Task List Mass Actions

How to perform mass actions within A-Suite

Contents

1. Introduction
2. How To Perform A Mass Action
3. Chart of Available Mass Actions

Introduction

A major time-saving feature within DriverHub is the ability to easily perform tasks on a large scale. Tasks that were previously labor-intensive and repetitive can be done with a few mouse clicks and keystrokes.

How to Perform a Mass Action

To perform a mass action, navigate to the browser that contains the individuals or items that you want to target. Mass actions are available in the Leads, Candidates, Team Members, and Records Browsers, as well as Application Card View and List View.

Next, use filters to narrow your selection. Once you have your desired list, click the Convert to Task List button, shown below:

You can make additional changes to your list using the red X's next to each list item/person.

Now that your list is created, choose your mass action that you would like to perform by clicking the appropriate button, and completing the dialog box. A guide to all of the available buttons is shown below.

Chart of Available Mass Actions

Mass Action	Icon	Description	Where Used
Randomize List		Shuffles your task list into a new random order.	Leads, Candidates, Application List/Card View, Team Members, Records
Enroll Into Training Marketplace		Enrolls or links selected users into the Training Marketplace.	Leads, Candidates, Application List/Card View, Team Members, Records
Send A Mass Email		Opens a dialog box to send a mass e-mail to your selected task list.	Leads, Candidates, Application List/Card View, Team Members, Records
Send A Mass Text Message		Opens a dialog box to send a mass text message to your selected task list.	Leads, Candidates, Application List/Card View, Team Members, Records
Create D+A Clearinghouse Bulk Upload File		Downloads a spreadsheet of data to be used for uploading to the Drug and Alcohol Clearinghouse	Leads, Candidates,  Team Members, Records
ISB Background Check		Submits a background check request to ISB for selected users.	Leads, Candidates, Team Members
Accurate MVR Bulk Order		Submits a Motor Vehicle Report request to Accurate for selected users.	Candidates, Team Members, Records
Transfer To Location		Transfers selected users to a new location.	Leads, Team Members
Transfer To Manager		Transfers selected users to a new manager.	Leads, Team Members
Reassign Candidate and/or Applications		Reassigns a candidate's application to a new recruiter or recruiting team.	Candidates, Application Card/List View
Change Assignee		Changes the assigned recruiter for all selected applications.	Application Card/List View
Change Recruiting Status		Changes recruiting status for all selected users.	Application Card/List View
Reject Applications		Rejects all selected applications.	Application Card/List View
Add or Remove Users From Groups		Allows you to add or remove user from groups.	Leads, Candidates, Team Members
Delete		Deletes all selected users from A-Suite.	Leads, Candidates, Team Members
Send Form Requests		Sends form request to all selected users.	Leads, Candidates, Team Members
Download Records		Downloads records into a zip file.	Records