Candidate Management in ATS: Bulk Actions, Profile Edit & Resume Sharing

Bulk actions allow you to perform actions on multiple candidates at once. 

Perform Bulk Actions 

1. Go to Recruit → Candidates. 

2. Select candidates using the “checkboxes”. 

3. Click the bulk actions menu. 

Available bulk actions include: 

• Bulk Upload 

• Bulk Import 

• Export 

• Upload an Excel 

• Download Template 

• Merge Candidates 

• Candidate Vetting 

• Profile Update Request 

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Candidate Actions (Three-Dot Menu) 

Each candidate has a three-dot action menu for quick actions. 

Available actions include: 

• Update Fields 

• Archive 

• Move to Pool 

• Add to Folder 

• Add to List 

• Share Job 

• Compose Mail 

• Share Resume 

• Profile Update Request 

• Add Pipeline 

• Submit Job 

• Add Task 

• Merge Candidates 

These actions help you manage candidate workflows without opening the candidate profile. 

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Inside a Candidate Profile – AI options 

When you open a candidate, additional insights and actions are available from the right-side panel. 

Matching Jobs 

Matching Jobs displays jobs that best match the candidate profile based on skills and experience. 

To view matching jobs: 

• Open a candidate 

• Click Matching Jobs from the right-side bar 

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Similar Profiles 

Similar Profiles shows candidates with similar skills or experience. 

To view similar profiles: 

• Open a candidate 

• Click Similar Profiles from the right-side bar 

These insights help recruiters quickly identify relevant opportunities and comparable candidates. 

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Common Candidate Actions 

Within a candidate profile, you can also: 

• Add Notes 

• Create Tasks 

• Track Activities 

These help maintain communication, follow-ups, and collaboration. 

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Edit Candidate Profile 

Navigation 

Recruit → Candidates → Select Candidate → Candidate Profile → Edit 

Steps 

1. Navigate to Recruit → Candidates. 

2. Click the Candidate Name. 

3. Click Edit. 

4. Update details. 

5. Save. 

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Share Candidate Resume 

Navigation 

Recruit → Candidates → Select Candidate → Candidate Profile → Share Resume 

Steps 

1. Navigate to Recruit → Candidates. 

2. Open the Candidate Profile. 

3. Click Share Resume. 

4. Enter recipient email. 

5. Click Send. 

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Send Profile Update Request 

Navigation 

Recruit → Candidates → Select Candidate → Candidate Profile → Profile Update Request 

Steps 

1. Navigate to Recruit → Candidates. 

2. Open Candidate Profile. 

3. Click Profile Update Request. 

4. Select fields. 

5. Send request.