Learning path: Employees — Guides

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Next: Archiving and Restoring Employees in WorkWeek

WorkWeek allows you to edit employee information either individually or in bulk, making it easy to update profiles quickly and efficiently based on your needs.

Individual Employee Editing:

1. Locate the Employee

• Navigate to the Employees page.
• Use the Search bar to find the specific employee, or scroll through the list.

2. Open the Edit Profile

• Click the Edit icon (pencil) in the Actions column next to the employee’s record.
• This opens the employee’s profile, where you can update various details such as:
  • Personal Information: Name, contact details.
  • Job Details: Title, status (e.g., Full-Time, Part-Time), and hourly or daily rate.
  • Contract Information: Appointment and contract end dates.
  • Site Assignments: Add or remove site assignments as necessary.

3. Save Changes

• Once all necessary updates are made, click the Save button to apply the changes.

Bulk Editing Employees:

1. Select Multiple Employees

• On the Employees page, select the employees you wish to edit by clicking the checkboxes next to their names.

2. Access Bulk Edit

• After selecting the employees, click the Bulk Edit button at the top of the page.

3. Choose Fields to Edit

• The Bulk Edit form allows you to update specific fields for all selected employees simultaneously. Available fields include:
  • Status: Update employment status (e.g., Active, Full-Time).
  • Title: Change job titles.
  • Billing Frequency: Adjust whether employees are billed hourly or daily.
  • Hourly Rate / Daily Rate: Update pay rates.
  • Date of Appointment and Contract End Date: Modify employment start or end dates.
  • Labour Broker: Assign or update the labour broker.

4. Apply and Confirm Changes

• Once the necessary fields are selected and updated, confirm the changes by clicking the Apply button. The updates will be applied to all selected employees.

Key Points:

• Individual Editing: Best for making detailed updates to a single employee’s profile.
• Bulk Editing: Ideal for making the same change across multiple employees quickly (e.g., updating pay rates or employment status).
• Efficiency: Both methods streamline employee management, ensuring records remain accurate and up-to-date with minimal effort.

By combining individual and bulk editing capabilities, WorkWeek provides flexibility and efficiency in maintaining accurate and comprehensive employee records.

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→Next Page: Archiving and Restoring Employees in WorkWeek

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