<aside> 📝 This guide covers how to set up and use interview plans in Ashby.
</aside>
Section Overview:
Interview plans in Ashby define the stages your candidates will pass through when interviewing with your team. Interview plans are created in Admin, then connected to jobs. All jobs require an interview plan and appear in the Candidate Pipeline stages.
Interview Plan in Admin
Interview Plan on a Job
There are three types of interview plans in Ashby: shared, custom, and grouped. Shared interview plans are templates that can be applied across multiple jobs, while custom interview plans are unique to specific jobs. A grouped interview plan is a special plan used to consolidate the stages across your other plans into one unified set of stages for reporting.
Shared interview plans are templates that can be used across your jobs. These plans make it easy to make updates to stages across many jobs at once, as well as streamline reporting. To set up a standard interview plan, visit Interview Plans in Admin.
Custom interview plans are unique to specific jobs. These plans allow flexibility and quick upfront setup but may become more difficult to manage as your recruiting operations scale. Jobs that have custom plans can be switched to standard plans later. To set up a custom interview, visit Interview Plans in Admin.
When you have multiple plans, reporting can be difficult, as each plan will appear as a separate table or chart. To get around this, you can create one high-level interview plan that all the rest are mapped to.
To set up a grouped plan, visit Grouped Interview Plan in Admin.
<aside> ☝ Shared interview plans help to standardize your interview stages across many jobs.
</aside>
To create a shared plan, navigate to interview plans in Admin and click + New Shared Plan. Input a plan name, then click Submit.
