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Bulk Editing

Bulk editing lets you select multiple candidates and perform several actions on them at once.

Selecting

Use the checkboxes to select/deselect individual candidates, or select the all entries on the current page via the top checkbox. If every candidate on the current page is selected, clicking the top checkbox again will deselect every candidate on the current page.

You can add and remove selections across pages or even search and filter the list. If you need to look at something else and return or reload the page, your selections will be retained as long as you are logged in.

Actions

Once selected, a couple new options appear on the sidebar:

  • UPDATE lets you modify various settings or change the state of the candidates
  • INVITE lets you invite the selected candidates to a new assessment
  • Only Show Selections adds a filter to the current view so you can see only your selections
  • Clear clears the current selection list across all pages

Update Dialog

Selecting UPDATE opens a dialog with a list of available actions. The list is automatically filtered in response to your selections. Actions include:

  • Update the candidates, which lets you modify labels, assignment, and add a note, without changing the candidates' status.
  • Change the candidates' status via Approve, Reject, Archive and Restore
  • And Cancel Invitations for any candidates who have open invitations.

If an action isn't valid for any selected candidate, that action is hidden. If only some of the selected candidates apply to a given action, it's noted in the help text below the action.

Tip

You can review the selected or affected candidates at any time using the expandable section at the top of the dialog.

Making Updates

All bulk edit options allow you to add & remove or replace Labels, add & remove or replace Assignments, and add a Note.

Approve and Reject also allow you to send an email to relevant team members.

Completing the update will send off the team candidates to be updated, which will happen in the background. It’s usually pretty quick, but large bulk updates may take several minutes.

After you complete the update, you can choose to clear your selections.

Inviting Candidates

Using the INVITE button will open the normal invite dialog with your selected candidates automatically filled in.