Performing Bulk Actions

Speed up manual tasks, organize your candidate database, and screen faster with Bulk Actions. Learn how and when to leverage these time-saving functionalities for faster recruiting. 

This article covers:

Bulk Dispositioning/Changing Status of Candidates

There are many instances where you'll want to change a number of candidate's status, like once you've marked a job as Filled, you may want to move all the candidates not selected for the position into a Not Hired disposition. From the Candidates page:

  1. Select the Job associated with the candidates status you're changing, for our example, the job you've filled from the drop-down list. Select specific workflow stages or just leave it blank to pull all candidates.
  2. Click Apply button on bottom.
  3. Click the checkbox at the top of the list to select all, or click the checkbox by each candidate's name to pick individual people.
  4. Click Bulk Actions button on top.
  5. Toggle Change Status to Yes.
  6. Select the updated status they should be in.
  7. Click Perform Bulk Actions.

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Emailing Candidates in your Pipeline

Hiring for a brand-new job? Re-engage candidates who you've filed away by reaching out to notify them of the new, open position, and then moving those who are interested to an Active status. Here's how:

  1. Click Candidates.
  2. Click Bulk Actions.
  3. Select the job(s) past candidates were part of.
  4. Select the candidates you want to consider.
  5. Click Search.
  6. Click the checkbox at the top of the list to select all, or click the checkbox by each candidate's name to pick individual people.
  7. Click Bulk Actions button on top.
  8. Toggle Send an Email and Change Status to Yes.
  9. Choose your email template and who the email will be from.
  10. Click Perform Bulk Actions.

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Add Candidates to an Additional Job

To consider candidates for an additional job, maybe a job that you have cloned and want to attach them to, once you've cloned your job, you are able to move candidates from your original job to the cloned position. Here's how:

  1. Click Jobs.
  2. Select the original Job.
  3. Click Bulk Actions.
  4. Click the checkbox at the top of the list to select all, or click the checkbox by each candidate's name to pick individual people. 
  5. Click Choose Bulk Actions.
  6. Toggle Add To Job to Yes.
  7. Select the cloned Job.
  8. Select your email template.
  9. Click Perform Bulk Actions.

*You will be able to choose the workflow stage these Candidates should be in when added to a new job. Any workflow helpers attached to the New stage will NOT be performed. All previous notes made are job-specific and do not transfer, but you will be able to toggle between this job and the new job on the candidate profile.

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Deleting Candidate Records

Whether you're purging sensitive data for compliance reasons or just getting rid of unwanted candidates, use the Bulk Delete function to permanently delete candidate records (both in bulk and individually). This Bulk Action cannot be undone. Your data will be permanently deleted. From the Candidates page: 
  1. Filter the list of candidates by selecting a Job, Workflow Stage, or Candidate Category.
  2. Click Apply button on bottom.
  3. Click the checkbox at the top of the list to select all, or click the checkbox by each candidate's name to pick individual people.
  4. Click Bulk Actions button on top.
  5. Toggle Delete to Yes.
  6. Click Perform Bulk Actions.
*This Bulk Action to delete candidates is only available to Admins and cannot be performed in coordination with any other Bulk Action.
 
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Bulk Resume Download

If you are looking to bulk download candidate resumes for a certain job or all resumes from the system, you can do so by starting on the Candidates page:

  1. Filter by Job, Workflow Stage, or Candidate Category. Leave blank to pull all candidates.
  2. Click Apply button on bottom.
  3. Click the checkbox at the top of the list to select all, or click the checkbox by each candidate's name to pick individual people.
  4. Click Bulk Actions button on top.
  5. Toggle Resume Download to Yes
  6. Click Perform Bulk Actions.

* You will receive an email including a link to download resumes in bulk. If you are downloading more than 1,000 resumes at once, you will receive multiple emails with batches of 1,000 resumes per email. The link you receive will expire within 48 hours. 

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FAQs

Can all users on the account perform Bulk Actions?

Bulk Actions are accessible to Super Admins, Recruiting Admins and Super Users. Recruiting users and below are not able to perform Bulk Actions. 

Can I change workflow stages across multiple Jobs?

No, you will need to do it individually within a Job, as workflow can vary across jobs.

Do bulk emails get logged in the Candidate Profile?

Yes, bulk emails will appear on the "Emails" tab of the Candidate Profile.

Can I download only the resumes of candidates that I plan to interview for a certain job?

Yes! You can use the filter options on the candidate page to filter for the candidates of a specific job and then use the workflow stage drop-down to select which status they are in, then continue with the instructions above for Bulk Resume Download.

 

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