Applying Mass Updates to Employees
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Applying Mass Updates to Employees

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Article summary

The Mass Update option helps you to make mass changes to employee details in bulk. This option also offers you the flexibility to apply mass updates to the selected employees or all of the employees. 

How to Apply Mass Update to Employee Details?

  1. Navigate to Maintenance > Workforce > Workforce Planning Setup. You are on the Employees tab. You can also do it by navigating to Structured Planning to open the Planning Control Panel.
    1. Select the HR - Workforce Planning template and open it in the Input mode.
  2. Select the employees on the Employees page. 
  3. Go to the More menu and select Mass Update. You will be on the System tab.
    Notes:
    1. If you are applying a mass update to all employees, select the Mass Update option from the More icon directly.
    2. The Selected option in the Apply to field (which is available in all three tabs) won't be active in this case. However, if employees are selected beforehand, you can still choose the All option to apply updates to all employees.
  4. Use the System tab to update the employee details. This is the default tab that is visible after clicking Mass Update.
  5. Make changes to the following employee details as needed. 
    1. Home Budget Entity
    2. Hire Date
    3. Position Start Date
    4. Position End Date
    5. Employee Type
    6. Position Budget Entity

  6. Click Save to confirm your changes.


How to Mass Update the Reporting Attributes?

Use the Reporting tab to mass update the value of a reporting attribute field.

  1. Navigate to Maintenance > Workforce > Workforce Planning Setup. You are on the Employees tab. You can also do it by navigating to Structured Planning to open the Planning Control Panel.
    1. Select the HR - Workforce Planning template and open it in the Input mode.
  2. Select the employees on the Employees page. 
  3. Go to the More menu and select Mass Update. Click the Reporting tab.
  4. Make changes to the attribute value as needed.

  5. Click Save to confirm your changes.


How to Mass Update the Compensation Items?

Use the Compensations tab to select and update compensation items. The compensation items that are part of the Roster screen are displayed in this tab and are available for Mass update.

  1. Navigate to Maintenance > Workforce > Workforce Planning Setup. You are on the Employees tab. You can also do it by navigating to Structured Planning to open the Planning Control Panel.
    1. Select the HR - Workforce Planning template and open it in the Input mode.
  2. Select the employees on the Employees page. 
  3. Go to the More menu and select Mass Update. The Mass Update side panel appears.
  4. Click the Compensation Items tab and make changes to the compensation items.

  5. Click Save to confirm your changes.
Notes:
  • The Compensation tab will be visible only after you add the compensation items to the roster using the Customize Roster option. Click here to learn more about how to add compensation items to the roster using the customize roster option.
  • While updating any compensation item for the selected number of employees, no value will be set by default, and you can specify the values for the fields accordingly. For example, here we have Computer Equipment, Overtime, and Bonus in the Mass Update Window.



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