Bulk Updates to Employee Records
Do you need to edit information for a group of employee records at once? Or even all of your employees?
Whether it's recording a company-wide training or booking office closures as a company-wide holiday, we have a great Bulk Update tool which will be a huge time saver for you!
From your Admin homepage, head to Employees > Data > Bulk Update, which is where you'll see the screen below, asking you which employees this particular update applies to.
Like other areas of the system, you can either apply to all employees, select specific employees, or filter by Department, Location, Group, Employment Status, Position, or Tag. Like so:
Once you have made your selection, select "Next". This will take you to the screen shown below, which allows you to choose what you would like to update.
In the top half of the list, you'll see that you can update certain Tasks of an employee record, such as who they report to, their Working Day Template, or their Timesheet Template. In addition, you can also choose to add or remove Employee Tags in bulk, which can be particularly useful for those of you who wish to restrict leave policies by tag.
Scrolling a little further down this list, you'll notice that as well as editing employee record information, you can also make mass entries against the Employee Submodules. This means you can apply Notes, Absences, Assets, Benefits, Renewable Documents, Skills and Training to multiple employee records at once:
Please Note:
This function adds the exact same information to every record it updates. Because of this, you do NOT have the option to add certain information that you may be able to add from the submodule directly. To better understand this, let us use the example of adding a laptop as an employee Asset. This tool will allow you to record that everybody has been given a laptop on a specific date. However, you may still wish to go into each employee record later to populate the asset identifier or upload any necessary attachments, as these will be unique for each employee.
As an example, here we show the screen where you would enter the details for assigning a certain type of Asset to a group of employees;
Warning:
Once you've added employee information in bulk, it is NOT possible to remove it in bulk - so please be careful!
Adding/Updating Position & Salary Information in Bulk
Upon our big Admin Portal UI update, we created the ability to update Position and Salary information in bulk using this tool. You would go about the same process as above to make sure the right employees are selected. Once you get to the point in the process to select what is to be updated in bulk, scroll to the bottom of the dropdown to select the option: Update Position/Salary.
Once you select Next to go to the next step, you will see a table format that allows you to update multiple employees' position titles, pay amounts, currency, pay per cadence, and pay level.
NOTE: This will close existing position records and create new ones for the selected employees. Rows with no changes detected will be skipped automatically. There is NO 'undo' function, and any reversals will have to be corrected one by one, manually.
Once you make the appropriate changes, select Save to apply these changes in bulk.