We couldn't be more excited to welcome you to Ashby and help you hit your hiring goals!

The goal of this article and the linked sub-articles is to help you set up your Ashby account quickly. We'll also point you to more advanced features within Ashby. A bit of upfront preparation and learning will make you much more efficient at using the product - let's go!

Setup Overview

1. Setup your company theme and explore integrations

<aside> 🔌 This section covers the basic technical setup to get things working! This section should take less than 20 minutes.

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Set up your job board theme

Set up Google Workspace and a shared calendar

Set up the Microsoft 365 Integration

Set up the Zoom integration (if your team uses Zoom)

🔗  Visit the Integrations Marketplace to set up other integrations (e.g., Slack, your HRIS, and job board integrations)

Note: Most integrations must be set up by an Admin user of the partner’s platform. Some job board integrations like Wellfound (fka AngelList Talent) must be set up on the partner’s end.

2. Setup your first job

<aside> 📁 In this section, you’ll set up a job and test the workflows for adding candidates to Ashby. This section takes another 5-10 minutes. Have a job description ready!

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Set up departments & locations

Open your first job

Create test candidates and test out the workflow

Note: The Indeed/Glassdoor integration is enabled by default. Please disable it while you’re setting up your jobs to ensure test postings aren’t listed.

3. Create re-useable templates in Admin

<aside> 📝 You can create reusable templates for various objects, including one-off emails, sequences, interviews, and feedback forms. We highly recommend getting some of these set up early. The timing of this section will depend on how detailed your setup is and how much you have ready to use.

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