What is Mass Update and How to Apply a Mass Update to Employees - Workforce Planning

You can make mass changes to employee details for Workforce Planning. For example, you may have twenty new hires planned for April, but now you decide you want to move ten of those to May. You can select all ten records and make one change, and it will apply to all records.

Effected employee details include:

• Home Budget Entity

• Hire Date

• Position Start Date

• Position End Date

• Employee Type

• Position Budget Entity

To apply a mass update:

1. Navigate to Maintenance > WFP > Workforce Planning Setup.

2. Select the affected employees on the Employees page.

3. Click the Employees list box and select Mass Update.

4. Add/edit employee positions for a budget entity. Employees may also be added through the Planning Control Panel by selecting an Workforce Template and the Input action.

How to Mass Update Compensation Items in Mass Update Window:

You can use the Mass Update Compensations option to select and update compensation items for selected or all employees in the employee records.

When you select an employee or multiple employees from employee records and click Mass Update, compensation items that are part of the Roster screen, such as Overtime, Office Equipment, and Bonus, are displayed in the Compensation section and are available for Mass update.

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 Overtime, Office Equipment, and Bonus in the Mass Update Window. The Overtime, Office Equipment, and Bonus fields' default text is Enter Overtime Value, Enter Office Equipment Value, and Enter Bonus Value respectively.

To apply a mass compensation update:

1. Navigate to Maintenance > Workforce Planning Setup , you will see the Employees window.

2. Select some employees or select all employees, and click Mass Update.

3. In the Mass Update window, click Compensations.

4. Enter values for the compensation items, and click Save.