Assign or Update a Position for multiple employees

Tip: This feature is available with Powerpay Plus.

Use the Mass Organizational Update feature to assign or update a Position for multiple employees at one time with the same update method (new value or manual update). At the end of this process, you can review the proposed changes, modify individual records and exclude individual records from being updated.

Tasks

Assign or update a Position for multiple employees

  1. Click the Pay Period menu and click the Enter button for the pay period you want to work with.

  2. Open the Mass Organizational Update page.Closed From the Payroll menu, select Mass Edit Tools > Mass Organizational Update.

  3. Select Position as the Update On option.

  4. Select an update method.

    The following update methods are available:

    • New Value – Select the new Position value from the list.
    • Manual Update
  5. Select filter criteria to specify which employees should be updated. Powerpay displays only the positions and distribution types set up for your payroll.

  6. Click Preview.

    The Employee List displays all of the employees in the open pay period that meet the Update On and filter criteria. It includes:

    • Select check boxes 
    • Employee Number
    • Employee Name
    • Old Position

    • New Position

      Tip: By default, the list is sorted by Employee Number. To change the sort order, click a column heading.

      Tip: Click an employee name link to review of read-only version of the Employee Profile for the selected employee.

      Below the Employee List, Powerpay displays the number of employees that meet the filter criteria and the number of employees selected for update.

  7. Review the values in the New Position. Edit any values as required.

    • The values can be edited. If you edit a value, an update icon displays beside the edited value and displays at the top of the list.

    • If the values are incorrect due to inappropriate selection criteria, click Reset. Powerpay displays the following message:

      Resetting deletes the Employee List and resets the page selections to the defaults. Please save as template or data will be lost. Click OK to continue, or Cancel to remain on the current filter criteria and employee list.

      If required, click OK to reset the selection criteria.

  8. For each record that will be updated, Powerpay displays a check mark next to the employee name. If any of the employees that meet the selection criteria and display in the Employee List should NOT be updated, clear the checkbox.  

  9. Click Apply.

    Powerpay indicates the number of updates.

    If the number is correct, click OK to continue.

    If the updates are successful, Powerpay displays a Data Saved message that indicates the number of successful employee updates.

    Powerpay displays a list of employees who met the selection criteria but were not updated because they were deselected in the Employee List.