Editing multiple staff

Selecting the staff members to edit

Open the
Edit Multiple Staff
dialog.
Select the appropriate option in the first screen of the dialog, depending on which information you want to change, and select
Next
.
In the left pane, select the staff members whose records you want to change and select the
Select
button.
note
To select multiple staff, hold down the CTRL key as you make your selections.
Use the
Search
field to locate specific staff members in the list.
Use the
Filter
field to narrow down the list of staff. To display the filter field, select the Show filter button.
When finished with your staff selections, select
Next
.

Staff edit options

Changing staff information

In the
Edit Selected Staff
dialog, select the field that you want to change from the first drop-down list.
From the second drop-down list, enter or select the new value for the field.
Select the Add Row button to change additional fields.
When finished selecting fields and new values, select
Finish
.
Select
Yes
to confirm the changes.

Changing staff benefits

In the
Edit Multiple Staff
dialog, select the benefits for which you would like to change information. To select multiple benefits from the list, hold down the CTRL key as you make your selections.
Select
Next
. Note that the title of the dialog changes to
Edit Staff Benefits
.
From the drop-down list, select the field(s) you would like to update, and enter the new value. If you select
Active
from the list, mark the checkbox to make the selected benefits active.
note
Select the Add Row button to update additional fields.
To remove a selected benefit from the list at the bottom of the screen, right-click and choose
Remove Selected Entries
from the context menu.
Select
Finish
.

Copying staff rates

In the
Edit Multiple Staff
dialog, select the staff member from the
Staff
drop-down list whose rates you want to copy to the other staff members’ records.
From the
Effective Date
drop-down list, select the effective date for the set of rates you want to copy. For example, if you want to copy the rates from when the staff member was hired, select the hire date or earliest date. You can verify the rates to be copied in the grid below the fields.
Select
Finish
.

Adding security groups

From the Description column, select the security group(s) you want to add to the selected staff.
note
If a selected staff member already has security groups assigned, the security groups will be replaced by the ones you select here.
Select
Finish
.

Copying staff targets

In the
Edit Multiple Staff
dialog, select a staff member from the
Copy targets from
drop-down list. This is the staff member whose targets will be copied to the selected staff.
In the grid at the bottom, select the rows for the targets you want to copy.
note
To copy multiple targets, press SHIFT or CTRL while making your selections.
Select
Finish
.

Adding staff skills

In the
Edit Multiple Staff
dialog, select a skill area and a skill rating for each staff member you selected.
Select
Finish
.