Bulk candidate actions

Recruitment Marketing Public

Overview

When working with candidates within the Candidate CRM search functionality, it can save time by performing certain actions on multiple candidates in a single activity.

Selecting candidates

In addition to selecting candidates individually by clicking the tick box at the left hand side of the row, it is also possible to select either the whole page of currently displayed candidates or you can select all candidates across all the pages.

Selecting all candidates on the current page

To select all candidates on the current page, select the tick box that is situated to the left of the sub-menu of bulk actions:

selecting candidates

You will receive a message to confirm the selection has been successfully made.

You can deselect individual candidates by clicking the tick box on the left hand side of their row within the result table.

Clicking the tick box again will deselect the entire page.

Selecting all candidates across all pages

To select all the candidates currently included in the search result across all the pages, click the down arrow to reveal the sub-menu and click "Select All".

select all candidates

You will receive a message to confirm the selection has been successfully made.

When this selection mode has been utilised, it is not possible to deselect individual candidates.

To deselect all candidates, click the drop-down arrow again and click "Deselect All".

deselect candidates

Available bulk actions

The list of available bulk actions is shown in the sub-menu just above the candidate result grid.

CRM Grid Bulk Actions

The bulk actions that are available to you will depend on the type of selection you have made.

Bulk action Individual selections Entire page All pages
Archive Yes Yes No
Anonymize Yes Yes No
Email Yes Yes No
Tag Yes Yes Yes
Add to project Yes Yes No
Add to workflow Yes Yes No
Add to new list Yes Yes Yes
Add to existing list Yes Yes Yes
Export to CSV Yes Yes Yes
Export to CSV (spreadsheet compatible) Yes Yes Yes

 

Comments

0 comments

Article is closed for comments.