Open the recruitment process, select the Pipeline view (Kanban board) or the Candidates view (table format). Then, select a stage and click to navigate to it.
In both views, you can perform actions on a single candidate or on multiple candidates simultaneously.
A) To perform an action on a single candidate, select their profile from the list and click, for example, their first or last name, to access their profile:
B) To perform actions on several candidates at the same time in the Pipeline or Candidates view, select the "select all" checkbox or next to specific candidates:
The following options will appear above the candidates on a blue background:
- add tags or talent,
- send a text message and/or email,
- add an event,
- share in a stage,
- send a CV,
- add a task,
- assign the candidate to another recruitment process,
- assign a responsible person,
- remove the candidate from the recruitment process,
- move the candidate to the next stage,
- place them on the reserve list,
- reject the candidate(s),
- move the candidate forward several stages in the process.
NOTE: Not all of the above options are available when you select "All!" from the top menu.