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Recruiting: Bulk Actions - Candidate Copy and Paste, Cut and Paste, and Status Change

Explains Bulk Actions - Candidate Copy and Paste, Cut and Paste, and Status Change

You can modify multiple candidates in the same job with the Bulk Actions feature. To get started, go to the Candidate Breakdown on the job record page. Click Bulk Actions.

Three options are available to you:

  • Copy Candidates to Another Job
  • Cut and Paste Candidates to Another Job
  • Change Status of Multiple Candidates

Copy Candidates to Another Job

"Copy" adds these candidates to the job, and leave the current records unaffected. In other words, you are creating duplicate records of these candidates. Do this if you want to keep the records of the candidates on the old job.

  1. After selecting Copy Candidates to Another Job, you are prompted select candidates to copy.
  2. Select candidates one by one, or click All to select all candidates in the list.
    Note: By default, Recruiting filters out candidates that are Inactive, Hired, or Internal Referrals. You can change the filters by clicking on the Show All Statuses... and Show All Types... links at the top.
  3. Select the job these candidates are copied into. Use the search and filter functions to locate the exact job!
  4. Review your selected options and modify the copy behavior as desired. Several options are available to you.
  5. Click Copy to complete the process. Done!

Cut and Paste Candidates to Another Job

"Cut and Paste" completely removes these candidates from this job and pastes them onto another. This action removes ALL data, including analytics data, from this job.

  1. After selecting Cut and Paste Candidates to Another Job, you are prompted select candidates.
  2. Select candidates one by one, or click All to select all candidates in the list.
    Note: By default, Recruiting filters out candidates that are Inactive, Hired, or Internal Referrals. You can change the filters by clicking the Show All Statuses... and Show All Types... links at the top.
  3. Select the job these candidates are cut and pasted into. Use the search and filter functions to locate the exact job!
  4. Review your selected options and modify the copy behavior as desired. Several options are available to you.
  5. Click Confirm to complete the process. Done!

Change Status of Multiple Candidates

This feature allows you to change the status of multiple candidates at the same time.

  1. After selecting Change Status of Multiple Candidates, you are prompted select candidates.
  2. Select candidates one by one, or click All to select all candidates in the list.
    Note: By default, Recruiting filters out candidates that are Inactive, Hired, or Internal Referrals. You can change the filters clicking the Show All Statuses... and Show All Types... links at the top.
  3. Click New Status: {Select} to set a new status for the candidates. Click Confirm to complete the process. Done!
    Note: If you inactivate multiple candidates with Bulk Actions, Thank You Letters are not sent automatically. Instead, they are moved into Pending Thank You Letters.

05/10/24 337 views


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