Creating a processing group for a mass action

  1. Sign in as Administrator and select Utilities > Mass Actions > Processing Group.
  2. Click Create.
  3. Specify this information:
    Processing Group
    Specify a name for the processing group. We recommend that the name refer to the mass action for which you created the processing group.
    Action
    Select the action. The read-only Business Subject field displays the business subject that corresponds to the action.
    Action Reason
    Select a reason for the action.
    Action Comment
    Optionally, add a comment about the action.
    Effective Date
    Select an effective date.
    Action
    Select the action for which you are creating the processing group.
    New Position
    If you selected Promote or Transfer as an action, select the new position.
    Approve Immediately
    Select this check box to automatically approve the submission. Clear this check box to manually approve the submission.
    Bypass Export Generation
    Select this check box to skip the generation of export files.
    CSV File
    Upload the .csv file of mass action transactions.
  4. Click Save.