What is Bulk Update?
Bulk Update is used for a different purpose than Employee Import. The People Import is used to import New Employees that do not yet exist in the system. Read here for How to Import Employees in Bulk. Bulk Update is used to Update information of the employees that already exist in the system. This process involves 3 steps :
1. Exporting an excel template containing the employees current organisation
2. Editing the employee details within the excel sheet
3. Uploading the edited excel sheet to update details in the system
To Bulk Update Employee Information:
1. On the left panel of the admin dashboard, head to People > Import / Export
2. Select Bulk Update
3. Under Employees section, you can choose whether you want to update details of:
(a) All Employees
(b) Specific employees
(c) Filter by criteria
4. Select the details that you want to bulk update:
You may select sub-category details.
5. Once you have done the filter, click Download Template
6. Update the data in the excel sheet template that you have downloaded.
Note: Do not convert the template into any other format such as Google Sheets. This will corrupt the formatting present in the Import Template. Kindly input any data while maintaining it as an Excel Sheet.
Note: Do not Rearrange the rows of the exported template you have downloaded while filling in the updated information.
7. Choose file and click "Start Bulk Update".