How To: Mass Edit Employee Fields

How To: Mass Edit Employee Fields

Use Mass Edit when multiple employees need the same change to a field on the employee profile.

Hover over the Admin Tools icon on the Home tab and select Mass Edit Employees. If you do not have this icon, navigate to Mass Edit > Mass Edit Profiles from the main menu.

     

Select the employee records to update.
Additional columns can be added if needed to filter the employee list by other criteria (cost centers, employee types, direct manager, etc)


Click the Mass Edit button in the upper right corner.



Make the change to the appropriate field and leave all other fields blank.



If you need to clear a field rather than replacing the contents, click the Clear checkbox adjacent to that field.



Click the Apply Change button in the upper right corner.



The system will prompt you to confirm the change. Click Ok.


    • Popular Articles

    • How To: Add Workflow Delegation for Backup Approval

      If a manager/approver is out of the office for a period of time, Workflow Delegation can be set up to assign a different manager to handle approvals during their absence. Delegations can be add by the employee prior to their absence or by the Admin ...
    • How To: Enter a Manual Check

      Enter the Payroll Prep for the next scheduled payroll date Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step.  Do not Initiate Payroll or Sync Time  Select New Pay Statement  Create a new pay statement using the Manual Pay ...
    • How To: Submit a New Tax Withholding Form

      Changes to withholding form, such as the IRS Form W-4, can be initiated directly in the system by an employee and approved by HR. Once processed, all changes will be automatically updated on the employee record and applied to the next payroll ...
    • How To: Enroll in Benefits For Life Change Event

      To enroll in benefits as the result of a life change event, such as the birth of a child, adoption, marriage, divorce, etc. select Start a new life change event on the My Benefits widget: You may also navigate to My Benefits > Enrollment > Life ...
    • How To: Consent to Electronic Year-End Form Delivery (W2 or 1099)

      To grant consent for electronic year-end forms, navigate to My Info > My Pay > Forms > W2 or 1099-NEC Click the Electronic Consent button Check the box to Receive Form W2 Electronically and confirm the update with your password Once you have ...
    • Related Articles

    • How To: Mass Update Employee Rate Tables

      Employee Rate Tables / Additional Rates may be mass updated through the Detailed Rates Report. Navigate to My Reports / HR Reports / Employee Maintenance / Detailed Rates Add the "Rate Description" column if it is not in the report 1) Filter the ...
    • How To: Add a Pay Stub Note to Employee Pay Statements

      Pay stub notes can be added directly to one or more pay statements for an employee.  This note will appear on the pay statement that the employee can view.  To add a pay statement note to one employee:  In the employee's pay statement, select ...
    • How To: View an Employee Profile

      The Employee Profile allows Admins to view and edit information pertaining to an employee, such as cost centers, pay rates, employee documents and more. This article will show you how to view and navigate the Employee Profile. 1) Go to the Team Info ...
    • How To: Manually Update an Employee Checklist

      If an HR Checklist needs to be manually updated by the Company Administrator, navigate to the employee's incomplete checklist under HR > Checklists > Checklists. Select View Checklist for the employee that needs to be updated Select the three dot ...
    • How To: Cancel Employee Direct Deposit Prenote

      An employee direct deposit prenote can be cancelled in order to force a direct deposit amount with payroll. It is recommended that all direct deposit accounts are set up with a prenote and allowed to process at least 7 days in order to ensure a valid ...