Streamline your account setup and team management process with the Employee Bulk Editing tool! Instead of individually handling each Employee profile, you can effortlessly apply actions to multiple users simultaneously. Save time without compromising productivity or accuracy.
⚠️ Access to this feature may require an upgrade from your existing plan.
The range of activities you can perform are:
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- Bulk assign a role.
- Edit permission templates.
- Bulk edit wages.
- Bulk invite. (Coming soon!)
- Bulk deactivation. (Coming soon!)
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To access the Bulk Editor:
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Login as an Admin or Manager/Assistant Manager with permissions.
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In the left navigation bar, head to Teams > Bulk edit employees.
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Choose a bulk action. Currently, it is only possible to bulk assign a role, wages or edit permission templates.
- Hit Continue.
Bulk Assign a Role
If you selected Bulk assign a role, you can assign a role to multiple employees at once.
⚠️ Bulk assigning a role will also re-assign the user to the Location and Department above the Role.
⚠️ To bulk assign a role, Managers/Assistant Managers require permission: Can edit employees.
⚠️ Managers/Assistant Managers cannot bulk assign Roles to users who have the same user level type as themselves.
- Select an existing role to assign > select Next :
- Checkmark which employees you would like to be added to the Role > hit Next. Use the filters to help narrow down your search.
Any employees that were previously assigned to this Role will be excluded from the list.
- Review and confirm that the select Employees are to be assigned to this Role, and select Add employees:
- You're done! The selected employees have now been added to their new Role, and the corresponding Location/Department.
Bulk Edit Permission Templates
Bulk Edit Wages
⚠️ To bulk edit wages, Managers/Assistant Managers require permission: Can edit employees, and Can view wages.
If you select Bulk edit wages, you can assign a wage to multiple employees at once. Use the dropdown menus below depending on whether the Account has Wage-based roles enabled or disabled.
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Select the role you'd like to edit. You can use the filters to narrow down your results:
⚠️ You can only bulk edit one role at a time.
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Click Next.
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Checkmark the Employees you want to assign this wage to. Use the filters to narrow down your results.
You can use the Wage filter to further narrow down your search results by your Employee's current min/max wage range, or by a specific wage value:
- Click Next.
- Choose to Use the same wage for everyone (shown in the image below), or manually enter in a New Wage/New Effective date.
- Click Next.
- Review the wages to be updated > click Edit wages to confirm these changes:
- Success! The wages have been updated.
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Select the employees you'd like to edit. You can use the filters to narrow down your search results:
You can use the Wage filter to further narrow down your search results by your Employee's current min/max wage range, or by a specific wage value: - Click Next.
- Choose to Use the same wage for everyone (shown in the image below), or manually enter in a New Wage/New Effective date.
- Click Next.
- Review the wages to be updated > click Edit wages to confirm these changes:
- Success! The wages have been updated.
Coming Soon!
Our amazing team of developers are actively working on improving and creating this breakthrough experience! Stay informed about the latest developments with Employee Bulk Editing through our What's New articles.