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/Admin 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 owners can't be edited through bulk operations.
You can use Employee Bulk Edit in the list view only.
Employee Bulk Edit
Step 1: Go to Staff module from the top-panel > Select the list of employees you are looking to edit in bulk > Select Bulk Edit tab, as shown in Image 1.
1- You can also filter the employees by Locations, Positions, or Skills.
2- On the next page, it will show you the name of the employees which you are going to update, as shown in Image 2.
Step 2: Choose the bulk action(s) you wish to perform > Move forward with the selected actions with a click on Next Step, as shown in Image 3.
Step 3: On the next page, it will show you the summary of the bulk actions which you selected for the group of employees > Secure your actions with Confirm, Go Back, and Cancel option, as shown in Image 4.
Note: Once changes are made, you can also verify these changes by going to the employee's profile.
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