Change employee fields (work section) in bulk

Modified on Wed, 28 Apr, 2021 at 8:15 PM

Kenjo offers the functionality to perform bulk actions on Employee fields under the Work section. With this functionality, you can bulk edit the following employee fields: 

  • 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 the same office, remove the current office by clicking the "x" button
    • If you choose employees from different offices, don't choose any option and leave the field as it is 
  • 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 the same department, remove the current department by clicking the "x" button
    • If you choose employees from different departments, don't choose any option and leave the field as it is 
  • 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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