Mass creation of milestones

Updated by Dana

Mass milestone creation allows you to add new records to the work history of multiple employees at once.

An example of use is concluding a new employment contract or changing the salary amount.

In the main navigation menu, go to the Employees > List of employees tab.

Here, click the Options button and then select Bulk changes.

Then use the Bulk changes button to open the bulk edit panel.

The mass milestone creation process consists of 6 steps:

  1. Employee selection
  2. Action selection
  3. Selecting fields to fill in
  4. Setting up basic data for new milestones
  5. Entering values ​​for new milestones
  6. Review and confirmation

The maximum number of changes made is limited to 2000. These changes can be applied to a maximum of 500 employees (e.g. 4 changes for each of 500 employees).

1. Employee selection

To select employees, proceed as follows:

  1. Pre-filter your employees - the filter is used to pre-filter employees (same as targeting), you can filter, for example, by job positions, companies, type of employment contracts, etc.
  2. Select employees - you can use all pre-filtered ones (using the "Select all" button) or narrow their selection further.

2. Action selection

Choose the Create new milestones action.

3. Selecting fields to fill in

Use the radio buttons to select the fields you want to fill in the milestone.

Fields that you don't select will remain in the milestone filled with the value from the previous milestone.

4. Setting up basic information for new milestones

To set up basic data for new milestones, fill in:

  1. Milestone effective date from
  2. Description
  3. Visible to employee - visibility can only be set for future milestones, current and past milestones are always visible

5. Entering values ​​for new milestones

Enter values ​​for the new milestones.

By clicking the orange copy icon, you can apply the selected value to the entire column.

6. Review and confirmation

Check that the values ​​you entered are correct. If you want to make any changes, click the Back to editing button.

Otherwise, confirm the bulk edit by clicking the Create milestones button.

Every batch edit made is recorded in the log.

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