From the Plans page, you can easily make bulk updates to Plans and Assignees - whether you’re assigning users to new Plans, archiving old Plans, or updating Plan Effective Dates.
Bulk assigning users to Plans
You can select one or more Plans and assign one or more users at a time.
Assign one user to multiple plans
Assign multiple users to one plan
Assign multiple users to multiple plans
To bulk assigns 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 side modal, select user(s) to assign to 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Effective Dates have lapsed and you are no longer scheduling Payouts on a Plan, you can bulk archive plans that are no longer active.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 plans list.
Confirm plan archiving in pop up modal.
Bulk updating Plan Effective Dates
You can edit effective dates for multiple assignees on multiple plans at one time.
Update the Plan Effective Date for one assignee across multiple plans
Update Plan Effective Date for multiple assignees across multiple plans
To bulk update Plan Effective Dates:
Navigate to the Members tab on the Plans page.
Click on the box next to the desired Members name(s), or click on the box at the top to select all Members.
Select "Edit plan dates” at the top of the plans list.
Enter new Plan Effective Dates in the pop up modal.
