{"id":3198,"date":"2025-03-28T16:16:47","date_gmt":"2025-03-28T16:16:47","guid":{"rendered":"\/enterprise\/?post_type=ht_kb&#038;p=3198"},"modified":"2025-03-28T16:16:51","modified_gmt":"2025-03-28T16:16:51","slug":"maintenance-processes-employee-file-changes","status":"publish","type":"ht_kb","link":"\/enterprise\/knowledge-base\/maintenance-processes-employee-file-changes\/","title":{"rendered":"Maintenance Processes \u2013 Employee File Changes"},"content":{"rendered":"\n<p>\n  There are times when you may need to make changes to the CoreHR profile for multiple employees at a time. You can do this in the Maintenance Processes screen.\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Log into Synerion Enterprise.<br><\/li>\n\n\n\n<li>Click on the Admin tab.<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1018\" height=\"45\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-3198-1.png\" alt=\"\" class=\"wp-image-3199\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-3198-1.png 1018w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-3198-1-300x13.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-3198-1-768x34.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-3198-1-50x2.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-3198-1-60x3.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-3198-1-100x4.png 100w\" sizes=\"auto, (max-width: 1018px) 100vw, 1018px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>3. Start typing Maintenance in the search window then click on Maintenance Processes when it appears below.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"788\" height=\"215\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/text-description-automatically-generated-2.png\" alt=\"Text\n\nDescription automatically generated\" class=\"wp-image-3201\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/text-description-automatically-generated-2.png 788w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/text-description-automatically-generated-2-300x82.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/text-description-automatically-generated-2-768x210.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/text-description-automatically-generated-2-50x14.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/text-description-automatically-generated-2-60x16.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/text-description-automatically-generated-2-100x27.png 100w\" sizes=\"auto, (max-width: 788px) 100vw, 788px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>4. Select Update and then click on the Employees button.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1008\" height=\"374\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-8.png\" alt=\"Graphical user interface, text, application, email\n\nDescription automatically generated\" class=\"wp-image-3203\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-8.png 1008w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-8-300x111.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-8-768x285.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-8-50x19.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-8-60x22.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-8-100x37.png 100w\" sizes=\"auto, (max-width: 1008px) 100vw, 1008px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>5. Select Current Employee File Changes then click Next.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1006\" height=\"368\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-9.png\" alt=\"Graphical user interface, text, application, email\n\nDescription automatically generated\" class=\"wp-image-3205\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-9.png 1006w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-9-300x110.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-9-768x281.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-9-50x18.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-9-60x22.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-9-100x37.png 100w\" sizes=\"auto, (max-width: 1006px) 100vw, 1006px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>6. Use the filtering options to select the employees you wish to make the change for and select the effective date for the change.  Then click Next.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p><strong>Note:<\/strong> if you don\u2019t select anything in the filter section it will select all employees.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1041\" height=\"484\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-application-email-desc.png\" alt=\"Graphical user interface, application, email\n\nDescription automatically generated\" class=\"wp-image-3207\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-application-email-desc.png 1041w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-application-email-desc-300x139.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-application-email-desc-1024x476.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-application-email-desc-768x357.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-application-email-desc-50x23.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-application-email-desc-60x28.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-application-email-desc-100x46.png 100w\" sizes=\"auto, (max-width: 1041px) 100vw, 1041px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>7. Select Simple Expression. <br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p><strong>Note:<\/strong> it is important that you <strong>only use Simple Expression<\/strong>.  The other options are for Synerion use only as they require an in-depth knowledge of the system to be able to use them properly.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1045\" height=\"370\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-10.png\" alt=\"Graphical user interface, text, application, email\n\nDescription automatically generated\" class=\"wp-image-3209\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-10.png 1045w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-10-300x106.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-10-1024x363.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-10-768x272.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-10-50x18.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-10-60x21.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-10-100x35.png 100w\" sizes=\"auto, (max-width: 1045px) 100vw, 1045px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>8. Click on the + button to add a row.  Then select the field you wish to update.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1042\" height=\"519\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-descr.png\" alt=\"Graphical user interface, text, application\n\nDescription automatically generated\" class=\"wp-image-3211\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-descr.png 1042w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-descr-300x149.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-descr-1024x510.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-descr-768x383.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-descr-50x25.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-descr-60x30.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-descr-100x50.png 100w\" sizes=\"auto, (max-width: 1042px) 100vw, 1042px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>9. Fill in the new number in the Add Constant field. i.e. if you want to change the department from whatever it is currently to department #3 you would enter a 3 in this field.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p>\n  Click Next when finished.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1043\" height=\"345\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-11.png\" alt=\"Graphical user interface, text, application, email\n\nDescription automatically generated\" class=\"wp-image-3213\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-11.png 1043w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-11-300x99.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-11-1024x339.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-11-768x254.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-11-50x17.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-11-60x20.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-11-100x33.png 100w\" sizes=\"auto, (max-width: 1043px) 100vw, 1043px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>10. Review the summary page carefully to see the selections you have made and then click Apply.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p><strong>Note: <\/strong>there is <strong>no undo function<\/strong> so you must make sure that everything is correct before proceeding.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1074\" height=\"620\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-12.png\" alt=\"Graphical user interface, text, application, email\n\nDescription automatically generated\" class=\"wp-image-3215\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-12.png 1074w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-12-300x173.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-12-1024x591.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-12-768x443.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-12-50x29.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-12-60x35.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/graphical-user-interface-text-application-email-12-100x58.png 100w\" sizes=\"auto, (max-width: 1074px) 100vw, 1074px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><a id=\"post-3198-EndOfDoc\"><\/a>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are times when you may need to make changes to the CoreHR profile for multiple employees at a time. You can do this in the Maintenance Processes screen. 3. Start typing Maintenance in the search window then click on Maintenance Processes when it appears below. 4. Select Update and&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[65],"ht-kb-tag":[56],"class_list":["post-3198","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-system-maintenance","ht_kb_tag-enterprise"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/3198","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/comments?post=3198"}],"version-history":[{"count":1,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/3198\/revisions"}],"predecessor-version":[{"id":3217,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/3198\/revisions\/3217"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/media?parent=3198"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb-category?post=3198"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb-tag?post=3198"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}