Benefits of Using Bulk Actions

• Quickly Assign Users to Jobs: 
  • You can add a user to many jobs at once, making the process fast and easy.
• Easily Replace a User on Jobs: 
  • You can see all the jobs where a user is assigned. 
  • If you need to, you can swap that user with someone else on all those jobs at the same time.
• Modify a User's Role on Jobs: 
  • You can change what a user does on each job quickly. 
  • For example, you can move a user from Team Member to Hiring Manager on all their jobs at once.

Steps to Use Bulk Actions to Assign Users to Jobs

1. Go to Hiring, then click Applicant Tracking. You see your Recruiting dashboard.

2. At the top, click Admin and choose Users. 

3. Find and select the user whose job assignments you want to update. Then click the Jobs tab. You see a list of jobs this user is assigned to.

4. Click the Bulk Actions button to start making changes to your user’s job assignments. You can choose from three options:

• Assign to Jobs
• Replace with Another User on Jobs
• Modify Roles on Jobs

Steps to Use the Assign to Jobs Bulk Action

The Assign to Jobs bulk action allows you to assign the selected user to additional jobs in Recruiting.

1. Select Assign to Jobs, then click Next to the Select Jobs screen.

2. Mark the checkbox next to the jobs you want to add to the user, and then click Next to proceed to the Select Role screen.

• Only your Active jobs are displayed by default. You can modify the job status and use this screen's additional search criteria tools to identify the appropriate jobs.
• If the user is assigned to a job already, the user's current role is displayed in the Current Role column (e.g., Hiring Manager). 
• You cannot select the check box next to a job the user is already assigned to in Recruiting for this particular bulk action.

3. Select the appropriate role for this user, then click Next to proceed to the Confirm screen.

• You can only select one role on this screen (e.g., Hiring Manager). The user is assigned to that role on each job you selected when you complete the bulk action.
• The Recruiter role is only available if the selected user is already configured as an Admin or Staffing User.

4. You can add a comment and then click Save to complete the bulk action.

• If you add a comment, it is added to the Job Newsfeed for each selected job.

How Do I Use the Replace with Another User on Jobs Bulk Action?

The Replace with Another User on Jobs bulk action allows you to simultaneously remove the current user from a series of jobs and assign another user to the jobs in their place.

1. Select Replace with Another User on Jobs, then click NEXT to proceed to the Replace With screen.

2. Select a replacement user, then click Next to the Select Jobs screen.

• You can only select one replacement user on this screen. You cannot replace the assigned user with multiple users.
• You can leverage the search functions on this screen to identify your desired replacement user if your organization has a high volume of users in the system.

3. Select the check box next to the jobs you would like to replace the user on, then click Next to proceed to the Confirm screen.

• By default, only the Active jobs the user is assigned to are displayed. You can modify the job status and use this screen's additional search criteria tools to identify the appropriate jobs.

4. Add a comment and click Save to complete the bulk action.

• If you add a comment, it is added to the Job Newsfeed for each selected job.

How Do I Use the Modify Roles on Jobs Bulk Action?

The Modify Roles on Jobs bulk action allows you to update a user's role on the jobs they are already assigned to (e.g., from Team Member to Hiring Manager).

1. Select Modify Role on Jobs, then click Next to proceed to the Select Jobs screen.

2. Select the check box next to the jobs you would like to replace the user on, then click Next to proceed to the Select Role screen.

• By default, only the Active jobs the user is assigned to are displayed. You can modify the job status and use this screen's additional search criteria tools to identify the appropriate jobs.

3. Select the appropriate role for this user, then click NEXT to proceed to the Confirm screen.

• You can only select one role on this screen (e.g., Hiring Manager). The user is assigned to that role on each job you selected when you complete the bulk action.
• The Recruiter role is only available if the selected user is already configured as an Admin or Staffing User.

4. Add a comment, then click Save to complete the bulk action.

• If you add a comment, it is added to the Job Newsfeed for each selected job.