Batch Apply

Batch Apply

There is an easy way to apply batch changes to multiple employees at one time.

Go to Employees > Add/Edit Employees

From there, you'll see the Batch Edit Users at the top of the list of employees

You will want to check the box by their name first. You can select as many names as you need to.

From here, you can add or remove them from the same list, add or remove from groups, add or remove a specialty filter (hazmat, paramedic), move to inactive, change preferred callback method, change preferred notification method or change roles. This ability is great for when a new list is created, or when you have a promotion and need to change certain users from end users to give more access in the system. 

Remember to click Batch Apply to save the changes.

    • Related Articles

    • Add / Edit Employees

      In order to add / edit employees in the system, we'll use the Add / Edit Employee selection from the left hand module menu.  This is where you will input all of the users of the system, and assign ranks / titles / groups and permission levels. To ...
    • User Permissions & Roles

      You have a lot of control over who in your organization can access what in the system. The Scheduling platform has a built-in user permissions module that allows you to set user permissions on a per-employee basis. You can also create 'roles', with ...
    • Bulk Change

      The bulk change feature is designed to allow for easy movement on the schedule that affects one or more employees. Whether it's moving several individuals on the same shift to time off or switching them to a new assignment, there is an easy way to do ...
    • Adding Employees Into System

      Adding an employee to the scheduling System is fairly straightforward. To add an employee, click Employees in the left hand module menu, and then add / edit Employees. From there, we will click + Add User in the upper right hand corner of your ...
    • CallBack Lists

      One of the first things you'll want to do when setting up your new scheduling account, is creating employee 'Lists'. These can also be referred to as Rankings, Job Titles, Buckets, Binders, etc. However, for our case, we refer to them simply as ...