As your organization refines its hiring process over time, it is possible that your organization realizes that it would like to add a stage to all job openings in a specific department (or even across the entire organization). In this article, we will cover how to edit job stages across multiple jobs using the bulk edit feature.
To edit Stages in bulk, click the All Jobs tab from your navigation bar and select Bulk Actions from the subsequent page.
Select all jobs that will be included in the bulk edit by placing a check in the column next to the job name. When finished, click Edit: Stages/Interviews.
From the subsequent page, you can perform the following actions across all the jobs include in the job stage bulk edit:
Note: Stages that are available on all job included in the bulk edit will be highlighted in teal. Additionally, job stages will also include a reference to how many jobs included in the bulk edit already have the job stage (e.g. 2 of 3).
When you have finished editing the scorecards for all the jobs included in the bulk edit, click Save Changes.
Edit Name of Stage in Bulk
To edit the name of a Stage for all jobs included in the bulk edit, click the name of any Stage on the Bulk Edit Stages/Interviews page.
Use the provided field to edit the name of the Stage. When finished, click to confirm the edit.
Add New Stage in Bulk
To add a new Stage to all jobs included in the bulk edit, navigate down the Bulk Edit Stages/Interviews page and click Add a Category.
Use the subsequent dialog box, to either:
- Create a brand new Stage using the provided input text field
- Select a Stage from the pre-populated list
- Copy a Stage from another job
When finished, click Add. The Stage will be added to all jobs included in the bulk edit.
Note: Users can only copy Stages from jobs where they currently have Job Admin level permissions or above.
Add Existing Stage in Bulk
If a Stage only exists on some jobs included in the bulk edit and you would like to add the Stage to all jobs included in the bulk edit, hover over the name of the Stage and click Add to all.
Remove Stage in Bulk
To remove a Stage from all the jobs included in the bulk edit, hover over the name of the Stage and click Remove from all.
A dialog box will ask you to confirm this irreversible process. To continue, click Remove this stage.
Reorder Stage in Bulk
To reorder Stages for all jobs included in the bulk edit, click Re-Order Stages.
Use the subsequent dialog box to drag and drop the stages into an order. This action will reorder the stage relative to all the stages included in the bulk edit and will not necessarily reflect what the stage flow will look like for the individual job.
When finished, click Update Stage Order.
Note: You cannot reorder the Application Review and Offer Stage from their position in the the flow.