Creating a processing group for a mass action
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Sign in as Administrator and select .
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Click Create.
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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.
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Click Save.