Apply Mass Updates

Mass Updates

Perform mass updates to create a variety of data changes quickly and easily.

To perform an update, you must select the records to which you want to apply the changes. To select records, you can check the box for each individual record, or apply a filter to select records based on criteria. Examples of filter criteria are: company, employee type, Hourly/Salary, and more.

You can perform either a Field to New Value or a Field to Field mass update type.

Field to New Value

  • Define a new value for a specific field.
  • The update applies the same value to all selected records.

Example:

Update the earning group to ABC for all selected records.

Field to Field

  • Mirror the value from one field to another field.
  • The update applies record-specific values to all selected records.

Example:

Update the earning group to equal the pay group for all selected records.

Mass Update Example Scenarios

The following list provides a few examples of how you might use the mass updates feature.

  • Update autopay to equal yes for all salaried employees.
  • Update the pay group based on hourly/salary, state, source company, and other filters.
  • Update the org levels and work locations to equal another field such as pay group or work in state, if applicable.
  • Update the date of last hire, date of seniority, and date of benefit seniority to equal the date of hire.
  • Update the termination and leave of absence reasons to a default system-delivered reason if data is not provided by the customer.

Perform a Mass Update

Access Mass Updates to perform data changes quickly and easily.

Navigation:Home > People Data

  1. Under Create People Data, select Profiles.
  2. On the toolbar, select Mass Update.
    The image displays the Mass Updates button highlighted on the toolbar
  3. In the Apply Mass Update dialog, select the appropriate filter criteria to select which records you want to update. Select the Field, Comparator, and Value fields, as necessary. Select Next.
    Shows an example filter criteria with the Next button highlighted
  4. In the Update Rules page, choose the type of mass update and set the rules. Complete the information in either the Field to Field or the Field to New Valuebox.
    Shows an example of completed Field to New Value rules with the Next button highlighted
    Tip Select the Plus or the Minus buttons to add or remove rows of rule values.
  5. In the Summary Review page, review the criteria and select Apply.
    Shows an example of a Summary Review page

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