21.1 Multiple Actions

21.1 Multiple Actions

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Multiple Actions

Multiple actions are available to apply bulk changes to a selection of employees. To apply any multiple action, group the employees using a filter, as described in the Filters section, then click on ‘Multiple Actions’ from the menu bar, then select the desired Multiple Action. 

Multiple manual clockings can be used to add clockings for of a group of employees, who were not able to clock for whatever reason.

To do this, enter the date, clocking time and an optional reason. To enter the shift start as the clocking time place a tick in the ‘Use Current Shift Start/End Time’ checkbox. The same can be done for shift end times This will apply whatever shift times employees are on, so for example if a filter of employees on various shifts is loaded each employee will have a clocking time related to the shift they’re assigned on.

The clocking can also be applied across a range of time by selecting appropriate From and To dates. If using a date range there is also a checkbox option for applying the clocking on non-working days.


 Then click on the ‘Add Clocking’ button.


Deleting clockings work the same way. 

A multiple adjustment is very similar to a daily adjustment, explained in the Daily Details section. The difference is the date range option, and the ability to use one adjustment for all employees in a filter.

For example, one would apply an adjustment to many employees in the event of a manual public holiday, or a group bonus. Another use would be an adjustment spanning multiple days, e.g. Annual leave or Maternity leave.

1. Click on ‘Action’ then ‘Multiple Adjustment’ from the menu bar.
2. Select Adjustment Type and Time to Allocate. 
3. Select the amount of time to allocate.
4. Select ‘Override Clockings’ if necessary and ‘Include Early Times’ and ‘Include Late Times’ if necessary. 
5. Add a ‘Comment’ if necessary (recommended). 
6. Select the ‘From’ and ‘to’ dates (the system will include the dates selected).
7. ‘Skip non-working days’ will only add the adjustment to Work Days. 
8. Click ‘Add Adjustment’ on the bottom. 

Notes:
The ‘Replace Existing Adjustments’ option will replace all existing adjustments having the same Date and Adjustment Type, with the new details entered. If the adjustment does not exist, it will be added as normal.

 If you have erroneously added an incorrect adjustment, you can delete the adjustment(s) by selecting the same date range and adjustment type, and then click ‘Delete Adjustment’.

You can also ‘Activate’ or ‘Deactivate’ all employees in the list, change the Shift, Pay Group, Clocking Group, Access Group, Custom Employee fields, as well as several others from the Multiple Actions menu. Note that Employee Details screen options appear in the ‘Employee Fields’ sub-menu under ‘Setup’.   

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