The Bulk Action feature streamlines your workflow by enabling users to execute actions on multiple candidates simultaneously, saving time and effort.
How to Initiate a Bulk Action
Selection Process: You can select the desired candidates by checking the checkboxes next to their names or the bulk select checkbox below the search bar.
Choose Action: From the dropdown menu, choose the action you want to perform on the selected candidates.
Some Bulk Actions require confirmations or other configurations. Once confirmed, the bulk action will be processed.
Bulk Actions
Shortlist: Move applications to the Shortlisted Folder.
Reject: Move applications to the Rejected Folder.
Hire: Move applications to the Hired Folder.
On Hold: Move applications to the On Hold Folder
Assign Label: Assign a label to selected candidates.
Remove Labels: Remove one or more labels from selected candidates.
Set Attribute: Set the value of an attribute on selected candidates, including replacing existing values.
Restart Bot: Allow the bot to retake control.
Share: Share the application with users or guests.
Move Candidate: Move candidate to another Campaign and/or Folder.
Send Message: Send a message to selected candidates (costs might apply).
Create Application: Move to another Campaign's Inbox.
Export Candidates: Export selected applications.
Assign Recruiter/Self Assign: Depending on the user access, this option will allow 'Owners' to assign a recruiter to various candidates and 'Limited Managers' to self-assign leads.
Archive Leads: Soft delete selected applications. Archived leads can be restored.
Delete Leads: Trigger a permanent deletion of selected applications.
Replace Attribute Values with Set Attribute
Use Set Attribute to change an attribute's existing values on many candidates at once, such as turning codes into readable labels. Each candidate gets a new value based on the value they already have.
Select the candidates.
Choose Set Attribute from the bulk action menu.
Select the candidate attribute.
Choose Replace current values.
Enter the value to look for in Current value.
Enter the value to replace it with in New value.
Add more Current value and New value pairs if you need them.
Click Continue.
Confirm the action.
Note:
Exact match: A current value must match exactly, including capitalization. Spaces before or after the value are ignored.
Values not listed: Candidates whose value isn't listed stay unchanged. The bulk action still counts them as processed, so the total in the progress log can be higher than the number of values changed.
Approval: If the action goes above your account's limit, it waits for Bulk Action Approval. The request shows each replacement, for example 1 → Married, 2 → Single.
To replace values automatically as candidates enter a folder, see the Add Data action in Autoflow Actions.
Archive Leads
Use Archive Leads to take applications you no longer need out of your active lists without deleting them permanently. Archived leads can be restored, so it's the safer choice when you might need an application later. Owners and Limited Managers can use this action. Limited Managers can only archive leads in campaigns they have access to.
Select the candidates.
Choose Archive Leads from the bulk action menu.
Click Yes in the confirmation window, which shows how many leads you're about to archive.
Note:
Restoring: To restore archived leads, contact Product Support through Intercom.
Automatic deletion: Archived leads are soft-deleted and are permanently removed after two years. See Automatic Deletion of Soft-Deleted Leads for how to prevent this.
Keeping a record: Export the candidates before you archive them if you need a downloadable record.
Delete Leads
Use Delete Leads to permanently remove applications you don't need to keep. Owners and Limited Managers can use this action. Limited Managers can only delete leads in campaigns they have access to.
⚠️ Deleted leads can't be recovered. If you might need an application later, use Archive Leads instead.
Select the candidates.
Choose Delete Leads from the bulk action menu.
Click Yes in the confirmation window, which shows how many leads you're about to delete.
Note: Leads in the Hired folder are skipped and aren't deleted.
Tracking Bulk Action Progress:
Log Viewing: Click on the progress bar to view the log for each bulk action, providing detailed information about the bulk action made.
Trail Job Link: Access a new tab displaying the details of your export via the trail job link.
Bulk Action Status
You can monitor the progress of your bulk action through the progress, which indicates the current status of the action.
In Queue: The action has been initiated but has yet to start.
In Progress: The action is currently being executed.
Completed: The action has been successfully executed.
Completed with Failures: The action is completed, but some candidates were unaffected.
Failed: The action still needs to be completed.Canceled: The action was stopped.
Halted: This error message indicates the following restrictions in sending bulk messages.
Each company is limited to sending a maximum of 750,000 email messages weekly.
An email can only be sent to a recipient if the last email sent to them was more than 24 hours ago.
This also means the bulk action for sending messages has been permanently stopped.
Additional Notes:
Cancellation Process: You can cancel an in-progress or queued bulk action directly from the Progress Notification Panel — no need to contact Product Support. See Cancel a Bulk Action for step-by-step instructions. The status of canceled bulk actions will be visible on the progress notification.
No Maximum Limit: Unlike bulk export, the bulk action feature has no maximum limit, allowing you to execute actions on as many candidates as needed.
During peak activity periods, server scaling may temporarily affect the UI, which could cause a Bulk Action to fail initially. This is expected behavior, and the job may still start and complete successfully afterward. If your bulk action fails repeatedly, don't hesitate to get in touch with the Product Support Team for help.
