Bulk Action Approval adds an approval step before your largest bulk actions run. When a bulk action goes above a limit set for your account, it waits for approval from another Owner before it runs. This adds a check before a large move or message goes out by mistake.
Note: Bulk Action Approval applies only if approval limits are turned on for your account.
Which Bulk Actions Have Limits
You can set limits for two types of bulk actions. Each type has its own limit.
Type | Actions covered |
Bulk changes | Moves and transfers, create application, assign recruiter, add data, restart bot, archive, delete, and CSV import and update. |
Bulk messages | Sending messages. |
Note: Export, assign labels, and share profile never wait for approval. |
Set Your Limits
Limits count applications. A bulk action above the limit waits until another Owner approves it.
Note: Only users with Owner access can set limits. |
Go to Company Settings.
Click Bulk action approval in the left menu.
Under Limits, enter the number of applications above which bulk changes wait for approval in the Bulk changes field.
Enter the number of applications above which bulk messages wait for approval in the Bulk messages field.
Click Save.
Note: If you change a limit later, requests made before the change keep the old limits. |
How Approval Works
When a bulk action goes above a limit, it waits instead of running right away. These rules apply:
Another Owner approves. This applies to Owners too, so no one can approve their own bulk action.
You choose the approver. You can choose only one Owner at a time to approve your request, but you can select from different Owner users.
The approver is notified. The Owner you choose gets a notification in Talkpush or by email.
You can keep working. You can work on other tasks while the bulk action waits.
Requests expire. A request expires after 48 hours.
Request Approval for a Bulk Action
Select the candidates you want to include in the bulk action.
Choose the bulk action from the Bulk Actions menu.
Confirm the action. If it goes above a limit, a window asks who should approve it.
Click Choose an Owner, then select the Owner you want.
Click Request approval.
The bulk action waits until the Owner you chose approves it. To follow a bulk action after it runs, see Processing of Bulk Actions.
Prepare Your Team
Tip: Tell everyone who runs bulk actions about the approval step. Let them know which Owner to ask, so their bulk actions do not sit waiting. |
For the full list of bulk actions and how to track them, see Processing of Bulk Actions. To stop a bulk action that is already running, see Cancel a Bulk Action.
Q: Can I approve my own bulk action? A: No. Another Owner must approve it. This applies to Owners too.
Q: Can I ask more than one Owner to approve at the same time? A: No. You can choose only one Owner at a time, but you can select from different Owner users.
Q: Which bulk actions never need approval? A: Export, assign labels, and share profile never wait for approval.
Q: How does the Owner know my request is waiting? A: The Owner gets a notification in Talkpush or by email.
Q: What happens if no one approves my request? A: The request expires after 48 hours.
Q: Can I keep working while my request waits? A: Yes. You can work on other tasks while the bulk action waits. |
