5. Bulk Actions

From the employees’ list, you can select a group of employees to perform bulk actions such as adding time off or compensation requests, assigning them to teams or locations, or deleting employees.

Filters

• Click “Show filters” to filter employees.
• You can filter employees by name, team, leave policy, or location.
• Check the checkbox next to each employee to select them, or click the top checkbox to select all of the employees.

Add Day Off

• To add days off in bulk, employees must be under the same policy. Use the filters to filter employees by leave policy.
• Select the required employees.
• Click “Add day off”.
• A popup will show where you can enter the request details.
• Click “Submit request”
• A review popup will show where you can review the status of the request and the employees’ balance before and after the request.
• Click “Confirm” to submit the request, or “Back” to go to the previous step and edit the request details.

Add Comp Off ” Compensation”

• To add compensation in bulk, employees must be under the same policy. Use the filters to filter employees by leave policy.
• Select the required employees.
• Click “Add comp off”.
• A popup will show where you can enter the request details.
• Click “Submit request”
• A review popup will show where you can review the status of the request and the employees’ balance before and after the request.
• Click “Confirm” to submit the request, or “Back” to go to the previous step and edit the request details.

Delete

• Select the required employees.
• Click “Delete”.
• A popup will show to confirm the deletion.
• If you would like to keep the employees’ previous requests and balance data in the reports, click “Delete employee” directly.
• If you would like to delete all of the employees’ previous requests and balance data, check the checkbox ” Delete employee leave requests and all related data”, then click “Delete”

Assign to Team

• You can select a group of employees and assign them to a team.
• Select the required employees.
• Click “Assign to team”
• Select the required team.
• Adding employees to a team may change the leave policy and approver of the employee.
• Click confirm to review the policy change for each of the selected employees.
• You can review the leave policy, total days, and total hours before and after changing the team.
• You can review the changes or unselect some of the employees and then confirm.
• Afterward, each employee’s team, balance, and approver will be updated.

Assign to Location

• You can select a group of employees and assign them to a location.
• Select the required employees.
• Click “Assign to location”
• Select the required location.
• Changing employees’ location may change the leave policy of the employees.
• Click confirm to review the policy change for each of the selected employees.
• You can review the leave policy, total days, and total hours before and after changing the location.
• You can review the changes or unselect some of the employees and then confirm.
• Afterward, each employee’s location and balance will be updated.