V2 - Bulk Editor

Within Chronicle, there is a useful area which can assist with bulk edits to various areas relating to an employee records, entitlements and work records. 

You can find the bulk editor within the 'Toolbox' drop-down on the left-hand side.

Some features which you can use the bulk editor for are: 

Employee Record

Person Type	Gender	Title	Roster	Rotation	Activity
Cost Centre	Terminal Group	GT/IT Terminal Group	Access Group	Manager	Flexitime Rule
Shape Company	Pay Type	Pay Category	Pay Frequency	Holiday Rule	Employment Type
SSP Rule	Accrual Rule	Tag	Company documents	Deleting Employee Tags	Creating HR Records

Entitlements

Disabling 'Carried Over'	Holiday Entitlement	Carried Over Entitlement
Bank Holiday Entitlement	Sickness Entitlements	Absence Entitlements
Bank Holiday Booking	Resetting TOIL Entitlements	-

Work Record

Creating Absence Records	Creating Exception Items	Creating 'Default Days'	Updating WR Activities
Updating WR Cost Centres	-	-	-

Filters

When accessing the bulk editor, above the table of employees you'll have some filters to use to make bulk updating easier.

Tag

• This will allow you to filter the table of employees down to a specific tag which you have access to.

Start / End Date

• The 'Start/End' date range can be used when you're actioning bulk requests against work records, for example booking in an absence.

Sort By

• With this filter, you can sort the table of employees to a specific column found within this table of information.

Using the Bulk Editor

When actioning changes within the bulk editor, after you've selected your appropriate filters you can begin making the changes. To action a change, you'd need to select the tick box against the employee(s) on the left-hand side. 

Alternatively, to make bulk edits to all employees first ensure the 'Show Records' is displaying the maximum amount of records available and then select the tick box in the top-left of the table to select all records available.

With the appropriate employees select, you can then look below the table of employees for the option you're looking to use. 

For example, if you were looking to assign newly created employees to a terminal group before downloading them, with the employees selected scroll down to below to table and find the appropriate drop-down. 

Select the relevant option from the drop-down and then the 'Update' option. It should then display 'Records Updated' at the bottom of the screen.

You can see below additional guides for the Bulk Editor:

Bulk Booking Bank Holidays: {Placeholder Link}

Creating 'Default Shifts' for Multiple Days: {Placeholder Link}

Preventing 'Holiday Carried Over': {Placeholder Link}

Updating Holiday/Sick/Absence Entitlements: {Placeholder Link}

Deleting Employee from a Tag: {Placeholder Link}