Getting Started for Recruiting Coordinators

welcome to ashby! we couldn't be more excited to help you get started this guide covers the most common ways recruiting coordinators use ashby new to ashby as a recruiting coordinator? for a guided video walkthrough of everything in this article take the recruiting coordinator essentials https //academy ashbyhq com/course/ashby recruiting coordinator essentials track in ashby academy it pulls together the academy's coordinator lessons into one sequenced path, so you don't have to piece together each step on your own log in to ashby to sign in, head to https //app ashbyhq com https //app ashbyhq com/ ashby uses google sign in, microsoft 365 sign in, and magic links if your company has single sign on (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 whether this is required 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 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 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 referrals head to the referrals section of the home https //app ashbyhq com/home/upcoming page click + referral to create a direct referral, click add direct referral and complete the referral form with the candidate details to create 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 highlights the referrals section on the home page our full guide on referrals can be found at referrals and referral links 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 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 ashby areas for recruiting coordinators this section will walk you through the key activities you'll complete as a recruiting coordinator, including opening and posting jobs, scheduling interviews, generating offer letters, and adding candidates to your hris 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 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 creating & opening jobs docid\ uytn03bh4fvrpvjhythat 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 scheduling & interviews an introduction 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 offers and offer letters docid\ klimfx9n1tahebvkmgpoh and e signature offers 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 integrations marketplace 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 we'd recommend uploading your avatar within personal settings https //app ashbyhq com/settings/personal info to fix this