Questionnaires

ashby provides a way to send https //app ashbyhq com/admin/organizational settings/surveys/questionnaire to your candidates these can help you collect information during various stages in the application process, rather than asking questions up front in the application form questionnaires overview ashby supports the ability to send questionnaires to applicants at any stage of the hiring process users can create and customize any number of questionnaires and configure how and when to collect them from candidates some use cases for questionnaires include asking a candidate about their dietary preferences prior to an onsite lunch asking a candidate for references prior to the offer stage deferring questions asked in the application form to later stages of the process to streamline the application process see the table below for more information on the access roles that have the ability to set up questionnaires in ashby and who can send questionnaires out to a candidate access role can configure surveys? can send out surveys to candidates? limited access ❌ ❌ agency users ❌ ❌ elevated access external recruiter (not linked to an agency) ❌ ❌ elevated access analyst ❌ ❌ elevated access hiring team member ❌ ❌ elevated access hiring manager ❌ ✅ elevated access admin ❌ ✅ elevated access admin (private) ❌ ✅ organization admin ✅ ✅ set up your questionnaire you can set up candidate experience surveys in the https //app ashbyhq com/admin/organizational settings/surveys/questionnaire of the app navigate to admin > jobs & applications > candidate surveys then select the questionnaires tab click + new to create a new questionnaire you can create new questionnaires and edit their questions in the admin section of the app you can also configure automation settings to set up rules to automatically schedule emails with links to the questionnaires you’ll be prompted to give your new survey a title prior to being able to add questions to your diversity survey click add question and select a question type to build out your survey you can select the following field types short answer long unformatted answer phone email multiple choice checkboxes date yes/no number resume linear rating nps rating candidate's location other location url file send a questionnaire candidate experience surveys can be sent in two different ways by directly requesting survey completion from the candidate profile you can directly request the candidate to complete a questionnaire by doing the following on the candidate profile, click the more dropdown select create a questionnaire request you will be asked to choose which survey to send and which application it should be associated with create the survey request using the create button, or optionally also schedule an email with a link to the survey using the create and email button by setting up automation rules to schedule sending the questionnaire to a candidate when certain conditions are met you can setup automation rules so that you don’t need to directly request questionnaires from candidates manually instead, you can setup a series of conditions that trigger automatically sending a questionnaire to a candidate to configure automation settings for your questionnaire create a new draft configuration of automation rules by clicking create a draft configuration specify your conditions by clicking + add field to match , choosing fields and then creating filters based on those select an email template from the email template dropdown that will be used to send out your survey configure any email delay using the delay dropdown specify a sender email address activate the configuration toggle on the enable survey automation toggle once the draft has been activated the conditions of each rule will get checked whenever a candidate changes stages ashby will find the first rule that matches and a questionnaire will be created and an email with a link to the questionnaire will be scheduled setting up automation for questionnaire activities on an interview plan when a candidate lands in a stage with a questionnaire activity, you can set the questionnaire request to be sent out automatically at that point head to the interview plan for your job, then click + add activity , then select the questionnaire option when selecting your questionnaire and email template, check the automate on stage entry? checkbox so the questionnaire is sent when the candidate is moved to the specified stage when a candidate is moved to the stage that your automation has been added to, you’ll see a note that the automated activity is being started you will also have the option to undo this view your results viewing individual results you can view individual results of a completed questionnaire on the forms tab on the candidate profile reporting and analysis you can report on the questions in a questionnaire in our standard reports the fields will be available under job consideration → questionnaire screen shot 2022 05 23 at 10 14 34 am png reporting on questionnaire responses questionnaires are available as a subject to be reported on use this to count submitted questionnaires over a period of time, to review answers to specific questions and more! here are the fields that can be used for filtering, grouping or displaying information on your report you will need to select the questionnaire you are reporting on to then access these fields for the specified questionniare you can also choose questions added to the questionnaire as reporting fields field definition submitted at when the questionnaire was completed and submitted title the name of the questionnaire questionnaire report examples pull a list of the answers submitted for a specific job navigate to reports > build report and then custom list subject questionnaires filters questionnaire’s candidate’s job consideration’s job fields to show candidate name and all or any of the questionnaire questions you’d like to have included in your list view the number of questionnaires completed over the last quarter, split by week and grouped by questionnaire type navigate to reports > build report and then select count over time subject questionnaires time field & interval submitted at to show last quarter every week group by questionnaire’s title faq ar e questionnaire links public or reusable? links to complete questionnaires are candidate specific it currently isn’t possible to create a public link for a questionnaire can i add file upload questions to my questionnaire? you can! click add question and then select the file field option you can then add in the question and (optionally) a description can i send questionnaires to other users like interviewers or recruiters? no, questionnaires can only be configured and sent out to candidates consider adding questions to feedback forms or setting up docid\ fl73j4cypi6sf86h7tzra