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Bulk actions on the candidate list

What you can do to many candidates at once, and what to watch for.

Written by Maciej Michalewski

Tick the checkboxes next to candidates, then pick an action from the menu above the list.

The candidate list inside a project

The candidate list inside a project

On the candidate list

  • Add a note — one text goes to everyone selected.

  • Send a message — bulk email or SMS.

  • Add to project — pulls the selected people into a chosen recruitment.

  • Assign or remove tags — works on one tag group at a time.

  • Download report — an XLSX of what the list currently shows.

  • Delete — requires typing the word DELETE and lets you notify the candidates.

You open actions for the selected people with the circled plus icon on the right above the list. The number of selected candidates appears next to the view name, for example "2/54".

Selected candidates, the selection counter and the actions menu on the candidate list

Additionally inside a project

On the Candidates tab within a project you also get process actions: change stage, reject, restore and remove from project.

The actions menu for selected candidates on the Candidates tab of a project

Watch the scope of your selection

A selection can cover more people than you see on screen if select-all was used earlier and the list is paginated. Before an action you cannot undo — sending a message or deleting — check the selected count.

What is not there

The system has no self-service candidate import from a file, and no bulk CV download. Data migrations from other systems are performed by the Element team.

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