Batch Process Step 1 - Select Number of Groups

The first step of the Batch Process functionality is to select the number of groups in which you would like to be able to place applicants. The number of groups is selected from the Number of Selection Buttons drop-down , which displays to the left of the Actions drop-down. This option is always available and cannot be removed on the Edit Page Layout page.

Number of Selection Buttons Drop-Down

To select the number of groups, click the Number of Selection Buttons drop-down. The following options are available in the drop-down:

Option 1

Option 1 is selected by default. When selected, a checkbox button displays in the left column of each applicant row, and a batch select checkbox button displays in the top row of the table.

Selecting option 1 provides recruiters with the basic functionality of processing an action for an individual applicant or for a single group of applicants. The Batch Process page is not used with option 1. For information about processing an action for a single applicant or a single group of applicants, see the following individual action topics in Online Help:

Note: When there are multiple pages of applicants, navigating to the next page removes any applicant selections made on the previous page.

Option 2

When this option is selected, a button displays in the left column of each applicant row, and a batch select button displays in the top row of the table. Individual applicants can be placed into Group 1 or 2. Or, recruiters can batch select applicants to be placed into Group 1 or 2. Then, when the Batch Process option is selected in the Actions drop-down, actions can be processed on the Batch Process page for each group or for the group that is batch selected.

Note: Selecting one of the batch select buttons in the top row of the table removes any applicant selections that have been made in the individual applicant rows. For example, two individual applicants are selected for Group 1 and two individual applicants are selected for Group 2. Then, the recruiter clicks the batch select button for Group 1. The applicants that were in Group 2 are moved to Group 1. If the recruiter would like to move the applicants back to Group 2, the applicants would need to be manually moved.

Note: When option 2 is selected, the only option available in the Actions drop-down is Batch Process. No other options are available in the Actions drop-down.

Option 3

When this option is selected, a button displays in the left column of each applicant row, and a batch select button displays in the top row of the table. Individual applicants can be placed into Group 1, 2, or 3. Or, recruiters can batch select applicants to be placed into Group 1, 2, or 3. Then, when the Batch Process option is selected in the Actions drop-down, actions can be processed on the Batch Process page for each group or for the group that is batch selected.

Note: Selecting one of the batch select buttons in the top row of the table removes any applicant selections that have been made in the individual applicant rows.

Note: When option 3 is selected, the only option available in the Actions drop-down is Batch Process. No other options are available in the Actions drop-down.

Group Selector

When using the grouping and Batch Process features, a Group Selection indicator displays in the upper-right corner of the page to show the number of applicants selected for each group.

Hired/Closed/Archived Applicants

For applicants who are in a Hired or Closed status or who have been archived, the grouping buttons do not display. The left column is blank for these applicants when options 2 or 3 are selected in the Number of Selection Buttons drop-down.