The Ashby connector integrates your ATS data with Crosschq 360.
Follow the steps below to connect Ashby with Crosschq:
Enable the Ashby integration
Search for the Ashby connector from Organization Settings > Connectors. Click Manage from the Ashby section.
Enable the Ashby connector by selecting the toggle on the right. The toggle should be green.
Configure API settings
Generate Harvest API key
The Ashby Harvest API key allows Crosschq to interact with your ATS data (for example, pulling the candidate's recruiter into reference requests).
To generate the API key, navigate to the Admin.
Click on Integrations and then API Keys.
Next, click the +New button to generate the API key for Crosschq.
In the subsequent popup window, enter a Name and leave the optional Integrarion Partner field blank. Then, click the Create API Key.
From there, you will need to select the appropriate permissions that Crosschq can access. Select the following permissions:
While access to some endpoints is relevant to specific Crosschq apps, we recommend granting access to all of the endpoints listed below. This will make it easier to set up other Crosschq apps in the future.
Candidates: Read and write permissions
Hiring Process Metadata: Read and write permissions
Organization: Read permissions only
Api Keys: Read and write permissions
Your permissions settings should look like this:
Click the Save and Continue button and then click Copy and Close to copy the API key. The API key will only be exposed this one time, so make sure it is stored in a secure location.
Now, navigate back to the Ashby Connector API settings in Crosschq (Organization Settings > Connectors > Ashby). Paste the API key that you copied from Ashby into the Access token field. Click Save Changes.
Enable the Crosschq integration in Ashby
To enable the Crosschq integration in Ashby, copy the API Key from the Ashby connector API settings in Crosschq.
Next, navigate to your Ashby instance and navigate to Admin > Integrations> Integrations. Search for Crosschq using the search bar and click on Crosschq.
Additional 360 configuration
The following sections will outline extra steps to make sure your Jobvite connection is successfully linked.
Configure Crosschq templates
Templates are reference request configurations that are used to trigger requests from ATS connectors. You have to set up your Crosschq templates to be able to send Crosschq requests from an ATS.
Within Crosschq, go to Organization Settings > Templates. Select Create New Template.
Enter the required information such as the template name, add an ATS Tag for that template, and create a description of the template.
Within the Request Settings, add in the position, select the appropriate survey, and configure the number/type of references you want to be associated with this request. Please note, the relationship type can either be specified or you can select any relationship type and let the candidate determine the type of reference. Additionally, you can add customized notes to each specific reference request, i.e. "Please provide a manager reference from X company."
From there, add optional hiring manager information. Finally, you can create custom emails or text messages associated with each template by filling out the custom notifications section. When you are done, select Create Template.
At any point, if you need to edit or delete a template select the three dots next to the template and you will be able to manage from there.
Sending a Crosschq from Ashby
To send a candidate through the Crosschq process in Ashby, you need to access the Candidate view. You can do this from the Pipeline, the Candidates, or the Job menus.
- Once in the candidate view, click + New Activity and choose Assessment.
- In the subsequent popup window, click Crosschq. Then click Select assessment type, choose the template, and click Add Activity.
3. Finally, click on Start Assessment, and click Start on the next popup window.
Viewing a Crosschq Report
When the reference request is complete you will see a grey check mark and the COMPLETE status on the Crosschq Assessment. Here you can also visualize the request Score.
To access the report, navigate to Summary, then to Other Files. Here you'll find a link to the Crosschq report.
Update the candidate's hiring status
You can Archive a candidate in Ashby to mark them as rejected in Crosschq.
From the candidate's view on Ashby, on the Considered for Jobs section, click on Archive.
The candidate will be marked as Rejected.
To mark a candidate as hired, navigate to the Ashby candidate's view. In the Considered for Jobs menu, click Change Stage and select Hired.
