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How can multiple candidates be uploaded at once?

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Updated over a month ago

If you would like to add a large number of candidates to the system, you can use the MASS UPLOAD option, which allows you to upload multiple candidates simultaneously.

Please note:
This action only adds the candidates to the system. It does not automatically send them the assessment link. Instructions for sending the link appear below.

Step 1: Download the Bulk Upload Template

  1. Click “Add Candidates”

  2. On the right side of “MASS UPLOAD” click the small arrow (as shown in the screenshot).

  3. Select “Download candidate template”

An Excel file will be downloaded to your computer.

Step 2: Complete the Excel File

In the Excel file, fill in the following required fields:

  • First Name

  • Last Name

  • ID Number (including check digit, if applicable)

  • Language

  • Date

  • Position

  • Email Address (required for sending the assessment link)

  • Extra Time (only if relevant)

All other fields are optional and may be completed at your discretion.

Important:
The ID Number column must be formatted as Text to ensure that the check digit (if applicable) is not removed.

Step 3: Upload the File

  1. After saving the completed file, click “Import from File”

  2. Select the updated Excel file from your computer.

  3. Click “Open”

The system will then display the number of candidates successfully uploaded and confirm whether the file was processed correctly.

Sending the Assessment Link to Multiple Candidates

  1. Go to “ALL Candidates”

  2. Select “Future Candidates”

    To select candidates:

  • Click the checkmark (V) to the right of each candidate’s name,
    or

  • Click the main checkmark next to the “Name” column to select all candidates at once.

You will now see three available action buttons:

🟢 Right (Green) Button – Bulk Send

Sends the assessment link to all selected candidates.
After clicking, a window will open where you can edit the message that will be sent.
Make sure the message is generic and does not include candidate-specific details.

🔵 Middle (Blue) Button – Edit Position Exceptions

Allows you to apply position exceptions (e.g., add extra time) to all selected candidates at once.

🔴 Left (Red) Button – Bulk Delete

Deletes all selected candidates from the system.

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