Guide

Essential setup steps for a smooth and scalable rollout

Admin Onboarding & Account Setup

Set up your Guide account with Greenhouse ATS and in preparation for your Guide launch.

Getting Started with Guide: Greenhouse Setup Guide (Admins)

Role types, access levels, and how to manage permissions across your recruiting team

User Roles & Permissions

How to control daily/weekly interview limits, load balancing, and interviewer availability rules.

Scheduling Defaults & Load Settings

Creating and editing the default portal experience for candidates, with branding and stage-based instructions.

Candidate Portal Settings

Control which Greenhouse‐synced interviews are visible to candidates and customize candidate‐facing interview names.

Editing "Interview Defaults" & Candidate-Facing Interview Titles

Customizing email content, confirmation delays, and reviewing synced Greenhouse templates.

Email Templates & Settings (Greenhouse)

Managing photos, bios, LinkedIn links, and visibility settings for a polished candidate-facing experience.

Interviewer Profiles

Create and manage interviewer tags in Guide to track and match interviewers based on skill sets, team alignment, or seniority.

Interviewer Tags & Training Paths

How Guide syncs your Ashby interview plans to ensure you're ready to schedule across your open roles.

How Guide syncs Ashby interview plans

How to set up your organization's Guide account for launch

Account Set Up (Organization)

Set up your Guide account with Ashby ATS and in preparation for your Guide launch.

Configuring your interview requirements & Scheduling Plans in Guide (Ashby customers)

Building your email and message template library (Ashby Customers)

Once you've created your templates, learn how to link them to the relevant jobs, either one at a time or in bulk.

Linking Candidate Portal Templates to Jobs

Learn how to migrate your Guide account and content to work with your new ATS

Configuring your Guide account once Ashby is connected

How to export your interviewer data from Prelude and import into your Guide account

Exporting Prelude Interviewer Data

Learn how to quickly import interviewer profile updates including title and LinkedIn URLs in bulk

Bulk Upload Interviewer Profile Information

Learn how Guide provides enterprise-grade access to raw reporting data via Amazon S3 for integration into your internal BI tools.

Access Guide Reporting Data in Amazon S3

Bulk import interviewer profiles

Bulk import data from previous or existing systems

Bulk imports

This guide is intended to help your internal teams (Talent, Recruiting Coordination, Interviewers) understand the rollout of Guide

🛠️ Internal Communications Toolkit for Rolling Out Guide

This guide is intended to help your internal teams understand the rollout of Guide and includes communication templates and best practices for change management

Internal Communications

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