How to Export a List of Selected Personnels in bulk?

To export a list of selected personnel in bulk, the easiest method is to add them to a Personnel Shortlist.

There are a few flows you can follow.

Flow 1 (Shortlisting from personnel tab)

1. In the Discovery tab, apply all the necessary filters, including the People filter, to ensure the results are as closely aligned with your needs as possible.
2. Navigate to the Personnel tab.
3. Select personnel by either:

• Clicking the checkbox at the top of the header to select all personnel in bulk, or

• Selecting individual personnel by clicking the checkbox next to each name.

4. Once you have completed with the selection, click on the Shortlist icon to add the records into an existing or new list.

5. Once you have finished shortlisting the personnel of your choice, navigate to the Shortlist.
6. In the Shortlist, click Select All to export the selected personnel.

Flow 2 (Shortlisting from Company profile)

1. In the Company Profile, scroll down to the People section.
2. Apply the People filter relevant to your search.

3.Select the personnel you want to add by clicking the checkboxes, then click Export to Shortlist.
4. Repeat Steps 1 to 3 if you have more companies in mind.
5. Once you have finished shortlisting the personnel of your choice, navigate to the Shortlist. A panel will appear on the right with all of your shortlists then select a shortlist of your choice.

6. In the Shortlist, click Select All to export the selected personnel.