As an administrator, you can use Bulk Actions to create records for several employees at once, or to update existing records. You can type the changes or upload our Excel worksheet templates.
To update existing records only, you can also upload your own comma-separated values (CSV) file in the Employee Data Updater tool.
đNote: Managers also have the Holiday Accruals and Book Holiday options. These only change their direct reports' records.
Import with Excel templates
Under Data loaders, use our data worksheet templates. Download them, save them locally, fill them in, then validate and upload them.
Manual input
Each action type includes these actions:
Employee Settings
Employee Settings: update the company, location, department, length of service (LOS) profile, employment type and notice period.
Assign Work Pattern: assign work patterns in bulk.
Manage team members: manage reporting lines.
Manage Additional Reports: manage reporting lines.
Salary
Salary: update salaries.
Salary Entitlement: update salaries.
Salary Deduction: add a salary deduction.
Holidays and Other Events
Holiday Entitlements (This year): update holiday entitlement.
Holiday Entitlements (Next year): update holiday entitlement.
Other Event Entitlement: update other event entitlement.
Holiday Accruals: update holiday accruals.
Book Holiday: book holiday leave.
Others
Documents: assign documents.
Training: assign employees to a new training course in bulk.