Endorsed

When you advance applicants in within Endorsed through the <code>Advance</code> button, Endorsed will change the stage of the applicant in <code>Ashby</code> to the <code>Advancing</code> stage you have configured in Endorsed, <code>Ashby</code> (not Endorsed) will control whether or not any activities or automations occur (emails, interview scheduling) depending on the Interview Plan activities and automations configured inside of <code>Ashby</code>.

In order to ensure your interview scheduling is configured correctly in Endorsed &amp; Ashby, please do the following:

Configure your <code>Advancing</code> stage in Endorsed to the same stage which you would like to have interview scheduling activities / automations triggered when applicants are advanced in the <code>Job Manage</code> page for your job.

Add / Configure the <code>Schedule Interview</code> activity for the stage in Ashby

1. Go to your Job in Ashby
2. Go to your Interview Plan: Under <code>Admin</code> -&gt; <code>Interview Plan</code>
3. Under the stage you would like interview scheduling to be enabled for applicants, add a <code>Schedule Interview </code>activity (if you don't already have one) ​
 
 
 
4. Configure the <code>Schedule Interview</code> activity. If you already have an existing activity, click <code>Modify</code> -&gt; <code>Edit</code>
 1. In the <code>Communication</code> tab, select the <code>Candidate Availability Email Template</code> OR the <code>Direct Booking Email Template </code>(whichever that you plan to use) for which you want applicants to see. It is recommended by the Ashby team to use this field and NOT a separate email activity on the stage. ​
 
 2. In the <code>Direct Booking &amp; Candidate Availability</code> tab, please ensure you set the <code>Organizer</code> to the correct person who will be confirming interview scheduling / timing. Due to a restriction in Ashby, this is necessary to ensure applicants see the recruiter / organizer name instead of <code>Endorsed AI</code> in their scheduling experience.

5. Enable the email and scheduling to trigger automatically
 1. In the <code>Automation</code> tab, enable the <code>Automate on Stage Entry</code> checkbox. This will result in any stage changes automatically triggering the email to the candidate for scheduling the interview
 2. Select your <code>Automation Type</code> which can be either of the options
 3. Select the <code>Send on behalf of</code> to use the <code>no-reply@ashbyhq.com</code> option. Do NOT configured to a personal email or the <code>Acting User (default)</code> and ensure that the <code>Automate on Stage Entry</code> checkbox is checked. Due to a restriction in <code>Ashby</code>, automations cannot be triggered by Endorsed if the automations are configured to use a personal email. Instead, please configure your automations to use <code>no-reply</code> or <a href="https://ashbyhq.notion.site/Email-Sharing-328b996a1922408fbeddb1e2f637d116#be419c086d58454c8c4926518468dd53" rel="nofollow noopener noreferrer" target="_blank">set up a shared alias</a> and configure that as the sender.

1. Configure your <code>Advancing</code> stage in Endorsed to the same stage which you would like to have interview scheduling activities / automations triggered when applicants are advanced in the <code>Job Manage</code> page for your job.

2. Add / Configure the <code>Schedule Interview</code> activity for the stage in Ashby
 1. Go to your Job in Ashby
 2. Go to your Interview Plan: Under <code>Admin</code> -&gt; <code>Interview Plan</code>
 3. Under the stage you would like interview scheduling to be enabled for applicants, add a <code>Schedule Interview </code>activity (if you don't already have one) ​
 
 
 
 4. Configure the <code>Schedule Interview</code> activity. If you already have an existing activity, click <code>Modify</code> -&gt; <code>Edit</code>
 1. In the <code>Communication</code> tab, select the <code>Candidate Availability Email Template</code> OR the <code>Direct Booking Email Template </code>(whichever that you plan to use) for which you want applicants to see. It is recommended by the Ashby team to use this field and NOT a separate email activity on the stage. ​
 
 2. In the <code>Direct Booking &amp; Candidate Availability</code> tab, please ensure you set the <code>Organizer</code> to the correct person who will be confirming interview scheduling / timing. Due to a restriction in Ashby, this is necessary to ensure applicants see the recruiter / organizer name instead of <code>Endorsed AI</code> in their scheduling experience.
 
 5. Enable the email and scheduling to trigger automatically
 1. In the <code>Automation</code> tab, enable the <code>Automate on Stage Entry</code> checkbox. This will result in any stage changes automatically triggering the email to the candidate for scheduling the interview
 2. Select your <code>Automation Type</code> which can be either of the options
 3. Select the <code>Send on behalf of</code> to use the <code>no-reply@ashbyhq.com</code> option. Do NOT configured to a personal email or the <code>Acting User (default)</code> and ensure that the <code>Automate on Stage Entry</code> checkbox is checked. Due to a restriction in <code>Ashby</code>, automations cannot be triggered by Endorsed if the automations are configured to use a personal email. Instead, please configure your automations to use <code>no-reply</code> or <a href="https://ashbyhq.notion.site/Email-Sharing-328b996a1922408fbeddb1e2f637d116#be419c086d58454c8c4926518468dd53" rel="nofollow noopener noreferrer" target="_blank">set up a shared alias</a> and configure that as the sender.