How to add candidates in Bulk?

How to add candidates in Bulk?

You can use our Bulk Candidate addition feature to add multiple candidates at once.

Adding candidates in bulk can save valuable time when managing multiple background checks. Follow the simple steps below to upload candidates in bulk on the SpringVerify platform.


Step-by-Step Guide:

Step 1: Login to SpringVerify

  • Visit the SpringVerify login page and log in with your credentials.

  • Once logged in, you'll be taken to the Dashboard.

Step 2: Navigate to the Bulk Upload Option

  • On the dashboard, click on the + Add Candidate button located in the top right corner of the screen.

  • Next to the button, you'll find a small arrow pointing down.

  • Click the arrow to reveal a dropdown menu and select Add Candidates in Bulk.

Step 3: Prepare Your File for Upload

  • After selecting the bulk upload option, you will see the bulk upload screen (as shown in the image).

  • Please ensure the following before uploading your file:

    • Only CSV, XLS, and XLSX file types are accepted.

    • The file should contain only one sheet with no merged cells.

    • The sheet must include a header row with columns such as Full Name, Phone Number, and Email for each candidate.

    • We accept batches of up to 1000 records at a time.

Step 4: Upload the File

  • You can either drag and drop your file into the upload area or click browse to locate and select the file from your system.

  • After uploading, click Next to proceed.

Step 5: Automatic Column Matching

  • Our system will automatically detect and match the columns in your file to the required fields for SpringVerify.

  • In case any mismatches or errors are detected, you will be prompted to review and correct them before proceeding.

Step 6: Review & Fix

  • Review the uploaded data for any potential errors.

  • Make necessary corrections if needed.

Step 7: Select Category and Confirm

  • After the Review & Fix step, a pop-up will appear (as shown in the image) asking you to select a category (optional) for the candidates.

  • Check the box stating, "I understand that any option selected in the steps ahead will apply to all candidates being added and cannot be changed later."

  • Click Next to proceed.

Step 8: Select the Package

  • Select the background check package that applies to all candidates in the file.

  • You can also select “Add Ons” which will be applied to all the candidates.

  • Once the package is selected, confirm the submission to complete the bulk upload process.

Please Note: If there are multiple packages; you will need to create separate files for each individual package and upload each file one at a time. 


Step 9: Completion

  • After the upload is successful, a confirmation message saying "Candidates are created successfully" will be displayed at the bottom of your screen (as shown in the image).

  • The candidates will be added to your dashboard, and their background verification checks will begin automatically. You can monitor their progress from the Candidates section.

Tips:

  • Ensure your file is formatted correctly to avoid any errors during the upload process.

  • If you experience any issues during the upload, contact SpringVerify Support for assistance.

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