Grid View: Group Actions

A great feature of the powerful Candidate Grid View is the ability to perform bulk actions on Candidates. We will show you how this is done in this article. Once you click on an Action, you have the ability to move the modals and still work while the modal is open.

First, navigate to the Projects page and select the Project you wish to work on by clicking on its name.

Within the Candidates tab of any project, you will see the Grid View option. Click on it.

Action items are enabled once at least one row in the table is selected. When a row is selected you will notice the action items become live and selectable.

Group Actions

Here are the features you can use in Grid View, in bulk:

Export Data
Export all or selected (visible) candidates in the desired project. More on the User Generated Reports here.

Change Candidate Status 
Update the candidate status for your candidates in bulk.

Edit Color Category

Visibility Toggle
Toggle the visibility ON to make candidates visible for client's view. 

IF candidates are already made visible and you would like to toggle the visibility OFF, then you will need to select the desired candidates and toggle the Group Action to toggle ON then OFF to accomplish this.

Update Profiles
This feature is related to the Person Enrichment tool. More details here.

If you wish to complete or escape from the bulk action operation, click on the Done or Cancel button in the top right corner.

Please Note: Users have the ability to make multiple group actions before clicking Done and saving the changes.

+Add

The other actions that can be performed with the +Add button include adding Task, Note, Recruiter, Another Project, Do Not Contact flag, Sending Mail, or Tags.

Task
Create a single Task for multiple candidates.

Notes
Create a candidate note that will be filed in each candidate's notes section. 
Note Mentions is available as well.

Recruiter
Users can select a Team Member as a recruiter for candidates. This can be used to assign a User to each candidate. 

This feature allows you to select Users that currently are not on the project. Make the User selection and clicking Done will add that User to the project as a Team member. 

Add Candidates to Other Project
Users can select candidates to add to any other Active project.

Do Not Contact
More details on Do Not Contact are here.

Send Mail
Send Bulk Emails to desired Users. The candidates will receive individual emails.
Pro Tip: Leave "%FNAME%" in the email so each email is personalized with the candidate's first name. 

Using the Bulk Email actions will store the Email Analytics in the Mail Analytics View.

Tags
Add Tags to candidate records in Bulk.

CLOCKWORK INITIAL TRAINING:

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