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Use bulk actions in Recruiting

Explains Bulk Actions feature to Candidate Copy and Paste, Cut and Paste, and Status Change.

This article is for administrators.

 

Overview

You can update many candidates at one time when they are in the same job. Use Bulk Actions to save time. You can do 3 actions with this feature:

  1. Copy Candidates to Another Job
  2. Cut and Paste Candidates to Another Job
  3. Change Status of Multiple Candidates

Copy candidates to another job

When you copy candidates, Recruiting adds them to a new job and keeps them in the current job. Nothing is removed. This creates a duplicate record for each candidate. Use this option when you want to keep the candidates in the current job.

  1. Go to People > Hiring > Applicant Tracking.
  2. Select the job title. The job record page opens on the Candidate Breakdown section.
  3. On the right, select Bulk Actions. The Bulk Actions window opens.
  4. Select Copy Candidates to Another Job, then select Next.Shows the Bulk Actions window with the Copy Candidates to Another Job selection highlighted.
  5. Select candidates one at a time or select All to choose everyone in the list.
    1. Note: 
      1. By default, the list does not show candidates who are Inactive, Hired, or Internal Referrals
      2. To include them, select Any Status and Any Type at the top.
  6. Select Next.
    Shows the Bulk Actions window with a checkbox selected next to a candidate name.
  7. Select the job where you want to copy the candidates. Use the search and filter functions to locate the exact job.
  8. Select Next.
    Shows the Bulk Actions window with a checkbox selected next to a job.
  9. Review your selections and update the copy options if needed.
    1. There are several available options:
      1. Comments
        1. Copy All Comments
        2. DO NOT Copy Comments
      2. Attachments
        1. Copy All Attachments
        2. Only Copy Resume and Application
      3. Candidate Type
        1. Choose another Candidate Type for the new job, or
        2. Leave as Do Not Modify Candidate Type.
      4. Candidate Source
        1. Choose another Candidate Source for the new job, or
        2. Leave as Do Not Modify Candidate Source
      5. Settings
        1. Check Save Settings as my Default for Copying Candidates, if needed.
      6. Post Comments
        1. Add any comments needed in this open text field.
      7. Make Private
        1. Select to make the Post Comments private to everyone except selected users.
  10. Select Save to finish.Shows the Bulk Actions window with several options displayed and the save button.

Cut and paste candidates to another job

Cut and paste moves candidates from this job to a different job. The candidates and their data (including reports and analytics data) are removed from this job. Use this option only if you no longer need the candidates or their data in the current job.

  1. Go to People > Hiring > Applicant Tracking.
  2. Select the job title. The job record page opens on the Candidate Breakdown section.
  3. On the right, select Bulk Actions. The Bulk Actions window opens.
  4. Select Cut and Paste Candidates to Another Job.
  5. Select Next.
  6. Select candidates one at a time or select All to choose everyone in the list.
    1. Note:
      1. By default, the list does not show candidates who are Inactive, Hired, or Internal Referrals.
      2. To include them, select Any Status and Any Type at the top.
  7. Select Next.
  8. Select the job where you want to paste the candidates. Use the search and filter functions to locate the exact job.
  9. Select Next.
  10. Review your selections and update the copy options if needed.
    1. There are a couple of available options:
      1. Post Comments
        1. Add any comments needed in this open text field.
      2. Make Private
        1. Select to make the Post Comments private to everyone except selected users.
  11. Select Save to finish.Shows the Bulk Actions window with several options displayed and the save button.

Change the status of multiple candidates

This feature lets you update the status of multiple candidates at the same time. Use it to save time and keep candidate records up to date.

  1. Go to People > Hiring > Applicant Tracking.
  2. Select the job title. The job record page opens on the Candidate Breakdown section.
  3. On the right, select Bulk Actions. The Bulk Actions window opens.
  4. Select Change Status of Multiple Candidates.
  5. Select Next.
  6. Select candidates one at a time or select All to choose everyone in the list.
    1. Note:
      1. By default, the list does not show candidates who are Inactive, Hired, or Internal Referrals.
      2. To include them, select Any Status and Any Type at the top.
  7. Select Next.
  8. Select the new Status for the candidates.
  9. Add any comments needed in Post Comments.
    1. Select Make Private to make the Post Comments private to everyone except selected users.
  10. Select Save to finish.
    1. Note: If you make several candidates inactive using Bulk Actions, Recruiting does not send Thank You Letters. Instead, it moves the letters to Pending Thank You Letters.
      Shows the Bulk Actions window with several options displayed and the save button.

Updated: April 2nd, 2026 8058 views


*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.

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