The Mass Updates feature in Collage allows you to update the information for many employees simultaneously instead of having to make changes individually. This article will walk you through how to use the feature.
To get started, click on the Mass Updates module near the bottom of the left-hand navigation bar:
Once on the Mass Updates page, an update can be initiated by clicking the blue Make Changes button:
You can make 2 types of mass updates: mass updates to job information, and mass updates to personal information. Select the type that includes the information you want to change:
Once you've created a new mass update,
Select an effective date for the change. This effective date will apply for all employees you add to the mass update.
Add notes to the change. This can be used to specify the reason for the change, and will appear in each employee's job record.
Select the specific attributes/fields you want changed in an employee's job or personal information.
Once you've added this information, it's time to add employees and update their information. You can add employees all at once, individually, or add employees by location, department, or manager. After employees are added, changes can be made by editing the fields you see.
If you navigate away from the page after you changed any fields, those fields will be saved in a draft when you return later.
Pay Rate and Manager fields can be bulk edited. This can be useful if you need to give everyone the same percentage increase to their pay rate, or need to assign many employees to a different manager.
Once you're ready to make the changes, you can click the Publish button at the bottom of the page, after which you'll be asked to confirm changes.
After clicking Publish, you'll be taken back to the Mass Updates page, and you'll see your recent update appear with a status of Running. When the update is done, refreshing the page or navigating back to it from another page will show you the completed status:
If there are any errors in the update, you can view the errors by clicking in the row for that mass update, then filtering to the updates with errors using the button in the top right:
The reason for the error will be displayed in the Error Message column. If an error occurs you can update the employee's information individually by going to their page after correcting the error:
And you're done!
If you have any questions about the feature after reading this article, our support team would be happy to answer them. Please use the chat button in the bottom right of your screen to contact our support team.