Bulk Actions: Overview

Bulk Actions: Overview

About

Besides processing payroll input on the respective employees’ records, capturing payroll information can also be processed via the Bulk Actions Screen.  Bulk entries can be uploaded to the Payslip Edit Screen or the Recurring Components Screen.  Templates to update information to other selected screens, are also available.  

Edition

This feature is available on all PaySpace editions.

Navigate > Bulk Actions


Ensure that the correct company and frequency are selected.

The Location Menu


Tip
By default, when you select Bulk Actions from the Top Menu, the screen will expand.  The collapsed view can be recovered by selecting the Hamburger Menu from the Title Bar.

The Hamburger Menu


The Bulk Actions Screen: Top Section

The Bulk Actions Screen: Top Section




The Bulk Actions Screen: Filtering Options

Existing data can be filtered by applying selections to the column headings.  The column headings will change based on the Action Type selected.

The Bulk Actions Screen: Basic Profile Selected


The Bulk Actions Screen: Payslips Selected


In this section, the filtering options when selecting the Action Type, Payslips, are explored.





Sorting a Column
Use the Sort Icon per column heading to sort the information.

When the Sort Icon is showing upwards the data is sorted in ascending order.


When the Sort Icon is showing downwards the data is sorted in descending order.


The Bulk Actions Screen: The Icons

The Bulk Actions Screen: The Icons





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