Mass Edit- Update Employee Profile Settings

This option allows user to perform mass edit of various employee profile edits such as updating default department, default job, default absence, holiday schedule, benefit package, work rule, period selection, active status, part time, export to payroll, and updating the public user text. Each setting has their own permissions.

Required Base Permission: vEmployeePublic-Edit and FeatureEmployee Profile General

NOTE: If user doesn’t have either of the above permissions, radio button “Update Employee Profile settings will be disabled.

Update Default Department

To update default department,

1. Click on Admin menu on left-side dashboard
   
2. Click on Mass Edits
   
3. Select the option – Update Employee Profile Settings
   
4. Select employee(s) from the employee selector picker
   
   
   

   

   
   
   
   
5. Once Employees are selected, user will see “Default Department” option is selected by default in Change Type.
   
6. Select the Department name from the Department drop down
   
   
   

   

7. Click on Next once department is selected
   
   

   

8. Confirm the information on the confirmation dialog and click on “submit”
   
   

   

   
   
9. When user clicks on Submit, it will show the Undo Action bar. If user wants to cancel the mass edit of update default department, user can click on “undo”. Otherwise, do not click on it.
   
10. It will show success toast message and update the default department to the selected department for the selected employees.
    

Update Default Job

Required Permission: FeatureJob Costing / Employee Profile – Show Default Job

NOTE: If user is missing either of the above permissions, option “Default Job” will be hidden in the change type drop down.

To update default job,

1. Click on Admin menu on left-side dashboard
   
2. Click on Mass Edits
   
3. Select the option – Update Employee Profile Settings
   
4. Select employee(s) from the employee selector picker
   
   
   

   

5. Once Employees are selected, Click on Change Type Drop down to select the default job option
   
   
   

   

   
   
   
6. Select the Job level values from the drop-down. (Optional fields)
   
7. Click on “Next”
   
8. Click on “Submit” to update the default job info for the selected employees
   
   
   

   

9. When user clicks on Submit, it will show the Undo Action bar. If user wants to cancel the mass edit of updating default job, user can click on “undo”. Otherwise, do not click on it.
   
10. It will show success toast message once update is done successfully.
    

Update Default Absence

Required Permission: FeatureEmployee Profile Work Rule

NOTE: If user is missing above permission, option “Default Absence” will be hidden in the “change type” drop down.

To update Default Absence,

1. Click on Admin menu on left-side dashboard
   
2. Click on Mass Edits
   
3. Select the option – Update Employee Profile Settings
   
4. Select employee(s) from the employee selector picker
   
5. Click on Change Type drop down
   
6. From the drop down select “Default Absence”
   
   
   

   

   
   
7. Click on “Default Absence” drop down to select the default absence
   
   

   

8. Click on “Next”
   
   

   

9. Click on “Submit” appearing on the confirmation dialog
   
   

   

10. When user clicks on Submit, it will show the Undo Action bar. If user wants to cancel the mass edit of updating default absence, user can click on “undo”. Otherwise, do not click on it.
    
11. It will show success toast message once update is done successfully.
    

Update Benefit Package

Required Permission: FeatureEmployee Profile Work Rule

NOTE: If user is missing above permission, option “Benefit Package” will be hidden in the “change type” drop down.

To update Benefit Package,

1. Click on Admin menu on left-side dashboard
   
2. Click on Mass Edits
   
3. Select the option – Update Employee Profile Settings
   
4. Select employee(s) from the employee selector picker
   
5. Click on Change Type drop down
   
6. From the drop down select “Benefit Package”
   
   

   

7. Click on Benefit Package drop down to select the benefit package name
   
   

   

8. Click on “Next”
   
9. Click on “Submit” appearing on Confirmation dialog
   
   
   

   

10. When user clicks on Submit, it will show the Undo Action bar. If user wants to cancel the mass edit of updating benefit package, user can click on “undo”. Otherwise, do not click on it.
    
11. It will show success toast message once update is done successfully.
    

Update Holiday Schedule

Required Permission: FeatureEmployee Profile Work Rule

NOTE: If user is missing above permission, option “Holiday Schedule” will be hidden in the “change type” drop down.

To update Holiday Schedule,

1. Click on Admin menu on left-side dashboard
   
2. Click on Mass Edits
   
3. Select the option – Update Employee Profile Settings
   
4. Select employee(s) from the employee selector picker
   
5. Click on Change Type drop down
   
6. From the drop down select “Holiday Schedule”
   
   

   

   
   
7. Select the Holiday group from the drop down
   
   

   

   
   
8. Click on “Next”
   
9. Click on “Submit” appearing on the confirmation dialog
   
   
   

   

   
   
10. When user clicks on Submit, it will show the Undo Action bar. If user wants to cancel the mass edit of updating Holiday Schedule, user can click on “undo”. Otherwise, do not click on it.
    
11. It will show success toast message once update is done successfully.
    

Update Work Rule

Required Permission: FeatureEmployee Profile Work Rule / joinEmployeeRule-Edit

NOTE: If user is missing any of the above permissions, option “Work Rule” will be hidden in the “change type” drop down.

To update the Work Rule,

1. Click on Admin menu on left-side dashboard
   
2. Click on Mass Edits
   
3. Select the option – Update Employee Profile Settings
   
4. Select employee(s) from the employee selector picker
   
5. Click on Change Type drop down
   
6. From the drop down select “Work Rule”
   
   
   

   

7. Click on Work rule drop down to select the work rule
   
   

   

8. Select the Date
   
   

   

   
   
9. Click on “Next”
   
10. Click on “Submit” on the confirmation dialog
    
    
    

    

    
    
11. When user clicks on Submit, it will show the Undo Action bar. If user wants to cancel the mass edit of Work Rule, user can click on “undo”. Otherwise, do not click on it.
12. It will show success toast message once update is done successfully.
    

Update Period Selection

Required Permission: FeatureEmployee Profile Work Rule / joinEmployeePeriod-Edit

NOTE: If user is missing any of the above permissions, option “Period Selection” will be hidden in the “change type” drop down.

To update the Period Selection,

1. Click on Admin menu on left-side dashboard
   
2. Click on Mass Edits
   
3. Select the option – Update Employee Profile Settings
   
4. Select employee(s) from the employee selector picker
   
5. Click on Change Type drop down
   
6. From the drop down select “Period Selection”
   
   
   

   

7. Click on Period Type drop-down to select the period type
   
   
   

   

   
   
8. Select Date
   
   
   

   

9. Click on “Next”
   
10. Click on “Submit” appearing on the confirmation dialog
    
    
    

    

11. When user clicks on Submit, it will show the Undo Action bar. If user wants to cancel the mass edit of Period Selection, user can click on “undo”. Otherwise, do not click on it.
    
12. It will show success toast message once update is done successfully.
    

Update Active Status

Required Permission: FeatureEmployee Profile HR Profile

NOTE: If user is missing above permission, option “Active Status” will be hidden in the “change type” drop down.

To update the Active Status,

1. Click on Admin menu on left-side dashboard
   
2. Click on Mass Edits
   
3. Select the option – Update Employee Profile Settings
   
4. Select employee(s) from the employee selector picker
   
5. Click on Change Type drop down
   
6. Select the “Active Status” option
   
   

   

7. By-default, Active is selected. User can click on “Inactive” to change the status to inactive
   
   

   

   
   
8. Click on “Next”
   
9. Click on “Submit” appearing on the confirmation dialog
   
   
   

   

10. When user clicks on Submit, it will show the Undo Action bar. If user wants to cancel the mass edit of Active status, user can click on “undo”. Otherwise, do not click on it.
    
11. It will show success toast message once update is done successfully.
    

Update Part Time Status

Required Permission: FeatureEmployee Profile HR Profile

NOTE: If user is missing above permission, option “Part Time” will be hidden in the “change type” drop down.

To update the Part Time Status,

1. Click on Admin menu on left-side dashboard
   
2. Click on Mass Edits
   
3. Select the option – Update Employee Profile Settings
   
4. Select employee(s) from the employee selector picker
   
5. Click on Change Type drop down
   
6. Select the “Part Time” option
   
   
   

   

   
   
7. By-default, option “Yes” is selected. User can click on “No” to change the part time status to no
   
   

   

   
   
8. Click on “Next”
   
9. Click on “Submit” appearing on the confirmation dialog
   
   
   

   

   
   
10. When user clicks on Submit, it will show the Undo Action bar. If user wants to cancel the mass edit of Part Time status, user can click on “undo”. Otherwise, do not click on it.
    
11. It will show success toast message once update is done successfully.
    

Update Export To Payroll

Required Permission: FeatureEmployee Profile HR Profile

NOTE: If user is missing above permission, option “Export to Payroll” will be hidden in the “change type” drop down.

To update the Export to Payroll setting,

1. Click on Admin menu on left-side dashboard
   
2. Click on Mass Edits
   
3. Select the option – Update Employee Profile Settings
   
4. Select employee(s) from the employee selector picker
   
5. Click on Change Type drop down
   
6. Select the “Export to Payroll” option
   
   
   

   

   
   
7. By-default, option “Yes” is selected. User can click on “No” to change the Export to Payroll to no
   
   

   

8. Click on “Next”
   
9. Click on “Submit” appearing on the confirmation dialog
   
   
   

   

   
   
10. When user clicks on Submit, it will show the Undo Action bar. If user wants to cancel the mass edit of Export to Payroll option, user can click on “undo”. Otherwise, do not click on it.
    
11. It will show success toast message once update is done successfully.
    

Update Public User Text

Required Permission:

FeatureEmployee Profile Public

NOTE: If user is missing above permission, option “Public User Text” will be hidden in the “change type” drop down.

To update the Public user text,

1. Click on Admin menu on left-side dashboard
   
2. Click on Mass Edits
   
3. Select the option – Update Employee Profile Settings
   
4. Select employee(s) from the employee selector picker
   
5. Click on Change Type drop down
   
6. Select the “Public User Text” option
   
   
   

   

   
   
7. Click on User Text drop down and select the user text option (Mandatory field)
   
   

   

   
   
8. Enter the value if user wants to (Value field is optional)
   
   

   

   
   
9. Click on “Next”
   
10. Click on “Submit” appearing on the confirmation dialog
    
    
    

    

    
    
11. When user clicks on Submit, it will show the Undo Action bar. If user wants to cancel the mass edit of Public User text update, user can click on “undo”. Otherwise, do not click on it.
    
12. It will show success toast message once update is done successfully.