Before you start
You need permission to edit employees. Terminating several people also needs permission to manage employment status. Managers see only the people they manage.
Make the change
- On the Employees page, select Change several at once.
- Tick the employees. To narrow the list, choose a department and select Show, or use Tick all shown. You can change up to 200 people at a time.
- Under Change, choose what to change: department, role, work location, Invite to the employee app or Terminate.
- Pick the new value. To terminate, set the last day worked, the reason and whether they can be rehired. The shifts the ticked people have after that day are listed: choose Open these shifts (the default) or Remove them.
- Select the button at the bottom, then confirm.
Invite several people to the app
Choose Invite to the employee app to send each ticked person the same invite as from their profile. You need permission to manage employee app access.
- Someone with an email gets the welcome email with a way to sign in. This needs the welcome email turned on in Settings > Notifications & Emails.
- Someone with only a mobile phone gets one text with a link, when Sign In and Invite by Text is on. Only text people who gave you their number and expect a text from you.
- People who are already invited or using the app, aren't active, or have no email or mobile phone are skipped. The message at the top says how many were invited and skipped, and why.
- You can invite up to 100 people at a time, a few rounds every 15 minutes.
What happens
- Each person changes the same way as on their own profile: the change is added to their job history and the audit log.
- People who are terminated lose access to the employee app right away. You can rehire each one from their profile. Their shifts after the last day are opened or removed, on the published schedule too.
- If someone couldn't be changed, the message at the top says who and why. Everyone else is saved.