Organization Setup
Set up Departments & Locations
This article covers how to configure departments and locations. Both are required for jobs and job postings and can be used for reporting and filtering candidates, jobs and job considerations.
Source Types and Sources
This document details how to set up and use sources to track where candidates are applying from. Sources identify where a candidate and their job consideration originated.
Custom Fields
Custom fields allow you to add additional fields to a candidate's profile, a job, an offer, or an opening that you and other users can fill out, allowing for a further level of customization. Candidate, Job, and Project custom fields can be configured on the Legacy Plus, Plus, and Enterprise plans.
Conditional Form Fields
In some cases, you may only want a question to appear in a form if the candidate answers another question in a specific way. For example, if a candidate answers 'Yes' when asked if they require sponsorship for the role they are applying for, you may want to then ask further questions based on that response.
Configuring Archive Reasons
Archive reasons let your team record why candidates are rejected or drop out of the recruiting process, and they form the foundation for reporting and analysis in Ashby. This article covers how to add new , edit existing ones, archive reasons to remove them from active use, and delete and remap reasons when a full removal is needed.
Creating and Editing Approval Processes
You can create an approval process when multiple stakeholders need to review and sign off on a workflow. Ashby currently supports configuring approvals for openings, jobs, and offers.
Multiple Brands
The Multiple Brands feature allows you to manage multiple brand identities within a single account, giving candidates a seamless branded experience across job boards, candidate flows, and forms. This feature is ideal for organizations with multiple brands or subsidiaries and can help each brand maintain its unique presence under a unified system.
SSO and SCIM
Ashby supports Single Sign-On (SSO) via Security Assertion Markup Language (SAML) and OpenID Connect (OIDC) connections, along with Directory System for Cross-domain Identity Management (SCIM) through WorkOS. SSO can be configured on the Foundations, Legacy Plus, Plus, and Enterprise plans SCIM can be configured for accounts on the Legacy Plus, Plus, and Enterprise plans.
Ashby Mobile
This guide covers how to use Ashby mobile, our web application where you can manage your candidate pipelines on the go. Sign in using your phone's web browser at app.
Virus Scanning FAQ
Ashby scans files uploaded by candidates for known malicious file signatures. If a file is found to be potentially malicious, we will display a warning dialog whenever you try to download the file.
How do I change my Ashby timezones?
Learn how to set your organization's default timezone and how each user can customize their own timezone. For more information on setting your availability, please check out Meeting Hours Adjusting your Organization Timezone Navigate to your Admin section.
Where can I hear about the latest product updates?
If you’d like to keep on top of the latest releases in Ashby, check out the Product Updates page here https //www. ashbyhq.
Updating the domain or adding a secondary domain to an Ashby account
If your organization has recently changed domain, or has a secondary domain, please reach out to support\@ashbyhq. com to update the domains on your Ashby account accordingly.
How do I hand Ashby over to a new admin?
If you’re handing Organization Admin responsibilities over to another user, this guide will help you identify some key areas in Ashby to update prior to leaving the organization. To set a new user as an Organization Admin, navigate to Admin > Organization Setup > Employees and select the new admin user from the list.
How do I generate an API key?
This guide covers how to generate and manage Application Programming Interface (API) keys on the API Credentials https //app. ashbyhq.
How do I change my company name in Ashby?
If you’re rebranding or are making changes that would require you to amend your company name in Ashby, this guide will cover the key areas to make adjustments, along with any caveats to be aware of when making the switch. If you have further questions on changing your company name, don’t hesitate to reach out to your CSM or the Startup Success team.