Ashby

Welcome your employees to the digital lobby for distributed teams.

Deliver a world-class digital employee experience for every moment that matters from onboarding and beyond.

Ashby’s integration with Cleary will sync all your hired candidates from Ashby into Cleary to guide them in the days before they join your company.

In this article:

• Create a API key for the Ashby / Cleary integration
• Setting up the integration in Cleary
• Use the Cleary integration with Ashby
• Additional resources

Create a API key for the Ashby / Cleary integration

Log in into your Ashby account.

Click in Admin -> Integration -> Api Keys

Then Click on New button.

fill the name field with “Cleary” and leave the partner field blank.

Make sure to save the API key in a text editor for later usage

Setting up the integration in Cleary

Note: you must be a Super Admin or have the IT Manager permission to be able to set up the integration.

1. Go to the Admin section of Cleary by clicking Admin on the top navbar.

2. Open the App Integrations page by clicking App Integrations on the admin sidebar.

3. Expand the People Section by clicking the Show button

4. You should see an input for the Ashby API Key. Enter the API Key and click Submit.

5. The page should refresh, and now Ashby should appear as being connected.

Use the Cleary integration with Ashby

Note: you must be a Super Admin or have the User Manager permission to be able to use the integration.

1. After the integration is complete, candidates who have been marked as hired in Ashby will be synced into Cleary daily.
2. You can view the results of these syncs in the User Imports page.

And a detailed report after clicking on View Results.

3. These new users will have access to a limited Preboarding Experience until they join the company. They’ll be able to receive email notifications from any onboarding communications or tasks you send them via Journeys. You can view their details in the Users admin page.
   • Candidates that have a start date in the future will show up in the “New Hires Preboarding” tab.

1. • Candidates that don’t have a start date, or have a start date in the past, will show up in the “Action Needed” tab.

4. For these users to have full access to the Cleary Platform you will need to take action via one of the following methods:
   1. If you are using an HRIS:
      1. When that person is added to the HRIS, Cleary will try to match them with the corresponding Ashby candidate.
         • If they are correctly matched, the user will automatically have full access to Cleary on their start date.
         • If they are not matched due to insufficient information, you can merge Ashby candidates with users created from the HRIS sync in the Users Page.

1. 1. 1. • Clicking on merge will open up this modal, select the correct user and click the “Merge” button.

2. If you are not using an HRIS:
   1. You must add the candidate’s company email address to the Primary Email field. They will gain full access on their start date.

Manually Syncing

1. Visit the User Imports Page.
2. Click on the Sync Ashby button at the top.

Additional resources

For additional information not covered here, reach out to support@gocleary.com