Using bulk actions and tags
Saving time when the same action applies to several candidates at once.
Saving time when the same action applies to several candidates at once.
Rather than opening candidates one at a time, you can select several from the candidates list and act on all of them together.
Selecting candidates
Tick the checkbox next to each candidate you want to include. Once you've selected at least one, a bulk action bar appears.
What you can do in bulk
Depending on your permissions, the bulk action bar can include:
- Download documents
- Add Tags
- Move to Job or Copy to Job
- Reopen Application Form
- Move Stage
- Send Email or Send SMS
- Reject or Withdraw
- Move to Pool (only from the Active tab)
Adding tags
Select Add Tags and enter the tags you want to apply, separated by commas. Tags help you filter and group candidates later, for example marking someone as a strong prospect for future roles.
What to expect with bulk email, SMS, and downloads
These actions run in the background rather than completing instantly. You'll see a confirmation that they've been queued, not that they've already been sent or downloaded. If some candidates are excluded, for example they have no email address, have unsubscribed, or their email has bounced, a follow-up message lists exactly who was left out and why.