<aside> 💡 This document reviews Alerts - a reporting feature that allows report delivery based on robust, highly configurable scheduling, custom conditions, and dynamic routing of select results to involved team members.

A library of Alert templates can be found here. Please note: Those on the Foundations plan do have access to use Alert templates.

</aside>

Custom Alerts can be configured on the following plans:

Section Overview:

Alerts Overview

Alerts was designed to allow customized and timely delivery of data that matters to the recipients who matter. We offer a way to automate the delivery of this data with our difference detection and dynamic routing. A single Alert alleviates the need to create many customized report delivery schedules.

🧠  Example Use Cases

We’ve identified a number of use cases where our Alerts can immediately be applied. They range from data quality and operational excellence to milestone notifications. Some of the use cases we have identified and use ourselves at Ashby are given below.

Surveys & Feedback: use Alerts to be notified of feedback on candidate interviews or survey results

• Alert when a low NPS Score comes in on a Candidate Experience Survey

• Alert whenever a candidate receives a 4 on a scorecard

• Alert when a candidate post-recruiter screen reaches an average score of >3

Data Quality: use Alerts to be notified when important fields are empty

• Alert when someone makes it past recruiter screen but has no source associated

• Alert when a job was opened without assigned recruiter

• Alert when a referral was submitted and has no recruiter assigned

Recruiting Operations: use alerts to stay on top of candidate, interview, or job activity

• Alert when a new role is opened

• Alert when a job has become “stale”

• Alerts to individual recruiters when they are breaking custom SLAs (e.g. time in stage, time to review referral, etc.)

• New hire alert

• Alert when a candidate applies who is at one of the top 10 companies you recruit from

• Alert when an interview needs to be scheduled

• Alert when candidates who had made it to onsite were archived, with archive reason

• Alert whenever a new candidate makes it to offer stage

Building a report and alert from scratch

In this example, we create a report that looks at candidates in the recruiter screen stage for 10+ days and set up an alert to automatically notify individual recruiters of only the candidates they are managing. In a matter of minutes, you can set up a single Alert with dynamic routing to notify team members of records that are important to them.

https://www.loom.com/share/69d4a5fa2ecc40ffb6413fb4cc05d3b9

https://www.notion.so/ashbyhq/Alerts-5c3b3f302a2c494d9b8767f180b6cca1?pvs=4#dd73d9ccafa44a5abc6c3469c3517b59