Candidates
How can I ask for and add reference feedback in Ashby?
8 min
while we don’t have a specific tool to ask for references in ashby, here is a guide covering how you can ask for reference information and record reference checks using questionnaires to request reference information from a candidate to request reference contact information from a candidate, you can opt to create a https //app ashbyhq com/admin/organizational settings/surveys/questionnaire we have more on setting these up at docid\ kgrji3jgz 8tzr5bb1 kh ensure you have an email template in place https //app ashbyhq com/admin/organizational settings/email templates with a substitution token for questionnaire link otherwise you will not be able to set up the automation options you can opt to either add a questionnaire activity to your interview plan to automatically prompt you to send out the questionnaire or set up automation within the questionnaire setup itself add a questionnaire activity to your interview plan to add a questionnaire activity to your interview profile, head into your job, then click interview plan on the left hand sidebar find the stage where you plan to check the candidate’s references, then click add activity to… then add activity and questionnaire select the reference questionnaire and determine the email template you’d like to use to send out the request when creating the activity, you will also have the option to add automation, so the questionnaire is sent out as soon as the candidate is moved to the specified stage set up questionnaire automation you can also automate the sending of a questionnaire with our new automation option this can done on the automation tab within the reference survey itself more on automating questionnaires at docid\ mtfnbycncvnb4mtdsgeqb we would recommend this option if you’d like to send out the questionnaire for any candidate who meets the criteria set, rather than setting it up on each job’s interview plan sending a one off reference request from the candidate profile to send the questionnaire out to the candidate on a one off basis, you can do this on the candidate’s profile under more and create questionnaire request you will have the option to just generate a questionnaire request and link, or to generate the link and email it out to the candidate submitted reference checks via a feedback form within ashby once you’ve received the reference information from the candidate, we recommend scheduling any meetings outside of ashby if you’re asking specific questions or getting specific information from the reference, we recommend setting up a new feedback form specifically for reference checks you can read more about setting up feedback forms at docid\ hlojgxrvp xkuw1ammkur to add any information or feedback from the reference, head to the candidate’s profile and click the more button in the top right corner, then choose submit feedback from the drop down you can then select your reference specific feedback form and fill out the fields needed, then submit it faq can i send a direct booking link to a reference? no, if you are meeting with a candidate’s reference, the meeting would need to be set up outside of ashby direct booking links are used to schedule interviews with the candidate themselves c an i ask for references and follow this reference check process if the candidate has already been hired? yes, you can still follow the steps above to ask for references and add reference feedback