Bulk Action - Update Candidate

Description

In this release we have introduced a Bulk Update feature for Candidate Records. Currently where several candidates require a change, for example, the Candidate Owner needs to change from one Agency User to another, users need to edit each candidate to change Candidate Owner. The Bulk Update Candidate process provides you with the ability to select all candidates requiring update, select the element(s) that need to be changed, and run the update.

With this feature the following items in a Candidate can be bulk updated:

• Status (and Inactive Reason where Status is ‘Inactive’)

• Candidate Owner

• Office Code

• Skill Group & Primary Position

• Grade

• Type

• Availability 1 & Availability 2

• Industry

• Source

• Receiving Communication

• Mail Code - where one or more Mail Codes are applied, the system will replace existing values in the record with what is selected.

Capacity Limit

To ensure the volume of records requested does not impact system performance, the limit has been set to 200 records. If you select more than 200 records, the system will advise that it will take the first 200 records in the list.

Where the user has been granted Security Permission for this feature, the following steps are followed to bulk update candidates:

Step 1 - Select the candidates to be updated

In the Search Candidate list, a new Action is available for Bulk Actions. This action is editable where one or more items are selected from the list.

Open

Where Bulk Actions is selected, the Bulk Action workflow opens in a new separate browser tab.

Please be aware that depending on how your browser settings are configured, where a large volume of records are selected, a pop up blocker may display at the header of your screen. If this occurs simply click on the pop up ‘Options’ and tick to allow pop ups for this site to use this feature. You should only need to do this once, unless you clear your cache.

Open

Step 2 - Select Update Values

From the list items, select the values that need to be updated.

When the values have been defined, click Next.

Step 3 - Confirmation

The Confirmation step allows you to review what has been selected for update before triggering the update process.

You can use the ‘Action’ menu in each row to remove any items that were accidentally added. If you are happy with the selected items, click Update to commence the update process.

Step 4 - Progress / Completion

The Progress / Completion screen provides real time feedback on the progress of the update. The system will handle a record then move to the next. If there is an issue, for example one Job’s Candidate does not have availability for the requested new End Date, the ‘Progress’ value displays 'Error’ and a Validation Message displays. The system will then move on to the next record.

Where the record has been successfully updated the ‘Progress’ value displays ‘Updated’. When all records have been processed, the browser tab can be closed.

Benefits

Saves time where more than one candidate requires the same update(s).

Configuration

To use this feature the user requires permission to Maintenance > Role-Data Group > Bulk Actions - Update Candidate.