Making Mass Changes

Objective

After completing this lesson, you will be able to execute a mass change.

Mass Change Main Concepts

Mass change allows administrators to change the job information and/or job relationships of multiple employees simultaneously. You may need to use mass change if you are transferring several employees to a new location or changing a job title in your organization.

Examples of mass changes include changing office locations, corporate restructuring, or assigning a new manager to a group of employees as a part of an organizational change.

Mass change can only be used when the group of employees is all moving to the same value, for example, transferring to the same location or moving to the same manager.

The mass changes tool uses role-based permission role technology to group individuals together for which the change is occurring.

As a best practice, the administrator making the mass change should test the changes to an individual employee’s file first before attempting to make a mass change.

Once the administrator knows what fields need to be changed, and what the process looks like, they can create a mass change. If the initiator does not have the appropriate role-based permissions to make changes on behalf of an employee that is part of the mass change, the system generates a warning message stating that the employee will not be included in the transaction.

The mass change can be saved a triggered at a later date or triggered immediately. Once the mass change is run, it will let know if the transaction occurred successfully or if there were errors. The error message is downloadable as a CSV file.

Note

The Mass Change feature can currently only be used for the Job Information and Job Relationship sections.

Form for managing mass changes with fields for mass change name, employee group, effective date, area, field name, and new value

Set Up a Mass Change

In this activity, you will change the location of a group of employees.

Note

This exercise is a standalone activity and is not required for completing other hands-on exercises for this course.

Use the simulation if you don't have a practice system.

Steps

  1. Use the Action Search to navigate to Manage Mass Changes.

  2. Select Create New.

  3. Mass Change Name: Location Change.

  4. Under Employee Group, click on Create.

  5. Name the new group as Dayton Employees.

  6. Under People Pool, choose Location as the Category and choose Dayton.

  7. Click on Update under Group Membership.

  8. Click on Done.

  9. Choose a month from today’s date as the Effective Date.

  10. At the Area dropdown menu, select Job Information.

  11. At the Field Name dropdown menu, select Location.

  12. At the New Value dropdown menu, select a San Mateo.

  13. Select Location Change (JOBLOCN) from the second New Value dropdown menu.

  14. Select Save and Initiate.