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How-To: Work With Selected Employees for Bulk Changes to Data

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How-To: Work With Selected Employees for Bulk Changes to Data
Explanation of how to change Employee Setup fields for multiple employees at one time.
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How-To: Work with Selected Employees

“Work with Selected Employees” is found in the “Employee Setup” area and allows for changes to employee setup fields in a bulk manner. This feature is a wonderful timesaver especially when there are many employees and/or if changes happen often. “Work with Selected Employees” is most commonly used when applying the Auto Lunch feature, adding a new Supervisor, or updating Departments and Locations.

Step 1. Select “Employee Setup” from the left pane. The list of employees will appear in the right pane.

Step 2. Check the boxes next to the employee names that the change will affect.

Step 3. Select “Work with Selected Employees” option found in the “Employee Setup Options list. See illustration below.

Step 4. Verification: Look at the top of the “Multiple Employee Editor” page to confirm the employees you have selected. 

Step 5. To remove information, simply check the box next to the field and leave the field blank. To add or update information, populate the necessary field with the changes and set the effective date. Once complete, click “Save” at the bottom of the page. See illustration below.

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History
7/1/2024, 11:14 PM

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