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Bulk Schedule Screening for Candidates

Summary

The Bulk Schedule Screening feature allows users to schedule screenings for multiple candidates at once. After filling in the necessary details, each selected candidate will receive an individual email notification, and they will be moved to the Screening stage once the process is complete.

In this article

  • Before you begin
  • Step 1: Select Multiple Candidates
  • Step 2:  Fill in Screening Details
  •  Step 3: Confirm and Send Emails
  • Step 4: Monitor Candidate Status
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have the appropriate permissions to access the job and schedule screening.
  • Ensure that you have at least one candidate in the Candidates stage to use this feature.

Step 1. Select Multiple Candidates

  1. Navigate to the Candidates stage of the recruitment pipeline.
  2. Select multiple candidates by clicking the checkboxes next to their names.
  3. You can select up to all candidates in this stage for bulk screening scheduling.

Step 2. Fill in Screening Details

  1. After selecting candidates, click the Action button at the top-right of the page.
  2. From the dropdown menu, choose Schedule Screening.
  3. A side pop-up will appear. Fill in the following details for all selected candidates:
    • Due Date: Select the date by which the screening must be completed.
    • Scorecard: Choose the relevant scorecard to evaluate candidates.
    • Email Template: Choose an email template to send to all candidates.
    • Subject: Enter the subject line for the email.
    • Body of Email: Use the email editor to write or customise the message to be sent to the candidates.

Step 3. Confirm and Send Emails

  1. Once all the details are filled in, click Confirm.
  2. The system will send individual emails to each selected candidate with the screening details.
  3. All the selected candidates will automatically move to the Screening stage.

Step 4. Monitor Candidate Status

  1. After scheduling, navigate to the Screening stage to ensure that all the candidates have been successfully moved.
  2. Monitor the status of each candidate in the Screening stage to track their progress.
 

Frequently Asked Questions (FAQ)

1. Can I schedule screenings for multiple candidates at once?

Yes, you can select multiple candidates in the Candidates stage and schedule screenings for all of them in bulk.

2 . What details do I need to provide when bulk scheduling screenings?

You must provide the Due Date, select a Scorecard, choose an Email Template, set the Subject, and write the email content.

 

3. How will the candidates be notified?

Each selected candidate will receive an individual email with the screening details after you confirm the bulk scheduling.

4. Where do candidates go once the screening is scheduled?

Once scheduled, all selected candidates will be moved to the Screening stage.

5. Do I need special permissions to bulk schedule screenings?

Yes, you must have permission to access the job and to schedule screenings for candidates.

6. Can I make changes to the scheduled screenings?

After scheduling, if you need to make changes, you can manage candidate status or communication in the Screening stage.