🧠 Learning Outcomes:
At the end of this article, you'll be able to learn:
How to navigate through the new bulk actions interface
📌 Why is it important?
Performing bulk actions can be dangerous without proper usability principles in place. With this enhancement, we made sure that our users --
Understand what each bulk action will do so they can confidently use the one that they need
Can see the progress of the bulk action so they know how long it would take for it to be complete
Can confirm their bulk actions before proceeding to prevent mistakes
Can see how many candidates were affected by bulk actions for data/reporting purposes
Can cancel unwanted bulk actions that are still in progress
⚙️ How to configure it?
Step 1: Click on a candidate's avatar or the ⚪️ icon to select candidates. The bulk actions will be automatically displayed on your screen. We now have 12 bulk actions: Shortlist, Reject, Hold, Hire, Move Candidate, Create Application, Assign Recruiter, Assign Label, Restart Bot, Share, Send Message, and Export Candidates.
Shortlist - Move candidates to the Shortlisted folder
Reject - Move candidates to the Rejected folder
Hold - Move candidates to the On Hold folder
Hire - Move candidates to the Hired folder
Move Candidate - Move candidates to a folder or campaign except for Inbox
Create application - Move candidates to another campaign’s Inbox
Assign Recruiter - Assign a recruiter for all the candidates
Assign Label - Assign a label to all candidates
Restart Bot - Let the chatbot take over again
Share - Share the candidates' profiles to a reviewer
Send Message - Bulk message all candidates
Export Candidates - Export candidates' data as an Excel file
Step 2: You can select a bulk action, however, there are some that would require confirmations or other configurations.
SHORTLIST / REJECT
In shortlisting/rejecting candidates, you have the option to toggle ON/OFF the message template from being sent out.
You can then choose one or more shortlist/reject reasons before proceeding. This will not be sent to the candidate but will be added to the candidate's profile.
HOLD / HIRE / RESTART BOT
Clicking on 'Hold', 'Hire', and 'Restart Bot' bulk actions would then prompt a confirmation message before proceeding.
MOVE CANDIDATE
Move Candidate bulk action allows you to migrate candidates to a different campaign and folder. However, note that you will not be able to move to the Inbox folder using this bulk action.
You can then proceed to toggle ON/OFF for reassigning candidates and sending the message template set up in the destination folder.
CREATE APPLICATION
This bulk action is for 'moving' the candidates to another campaign's Inbox folder. The system will create a new application so that the candidates can start with a fresh application and answer the interview questions on the destination campaign.
There will be a 'Duplicate Warning' message displayed, whether you would want to keep the current application and create a copy on the destination campaign -- or not. You can also toggle ON/OFF for enabling the round-robin assignment and sending the message template set up for the Inbox folder of the destination campaign.
ASSIGN RECRUITER / ASSIGN LABEL
Bulk assigning recruiter/s and label/s both have a dropdown list where you can choose the names/labels that you need. Data is arranged alphabetically.
SHARE PROFILE
Clicking on the 'Share' bulk action would first prompt you to choose with whom you'd like to share the profiles (Teammate/Guest).
Next, a form will be displayed where you can input email addresses, select the information to share, and compose a message for the reviewer before proceeding. (We've also improved our Share Profile feature! You can check it out here.)
SEND MESSAGE
Clicking the 'Send Message' bulk action will display the chatbox where you can compose your message or choose a quick reply to send to your selected candidates.
EXPORT CANDIDATES
This bulk action will allow you to export candidates' data as an Excel file. You can select which data to export from the available columns. Click >> to select all columns or you may double click on specific columns (e.g. Campaign Title). Then, click Download.
Step 3: Once you click on Continue, a confirmation message will be displayed to review the action you wanted to perform and to prevent mistakes.
Examples :
Step 4: Click Yes to proceed, and No to cancel. Once the bulk action is performed, the candidates will be deselected.
🟢 BULK ACTION PROGRESS
As mentioned above, we've added a way for our users to see the progress of their bulk actions. You should see a new icon next to the notification bell. If the user confirms the bulk action, this icon should open its panel and display the bulk action progress.
In Queue - action has not started
In Progress - action is being executed
Completed - action is completed
Completed with failures - action is completed but there are candidates that were not affected
Failed - the action was not completed
Cancelled - the action was stopped
🟢 VIEW BULK ACTION LOGS
You can also view the log for each bulk action made by clicking the bulk action progress bar.
You should be able to see the following information:
Date
Action
User - First and last name of the recruiter
Application IDs- unique to each candidate's application
Candidates - number of actual candidates affected vs selected
Start Time - time the bulk action was executed
Status
Time Finished - time the bulk action was completed
You can also search for a specific candidate or filter by Status.
🟢 CANCELLING BULK ACTIONS
We are aware that mistakes do happen. Hence, we also made sure that you can cancel the bulk action you just made by following the steps below:
Click the bulk action’s progress bar.
Scroll down through the newly opened tab, then click Cancel.
Confirm your action by clicking OK.
☑️This will cancel the progress of the bulk action made.
Note: Canceling a bulk action is only possible if it is either in Queued or In Progress status.
🤔 Do you have any questions? We want to help! 💚
You can chat with our Support team by clicking on the intercom button on the lower section of your Talkpush screen. We're one click away.
