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.

  1. Select Jobs from the left navigation.

  2. Select a job to open its pipeline page.

  3. Select the candidates you want to edit.

  4. Select Actions and then Change stage.

  5. Select a hiring stage from the drop down menu Down Arrow

  6. Select  Save.

  7. (Optional) You can also revert multiple candidates to prospective. Select the candidates you want to revert.

  8. Select Actions and then 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.

  1. Select Jobs from the left navigation.

  2. Select a job to open its pipeline page.

  3. Select the candidates you want to edit.

  4. Select Actions and then Change job.

  5. Select a job title from the drop down menu Down Arrow.

  6. 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.

  1. Select the candidates you want to edit.

  2. Select Actions and then Start new process.

  3. Select a job title from the drop down menu Down Arrow.

  4. Choose a status from the drop down menu Down Arrow.

  5. If Active, select a stage from the drop down menu Down Arrow.

  6. If rejecting, select a reason for rejecting.

  7. Select Save.

Note: This will not remove a candidate from their current job. If you want to change the current job of a candidate, see Bulk change job.

Bulk reject

You can reject multiple candidates at once from your job pipeline page.

  1. Select Jobs from the left navigation.
  2. Select a job to open its pipeline page.
  3. Select the candidates you would like to reject.
  4. Select Actions and then Reject.
  5. Select a rejection reason.
  6. Select Next.
  7. (Optional) Select Send email to active candidates. Choose from your rejection email templates to send a rejection email to the candidates. 
  8. Select Reject

 

 

Bulk email

Note: You must connect to Gmail to use this feature. 

You can email multiple candidates at once from your job pipeline page, Candidates, Collections, and from Candidate Discovery.

  1. Select the candidates you would like to email.
  2. At the top, select Actions and then Email.
  3. 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.
  4. Select Send.

Bulk add to collections

You can easily add multiple candidates to a collection from your job pipeline page, Candidates, Collections, and from Candidate Discovery.
  1. Select the candidates you want to add.
  2. Select Actions and then Add to collection.
  3. On the Add to collection dialog, select a collection, or enter a name for a new collection.
  4. Select Add.
Note: Selecting Add to collection from your Collections tab will not remove candidates from their current collections. If you want to remove them from their current collections, select Move to a collection.
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