How can I mass or bulk edit Staff?
There are two ways to do this. One is the Multi Edit function within the Staff page (which we will cover here). The other method is the Staff Upload (this function can also be used to make edits) and you can find out more about it here
What are the differences between the Multi Edit and Staff Upload methods?
Multi Edit - A simple graphical interface that will allow you to edit Groups, Teams, Supervisor, Access and Surveybuddy Widget assignments as well as remove users.
Staff Upload - A .CSV download/upload that will let you amend any staff parameter on the platform, as well as add or remove users.
How do I use Multi Edit?
1. The Multi Edit function is found on the Staff page behind the 'More' dropdown. Depending on whether you are on the Employee or Supervisor sub-page you will be able to multi edit either Employees or Supervisors.
Note: As Supervisors cannot have a Supervisor assigned to their profile or use the Surveybuddy Widget, these options will not be available when you are multi editing Supervisor users.
2. Clicking Multi Edit will populate check boxes for all visible staff (Note: you can click a Group or Team tag before clicking multi-edit to filter down the visible staff, if this helps).
Select all staff whom you wish to make an edit for (Note: the check box at the top of the column is 'Select All').
Once you have done this click the green 'Multi Edit' button next to the 'More' dropdown.
If you wish to remove your selected users, just click the green 'Delete' button next to Multi Edit.
3. You will now see the Multi Edit pop-up.
Critical!: Please note; selections you make for Group, Team and Supervisor within Multi Edit will replace all existing Group, Team and Supervisor assignments.
The following options will be available to you:
Groups - Any Group/s may be selected here. This is a multi-select field so multiple Group values may be selected. (This is a required field)
Teams - Any Team/s belonging to the Groups you have selected may be selected here. This is a multi-select field so multiple Team values may be selected. (This is a required field)
Supervisor - Any Supervisor belonging to the Teams you have selected may be selected here. Supervisor is not a required field but, if left blank, it will remove any existing Supervisor value for the Employees you have selected to multi edit.
Access - This controls the Employee/Supervisors access to their Scorebuddy dashboard. The available options are Allow Access, Remove Access and Do Not Change. Selecting Allow Access will send the user an invitation link via email to set their dashboard password once the changes have been processed.
Widget - This controls the Employees access to the Surveybuddy Widget (more here)
Click 'Submit' once you are happy with your changes and click 'OK' in the dialogue pop up.
4. You will now be taken back to the Staff page. A blue banner at the top of the page will confirm that your changes are being processed. This can take up to 5 minutes. Once the blue banner disappears your edits will have been applied.
I have made a mistake with my edits, how can I undo them?
Just click the 'More' dropdown and select 'Undo Last Multi Edit'. Confirm this in the two following dialogue pop-ups. The blue banner will appear again. Once it has disappeared all your changes will have been reverted to their original values.
