How do I bulk update my team? (Desktop)

Modified on Mon, 22 May 2023 at 05:26 PM

Plans:A Little Bit ShiftieVery Shiftie
Permissions:EmployeeSchedule ManagerSystem ManagerFull Access 

This feature is only available on Desktop.  

Added a new location, job role, or group and can't quite face the thought of having to assign them to all of your employees individually? You're going to like this one...

  1. Head over to the team page by clicking on the 'Team' icon on the left of your screen. 
  2. Filter the list as needed, then click the tick boxes to the left of the employees you want to update.
  3. Select the Bulk Actions dropdown at the top of the page and choose what you want to update from the list. The options will change slightly depending on which team members you've selected; you can't assign line managers or leave approvers to the account owner, or archive them.
  4. Choose the new information from the dropdown and click to confirm.
  5. The page will refresh and the users will be updated.

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