Perform Bulk Actions on the Active Candidates Screen

You perform bulk actions to edit multiple active candidates at the same time.

All the candidates that you selected are dispositioned based on the selections that you make using the Bulk Action feature.
  • If you selected inline disposition reasons for a particular candidate, Talent Management executes your options using those reasons.
  • If the selected an individual for bulk action by accident and inline status changes were selected, the inline options are ignored and the candidate is dispositioned using the options selected in the Bulk Action.

To perform a bulk action:

  1. In the Active Candidates table, select applicants by clicking the check box in the first column, next to their names.
  2. From the Select an Action drop-down list at the bottom of the table, select one of the following actions:
    OptionDescription

    Change Status

    Use this to change the status of candidates, moving them to the next step in the recruitment process. If you selected this action, proceed to Change Candidate Status.

    Remove as Candidate

    Use this to remove applicants from the requisition. If you selected this action, proceed to Remove As Candidate.

    Invite to Interview

    Use this to generate invitation notices to all selected candidates. If you selected this action, proceed to Invite to Interview.

    Move to Another Requisition

    Use this to disposition individuals from the current requisition and place them onto another requisition under a specific status.

    Copy to Another Requisition

    Use this to copy the individuals from the current requisition to another requisition.

    Send a Letter

    Use this to send an email to the selected applicants.

    Send a Printable Batch

    Use either of these to send the selected résumés to your email in PDF format.

    Compare Selected Candidates

    Use this to select and compare candidates. This generates a table that displays the assessment score, current job title, location, relocation preference, and salary preference of each selected candidate, if available.

    If your firm has the Talent Performance module enabled and the selection includes internal candidates, the comparison table also displays the employee’s last appraisal rating.

    Send Secondary Application

    Use this to send the selected individuals another form with additional questions.

    Add to Pool

    Use this to place the selected individuals in a candidate pool.

    Route Résumés

    Use this to route the candidate for processing by other users or, if DTM is configured to route résumés as PDF attachments, to other email recipients. You can also include a comment to send with the résumés.

    Invite to Complete Tax Screening Questionnaire

    Use this to invite all non-internal applicants to complete the tax credit screening section of the requisition form if they did not provide that information during the application process.

    The U.S. government tax credit is not applicable to internal applications because they are classified as current Employees. Thus, this option will not appear for them even if your company purchased the tax credit screening add-on.

    Request Background Check

    Use this to send a request to your company’s background check provider to initiate the background check process for the selected individuals. You will not see this option if your company did not purchase background checking integration.

    Request Assessment

    Use this to send a request to your company’s assessment provider to initiate the assessment process for the selected individuals. You will not see this option if your company did not purchase assessment integration.