Bulk Change Payroll Items

Overview

Bulk Change Payroll Items allows users to assign, edit, or remove payroll items for multiple employees simultaneously. This functionality helps streamline payroll administration while improving consistency across employee payroll records.

Bulk Assign Payroll Items

Step 1: Open Payroll Items

1. Navigate to Business Settings > Payroll Items

2. From the Payroll Items page, click Assign Employees

Step 2: Select the Configuration Type

Choose one of the following configuration options:

• Custom
  Create a one-time payroll item configuration during the assignment process

• Preset
  Use an existing payroll item preset configuration

After selecting the desired option, click Next.

Step 3: Select Employees

Select the employees who should receive the payroll item assignment.

Available selection options include:

• Selecting employees individually

• Using the search bar to locate employees by name

• Using the header checkbox to select all employees

The employee list also displays each employee’s assigned pay schedule.

After completing employee selections, click Continue to editor.

Step 4: Configure Payroll Item Details

Enter the payroll item details for each selected employee.

Depending on the payroll item type, available fields may include:

• Line Item Title

• Amount

• Frequency

• Effective From date

• Effective To date

Bulk actions are available within editable fields to simplify updates:

• Apply to all
  Copies the entered value to all selected employees

• Reset all
  Clears values for all employees within that field

• Reset this cell
  Clears the value for an individual employee field

Review all payroll item information carefully before saving changes.

Step 5: Save Changes

1. Click Save Changes

2. The payroll item assignment will be applied to all selected employees

Bulk Edit or Remove Payroll Items

Step 1: Open an Existing Payroll Item or Preset

To edit or remove existing payroll item assignments:

1. Navigate to the Payroll Items page

2. Open either:

   • An existing payroll item, or

   • A payroll item preset

Step 2: Edit or Remove Employee Assignments

Within the payroll item or preset, users can:

• Modify payroll item details for assigned employees

• Update amounts or effective dates

• Remove employees from payroll item assignments

• End payroll item assignments using an Effective To date

Step 3: Save Changes

After completing all updates:

1. Click Save Changes

2. The updates will be applied to the selected employee assignments

Key Details or Requirements

• Payroll item presets must be created before they can be used during bulk assignment

• Employee pay schedules are visible during employee selection

• Effective dates should align with payroll processing timelines

• Bulk actions are available to simplify large-scale updates

Important Considerations

Best Practices

• Verify employee selections before saving

• Confirm effective dates align with payroll schedules

• Use presets for recurring payroll item configurations

• Review payroll reports after completing bulk updates

• Maintain audit records of payroll-related changes

Using Bulk Change Payroll Items can help reduce manual administration while improving payroll accuracy and consistency.

Summary

Bulk Change Payroll Items provides an efficient method for assigning, editing, and managing payroll items across multiple employees simultaneously. The feature supports both one-time configurations and reusable presets, helping organizations maintain accurate and consistent payroll records.