<aside> 💡 This guide covers advanced features that aren’t included in the Ashby Admin Onboarding guide.

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Section overview:

Outbound Sourcing

<aside> ☝ This section covers features related to sourcing candidates. If you’re still gaining brand awareness, we recommend investing in this section relatively early.

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• Start curating Sequences to send to leads you’re interested in
• If you’re working with external recruiters/agencies, set them up as Agencies in your account to start adding candidates (Note: if they are doing activities beyond sharing candidates, you may need to set them up as an Employee)
• Some Agencies have software that can be integrated with your account. Check out the Sourcing section of the Integrations Marketplace and set up any third-party sourcing tools you use
• Familiarize yourself with Projects and Tags. You should understand when to use each:
  • Projects are lists of candidates that you can take bulk action on
  • Tags can be applied to candidates to make them more discoverable in searches

Inbound Applications

<aside> ☝ If your brand is a bit more established, we recommend investing in this section to save time through automation and create a streamlined experience for your inbound applicants.

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• If you have high-volume jobs like internships or junior engineer roles, set up rules to Auto-Reject Applications that don’t fit criteria from your application forms
• If you have internal openings, setup the Internal Job Board to enable your existing team to apply to roles before opening them to the public
• Setup EEOC Surveys on your application forms to capture self-reported demographic information for compliance
• If you’d like to capture additional details like pronouns, you can also set up Diversity Surveys
• If your candidates need to sign an NDA before interviewing, set one up using E-Signature Documents

Interviewing

<aside> ☝ This section covers more automation when you’re actively interviewing and tools on the candidate profile that help you practice good candidate management.

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• By now, you’ve hopefully chosen and implemented an embedded scheduling option; next, explore other Activities that can be added to interview plans like Take-home Activities