How to perform mass actions within A-Suite
A major time-saving feature within A-Suite 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 A-Suite Train||Enrolls or links selected users into the A-Suite Train module.||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|