DocsAccelerator/IncubatorSetting Up an Application Funnel

Batch processing applications

Take bulk actions on applicants from the Applications Manager Table.


Processing Applications in Bulk

Batch processing can be used to select or reject applicants, add or remove tags, send emails, and assign or unassign evaluators in bulk. This can be done from the Applications Overview page, based on the filters applied to the list. 

 

Be Specific

The ability to select or reject candidates allows you to make decisions based on the eligibility of candidates. First, choose a funnel from the dropdown in the top left-hand corner:

 

funnels.png

 

Then, you must choose a Single Status, such as APPLICATION SUBMITTED. If you select UNDER REVIEW, you must choose the specific round to bulk select or reject:

 

specific filters.png

 

Next, use the checkboxes on the left to select all or some applicants. The available bulk actions will then appear on the top of the table.

 

bulk actions.png

 

When scrolling down, 30 additional rows are added at a time. Each time you click the uppermost checkbox to select all rows, you can choose all in the funnel or only all currently visible.

 

Sorting Applicants

Selecting a funnel allows you to add specific attributes from that funnel, such as answers from the application forms or scores received from evaluators, as columns to the table and sort based on those fields. Once a funnel is selected, click the Columns selector in the right-hand corner.

 

sorting app.png

You can then choose the specific columns you'd like included in the table. Then, click the category to sort in ascending or descending order.