- Locate the Referrals section on the right side of the Home page.
- Click + Referral.
- Creating a direct referral? Click Add Direct Referral, then complete the referral form with the candidate 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.
Our full guide on referrals can be found at Referrals and Referral LinksReferrals and Referral Links.
Interviewing with Ashby
As an interviewer, you receive interviewer-only calendar invites that contain links to interview briefings. These briefings contain the schedule, instructions on how to conduct the interview, information about the candidate, a place for you to enter your feedback, and feedback from other interviewers on the panel.
To access the interview briefing for an interview:
- Navigate to the Home page
- Click on the interview within the Tasks section of the page, or click View Past Interviews and then select the interview from the list to open the interview briefing.
Calendar events for interviews also contain a direct link to the interview briefing in Ashby.
Reviewing interview briefings on desktop
When you click on one of your upcoming interviews, Ashby takes you to the interview briefing page. The interview briefing page includes all information about the candidate and the interview you are scheduled for. You also receive a link to the interview briefing in your calendar invite for the interview.
At the top of the interview briefing there are a list of oval "pills" that show key context and statuses—such as the associated job, which you can click to open the candidate pipeline if you have access, and recording-related updates when applicable.
There are several tabs within the interview briefing that contain different information:
- On the Overview tab, you can review the date and time, the room (if applicable), the hiring team, and the interviewers
- On the Briefing tab, you can review the interview instructions and a candidate summary including the candidate source, custom fields, work experience, and education
- On the Resume tab, if available, you can review the PDF version of the candidate's resume
- The Recording tab shows only when AI Notetaker is being used and a recording is in progress, completed, or removed. Here you can see meeting recordings and AI notes if using AI Notetaker.
- On the Your Feedback tab, you can complete the scorecard for the candidate
- On the All Feedback tab, you can review the feedback from other interviews after you've submitted your own. Feedback being visible is dependant on your company's feedback visibility settings. More on this at Visibility Options for Users.
You may also see Application, Job Posting, and Take-Homes tabs based on your company's Interview Briefing settings.
Application: View the candidate's application submission for the job consideration.
Job Posting: View the job posting the candidate applied to.
Take-Homes: View any take-homes the candidate has submitted for the job consideration.
Reviewing interview briefings on mobile
If you open Ashby on a mobile device, you see your mobile home page, which also shows all upcoming interviews and overdue scorecards and links to each interview briefing.
You can also open any link to the interview briefing (e.g., on your calendar invite or in an email notification) from a mobile device.
Just as in the desktop version, you can learn about upcoming interviews and submit feedback when they are completed.
Accessing and completing feedback forms
After an interview, you may need to complete a feedback form for the candidate. You can find and complete the interview feedback form on the Your Feedback tab of the interview briefing.
For more on conducting interviews and leaving feedback, check out the Conducting Interviews with Ashby course in Ashby Academy!
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 uploading your avatar within Personal Settings to fix this.
Can interviewers add a note on a candidate profile about the interviews?
This is dependent on your permissions in Ashby. If you are a Limited Access user, you will not be able to access the candidate profile or add notes to the candidate feed, but you will be able to complete a feedback form for the interview you are on the panel for.
If you need to confirm your permissions or access level, check in with an Organization Admin. They will be able to view your permissions at Admin > Organization Setup > Employees. For more on permissions, check out User Permissions.