WFM UK: HR: Using Employee Batch Update

Overview

The employee batch update can be used to update the following attributes for multiple employees simultaneously:

• Preferred Name
• WTD Signed
• Shift/Hourly rate
• Salary
• Holiday Allowance Calculated
• Job Title
• Full Time Equivalent
• Reports To
• Flexible Holiday Override
• National Min Wage Compliance
• Carry Over holiday

Using the Employee Batch Update

• Go to HR > Employees > Employee Batch Update

• Apply search filters as required. For example, to easily identify employees who currently have no line manager, select No Manager from the Reports To drop-down
• Select Search when ready

Each employee will be listed onscreen with their Location and Division.

• Then make a selection from the Employee Attribute drop-down

The screen will then refresh, and drop-down boxes will appear next to every employee on the list.

• Make individual selections, or use the drop-down as shown in Fig.4 to select the same for every employee
• Select Apply

All employee drop-down boxes will update. 

• Then scroll down to Save the changes