This help guide will show you how to record an absence for a subset of employees via Bulk Change.
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Note: A separate Bulk Absence page is available with more features than the option in Bulk Change so it is recommended to view the linked guide for more features associated with entering bulk absence. Important: The bulk change should only be used on subsets of employees with the same department and work pattern. Use the Bulk Absence page if you are looking to create absence records for employees on different departments and work patterns. |
Contents
Introduction
There may be instances where you need to record a period of absence for a group of employees e.g. a department has a development activity.
Rather than repeating the data entry for each employee record the absence can be recorded at the same time through the Bulk Change facility.
Entering an absence for a subset of employees
- Go to the following area:
- Latest (left-hand) menu: Data Management > Bulk Change
- Pre-2025 (top) menu: People Admin > Tasks > Bulk Change
- A screen displaying a three step process will be displayed
Step 1
- Click Select person subset
- The subset screen will be displayed enabling you to select the records for whom the change is to be made. Follow the subset steps
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Note: For more details on Subsets please see the related information sheet Important: The bulk change should only be used on subsets of employees with the same department and work pattern. Use the Bulk Absence page if you are looking to create absence records for employees on different departments and work patterns. |
Step 2
- The screen will display your selected employee records in the Step 1 column
- In Step 2 there is a choice of Action or Field
- Since it is data that is to be recorded click Action and from the drop down list select Create an Absence Record
Step 3
- For this particular change there are no processing options so Step 3 is not required
- Click Continue
- Click on the icon in the top right of the screen to view the records selected
- On the absence data entry screen record the date and type of absence as required
- Click Complete and Return to Bulk Change
- Click Finish on the Bulk Change screen
- An on screen report of the changes will be presented. Click Export to PDF if a hard copy of this information is required
- To view the data entry record for any of the individual employees in the affected subset select the required employee record and go to the following area:
- Latest (left-hand) menu: Holidays & Absence > Book & View Time Off
- Pre-2025 (top) menu: Personal Data > Time Management > Time Off
| Note: Dependent on your system verification settings, the data change may be sent to the line manager or HR for verification. |
| Note: Bulk Change is irreversible so care should be taken when selecting the group of records and in ensuring the data entry is accurate e.g. correct dates etc as any inaccuracies will be replicated for as many records as are in the subset. |
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