Bulk Actions: Tips to Optimize Time in Your Management

Hi there!

If you are an Administrator or Supervisor, you have probably encountered checkboxes that open actions for more than one employee or more than one punch.

Check out usability tips for making registration changes or approvals/punch changes efficiently and practically.

People Menu

👍 Recommended for Administrator - HR permission.

Let's start with the bulk changes you can make in the people data process. I'll give you some examples of activities that you can include or change employees more quickly:

1. Change Shift or Rule Group
2. Change Payment Groups and Holidays
3. Company Structure: Change Positions, Departments, or Branches
4. Team Change - reallocate employees to another leader
5. Bulk Change Locations - move several employees to another specific location
6. Punch Configuration - massively change the punch registration model for your employees;

To act, access the People tab with an Administrator account > select employees through the checkbox.

You can mark all employees at once (click on the button next to the Member name) or click on the box next to the names you want to change. Then, click [Actions] to open the options menu. Next, select the category you want to make the change and follow the on-screen instructions:

1. Change this employee's Pay Policy. Choose from the Group options, add the start date, and Confirm;
2. Change your employee's Payroll Group;
3. Change your employee's Holiday Group and set the start date;
4. Change your employee's schedule;
5. Change the structure of Positions, Subsidiaries, and Departments;
6. Change the location of these employees - when making a massive change, the new location will not just be added - it will replace all locations already associated with the employee.
7. Change the punch registration formats for your employees collectively;
8. Change your employee's leadership.

Attendance Menu

👍 Recommended for Administrator - HR and leadership permission.

You can use bulk actions to approve multiple punches at once. Go to the left menu Punch > Punches > click on the checkbox and, finally, select [+Approve].

Tip: use the filter next to the period regulator to view only pending punches.

Super Punch

👍 Recommended for Administrator - HR and leadership permission.

In the Attendance menu, access the Super Punch.

Use the general checkbox or mark all the punches you want to make some change. You can clear punches, organize them chronologically (in cases where the punch is out of order), remove shifts, and validate all invalid punches.

If you have any questions during the process, let our team know through the chat! Excellent management for you :)