Power Edit

Can I update information for multiple employees at once?

Purpose: To teach you how to use the power edit tool to update information for multiple employees at once. This feature makes updating employee information quicker, and you will have more time to spend on working with your employees instead of their data.


Power Edit

The power edit feature differs from an import. If you need to revert any changes done with power edit, you will need to revert each change manually. 

Navigate

Click the action menu* on the People tab and select Power Edit Employees.

*To see the action menu, you must view People under the List view as shown in the screenshot above.

Select Employees

Click on an employee name and click ">" to move them over to the Selected Employees area. Do not forget to filter the list of available employees if you need to select employees from a similar department, division, location, etc. You can do this by clicking All Employees below Available Employees.

Only employees with an active employment status will appear for you to edit. You cannot use Power Edit for terminated employees or any employees with a future-dated employment status.

Holding down the Alt key on your keyboard while clicking on the applicable names will allow you to select multiple employees at once. Another option is to click on the first employee name and then press and hold down the Shift key on your keyboard while clicking on a name lower in the list to select a block of employees.

Choose Fields

Type a field name in the quick search bar or click on the applicable field name(s) in the Available column to move them over to the Selected Fields area.

Power editing table data results in a new data line with today’s date as the effective date. It will NOT result in editing the current data line. If you do not edit all fields within the table, it pulls the information from the previous data line for those fields. For example, if I edit the Location field in the Job Information table, it will add a new data line with today’s date, pulling information for the other fields from the previous data line in the table. Use the power edit tool carefully when editing table data (i.e., Job Information, Compensation, etc.)

Editing Options

Update Options

Select Individually or As a Group and click Next Step.

Individual Update
Individual Update

You can individually update data lines when the information is different for each selected employee.

Enter the applicable data for each employee and click Next Step.

Only specific fields show up in the power edit tool when you select to update individually. If you do not see the field you are looking for, try changing to the Individual Update page and search for the field again.

Group Update
Group Update

You can update data lines for a group when the information is the same for each of the selected employees.

Enter the applicable data that applies to all selected employees and click Next Step.

Preview Your Changes

Confirm

Preview your changes by selecting a specific employee who was updated or scroll through the employees one by one. Once the changes look correct, click Save & Finish.

Employee profile

Employee Record

The update will appear on the employee profile(s).