How to Bulk Edit Employee Information
Overview:
You can bulk edit employee information to update multiple profiles at once. This guide will help you make changes efficiently using the Jolt Web Portal.
Steps to Bulk Edit Employee Information
Log in to the Jolt Web Portal
Access the Jolt Web Portal using your admin credentials.Go to the People Section
Navigate to the “People” tab.Select Bulk Edit
Click on the “Bulk Edit” button to start editing multiple employee profiles.Make Your Edits
You can make changes directly in the fields or copy and paste information from a spreadsheet.
Note: You cannot edit the Account Access Email through bulk editing. To change this, you must log in to the employee’s profile individually.
Save Your Changes
After making all necessary edits, click “Save” to apply the changes.
FAQs
Q: What types of information can I edit in bulk?
A: You can edit most employee details such as names, roles, and other profile information. However, the Account Access Email must be updated individually through the employee's profile.
Q: How do I copy and paste information from a spreadsheet?
A: You can copy data from your spreadsheet and paste it directly into the bulk edit fields. Ensure the format matches the fields you’re updating.
Q: What should I do if I accidentally overwrite the wrong information?
A: If you make an error, you can either undo the changes if the option is available or manually correct the information before saving.
Q: Can I preview changes before saving?
A: Currently, there is no preview option. Review your changes carefully before clicking “Save” to ensure accuracy.
Q: Where can I find more help with bulk editing?
A: For additional assistance, check the Jolt Web Portal’s help section or contact support for further guidance.