Performing bulk actions across many applicants can be accomplished via CSV. This feature is most applicable if you prefer to process applicants partially using your own systems, but are not integrated with our API, or simply want to make edits across multiple applicants.
The four features available include the ability to:
- Update Applicant Stage: Move or change the stage the applicants are in.
- Update Applicant Data Attributes: Create or update data attributes on applicants.
- Bulk Reject Applicants: Send applicants to the rejected stage in the opening.
- Update Worker Status: Update the Posthire status, including the capability to activate or deactivate workers.
Perform Bulk Actions
- Choose the opening you'd like to perform bulk actions on in the applicant table. Select the Settings widget above the applicant table; Bulk Actions via CSV will be available in the dropdown menu.
- A window will appear that enables you to upload a CSV and choose which action you'd like to perform. The CSV file you select must be in compatible formats.
We recommend crafting your CSV using the sample files available.
- When you select save you'll receive an email with the results, and any errors that were produced during the processing of the file.