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.