In PeopleHR, as an administrator, you can create a new record for multiple employees or update existing records with manual input in bulk or with Excel worksheet templates in Bulk Actions.
Alternatively, you can only update existing records with your own CSV file in the Employee Data Updater tool.
📌Note: Managers have the Holiday Accruals and Book Holiday options that only change their direct report's records.
We describe each bulk action type in the table below:
Action | Action type | Action | Details |
Import with Excel templates | Data loaders | Data loaders actions | Use our data worksheet templates you can download, save locally, fill in, validate and upload. |
Manual input | Employee Settings | Employee Settings | Update the company, location, department, LOS profile, employment type, and notice period. |
Manual input | Employee Settings | Assign Work Pattern | |
Manual input | Employee Settings | Manage team members | |
Manual input | Employee Settings | Manage Additional Reports | |
Manual input | Salary | Salary | |
Manual input | Salary | Salary Entitlement | |
Manual input | Salary | Salary Deduction | |
Manual input | Holidays and Other Events | Holiday Entitlements (This year) | |
Manual input | Holidays and Other Events | Holiday Entitlements (Next year) | |
Manual input | Holidays and Other Events | Other Event Entitlement | |
Manual input | Holidays and Other Events | Holiday Accruals | |
Manual input | Holidays and Other Events | Book Holiday | |
Manual input | Others | Documents | |
Manual input | Others | Training | Assign employees to a new training course in bulk. |