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 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 randomize Shuffles your task list into a new random order. Leads, Candidates, Application List/Card View, Team Members, Records
Enroll Into A-Suite Train enroll-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 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 new-sms 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 clearinghouse Downloads a spreadsheet of data to be used for uploading to the Drug and Alcohol Clearinghouse Leads, Candidates,  Team Members, Records
ISB Background Check background Submits a background check request to ISB for selected users. Leads, Candidates, Team Members
Accurate MVR Bulk Order MVR Submits a Motor Vehicle Report request to Accurate for selected users. Candidates, Team Members, Records
Transfer To Location transfer-to-location Transfers selected users to a new location. Leads, Team Members
Transfer To Manager transfer-to-manager Transfers selected users to a new manager. Leads, Team Members
Reassign Candidate and/or Applications reassign Reassigns a candidate's application to a new recruiter or recruiting team. Candidates, Application Card/List View
Change Assignee change-assignee Changes the assigned recruiter for all selected applications. Application Card/List View
Change Recruiting Status change-recruiting-status Changes recruiting status for all selected users. Application Card/List View
Reject Applications reject-applications Rejects all selected applications. Application Card/List View
Add or Remove Users From Groups add-remove-groups Allows you to add or remove user from groups. Leads, Candidates, Team Members
Delete delete Deletes all selected users from A-Suite. Leads, Candidates, Team Members
Send Form Requests

form-request

Sends form request to all selected users. Leads, Candidates, Team Members
Download Records download-records Downloads records into a zip file. Records