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Change employee work section fields in bulk

In this article you'll learn how to bulk edit employee work section fields including Company, Office, and Department.

Written by Franzi Schuetzer

In this article you'll learn how to bulk edit employee work section fields including Company, Office, and Department. You will be able to update or remove these fields for multiple selected employees at once using the List view and Actions menu. This article is relevant for HR administrators who need to make changes to employee information across multiple records simultaneously.

  • Company

  • Office

  • Department

  • Reports to



Company


To edit the Company field in bulk, please follow the next steps:

  • Under People > Directory, select the List view to view the employees in your organization

  • Use the checkbox buttons against each employee to select the employees you wish to activate in bulk

  • Click on the Actions button above the table and select Change company from the dropdown menu

  • Choose the respective company from the dropdown menu

  • Click Save to change the company of the selected employees

Office


Changing Office


To edit the Office field in bulk, please follow the next steps:

  • Under People > Directory, select the List view to view the employees in your organization

  • Use the checkbox buttons against each employee to select the employees you wish to activate in bulk

  • Click on the Actions button above the table and select Change office from the dropdown menu

  • Change the current office by choosing the respective office from the dropdown menu

  • Click Save to apply the changes


Deleting Office


To remove the Office field in bulk, please follow the next steps:

  • Under People > Directory, select the List view to view the employees in your organization

  • Use the checkbox buttons against each employee to select the employees you wish to activate in bulk

  • Click on the Actions button above the table and select Change office from the dropdown menu

  • Two cases:

  • If you choose employees from different offices, don't choose any option and leave the field as it is

  • If you choose employees from the same office, remove the current office by clicking the "x" button

  • Click Save to apply the changes

Department


Changing Department


To edit the Department field in bulk, please follow the next steps:

  • Under People > Directory, select the List view to view the employees in your organization

  • Use the checkbox buttons against each employee to select the employees you wish to activate in bulk

  • Click on the Actions button above the table and select Change department from the dropdown menu

  • Change the current office by choosing the respective office from the dropdown menu

  • Click Save to apply the changes


Deleting Department


To remove the Office field in bulk, please follow the next steps:

  • Under People > Directory, select the List view to view the employees in your organization

  • Use the checkbox buttons against each employee to select the employees you wish to activate in bulk

  • Click on the Actions button above the table and select Change department from the dropdown menu

  • Two cases:

  • If you choose employees from different departments, don't choose any option and leave the field as it is

  • If you choose employees from the same department, remove the current department by clicking the "x" button

  • Click Save to apply the changes

Reports to


Replacing current assignment


To replace the current assignment under Reports to field in bulk, please follow the next steps:

  • Under People > Directory, select the List view to view the employees in your organization

  • Use the checkbox buttons against each employee to select the employees you wish to activate in bulk

  • Click on the Actions button above the table and select Change reports to from the dropdown menu

  • Replace the current assignment by choosing a new employee from the search box

  • Click Save to apply the changes


Removing current assignment


To remove the current assignment under Reports to field in bulk, please follow the next steps:

  • Under People > Directory, select the List view to view the employees in your organization

  • Use the checkbox buttons against each employee to select the employees you wish to activate in bulk

  • Click on the Actions button above the table and select Change reports to from the dropdown menu

  • Under Action, choose Remove current assignment

  • Click Save to apply the changes


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