Getting Started for Recruiters

welcome to ashby! we couldn't be more excited to help you get started using ashby as a recruiter this guide assumes your team’s ashby account has been setup using the docid\ askvbp dff9riogkazshi guide, and will cover how to navigate ashby and use the most commonly used features for recruiters 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, please use this option to log in more on signing in can be found at docid\ vh7b6oap3cirsfehtcyoa configure your personal settings a key first step is configuring your personal settings in ashby in 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 (please confirm with your admin if this needs to be completed as part of your google workspace or microsoft 365 setup) for a full walkthrough, please check out docid\ bb jro6kp6bwbkwthtazt navigate ashby home page if you will only be interviewing candidates in the pipeline and won't have any other interaction with candidates, then you'll 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'll land on your home page, where you'll be able to access interview briefings and tasks for a full breakdown of the home page, please check out docid\ mzsz9lmag1ax7n1bozczj add and track referrals to submit {{referrals}} head to the referrals section of the 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 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 docid\ t9yysvwgnnswspaeqcmhr candidate profile depending on the permissions you are given, you may have access to view candidate profiles and take action on job considerations for further information on navigating a candidate profile, check out 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 docid\ c7vchi2hsjqz0ayna8c b jobs dashboard view the job dashboard at jobs > 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 admin page and job board from this page we recommend bookmarking this page to quickly see all of your active jobs in one place navigate admin if you have organization admin access, this section covers the settings you can customize in the admin section of ashby many of the features you use in ashby can be customized in admin this quick tour covers where you can adjust user permissions (on the https //app ashbyhq com/admin/users page) customizing the interview process including https //app ashbyhq com/admin/interview/interview plans , https //app ashbyhq com/admin/interview/interviews , and https //app ashbyhq com/admin/interview/feedback forms customize more settings including https //app ashbyhq com/admin/organizational settings/candidate archive reasons , https //app ashbyhq com/admin/organizational settings/email templates , and https //app ashbyhq com/admin/organizational settings/custom fields bulk import candidates using docid\ sorncj66lghrflracxetj common use cases this section will walk you through the key activities you'll complete as a recruiter from opening and posting jobs to adding candidates to your hris opening and posting jobs to create a job, navigate to https //app ashbyhq com/jobs/all , 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 will be able to 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 will show 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 docid\ l nciszrb9ztdr4u3idzr advancing and archiving candidates 💡 more about advancing and archiving candidates in docid\ d nxb kdz4fjru4hbcalb scheduling interviews with ashby, you can schedule interviews manually, or create a structured interview process that automates the details of finding times and creating calendar invites for the full details of setting up and scheduling interviews, check out docid\ xw 3irivonbho uf37lbh to view the options available generating offers and offer letters when a candidate moves to the offer stage in the candidate pipeline, an offer activity will be generated in the activities section of their candidate profile click create offer to complete the offer details form the form data will be used to populate substitution fields in the offer letter pdf that is generated you can also send out e signature requests (sent via dropbox sign) and create offer letter templates to help structure your processes further for a full guide, check out docid\ klimfx9n1tahebvkmgpoh and docid\ zsjek0e500medhtkqqelw add candidates to your hris when a candidate accepts an offer, you see an option to push hired candidates to your hris system clicking the button that appears will create a new employee in the system, including the latest offer data all hris integration options can be found in the https //app ashbyhq com/admin/integrations/marketplace 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 as such, we’d recommend users upload their avatar within https //app ashbyhq com/settings/personal info to fix this