Scheduling & Interviews: An Introduction

this guide provides an overview of the different tools used for scheduling in ashby and how they work together to help provide an excellent candidate experience we have a number of tools in ashby to help streamline your interview process in this guide, we’ll cover each tool and the contribution they make initial setup prior to setting up your interview plans and interviews, we would recommend setting up a shared calendar and reviewing our meeting hours guide click the links below to find out more docid 7l9yaj7bnykhfmh vpkdr docid\ uzctzxvpfxqeftmihw jo interview plans creating your pipeline the https //app ashbyhq com/admin/interview/interview plans/shared plans section of ashby allows you to set up the stages that candidates will go through when considered for a role the plan is split into three sections; lead stages the stages used to gauge a sourced candidates interest active stages the application review and interview stages the candidate will go through prior to being archived (rejected) or receiving an offer completed the result of the candidate’s application; either archived or hired you’ll be asked to specify the interview plan you’d like to use when creating a job more on this at docid\ l nciszrb9ztdr4u3idzr for more on the creation of interview plans, check out docid\ sjqdg 6gg32kbwjaku1ux interviews adding a briefing and assigning a feedback form https //app ashbyhq com/admin/interview/interviews allow you to provide instructions information added in this tab will show as a briefing to your interviewers when they are on a panel feedback form assign the form that interviewers should add their feedback to post interview you can select your interview type when scheduling within each stage of your interview plan you can select your interview type either when scheduling a one off interview on a candidate’s profile, or when setting up schedule interview activities to automate your scheduling process when the interview is scheduled, interviewers will be able to click on the interview on their home page to view the briefing and feedback form within the interview details creating the interviewwhere interviewers can find their briefing and feedback form for a scheduled interview feedback forms are created in the https //app ashbyhq com/admin/interview/feedback forms section more on setting up feedback forms at docid\ hlojgxrvp xkuw1ammkur and docid\ ujnxokxgs1 rq1udzxxta schedule interview activities automating elements of your process schedule interview activities can be set up within each stage of your job’s interview plan these activities allow you to select an interview type, interviewers and set the interview’s settings in advance then when a candidate is moved to the stage that this activity is in, a prompt to schedule them in will automatically be added to their profile based on the activity’s settings, a direct booking link with the panel’s availability can also be generated automatically to be sent out to the candidate you can also send a candidate availability link what is a direct booking link? a direct booking link provides the candidate with the interviewing panel’s availability so they can schedule in their interview directly what is a candidate availability link? a candidate availability link can be sent out to the candidate so they can enter in their own availability for an interview the interview is then scheduled manually based on the slots the candidate provides this is commonly used for multi event interviews (like an onsite with multiple interviews testing different skills) you can read more on creating activities at docid 0z5jm eqkvzq oqc03rer and docid\ u87fcsbruh9pkclyl2qko grouped interview plan reporting on your pipelines if you have multiple interview plans, we’d recommend setting up a https //app ashbyhq com/admin/data mapping/grouped interview plan to bucket the stages within your interview plans together when reporting on your pipeline the grouped interview plan allows you to set overarching stages that the stages within your separate interview plans can be mapped to (for example, a screening stage in your grouped interview plan could cover initial screen, recruiter screening and hiring manager screen stages across three different interview plans) once your grouped interview plan is in place, you can then head back to your https //app ashbyhq com/admin/interview/interview plans/shared plans and map their stages to the grouped interview plan stages you’ve created when creating a report relating to your interview pipeline, you will then see the checkbox option to group stages? checking this box will use your grouped interview plan stages, bucketing your individual interview plans and ensuring you have tidy reports more on setting up a grouped interview plan can be found at docid\ xnp0rkwlhbnus04b4bzwq the option to group stages on a report will give you the option to use your grouped interview plan when displaying results setting up a grouped interview planmapping stages of your interview plan to a grouped interview planthe option to ‘group stages’ on a report will give you the option to use your grouped interview plan when displaying results