> ## Documentation Index
> Fetch the complete documentation index at: https://docs.talview.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Bulk Actions: Scheduling, Inviting, or Updating Candidate Status
This article explains how recruiters can **use bulk actions** to efficiently schedule interviews, invite candidates, and update application status within **Talview's Workflow Tools platform.** Bulk actions enable you to manage high-volume recruitment by processing multiple candidates simultaneously saving time, ensuring consistency, and streamlining your hiring workflow.
## **Video Guide**
### **Navigate to the Workflow**
* Login as a Recruiter.
* Select the workflow that contains the candidates you want to manage.
* Switch to the **Resume Screening** tab to access bulk action options.
### **1. Bulk Scheduling Interviews for Existing Candidates**
Use this option when you have candidates already in your workflow who need interviews scheduled.
* Select the candidates you want to schedule by clicking the checkboxes next to their names.
* Click the **Schedule** button to begin setting up interviews for the selected candidates.
* In the schedule side panel, configure the following settings:
* **Workflow:** Choose the appropriate workflow from the dropdown to confirm the hiring pipeline.
* **Interview step:** Select the interview stage where candidates will be scheduled.
* **Duration:** Set the length of the interview (e.g., 30 minutes, 60 minutes).
* **Provider:** Choose the interview platform from the dropdown:
* Select **In-person** for on-site interviews
* Select an online platform (e.g., Zoom, Microsoft Teams) for virtual interviews
* **Interviewer:** Assign an interviewer from your team to conduct the interviews.
* **Date and Time:** Set a specific date and time for each candidate's interview to coordinate availability.
* Click **Schedule** to finalize and confirm the interview appointments.
* The system will send automated interview invitations to the selected candidates.
### **2. Bulk Scheduling: New candidates**
Use this option when importing new candidates with pre-determined interview schedules via CSV upload.
* Click the **Schedule** button to begin setting up interviews for new candidates.
* In the schedule side panel:
* Click **Download the template** to get the CSV file format.
* Open the downloaded template and fill in the required columns:
* **Candidate Name** (required)
* **Email Address** (required)
* **Phone Number** (required)
* **Interview Date** (format: DD/MM/YYYY)
* **Interview Time** (format: HH:MM)
* Any additional custom fields specific to your workflow
* Save the completed file in CSV format (not .xlsx).
* Click **Upload** and select your completed CSV file.
* Wait for the confirmation notification: **"File uploaded successfully"**.
* Verify the uploaded candidate data appears correctly in the panel.
* Configure the interview settings:
* **Workflow:** Choose the appropriate workflow from the dropdown.
* **Interview step:** Select the interview stage.
* **Duration:** Set the interview length.
* **Provider:** Choose the interview platform (In-person or online).
* **Interviewer:** Assign an interviewer (you can assign different interviewers per candidate if needed).
* Review all entries for accuracy.
* Click **Schedule** to create interviews for all uploaded candidates.
**Important:** If any errors occur during upload, the system will display an error report. Download it, correct the issues in your CSV file, and re-upload.
### **3. Bulk Inviting New Candidates to Assessments**
Use this option when adding multiple new candidates to an assessment or interview step without scheduling specific times.
* Click the **Invite** button to begin inviting new candidates.
* In the invite side panel:
* Click **Download the template** to get the CSV file format.
* Open the template and fill in the required columns:
* **Candidate Name** (required)
* **Email Address** (required)
* **Phone Number** (recommended)
* Any workflow-specific custom fields
* Save the completed file in CSV format.
* Click **Upload** and select your completed CSV file.
* Wait for the confirmation notification: **"File uploaded successfully"**.
* Verify the candidate list appears correctly.
* Configure the invitation settings:
* **Workflow:** Select the appropriate workflow from the dropdown.
* **Interview step:** Choose the assessment or interview step candidates will be invited to.
* **Time zone:** Adjust the time zone to ensure candidates receive invites in their local time.
* Review the candidate list for accuracy.
* Click **Invite** to send invitations to all uploaded candidates.
* Candidates will receive email invitations with instructions to complete their assessment or schedule their interview.
* Click on a candidate's name to view their application details.
### **4. Bulk Updating Candidate Status**
Use this option to move multiple candidates through your hiring pipeline stages simultaneously.
* Select the candidates whose status you want to update by clicking the checkboxes next to their names.
* Select **Change Status** dropdown menu.
* Choose the new status from the dropdown:
* **Selected:** Candidate is moving forward in the hiring process
* **Hold:** Candidate application is paused temporarily
* **Suspended:** Candidate application is on extended hold
* **Turned Down:** Candidate is rejected from the current position
**Note:** To update a single candidate's status, click on the candidate's name to open their profile side panel, then use the **Change Status** dropdown.
### **Best Practices:**
* Always double-check CSV formatting before uploading to avoid errors.
* Maintain accurate, up-to-date contact details for all candidates to prevent invitation failures.
* Use predefined templates for recurring recruitment drives to minimize setup.
* Regularly monitor bulk action outcomes for quality assurance and process optimization.