Bulk Upload List Management Improvements

Written by Caitlin Williams

9.27 Release Notification – 16 Nov 2016

NEW FEATURE

Bulk Upload List Date Filtering
Easier Job searching and List management

Bulk Upload List Transfers
Move Jobs between Lists in a single step

There have also been regular bug fixes and performance improvements. If you have reported any bugs that have been resolved in this release you will be notified by the Client Services team directly.

Improvements

Bulk Upload List Date Filtering

Config > Payroll > Bulk Upload List > [List] > Add Employees to List

Bulk Upload Lists allow you to use the Enter Data functionality or prevent Employees from submitting Timesheets within your portal (useful when you’re bringing in Timesheets from an integration).

You can now filter Jobs by active dates when adding them to a Bulk Upload List.

When editing a Bulk Upload List to add new Jobs it will now default to currently active Jobs, based on today’s date.  You can adjust the date filters to pick up any Jobs that were active at any point during the date range provided.

Bulk Upload List Transfers

Config > Payroll > Bulk Upload List > [List] > Add Employees to List

You can also find Jobs on other Lists and transfer them to this List.  Previously you had to remove them from the old List first.  When filtering select ‘Find jobs in other lists’ to include Jobs you can transfer into the current List.