You can easily make bulk updates to Plans and Assignees from the Plans page, such as assigning users to new Plans or archiving old Plans.
Bulk assigning users to Plans
You can select one or more Plans and assign users simultaneously.
Assign one user to multiple plans
Assign multiple users to one plan
Assign multiple users to multiple plans
To bulk assign users to Plans:
Click on the box next to the desired Plan name(s), or click on the box at the top to select all Plans.
Select ‘+ Assign members’ at the top of the plans list.
In the pop-up modal, select the user(s) to assign to the selected Plan(s).
Bulk archiving Plans
When Plan Effective Dates have lapsed, and you are no longer scheduling Payouts on a Plan, you can bulk archive plans that are no longer active.
To bulk archive Plans:
Click on the box next to the desired Plan name(s), or click on the box at the top to select all Plans.
Select ‘Archive plans’ at the top of the list of plans.
Confirm plan archiving in the pop-up modal.