Bulk actions
Save time by operating in bulk. Bulk action features allow you to select multiple candidates at once so you can work more efficiently without jumping from one page to another.
Bulk change hiring stage
You can change the hiring stage of multiple candidates at once from your job pipeline page.
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Select Jobs from the left navigation.
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Select a job to open its pipeline page.
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Select the candidates you want to edit.
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Select Actions
Change stage.
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Select a hiring stage from the drop down menu
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Select Save.
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(Optional) You can also revert multiple candidates to prospective. Select the candidates you want to revert.
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Select Actions
Revert to prospective.
Bulk change job
You can change the job title of multiple candidates at once from your job pipeline page. This will transfer all of their information from their current job to another.
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Select Jobs from the left navigation.
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Select a job to open its pipeline page.
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Select the candidates you want to edit.
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Select Actions
Change job.
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Select a job title from the drop down menu
.
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Select Save.
Bulk start a new process
You can start a new process for multiple candidates from your job pipeline page, Candidates, Collections, and from Candidate Discovery.
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Select the candidates you want to edit.
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Select Actions
Start new process.
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Select a job title from the drop down menu
.
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Choose a status from the drop down menu
.
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If Active, select a stage from the drop down menu
.
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If rejecting, select a reason for rejecting.
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Select Save.
Bulk reject
You can reject multiple candidates at once from your job pipeline page.
- Select Jobs from the left navigation.
- Select a job to open its pipeline page.
- Select the candidates you would like to reject.
- Select Actions
Reject.
- Select a rejection reason.
- Select Next.
- (Optional) Select Send email to active candidates. Choose from your rejection email templates to send a rejection email to the candidates.
- Select Reject.
Bulk email
You can email multiple candidates at once from your job pipeline page, Candidates, Collections, and from Candidate Discovery.
- Select the candidates you would like to email.
- At the top, select Actions
Email.
- Select a template or fill out the form with the required information. If you choose a template, you can still edit the subject and email body before sending.
- Select Send.
Bulk add to collections
- Select the candidates you want to add.
- Select Actions
Add to collection.
- On the Add to collection dialog, select a collection, or enter a name for a new collection.
- Select Add.