Getting Started for Sourcers

welcome to ashby! we couldn't be more excited to help you get started as an interviewer this guide will cover the most common ways interviewers use ashby, which is for interviewing and referring candidates 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 common ashby areas for sourcers this section will walk you through the key activities you'll complete as a sourcer including creating and sending outbound email sequences, sourcing candidates from linkedin with the docid\ je bij1sj2ro6wt9vttfp , and bulk importing leads via email or csv file we also support integrating with other sourcing platforms; find the full list in the https //app ashbyhq com/admin/integrations/marketplace (you will need organization admin access to view the integrations marketplace) create and send outbound sequences you can create a send outbound email with features like sending emails on behalf of other users you can request access to other team members’ email addresses, and send sequences as them for a more personal touch linking sequences to jobs you can link sequences to jobs to enable enrolling leads in both in one step auto advancing and archiving leads will advance through lead stages based on your email communication if they never follow up you can use job sequence linking to automatically archive their consideration custom tokens we support default and custom tokens including a default personalization token that can be embedded in the sequence capture a few notes while reviewing a person’s profile, then send them an email that’s already unique to them! for more on configuring and sending sequences, check out docid\ b2gy2rhnnoylkbhwcwou4 and docid\ qbf62 usxyctmqzhe07ha use the ashby chrome extension you can quickly source candidates from linkedin with options to create lead profiles with one click visit a person’s profile, open the extension and click add to ashby to create a profile that captures email communication, applications, and more in one place add leads to jobs, {{projects}} , and {{sequences}} you can add a person to a job or to a relevant talent pool if you’d like to get in touch with them later mention team members in notes to prompt them to review you can create notes and tasks for team members by @mentioning them add tags, schedule follow ups, and more! for more on the ashby chrome extension, check out docid\ je bij1sj2ro6wt9vttfp create talent pools with projects keep track of leads in {{projects}} , and take the following bulk actions emails and {{sequences}} keep leads warm by messaging them using one off emails or enrolling them in sequences enroll in jobs when you’re ready, add them to jobs check out docid\ neoukpzgi4kdatdsymhez for a more detailed overview on project setup bulk import lists of candidates (required organization admin access) import many candidates at once with the following options email import attach up to 10 resumes at a time to an email and send it to a job specific address to create candidate profiles csv import upload any number of candidates in a csv file for more on importing data, check out docid\ sorncj66lghrflracxetj 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