Mass Updates

Purpose: Mass Updates allows agencies to create up to 25 draft documents at one time for the following action types: 

 

Payroll

Personnel

Position Control

-Other Earnings

-Special Payments

-Employee Voluntary Deductions

-Employer Deductions

-Miscellaneous Updates Rate Salary Updates

-Position Distribution Updates

 When selecting an action, a new window will open, a user will need to select:

For Payroll and Personnel Forms

  1. Employee names
  2. Sorting options
  3. Effective date

Note: Employees that are inactive, separated or have transferred to another state agency, will not be displayed in the employee list.

 For Position Control

  1. Fiscal Year
  2. PCN
  3. Effective date
 
 

 

To create a Mass Update:

  • Select an action from the Mass Update Menu
  • From the drop-down list select the employee name/PCN(s). Up to 25 items can be selected.

 Use Shift to select a range:

(Click on the first name/PCN displayed in the list and hold the Shift key, when a lower name/PCN is clicked all names in between will be selected.)

Use Ctrl to select specific documents:

(Click on the first name/PCN displayed in the list, hold down the Ctrl key and click on the 3rd, 7th, 8th and 10th names/PCN, only those items will be selected.)

  • Next, select the effective dates (this date will appear on all forms)
  • Finally select the change reason (this change reason will appear on all forms)

Once the next button has been selected. All documents will be created in "Draft" status. These documents can then be completed by using the Mass Update - Drafts view.

Note: An error message 'Mass Update Results' page will be generated if any of the selections were not created.  This page will show the number of documents that were created and will list the employees or positions that documents were not created for and why.

  • The Originator will need to open and complete each draft document for all employees selected.
  •  Once submitted all Mass Update forms will be available to review in the Reviewer/Approver Views in IPOPS.