Reschedule and Cancellation Reasons

you can configure cancellation and reschedule reasons to capture and track why interviews either don't go ahead or are moved to a new interviewer, date, and/or time this feature can also be used to log and track no shows you can specify cancellation and reschedule reasons within ashby, or candidates can specify them when rescheduling or cancelling via their direct booking confirmation page recording this information in ashby helps improve interview scheduling efficiency, time to schedule, and, ultimately, time to hire metrics prerequisites you must be an organization admin to create reschedule and cancellation reasons permissions & access reschedule and cancellation reasons are available on all plans users on the foundations, legacy plus, plus, and enterprise plans can configure cancellation reasons that are candidate facing foundations legacy plus plus enterprise ✅ ✅ ✅ ✅ users on the enterprise plan and users on the plus plan who have purchased the advanced scheduling automation add on docid\ ycrhy6o 0hutvzyuuzmk1 can configure and create reschedule and cancellation reasons that are internal facing and have access to the reporting fields for this feature too foundations legacy plus plus enterprise ❌ ❌ ✅ (if the advanced scheduling add on has been purchased) ✅ overview this video is an optional overview all steps are written out within this guide enabling reschedule and cancellation reasons to enable reschedule and cancellation reasons in ashby navigate to admin > interviews & scheduling > reschedule & cancellation reasons https //app ashbyhq com/admin/scheduling/reschedule and cancellation reasons use the reasons for ashby users and reasons for candidates dropdowns to enable the feature you can choose from the following options for each off ashby does not ask for a reason when an interview is rescheduled or cancelled optional when rescheduling or cancelling, a reason can be selected, but this field is not required required when rescheduling or cancelling, a reason must be selected creating custom reschedule and cancellation reasons while ashby provides a default list of reasons, you also have the option to create custom reschedule and cancellation reasons to create a new reschedule or cancellation reason, click + new reason and complete the following fields reason type whether the cancellation is because of the candidate (for example, a scheduling conflict on the candidate's side), the interviewer (for example, a scheduling conflict on the interviewer's side), or the company (for example, pausing hiring) internal title the title of the reason, displayed to ashby users internal description a description of the reason, displayed to ashby users display to candidate if enabled, you have the option to set a candidate facing title and description, and candidates can select this reason when cancelling or rescheduling themselves archiving or editing an existing cancellation or reschedule reason click on any cancellation or reschedule reason in the active reasons list to make changes to deactivate an existing cancellation or reschedule reason, click archive when viewing the reason details to reactivate a reschedule or cancellation reason change the active dropdown to archived the display switches to a list of your archived reasons the screenshot shows the reschedule & cancellation reasons page with the active dropdown highlighted click on the reason you'd like to restore to open the reason details click restore where users can specify a cancellation or reschedule reason internal cancellation and reschedule reasons are only available for enterprise users or plus users who have purchased the advanced scheduling automation add on docid\ ycrhy6o 0hutvzyuuzmk1 adding a cancellation reason if a user cancels the interview by selecting actions , then cancel interview on the interview activity on the candidate's profile, they are prompted to specify the cancellation reason users also have the option to add a clarifying note if needed the cancel interview pop up where you can confirm the interview, update calendar invites, set a cancellation reason, and add a note adding a reschedule reason users can specify a reschedule reason at the point of confirming the cancellation or reschedule when a user clicks schedule on the communications page, they are asked to select a reason from the dropdown provided there is also a space for any optional notes to add further clarification if needed the rescheduling page where you can set the reschedule reason prior to confirming the reschedule a reschedule reason is only required if the date and time and/or an interviewer on the panel is being updated for adjustments to the interview (such as updating the location of the interview), ashby does not ask for a reschedule reason, even if this is set as required where candidates can specify a reschedule reason candidate facing reschedule reasons are available on the foundations, legacy plus, plus, and enterprise plans if a candidate has booked via a direct booking link, they have the option to reschedule the interview at the point of confirming the reschedule, they are asked for a reschedule reason and have the option to add a note before confirming a screenshot of the candidate facing reschedule meeting page, where the candidate can indicate a reason and share any additional details where candidates can specify a cancellation reason if the candidate has booked via a direct booking link, they can click the three dots on their confirmation page to cancel the interview at the point of confirming the cancellation, they are asked for a cancellation reason and have the option to add a note the candidate facing cancel interview page, where the candidate can determine a reason for cancelling and share any additional details reporting on cancellation and reschedule reasons reschedule and cancellation reasons can be reported on using the interview schedule versions reporting subject, which is only available as part of the advanced scheduling automation add on docid\ ycrhy6o 0hutvzyuuzmk1 click the link for more information the following fields are available as part of the interview schedule versions subject field definition schedule change reason the reason submitted for rescheduling or cancelling this interview schedule version schedule change reason type whether a schedule change reason was submitted for a reschedule or a cancellation schedule change reason submitted by the user who submitted a reason when rescheduling or cancelling this interview schedule version schedule change reason submitted by type whether a reschedule or cancellation reason was set by an ashby user, a candidate, or an ashby automation schedule change reason category the category of the reschedule or cancellation reason submitted for this interview schedule version (candidate, interviewer, company, or ashby automation) schedule change reason note any text included as an optional note when submitting a reschedule or cancellation reason faqs can i view an interview cancellation or reschedule reason on the candidate's feed? yes the reason for the cancellation or reschedule is listed in the candidate's feed on their profile within the cancellation or reschedule event a record of a rescheduled interview as an entry on the candidate feed can i limit the number of times a candidate can reschedule? this isn't currently possible