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    Bulk Update Employees - Edit Inline

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    OrangeHRM Administrator
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    Refer to this article if your version is above 7.4.1

    A company may experience many changes within its lifecycle. These changes may be due to both external and internal factors. For example, a company may initiate a change due to a change in customer preferences, and similarly, a company may initiate process-related changes with the intention of streamlining processes. These changes can sometimes be initiated suddenly or it can be implemented gradually. Regardless, a company needs to inform all its employees or specific employees who are impacted. Often HR professionals struggle with finding a proper medium to effectively and efficiently communicate the change to employees. With OrangeHRM's  'Bulk Update- Edit Inline', HR professionals can now communicate any changes made within the business in the most efficient and effective manner.

     This feature allows updating employee details such as Work Shift, Location, Job Title, Sub Unit, and Joined Date, and possible to add/remove direct supervisors through a bulk update. One of the key advantages of this feature is that it allows the user to pick and choose a specific set of employees who are impacted by the change. For example, if a supervisor with many subordinates is replaced by another supervisor, the bulk update-edit inline feature can be used to add the relevant subordinates to the new supervisor instantly.

    To access this feature go to:  PIM -> Manage Data -> Bulk Update. The 'Bulk update screen is displayed as follows. 

    mceclip0.png

    Step 1: Complete the following search criteria to narrow down the search. 

    Filter

    Description

    Employee Name

    Select employees based on employee name. Multiple employees can be selected.

    Employment Status

    The user can select employee statuses from the dropdown such as: Full - Time Contract, Full - Time Permanent, Part-Time Contract and etc. 

    Supervisor Name

    Select employees based on the supervisor name.

    Job Title

    Select employees based on the job title.

    Sub Unit

    Select employees based on the department

    Include

    The user can select the following options from the dropdown;

    • Current Employees
    • Past Employees
    • Current and Past Employees

    Location

    Select employees based on the work location.

    Work Shift

    Select employees based on work shifts.

    Job Category

    Select employees based on the job category.

    Joined Date

    The user can select the following 'joined date' options from the dropdown :

    •  After
    •  Before
    •  In between
    • All
    • Undefined

    The user can search for employees based on the chosen option.

    Probation End Date

    The user can select the following 'probation end date' options from the dropdown :

    •  After
    •  Before
    •  In between
    • All
    • Undefined

    The user can search for employees based on the chosen option.

     Date of         Permanency

     The user can select the following 'date of Permanency' options from the dropdown :

    •  After
    •  Before
    •  In between
    • All
    • Undefined

    The user can search for employees based on the chosen option.

     Region

    The user can select the following 'region' options from the dropdown:  :

    •  Region 1
    •  Region 2
    •  Region 3
    • All
    • Undefined

    The user can search for employees based on the chosen option.

    FTE

     The user can select the following 'FTE' options from the dropdown :

    • All
    • Undefined
    • 0.5
    • 0.75
    • 1

    The user can search for employees based on the chosen option.

    Temporary department

    The user can select the following options from the dropdown :

    • All
    • Undefined
    • Sub Unit 1
    • Sub Unit 2
    • Sub Unit 3
    • Sub Unit 4

    The user can search for employees based on the chosen option.

     

    Selecting Fields to update

    Step 2:  The user can select one or more fields from the below fields.

    There are 13 fields the user can update in bulk and they are :

    • Supervisor Name
    • Sub Unit
    • Probation End Date
    • Temporary department
    • Job Category
    • Location
    •  Date of Permanency
    • Employment Status
    • Workshift
    • Region
    • Job Title
    • Joined Date
    • FTE

    Step 3: After following step 1 and step 2 the user can click on either of the buttons  mceclip1.png

    Step 4 :  The user can click 'EDIT INLINE'.  Upon clicking the following screen is shown.

    Edit inline option gives the user better control of the changes he/she wants to make.

    Step 5 – Select employees in order to edit. (Section 3.4.2)

    Step 6 – Go to 'Change to' option available under each field and select the desired option from the dropdown. The user can change the value for a specific field for all employees. Change the value from the drop-down list for each field. The user also can change values for each employee one by one. This option allows the user to change the values of the fields to different or new values rather than changing all employees to one value. (Section 3.4.3)

    Step 7 – Click the ‘Update’ button. Upon clicking the following screen is displayed.

    mceclip2.png

     

    Step 8 – Above screen allows the user to choose the 'Job Event' from the drop-down and the desired 'Effective Date'.

    Step 9- Click 'YES, UPDATE'

    Refer the following :

    Bulk Update Employees - Bulk Update

    Bulk Update Employees

    Note:  The system enables custom fields (Other Job Details) 
    to filter employees and/or to be bulk updated as well.

    Custom fields that are defined using the following types are only available 
    as filter fields :
     (i) Dropdown
     (ii) Date
     (iii) Checkboxes as Multi-select
     (iv) Radio buttons as Dropdown
     (v) Country as Dropdown

     

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