<aside> 💡 In this step, you'll learn how to create feedback forms and interview templates. By default, the templates you create will be available to all jobs. When you update these templates, all jobs linked to them will also be updated.
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Section Overview:
| Template Type | Description |
|---|---|
| Feedback forms | A standalone form where you capture interviewer ratings of a candidate. |
| These are accessible as a part of an interview template and by clicking More>Submit Feedback Without Interview on a candidate profile. | |
| Interviews | A set of interviewer instructions AND where you assign the feedback form where you capture interviewer ratings of a candidate. These are accessible when scheduling one-off meetings with candidates and are also used as a part of the Schedule Interview activity. This is essentially where you can determine a briefing and the form that interviewers complete. |
In Ashby, you have the option to set up re-useable templates in Admin and one-off objects on a per-job basis. We recommend creating templates, as this will make updating many jobs at once easy in the future.
The best practice is to set up standalone feedback forms within Admin > Interviews & Scheduling > Feedback Forms and link them to interviews in Admin > Interviews & Scheduling > Interviews. That way, when you update the feedback form, any associated interviews are updated as well.
See the table below for information on the roles that have access to set up and edit shared interviews and feedback forms.
| 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 | ✅ |
*Only Organization Admins can configure shared interviews and feedback forms by default. Elevated Access users can be given access to edit shared interviews and feedback forms if needed. More on this at Additional User Permissions.
<aside> ☝ If you want to reuse the same feedback form across multiple interviews, you can create shared feedback forms. Shared feedback forms are standalone pre-configured questionnaires for application reviewers and interviewers to fill out to rate a candidate.
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To set up a feedback form:
Navigate to Admin > Interviews & Scheduling > Feedback Forms.
Click New, then enter a title for your form.
You can add sections to your form if you’d like to add structure to a form with a lot of questions (for example, a section per skill being tested).
You can then add fields to the feedback form by clicking Add Question. The following fields are supported: **
You’ll also be able to set the fields on the feedback form as required (so an interviewer must complete the field when adding feedback), or private (so only those with Organization Admin access or Elevated Access - Admin Private access will be able to see those fields when viewing or completing feedback.
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If the feedback form order needs to be amended, click Reorder and then click and drag the questions and sections into place.
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