Employee Bulk Edit

Purpose: If you need to update data for multiple employees, use the employee bulk edit feature to save you time. This feature allows you to make these updates for multiple employees at once. Read this help guide to learn how to use employee bulk edit.

Employee Bulk Edit

Navigate to the Employee tab and click “Bulk Edit” just below the search bar.

Step 1

Select the employees you need to edit information for. Simply select the employees and click the arrow keys to move them to and from the list. Click “Next” to move to step 2.

Step 2

  1. Choose between an Individual or Bulk update.
    1. Individual - This allows you to edit the selected fields individually for each employee.
    2. Bulk - This allows you to edit the selected fields for all selected employees and add the same information for each employee.
  2. Select the fields you’d like to update for the selected employees. Use the arrow keys to move the fields to and from the list.

Click “Next” to move on to step 3.

Step 3

Individual Update

If “Individual” update is selected, you will be able to update the information individually for each employee. In the screenshot above, I can check or uncheck the box next to each employee in order to allow or not allow login. Once the information is updated, click “Update and Confirm”

Click the “Action” button if you need to remove an employee from the bulk update list.

Bulk Update

If “Bulk” update is selected, you will be able to update the information and have it apply to all selected employees. In the screenshot above, I am able to check or uncheck the box to allow login for all selected employees. Once the information is updated, click “Update and Confirm.”

Step 4

Once the update is confirmed, you will see a list of the employees and the associated changes in step 4.

 

A Bulk Edit cannot be undone. Once it is confirmed, you will need to go to the individual employee’s record to make changes or perform a new bulk edit.


What's Next?

Do you need help adding your new employees?

Are you using Job tracking?

Do you need to make updates to general company information?