Sourcing Forms

sourcing forms are a route to capture details of candidates that are interested in your company but have yet to actively apply you can send out a link to your form or forms so candidates can sign up to be a part of your talent community and keep themselves in the loop on new opportunities sourcing forms are available on all plans foundations legacy plus plus enterprise ✅ ✅ ✅ ✅ overview sourcing forms are now available to capture and maintain candidate interest, particularly if there isn’t a suitable open role at the time you can also automate adding signed up candidates to your to create talent pools and assist with sourcing for future roles if you’re planning to create a talent pool, we’d recommend setting up a project to add candidates to first for more on setting up projects, check out projects docid\ neoukpzgi4kdatdsymhez to create a form, navigate to sourcing, then forms https //app ashbyhq com/sourcing/forms/all click + new to create a new sourcing form add in a title for your form and click submit configuring the form click configure form to start setting up your form by default, the form will ask for the candidate’s name and email address you can click add question to add additional fields for the candidate to complete you can add the following fields short answer single line of unformatted text linkedin url responses will be auto populated on the candidate's profile long unformatted answer multiple lines of unformatted text phone only domestic or international phone numbers email only valid email addresses multiple choice select a single option checkboxes select multiple options date only dates that can be selected via a date picker yes/no yes, no, or, if not required, no answer number only allows whole numbers (e g 1) or decimals (e g 1 5) resume upload a single file and set it to the candidate's resume field can only be added once to a form candidate's location set the candidate's location can only be added once to a form other location allow another location to be added to the referral url a clickable link to a website candidate's education history see the candidate's education history can only be added once to the form when adding the candidate's education history field to your form, you will be able to specify the information asked for you can opt to include or exclude the school, degree, field of study, start and end date fields as needed check the allow multiple entries checkbox to allow those completing the form to add multiple qualifications you can also set a minimum and maximum number of entries using the min and max fields information added to this field will always complete the education section of the candidate's profile the fields you add to your form can also be reported on if your form is looking a little long, click add section to add a new section you can click and drag questions across sections to organize your form as needed automation rules automation rules can be added to your form setup candidates meeting specific criteria will automatically be added the projects you specify in ashby on completion of the sourcing form to set up automation, click configure automation rules , then create a draft configuration on the following pop up from there, create a draft automation by clicking + add field to match in the condition section to select the fields and responses that would signify the candidate should be added to the specified project use the project drop down to determine the project the candidate would then be added to to add additional automation rules, click + create new automation rule this option allows you to create additional sets of criteria that would result in the candidate being added to a different project (for example, adding them to a customer support project if their response confirms their interest in working in that department) if no conditions are set, all candidates who submit the form will be added to your specified project once all of your automation rules are in place for the form, click activate draft configuration to enable the automation rules form page info in the form page info section, you can add a public and internal title to your form, determine the source applied to candidates who are added to ashby via your form and more title the name of your sourcing form this is a public title that candidates will see header description this description is displayed below your title and above the form that the candidate completes footer description this description is displayed underneath the form fields that the candidate completes success message the message that will show to candidates after they have successfully submitted the form submit button text determine the wording on the button to submit the form slug the last segment on the form’s page url if this is left blank, the form’s id will be displayed instead if you'd like to create a qr code for your sourcing form, click qr code , then download internal title an internal name for your sourcing form source determine the source applied to a candidate added to ashby via the form more on creating sources at source types and sources docid\ ietsrgcsyxtkp9vhuynza confirmation email template determine the email template sent to candidates after they’ve submitted the form the confirmation email will come from no reply\@ashbyhq com mailto\ no reply\@ashbyhq com more on creating email templates at emails docid\ wq6uoydzwfatdmzhopsfj please note only substitution tokens for candidate information can be used in a template for your sourcing form publishing the form once your form, automation and form settings are in place, you can publish your form by clicking the draft drop down under the form title and selecting publish once the form is published, the options to view the form and copy the form url will then be available on the right hand side of the page if you’d like to add the sourcing form to the bottom of your job board, copy the form url using the copy url button and navigate to admin > job board > themes (job board) https //app ashbyhq com/admin/organizational settings/theme you’ll then be able to add the form url to a message in the bottom description field, either by adding the url directly or by using the link option in the toolbar to create a hyperlink faq can i allow leads to upload a resume and auto fill the form from there? you can! within the settings tab, you can check the show autofill field? checkbox then leads will see the option to upload their resume on your form be sure to include a resume field in your form can i create a qr code for my sourcing form? you can, yes once you've added your slug into the slug field within the form page info area of the settings section of your sourcing form, you'll see a qr code button click this to then have the option to download a qr code leading to your sourcing form can i create a copy of a sourcing form? you can to create a copy of a sourcing form navigate to sourcing > forms click on the form in question click more then copy automation rules are not copied over with the new form new rules would need to be configured