Video walkthrough
A video walkthrough will be added here to show the setup step by step.
When Guide syncs with Ashby, it creates or updates "Scheduling Plans" based on your Ashby interview activities. This makes it easier to keep Guide aligned with the structure of your interview plan in Ashby while still letting you manage Guide-specific setup in Guide.
What syncs from Ashby
Guide syncs the interview plan structure from Ashby, including the interview activities that make up the plan. Depending on the activity data available in Ashby, synced interviews can also include details like:
Jobs
Job stages
Interviews for each stage
If a scheduling plan has been synced from Ashby, you’ll see a "Synced from ATS" label on the scheduling plan in Guide.
What does not sync from Ashby
Ashby does not provide everything Guide needs to fully configure scheduling plans.
Most importantly, interviewers and interview duration do not sync from Ashby.
Other Guide-specific settings also stay managed in Guide. That includes things like:
Interview requirements
Video conferencing settings
Conference room settings
Scheduling instructions
Scheduling windows
Other Guide-only scheduling settings
How to complete setup in Guide
After your interview plan structure syncs from Ashby, you may still need to finish some setup in Guide. If your team uses shared interviews in Ashby, the best way to handle this in Guide is using Guide's global interview settings in your org settings.
To add interview requirements in Guide for all your shared interviews:
Go to Guide settings
Open Org settings
Select Interview defaults
Open Global interviews
Add your interview requirements to each interview here
When a synced interview (within a job) uses a global interview, Guide applies the settings from that global interview to the scheduling plan for that job - and will do so across all jobs where this interview is used.
If you later update that global interview in Guide, those updates will automatically apply to the active scheduling plans using it.
How syncing works
Guide can create missing synced scheduling plans automatically in the background for Ashby-connected jobs. If you want to refresh existing synced plans, use Sync from ATS at the job level in Guide.
When you run Sync from ATS, Guide can:
Add missing synced scheduling plans from Ashby
Update existing scheduling plans that were already synced from Ashby
This sync is not a live two-way mirror. Changes to existing synced scheduling plans are refreshed when you run Sync from ATS.
Important behavior to know
Guide-created scheduling plans do not automatically become synced plans
Synced plans keep Guide-owned settings that are managed in Guide
Manual refresh is available at the job level
This feature applies to Ashby
When to use Ashby vs. Guide
A simple way to think about it:
Use Ashby as the source for interview plan structure
Use Guide to complete and manage the scheduling setup that Ashby does not provide (eg scheduling requirements for each interview)
This gives you a faster starting point in Guide without requiring you to rebuild the full interview plan structure manually.