The Bulk Update feature provides the functionality for updating employee information and data, such as location, job title, and direct supervisors, through a bulk update. For example, if a supervisor with multiple subordinates is replaced by a new supervisor, the bulk update feature can be used to update and assign the subordinates of the old supervisor to the new supervisor with one quick and easy attempt.
To begin, select Employee Management > More > Manage Data > Bulk Update
Selecting Employees
Before executing a bulk update, the employees that need to be updated must be selected. Employees and employee groups can be selected via the ‘Select Employees Having’ section of the Bulk Update screen.
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Filter |
Description |
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Employee Name |
Employees can be selected individually. Multiple employees can be selected. |
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Employment Status |
Employees can be selected based on their Employment Status. |
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Supervisor Name |
Employees can be selected based on their supervisor's name. |
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Job Title |
Employees can be selected based on their Job Title. |
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Sub Unit |
Employees can be selected based on their Sub Unit (department). |
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Include |
Employees can be selected based on if they are current employees, past employees, or both current and past employees. |
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Location |
Employees can be selected based on their location. |
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Joined Date |
Employees can be selected based on the joined date for instance if they joined before, after, or during a specified date range. If one of these options is selected, a date field will be displayed so a date range can be specified. Employees can also be selected based on all or undefined joined dates. |
Selecting Fields to update
Select the fields that you wanted to bulk update.
Edit Inline
The edit inline option allows for better control of the bulk updates that can be made to employees.
Step 1 – Select the employees that need to be updated.
Step 2 – Select the fields that need to be updated.
Step 3 – Click the "EDIT INLINE" Button. The Edit Inline section of the Bulk Update page will appear.
Step 4 – The Edit Inline section will display a drop-down for each field that has been selected in the Select Fields to Update section. To specify the new value that fields should be updated to, select the employees first and then simply select the new value from each respective "Change to:" drop-down that appears in the Edit Inline section and click the "UPDATE" button.
Specific field values can be updated for individual or multiple employees. Values can be updated individually for each respective employee. This functionality allows individual fields to be updated to new values for specified employees; rather than updating information for all employees all at once.
Step 5 – Once the "UPDATE" button has been clicked, a Select Effective Date and Event confirmation will pop-up will appear. In the pop-up, select an event from the "Job Event" drop-down and select the date in which the update will be effective. The pop-up will display the number of records that will be updated if the update is executed. To continue and execute the bulk update, simply click the "YES, UPDATE" button. Otherwise, click "NO, CANCEL."
Bulk Update (Batch Update)
Rather than performing bulk updates individually or one-by-one, bulk updates can be performed as a batch or all at once.
Step 1 – Select the employees that need to be updated.
Step 2 – Select the fields that need to be updated.
Step 3 – Click the "UPDATE AS A BATCH" button. The Bulk Update section of the Bulk Update page will appear.
Step 4 – The Bulk Update section will display a drop-down for each field that has been selected in the Select Fields to Update section. To specify the new value that fields should be updated to, simply select the new value from each respective drop-down that appears in the Bulk Update section and clicks the "UPDATE" button.
Step 5 – Once the "UPDATE" button has been clicked, a Select Effective Date and Event confirmation pop-up will appear. In the pop-up, select an event from the "Job Event" drop-down and select the date on which the update will be effective. The pop-up will display the number of records that will be updated if the update is executed. To continue and execute the bulk update, simply click the "YES, UPDATE" button. Otherwise, click "NO, CANCEL."