Creating mass edit overrides

Mass edit overrides are used to make multiple changes to a set of employee timesheets for a set of dates all at once. For example, you can use a mass edit to schedule every employee for a weekend meeting.

  1. Select Maintenance > Mass Edit > Mass Edit Creation.
  2. In the Mass Edit Details section, specify a name in the Mass Edit Name field and a brief description in the Mass Edit Description field.
  3. In the Select Edits section, select the type of override from the drop-down list.
  4. Specify the appropriate information in the pop-up window.
    The required information varies depending on the type of override that was selected.
  5. Click Submit.
  6. In the Select Employees section, select which employees, teams, calculation groups, pay groups, and shifts receive the mass edit.
    Note: The maximum number of employees you can create mass edits for in one transaction is displayed in the header of the Select Employees section. System administrators can alter this number.
  7. In the Select Dates section, select the repetition of the mass edit from the Frequency drop-down list:
    • Once Only: Specify the only date the overrides are applied in the Start Date field.
    • Daily: Specify the start and end dates during which to apply the mass edit in the Start Date and End Date fields.

      Specify how often to apply the mass edit within the date range in the Repeats field. For example, a value of 2 applies the mass edits every other day within the date range.

      Specify the maximum number of days to apply the mass edit in the End after field.

    • Weekly: Specify the start and end dates during which to apply the mass edit in the Start Date and End Date fields.

      Specify how often to apply the mass edit within the date range in the Repeats field. For example, a value of 2 applies the mass edits every other week within the date range

      Specify the maximum number of days to apply the mass edit in the End after field.

      Select check boxes of the days of the week for which you want the mass edit to apply.

    • Monthly: Specify the start and end dates during which to apply the mass edit in the Start Date and End Date fields.

      Specify how often to apply the mass edit within the date range in the Repeats field. For example, a value of 2 applies the mass edits every other month within the date range.

      Specify the maximum number of days to apply the mass edit in the End after field.

      Select one of these options:

      • Day ... from the ... of the month: Specifies a specific day within a month that is relative to the start or end date from which to apply the mass edit. Specify a whole number in the field and select either start or end from the drop-down list. The mass edit is applied the specified number of days. If start is selected, the number of days is counted forward from the start date. If end is selected, the number of days is counted backward from the end date. For example, if you specify 2 and select start, the mass edit will be applied two days after the specified start date.
      • the ... ... of the month: Selects a specific day within the month. Specify the specific day within the month using the two drop-down lists.
    Note: System administrators set the maximum number of days for which you can create mass edits in one transaction. The maximum is displayed in the header of the Select Dates section.
  8. Click Submit.
    The Mass Edits Results page is displayed showing the mass edit with a status of Pending. All mass edits are pending until enabled.