Make Batch Changes to People in List

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To Make Batch Changes to All People in a List:

1.Open the People List.

2.Optionally multi-select People in the List if only selected People records are to be updated.

3.Click Make Batch Changes for People in the List, BatchChangesB.

4.Select For all People in the List OR For Selected Only.

5.Enter Updated values and/or Skills.

6.Click Apply to initiate the batch update.

Note: The same changes are applied to all the records in the list.

 

Example: Make Batch Changes to a People List

PeopleListMakeBatchChanges

 

Update Field Options

These fields can be updated with the Batch Update feature:.

Field

Description

Set Review Flag

 

Create Cross Links Between People

Include in Personal Networks

Origin

Origin of the Candidate

Origin2

Second origin of the Candidate

Owner1

Login Name of User who 'owns' the person

Owner2

Login Name of User who 'owns' the person

Availability

Date available for a Candidate

Type

Person type such as Candidate, Contact, Employee

Opportunity Type

Contract, Permanent, Contract or Permanent

Status

Active, Inactive

Rating

1=Excellent, 2-Good etc

Rating Status

People Rating Status

Employee Status

Active On-Leave, Terminated

Business Phone

 

Business Fax

 

Bilingual

Yes/No

Principal Language

 

Document Language

 

Call To (phone)

Business, Cell, Home, Alternate

Mail To (address)

Business, Home, Alternate

Home Country

Home Address

Home State/Province

Home Address

Home Region

Home Address

Role Codes for Primary Positions (edit or delete)

 

Job Title

For Primary Position

Relink Primary Positions

to another Company

Personal Note Description

Append Personal Notes

Personal Note

Append Personal Notes

Append Skills

People Skills

Remove Skills

People Skills

Block Level

For Personal (off limits) block

Minimum Salary & Currency

 

Minimum Rate

 

 

To Make Batch Changes to WebLogin and Password:

1.Open the People List.

2.Optionally multi-select People in the List if only selected People records are to be updated.

3.Click Make Batch Changes for People in the List, BatchChanges.

4.Select For all People in the List OR For Selected Only.

5.Select the tab called Create WebLogin and Password

6.Optionally click I want to overwrite existing values as well

7.Click Apply

8.New WebLogins and Passwords will be created for all People who have none. Existing values will not be overwritten.

9.If Overwrite option is checked, new WebLogins and Passwords will be created for all.

 

Example: Make Batch Changes to WebLogin and Password

PeopleListMakeBatchChangesToWebLoginAndPassword