Tātou Office App’s Bulk Edit Feature lets users quickly ADD NEW or REPLACE EXISTING employee profile information and or status for 1 or more employee from the Employees Page.
Pro Tip: Bulk Edit can be used even for changes to 1 employee, which allows users to make profile updates without going into the employee profile, and allows users to change more than 1 profile item in one step.
Steps to Bulk Edit:
Use filters to find the employee(s) who need profile information updated
Select 1 or multiple employees with the select box
If employees are across multiple pages, select all, click to the next page and click the Select All Button →
← which should like this indicating your selection is continued on another page
In the Pop Up Menu at the bottom of the screen
Check the Number of Employee(s) Selected matches expectation
Click the Bulk Edit Button
Add item(s) that need to either REPLACE EXISTING or ADD NEW
Make sure you select the item(s) from the correct change list - REPLACE EXISTING will replace any information with the new selection (e.g. Groups - will remove the employee from any and all groups they are a part of and put them into the Group(s) you select)
Make Changes and Click SAVE
What Information Can be Changed?
REPLACE EXISTING | ADD NEW |
|---|---|
Status | Groups |
Groups | Roles (Primary and/or Default) |
Roles (Primary and/or Default) | Crew leader |
Crew leaders | Hourly rate |
Permissions group | Medical record |
Division | Additional cost |
Visa expiry date | Agreement to recruit (ATR) |
Agreed hours and earnings |
Items that exist in REPLACE EXISTING only (e.g. division, permission group) are things that an employee profile can only have 1 of.
Items that exist in ADD NEW only (e.g. hourly rate, medical record, etc) are records that are added for historical records OR items that require a date associated with the added item.
Items that exist in both REPLACE EXISTING and ADD NEW can only be added to the same Bulk Edit once from either REPLACE EXISTING or ADD NEW.
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