HR

Step-by-step guide

This guide will show you how to change the Record Group for a subset of employees in bulk.

For details of other fields and actions available for bulk update please see Bulk Change Overview.

Contents

• Introduction
• To change the Record Group for a subset of employees

Introduction

When a new employee record is created you have to put them into a Record Group.

This Record Group is then visible and if required, changeable on the Employment Details tab which can be accessed through:

• Latest (left-hand) Menu: Personal > Personal Details
• Pre-2025 (top) Menu: Personal Data > Personal Information > Personal Details

Although it is possible to change the Record Group for a specific employee there may be a requirement to change the Record Group for a selection of employees at the same time.

This can be achieved using Bulk Change.

To change the Record Group for a subset of employees

• Go to:
  • 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
  
  

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 the contents of a field that is being changed click Field and from the
  drop down list select the field of Record Group
• From the Change to options select what the new record group will be for the
  selected group of employee records

Step 3

• For this particular change there are no processing options so Step 3 is not required
• Click Finish
• An on screen report of the changes will be presented. Click Export to PDF if a hard
  copy of this information is required