<aside> 💡 This guide provides an overview of the different tools used for scheduling in Ashby and how they work together to help provide an excellent candidate experience.

For a more detailed overview on setting up your scheduling process, check out Scheduling and Interviewing.

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We have a number of tools in Ashby to help streamline your interview process. In this guide, we’ll cover each tool and the contribution they make.

Interview Plans: Creating your pipeline

The Interview Plans section of Ashby allows you to set up the stages that candidates will go through when considered for a role. The plan is split into three sections;

1. Lead stages: The stages used to gauge a sourced candidates interest.
2. Active stages: The application review and interview stages the candidate will go through prior to being archived (rejected) or receiving an offer.
3. Completed: The result of the candidate’s application; either Archived or Hired.

You’ll be asked to specify the interview plan you’d like to use when creating a job (more on this at Open your first job .

For more on the creation of interview plans, check out Interview Plans

Interviews: Adding a briefing and assigning a feedback form.

Interviews allow you to provide:

1: Instructions Information added in this tab will show as a briefing to your interviewers when they are on a panel.

2: Feedback Form Assign the form that interviewers should add their feedback to post-interview.

You can select your interview type when scheduling within each stage of your interview plan. You can select your interview type either when scheduling a one-off interview on a candidate’s profile, or when setting up schedule interview activities to automate your scheduling process.

When the interview is scheduled, interviewers will be able to click on the interview on their home page to view the briefing and feedback form within the interview details.

Creating the interview

Where interviewers can find their briefing and feedback form for a scheduled interview.

Feedback forms are created in the Feedback Forms section. More on setting up feedback forms at Feedback Forms and Interviews and What are ‘Shared’ Interviews, Application Forms, and Feedback Forms?.

Schedule interview activities: Automating elements of your process.

Schedule interview activities can be set up within each stage of your job’s interview plan. These activities allow you to select an interview type, interviewers and set the interview’s settings in advance.

Then when a candidate is moved to the stage that this activity is in, a prompt to schedule them in will automatically be added to their profile.

Based on the activity’s settings, a direct booking link with the panel’s availability can also be generated automatically to be sent out to the candidate.