The objective of this tutorial is to show you how to assign or unassign leave in bulk to all your staff at once.
Access from your: Computer
Applies to: Manager/Admin and Supervisors
Manage leaves for your staff by assigning or unassigning any leave type in bulk at once as per your business requirement.
Things to know before you begin:
You must have a manager and supervisor access privileges in Humanity to assign or unassign leave type for all your staff at once.
Leave types must be created under the Settings module.
The account owner cannot be edited through bulk operations.
The bulk editing can be narrowed down to the staff by filtering the staff either by locations or positions.
Assign/Unassign Leave Types in Bulk
Step 1: Go to Staff module and check the box under Search by Name to select all of the required staff for editing in bulk > Click the Bulk Edit from the top right, as shown in Image 1.
Note: The bulk editing can be narrowed down to the staff by filtering the staff either by Locations or Positions, as shown in Image 2.
Assign Leave types
Step 3: Check the box beside Assign Leave Type to enable the option > Check the boxes beside the leave types that you need to assign and add the number of entitled leave days, as shown in Image 3.
Unassign Leave types
Step 4: Check the box beside Unassign Leave Type to enable the option > Check the boxes beside the leave types that you need to unassign as shown in Image 4.
Step 5: Once the selection is made, go to the Next Step button at the bottom of the page > Click Confirm to reconfirm the changes that are being made as shown in Image 5.
Note: You may use the back option to revert any changes.
If you have any further queries, please don't hesitate to reach out to us at firstname.lastname@example.org.