Guide

Guide can send candidates an automated email reminder before their scheduled interviews. The reminder is branded to your organization, lists the interviews coming up that day, and links the candidate…

Candidate interview reminders

Essential setup steps for a smooth and scalable rollout

Admin Onboarding & Account Setup

Set up your Guide account and prepare your candidate experience for launch.

Comprehensive Setup Guide: Preparing Your Account for Launch

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

Email Templates & Settings (Ashby Customers)

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

Account Set Up (Organization)

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 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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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