Bulk Operations

Bulk operations let you act on multiple applicants at once, saving time when managing large groups. Multi-select is available in the Table View and provides a range of actions depending on the roster type and your permissions.

Enabling Multi-Select

1. Switch to Table View on the Applicants page.
2. The table automatically supports multi-select -- checkboxes appear on each row.
3. Click individual checkboxes to select specific applicants, or use the header checkbox to select all visible rows.

When applicants are selected, a toolbar appears showing the count of selected items and a dropdown of available bulk actions.

Available Bulk Actions for Applicants

Action	Description	Permission Required
Lock Submissions	Lock the form submissions for all selected applicants, preventing further edits.	Edit permission
Unlock Submissions	Unlock previously locked form submissions.	Edit permission
Bulk Email	Send an email to all selected applicants. (Coming soon)	--
Assign Representative	Assign a staff member as the owner/representative for all selected applicants.	Edit permission
Checklist Reminders	Send checklist completion reminders. (Coming soon)	--
Change Status	Change the applicant status (e.g., Applied, Accepted, Rejected) for all selected.	Edit permission
Move to Stage	Move all selected applicants to a specific pipeline stage.	Config permission
Archive	Archive all selected applicants (soft-hide, recoverable).	Edit permission
Delete	Permanently soft-delete all selected applicants. Requires typing "DELETE" to confirm.	Delete permission

Bulk Move to Stage

1. Select the applicants you want to move.
2. Click the bulk action dropdown and choose Move to Stage.
3. The Bulk Move Modal opens.
4. Select the target stage from the dropdown (only stages in the current pipeline are shown).
5. Click Confirm to move all selected applicants.

WARNING

Moving applicants to a different stage triggers any workflows configured for stage changes. This applies to each applicant individually.

Bulk Change Status

1. Select the applicants.
2. Choose Change Status from the bulk action menu.
3. The Bulk Status Modal opens showing all available applicant statuses.
4. Select the target status. If status levels are enabled, you can also select a specific level within that status.
5. Click Confirm to apply the status change to all selected applicants.

Bulk Assign Representative

1. Select the applicants.
2. Choose Assign Representative from the bulk action menu.
3. The Bulk Assign Modal opens with a list of available staff members.
4. Select the staff member to assign.
5. Click Confirm to assign the representative to all selected applicants.

Bulk Archive

1. Select the applicants.
2. Choose Archive from the bulk action menu.
3. A confirmation dialog appears showing the count of applicants to archive.
4. Confirm to archive them. Archived applicants are hidden from standard views but can be restored later.

Bulk Delete

1. Select the applicants.
2. Choose Delete from the bulk action menu.
3. A confirmation dialog requires you to type "DELETE" to proceed.
4. Once confirmed, all selected applicants are soft-deleted.

WARNING

Bulk delete is a destructive operation. While the records are soft-deleted (not permanently removed from the database), they cannot be restored through the UI. Use archive instead if you may need to recover the records later.

Bulk Actions for Enquiries

Enquiries have a slightly different set of bulk actions:

Action	Description
Lock/Unlock Submissions	Lock or unlock enquiry form submissions.
Assign Representative	Assign a staff member to the enquiry.
Convert to Applicant	Convert selected enquiries into full applicants.
Archive	Archive the enquiries.
Delete	Permanently soft-delete the enquiries.

Converting Enquiries to Applicants

1. Select the enquiries to convert.
2. Choose Convert to Applicant from the bulk action menu.
3. The Bulk Convert Modal opens.
4. Review the selected enquiries and configure conversion options.
5. Click Convert to promote them to applicants in your pipeline.

Archived View Bulk Actions

When viewing archived applicants (with the archived toggle enabled), the available bulk actions change to:

• Unarchive -- restore applicants back to active status
• Delete -- permanently soft-delete the archived applicants

Tips for Effective Bulk Operations

TIP

• Use column filters first to narrow down the list, then select all filtered results for the bulk action.
• After a bulk operation completes, the selection is automatically cleared and the list refreshes.
• Success and error counts are shown in a toast notification after the operation completes (e.g., "5 applicants moved, 1 failed").

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