<aside> đź’ˇ If you are using Zoom, this step will require assistance from a Zoom Admin. If you're using Google Meet, the Google Workspace integration will generate conference links automatically. Check out this guide for more information on using the Zoom integration.
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Ashby's Zoom integration allows you to add Zoom links when scheduling interviews from within Ashby. For setup, you only need to enable the integration in Ashby, we'll come back to review the rest later.
Section Overview:
https://www.loom.com/share/2d8639c796644bf68c652f34ca3d15d3
As an admin user, navigate to Admin > Integrations > Integrations > Zoom, then click Add to Zoom. You'll be prompted to login via SSO using Zoom Admin credentials.
After successfully completing the authentication process, the page will display a message confirming that you have successfully installed the integration.
You’ll also see a couple of checkboxes once the integration has been activated:
Use passcode on meetings? If you choose to leave this checkbox unchecked, then a Zoom meeting with a waiting room will be generated instead.
Disable Zoom Event Access? When enabled, users will not be able to see scheduled Zoom meetings in Quick Schedule (please note this is not commonly used).
<aside> đź’ˇ This section covers adding a Zoom link to an interview you schedule manually. You can make an interview default to Zoom by adding it to a schedule template.
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After you've set up the integration, you'll now have an available option to select a Zoom as the location type when you are scheduling an interview.
When you select Zoom as your Location Type, you'll be required to select a Host as well.
To uninstall Ashby from your Zoom instance you'll need to login to Zoom, then navigate to the Zoom App Marketplace. Click Manage→Installed Apps or search for the Ashby app. Click the Ashby app, then Uninstall.
We recommend creating a separate Zoom user in your account that acts as an interview room for multi-panel interviews and round-robin interviews.
To create a shared Zoom account ****to serve as an interview room, you'll first need to create a separate Zoom user on your company Zoom license. For example, if you have a talent@ email address for your organisation, you could create a Zoom user account for that email.
Once configured, the shared Zoom account will appear as a host option when assigning Zoom as a location in the Communications tab of your schedule interview activity or scheduling defaults.
We suggest making this a paid account to avoid any issues with time limits, but you can set this up with a basic account as well.
We also recommend allowing attendees to join these meetings before the organizer. This ensures Zoom meetings are created accurately when there isn’t a clear host. Enable the Allow participants to join before host option within the shared account’s Zoom settings to allow attendees to join before the organizer.