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Assign tasks to all employees in bulk

Is there a way to raise a bulk task for all staff to complete.

J
Written by Joshua Shooter
Updated over a month ago

Tasks can be assigned to users in bulk using Background Ripples.


Create a query

First, you need to create a query.

  1. Click Access Button image then click HR Admin.

  2. Click Queries then click the plus icon.

  3. Select Employee Details then select:

    • Employee ID.

    • First Name.

    • Last Name.

  4. Click Next then click Next.

  5. Give the query a name then click Next.


Create a ripple

Once you've created the query, you need to create the ripple.

  1. Click Access Button image then click HR Admin.

  2. Click Settings then click Ripples.

  3. Click the plus icon then select the ripple type as Background.

  4. Enter a name and description then set the employee and manager access.

  5. Add Step:

    • Select Task.

    • Click Next.

    • Give the Task a name.

    • In Assigned to field, select the targeted employee.

    • Add a relevant value in Date Offset field.

    • Type a description and use the relevant tags from the Tag List.

    • Click Save.

  6. Set the Status to Active then click Save.


Link the ripple to the query

  1. Click Access Button image then click HR Admin.

  2. Click Settings then click Ripples.

  3. Next to the ripple you created, click the star icon then click Add New Item.

  4. Enter a name then click the query name.

  5. Click the ripple name then enter the relevant number of days to repeat the ripple.

  6. Click Save.

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