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Bulk Add Evaluations to Candidates or Clients

Add evaluations to multiple candidates or clients at the same time to save time and avoid repetitive work. Bulk assigning evaluations allows you to select multiple candidates or clients from the dashboard and apply the same evaluation in one action.

For demonstration purposes, this article uses candidates to show how to bulk add evaluations. The same steps apply when bulk adding evaluations to clients.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click Candidates in the top navigation bar.


Step 2: Check the checkbox next to the candidate’s name to assign the evaluation form to that candidate.


Step 3: Click the Select any evaluation box as shown in the screenshot.


Step 4: Select the evaluation form that you want to add to the selected candidates.


Step 5: Click the Add Evaluation button to proceed.


The selected evaluation form will be successfully added to the chosen candidates.