The objective of this tutorial is to help you understand how to edit the employee’s in bulk.
Access from your: Computer
Applies to: Managers and Supervisors
To avoid the hassle of modifying employees profiles individually you can use ‘Employee Bulk Edit’ feature which allows you to select multiple or group of employees and makes changes to their profiles.
Things to know before you begin:
- You must have a manager/admin and a supervisor access privileges to use ‘Employee Bulk Edit’ feature.
- Account owner can't be edited through bulk operations.
- You can use ‘Employee Bulk Edit’ in list view only.
Employee Bulk Edit
Step 1: Click ‘Staff’ module from the top-panel as shown in Image 1.
Step 2: Click on the ‘List View’ tab as shown in Image 2.
Step 3: Click the checkbox or group of employees to select the employees you want to edit their profiles in bulk as shown in Image 3.
Note: You can also filter the employees by Locations, Positions or Skills as shown in Image 4.
Step 4: Click ‘Bulk Edit’ tab as shown in Image 5.
Note: On the next page, it will show you the name of the employees which you are going to update as shown in Image 6.
Step 5: Choose the bulk action(s) you wish to perform as shown in Image 7.
Step 6: Click ‘Next Step’ as shown in Image 8.
Note: It will show you the summary of the bulk actions which you selected for the group of employees on the next page as shown in Image 9.
Step 7: Click ‘Confirm’, ‘Go Back’ and ‘Cancel’ as shown in Image 10.
Once changes are made, you can also verify these changes by going to the employee's profile.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!