<aside> 💡 When set up, activities automatically appear on a candidate's profile when they are moved to a stage. This streamlines the candidate management process and enables a consistent experience across candidates. Check out this guide on structured interviewing for more information on activities.
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Section overview:
Activities enable you to automate tasks like drafting emails, and setting up calendar invites for candidates that are in your interview process.
Ashby currently supports six activity types:
See the table below for information on the roles that have access to set up and edit activities.
| Access Role | Has Access? |
|---|---|
| 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 | ✅ |
*Elevated Access - Admin and Elevated Access - Admin Private users will only be able to edit the activities on the roles they have access to.
The Schedule Interview activity automatically adds a schedule template to a candidate's profile when they are moved to a particular stage, determining the interview, feedback form, interviewers and interview settings in advance. For more on configuring these, please check out Setting up Schedule Interview Activities.
The Take-home activity automatically adds a prompt to send a take-home assignment activity to a candidate's profile when they are moved to a particular stage. This activity supports uploading the candidate's submission so the reviewer can view and score directly in Ashby.
Learn more in the Take-home Activities guide
The Application Review activity is a default activity on the application review stage in an interview plan. It enables the profile to be included in bulk application review (more on this at Application Review. The Application Review activity can also be added to other active stages in the interview plan (except for the Offer stage), to provide a prompt in other stages for the candidate’s application to be reviewed.
The Send Email activity automatically adds a prompt to email a candidate, along with an email template to a candidate's profile when they are moved to the specified stage. Want more information on setting up email templates? Check out Emails.
The Schedule Questionnaire activity allows you to select a questionnaire and an email template in advance. Then when a candidate is moved to the specified stage, a prompt will appear to send the questionnaire out to them using your specified email template. You can read more on configuring questionnaires at Questionnaires