Modernloop
Integrating ModernLoop with Ashby allows you to do the following:
- Sync candidate information between Ashby and ModernLoop.
- Enable seamless navigation between candidate profiles in Ashby and ModernLoop.
- Import jobs, job stages, scorecards, and interview plans.
This article covers key resources and what to expect when switching from another applicant tracking system (ATS) to Ashby in ModernLoop.
Permissions & access
You must be an Organization Admin in Ashby and have Admin access in ModernLoop to configure the integration.
Prerequisites
- Ensure that your default shared interview is active in Admin > Interviews & Scheduling > Shared Interviews. This interview type is used as a fallback if an interview without a scorecard is scheduled. The default shared interview is usually called 'Interview' and has a Default tag in the shared interview details.
- If you are switching ATS in ModernLoop, reach out to your ModernLoop Customer Success Manager (CSM) or ModernLoop's support at least 2 weeks before your target transition date. For more information, see ModernLoop's documentation.
- ModernLoop does not allow two ATS connections and does not offer sandbox instances to test prior to going live. This means the integration cannot be tested pre-launch.
Connecting the integration
A full guide on connecting the integration can be found in ModernLoop's Knowledge Base.
Initial sync
Once you enable the integration, ModernLoop requires one full business day for the initial sync. As part of switching ATS, we recommend rescheduling interviews directly in Ashby on your go-live date and beyond. For more on this, check out Migrations: Rescheduling Interviews Post-Migration.
Once the initial sync is complete, interviews scheduled in ModernLoop start to show in Ashby. You cannot reschedule, cancel, or edit synced interviews in Ashby. Make any edits in ModernLoop.
If you are switching ATS in ModernLoop, you can expect the following to happen in ModernLoop after you connect to Ashby and the initial sync is complete.
- Jobs
- ModernLoop marks jobs imported from the previous ATS as Closed.
- Jobs from the new ATS sync with ModernLoop.
- Modules and Templates
- Your modules and templates remain intact during the transition.
- Metrics
- ModernLoop wipes metrics synced from the previous ATS.
- ModernLoop begins syncing new data from the connected ATS moving forward.
- Tasks
- When your legacy ATS becomes disconnected, ModernLoop can no longer take actions on applications associated with that ATS. Instead, ModernLoop marks all affected tasks as archived. This means:
- ModernLoop sends no cancellation or update to the legacy ATS.
- ModernLoop archives open tasks internally.
- Candidates can no longer access open self-schedule requests created while connected to the legacy ATS.
- Candidates can no longer access open availability requests created while connected to the legacy ATS.
- Existing self-schedule and availability request links do not carry over to the new ATS. These ModernLoop portal links are tied to the original ATS application and scheduling task. Once the legacy ATS is disconnected and those applications are archived, candidates can no longer access those links.
- After connecting your new ATS and allowing jobs and candidates to fully sync, you need to send new availability or self-schedule links for any candidates who are still actively moving through the scheduling process. Send new requests from the corresponding tasks associated with the candidate's application in the new ATS.
Scheduling via ModernLoop
Once you enable the integration and the initial sync completes, you can start scheduling candidates for interviews using ModernLoop. In terms of scheduling, the interview plans and interviews you assign to schedule interview activities are configured in Ashby.
- When setting up a new job, ensure that an interview plan is assigned to the role (this is required prior to opening the job). More on setting up jobs at Creating & Opening Jobs.
- When configuring schedule interview activities in Ashby (more on this at Setting up Schedule Interview Activities), ensure that the activity has an interview type assigned to it.
All other interview activity settings are controlled within Modernloop. The jobs, candidates, interview plans, feedback forms, and interview types in Ashby will have synced to ModernLoop, so when you schedule and complete interviews, information syncs between the two systems.
The syncs between ModernLoop and Ashby run every few minutes. If something is not updating, allow a few minutes for the sync to run.
FAQs
Check out ModernLoop's Ashby FAQ guide for common questions and answers.