Candidate Management
1 min read

Bulk Operations

How to perform actions on multiple candidates simultaneously — stage changes, outreach, and more.

Bulk operations let you act on many candidates at once. Instead of opening each profile individually, you select multiple candidates and perform one action on all of them.

Selecting candidates for bulk action

  1. 1

    Open a pipeline or the Candidates page

    Navigate to the view with the candidates you want to manage.

  2. 2

    Click individual checkboxes or the header checkbox

    Each row has a checkbox on the left. Click individual ones to select specific candidates, or click the top checkbox to select all visible candidates.

    Click individual checkboxes or the header checkbox
  3. 3

    The bulk action toolbar appears

    Once at least one candidate is selected, a toolbar appears at the bottom of the screen showing available actions.

    The bulk action toolbar appears

Available bulk actions

ActionWhat it does
Change StageMoves all selected candidates to a chosen pipeline stage simultaneously.
Send EmailOpens a compose window to write a single email that will be sent to all selected candidates.
CompareOpens the side-by-side comparison panel for the selected candidates.
DeletePermanently removes all selected candidates from the pipeline.

Bulk delete is permanent. Always double-check your selection before confirming a deletion.

Was this article helpful?