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Use Employee Bulk Actions

Updated

Managing your team just got easier with the Employee Bulk Editing tool in 7shifts! This feature allows you to apply actions to multiple employee profiles simultaneously, saving you time and increasing efficiency.

⚠️ Please note that access to this feature may require a plan upgrade.

Key Actions You Can Perform:

  • Bulk assign a role: assign a role to multiple employees at once.
  • Bulk edit wages: adjust wages for multiple employees simultaneously.
  • Bulk invite: send 7shifts invites to multiple employees at once. 
  • Bulk deactivate: deactivate multiple employee profiles at once.

How to Access the Bulk Editor:

  1. Log in to the7shifts web app as an Admin or Manager/Assistant Manager with the necessary permissions.
  2. Navigate to Team > Employees. 
  3. Click the Bulk actions button.

Screenshot 2025-02-11 at 11.18.26 AM.png 

Select the bulk action you want to perform from the dropdown menu below to view the corresponding steps:

Bulk Assign a Role

This feature allows you to assign a role to multiple employees at once.

⚠️ Important Considerations:

  • Bulk assigning a role will also re-assign the user to the Location and Department associated with that Role.
  • Managers/Assistant Managers require the 'Can edit employees' permission to bulk assign roles.
  • Managers/Assistant Managers cannot bulk assign roles to users with the same user level type as themselves. 

Steps to Bulk Assign a Role:

  1. From the Bulk action dropdown, select Bulk assign a role.
  2. Choose the role you want to assign and click Next.
  3. Select the employees you want to add to the role. Use filters to refine your search. Employees already assigned to this role will be excluded from the list.
  4. Review the selected employees and the chosen role.
  5. Click Add employees to confirm.

Result: The selected employees are now assigned to the new Role and the corresponding Location/Department.

Bulk Edit Wages

This feature allow you to adjust wages for multiple employees simultaneously.

⚠️ Important Considerations:

Steps to Adjust Wages with Wage-based Roles Enabled:

  1. From the Bulk action dropdown, select Bulk edit wages.
  2. Choose the role you want to edit wages for. You can only edit wages for one role at a time. Use filters to refine your search.
  3. Click Next.
  4. Select the employees whose wages you want to adjust. Only employees assigned to the role selected will appear. Use filters to refine your search.
  5. Click Next.
  6. Choose to 'Use the same wage for everyone' or enter a 'New Wage' for each employee individually in the list. 
    • The 'New Effective Date' determines when the new wage goes into effect for payroll and reporting purposes. Select the date the employee's pay should change to avoid discrepancies in labor data.
  7. Click Next. 
  8. Review the wage updates and click Edit wages to confirm.

Result: The selected employees' wages have been updated for the role you selected.

Steps to Adjust Wages with Wage-based Roles Disabled:

  1. From the Bulk action dropdown, select Bulk edit wages.
  2. Select the employees whose wages you want to adjust. Use filters to refine your search.
  3. Click Next.
  4. Choose to 'Use the same wage for everyone' or enter a 'New Wage' for each employee individually in the list. 
    • The 'New Effective Date' determines when the new wage goes into effect for payroll and reporting purposes. Select the date the employee's pay should change to avoid discrepancies in labor data.
  5. Click Next.
  6. Review the wage updates and click Edit wages to confirm. 

Result: The selected employees' wages have been updated for each of the roles they are assigned. 

Bulk Invite

This feature allows you to send 7shifts invites to multiple employees at once. 

⚠️ Important Considerations:

  • Managers/Assistant Managers require one of the following permissions to send bulk invites: 'Can add employees', 'Can edit employees', or 'Can deactivate employees.'

Steps to Bulk Invite:

  1. From the Bulk action dropdown, select Bulk invite.
  2. Select the employees you would like to invite. 
  3. Enter email addresses for any employees with missing emails and click Continue to update their profiles.
  4. Verify the employees being invited.
  5. Click Invite Employees. 

Result: 7shifts email invitations have been send to the selected employees.

Bulk Deactivate

This feature allows you to deactivate multiple employee profiles at once. 

⚠️ Important Considerations:

  • Managers/Assistant Managers require one of the following permissions to send bulk invites: 'Can add employees', 'Can edit employees', or 'Can deactivate employees.'
  1. From the Bulk actions dropdown, select Bulk deactivate. 
  2. Select the employees you would like to deactivate.
  3. Optionally, provide a reason for deactivation and add comments. 
    • ⚠️ Note: Deactivating employees immediately revokes their access to 7shifts.
  4. Click Next. 

Result: The selected employees have been deactivated. They will no longer be able to log in to 7shifts.

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