To perform a Bulk Update on Employee Records, navigate to 'Employees' under the 'Labor' listing in the 'Operations Module' to locate the Employee Table.  

  • Note: Make sure to perform any Employee Merges prior to performing Employee Updates as not all data will transfer when performing Merges


Upon loading, export the table by clicking the 'Export' button in the top right corner of the table (marked by a black box in the image above). This action will produce a .csv file will the entire contents of the table included.  Open the file and make the desired edits.  When complete, save the file (ensure it is saved as a .csv).



Upload File



To upload the file, Navigate to the Import Tool by hovering over the 'Administration' tab on the top ribbon and clicking 'Import'. When the screen opens, complete the 'Option' and 'Type' fields by typing in the following:

  • Options: Employee
  • Type: Update Existing

Upload the file containing the Employee Record changes that was recently saved.  Click 'Next' 



Map Fields




The available values should map automatically.  However, if a value does not map to a column properly, click the Selection Arrow on the drop down next to the value to manually select an option.  


    Note: The EmployeeID field mapped automatically and is located at the top of the list of mapped values


When finished, click 'Next' 



Import



Lastly, click the Import button to complete the update.  The EmployeeID values will be displayed as hyperlinks along with a Success message