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How to Work With a Recruiting Agency in Ashby or Greenhouse (2026)

October 23, 2026

Quick answer: Give the agency its own agency access in your ATS, never a shared login. Agree in writing who owns a candidate and for how long. Use the same stages for agency and direct candidates. Write a specific reason every time you decline someone. Done together, these mean every rejection tells the recruiter what to change in the next batch.

Of the 967 seed to Series C startups whose public job boards we track, Ashby is the most common ATS (39%), followed by Greenhouse (13%), then Gem, Workable, Dover and Lever (4–8% each). This guide covers how to set either of the two leaders up so an agency works as part of your team, not as an inbox you forward resumes from.

> Hiring engineers at a seed to Series C startup? We work inside your Ashby or Greenhouse, so every candidate, stage and decision stays in one place. Talk to us about your search →

Why should the agency work inside your ATS instead of over email?

Three things go wrong when an agency sends resumes by email:

  • Duplicates. A candidate who already applied directly gets submitted again, and nobody can tell who introduced them first.
  • Lost feedback. The hiring manager says "not senior enough" in Slack, and the recruiter never hears it.
  • No history. When the search ends, the pipeline lives in someone's inbox, not in your system.

Working inside the ATS fixes all three. Your ATS timestamps every submission, so ownership is clear. Feedback is recorded where the recruiter can read it. And the candidates stay in your database after the search.

How do you set up an agency in Ashby?

  • Add the agency in your Ashby admin and invite the recruiters as agency users, so they only see the jobs you share with them.
  • Share specific jobs, not the whole board. Start with the one or two roles the agency is working on.
  • Set the source so agency candidates are tagged to the agency automatically. Your reports then show where each hire came from.
  • Agree the duplicate rule in writing. Ashby flags likely duplicates to your team, but agency users don't see that flag, so the agency can't check for you. Decide what happens when it submits someone already in your system (usually: the earlier record wins).
  • Use the same interview plan for agency and direct candidates, so scorecards compare like with like.

How do you set up an agency in Greenhouse?

  • Create the agency in your Greenhouse admin and invite each recruiter, so they submit candidates directly into Greenhouse.
  • Choose which jobs each agency can see.
  • Decide what the agency can see after submitting. A common setup lets recruiters see the current stage and the rejection reason, but not interviewer notes.
  • Confirm the duplicate rule. Greenhouse flags likely duplicates when a new candidate matches an existing one on email, phone or LinkedIn URL. Agree in advance what happens next.
  • Map the source to the agency so hires are credited correctly.

Exact menu names change between plans and versions, so check your admin settings or ask your ATS support team.

What should you agree with the agency before the first submission?

TopicWhat to agreeWhy it matters
Candidate ownershipHow long an agency "owns" a candidate it introduced (often 6 to 12 months; it's your call)Avoids disputes when someone is hired later for a different role
DuplicatesEarlier record in the ATS wins, by timestampClean, provable rule
Feedback timeA decision within 2 to 3 working days of each stageGood candidates have other offers
Rejection reasonsA short written reason on every declineThe recruiter recalibrates the next batch
Stage namesSame stages for agency and direct candidatesComparable pipeline reports
Interview loopShared in advance with the agencyCandidates arrive prepared

Why do rejection reasons matter so much?

They are how the recruiter learns what you actually want. Ashby makes an archive reason mandatory, so in the client Ashby accounts we work in, every one of the nearly 1,400 candidates we submitted who left the process has one. But 35% of those reasons are just the picklist option "lacks skills/qualifications", which tells the recruiter almost nothing. So pick the reason, then add one specific line. A specific reason ("needs more distributed systems depth", "comp expectations above band") changes who the recruiter sends next. A decline with no reason means the next batch is a guess.

Good reasons are short and specific:

  • Useful: "Strong backend, but no production experience with Postgres at scale."
  • Not useful: "Not a fit."

What does a good agency workflow look like week to week?

  • Kickoff (day 1): role scorecard, must-haves vs nice-to-haves, salary band, interview loop.
  • First calibration batch (days 3 to 7): 3 to 5 candidates, so you can react before the agency scales up.
  • Weekly review: a 15-minute call on what the rejection reasons say and whether the brief needs to change.
  • Offer stage: the agency helps close: competing offers, comp expectations, start dates.

Which ATS works best with agencies?

Any ATS with agency access works. Ashby and Greenhouse, the two most common among the startups we track, both support agency users, source tracking and duplicate flags; check what your plan includes. Spreadsheets and email-only hiring are where agency relationships break down.

If you're choosing an ATS now, pick one with:

  • separate agency access (not shared logins)
  • automatic duplicate detection
  • source reporting by agency
  • required rejection reasons

For a side-by-side of the ATSs startups actually use, see which ATS should a startup use.

Frequently Asked Questions

Should I give a recruiting agency a login to my ATS?

Give the agency its own agency access, never a shared employee login. Agency access limits what they see to the jobs you share, and every submission is timestamped under the agency's name.

How do I stop an agency from submitting candidates who already applied?

Agree in writing that the earlier record in your ATS wins, by timestamp. Both Ashby and Greenhouse flag likely duplicates for your team (Greenhouse matches on email, phone or LinkedIn URL). In Ashby, agency users don't see the flag, so the rule has to be in your agreement.

How long does an agency own a candidate it introduces?

It's set in your agreement. Six to twelve months from the submission date is common. Write it down before the first submission.

How fast should we give feedback on agency candidates?

Within two to three working days of each stage. Strong engineers are often in several processes at once, and slow feedback loses them to faster ones.

Can an agency see our interview feedback?

Only what you allow. A common setup shares the current stage and the rejection reason and keeps interviewer notes internal.

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We work with seed to Series C startups hiring software, AI/ML and forward deployed engineers, inside your ATS from day one. Talk to us about your search →



Sources: Ashby: merging duplicate candidate profiles · Greenhouse: auto-merge · Greenhouse: merge candidate profiles

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