Send offers in bulk

Site Admins with the added permission to see private notes, salary info, manage offers, and approve jobs/offers can select many candidates at once and send all of their offers in one fell swoop, which should be especially helpful for any companies who hire seasonally or on contract for a specific role. 

To send offers in bulk, click on the Candidates tab from your Dashboard.

From the left-hand panel, navigate to the Application Type header and filter to see Candidates Only. Continue down the left-hand panel to the Pipeline Tasks header and filter by Offers to be sent from the Offers drop-down menu.

With your list of candidates filtered, click Bulk Actions.


Select a group of candidates or click Select All to perform bulk action on every candidate on the filtered list. When finished, click Edit Selected.

Candidates are able to be in any stage and on different jobs, although you could also filter down further to only generate offers for one position at a time. 


From the Bulk Action dialog box, select Send Offer. If the option is unavailable, make sure you are filtering by the correct criteria (Candidates only and Offers to be sent) and try again.


On the next page, you can select an email template, adjust attachments or the users who will be CC'd, and send all of your offers at once!