Find staff and change many at once
Search and filter the staff list by status, type, department and branch, then change the department or designation of many people in one go.
Search and filter
Go to Staff. The counts at the top show how many people are active and deactivated.
- Type a name, phone or employee code in Search.
- Narrow the list with the Status, Staff type, Departments and Branches filters. Status can be Active, Deactivated or All. The Salary filter can show Salary missing only.
- Select Apply. Select Clear filters to start again.
The list groups people by department. People with no department appear under No department. People without a salary carry a Salary missing badge.
Change many staff at once
- Tick the people you want to change. The bar shows how many are selected.
- Choose a Bulk action: Change department, Change designation, Deactivate or Reactivate.
- For a department or designation, choose the new value.
- Select Apply.
X reports how many were updated and how many were not changed, for example people outside your branches.
You need the Add and edit staff permission.
Related articles
Set up departments and designations
Group staff into departments, nest a department under another or limit it to one branch, and keep a list of designations with an optional level.
Deactivate and reactivate staff
Deactivate a staff member who has left to free their seat while keeping every record, and reactivate them if they come back.
Export the staff list
Download your active or deactivated staff as a spreadsheet (XLSX) file, with the same columns the staff import uses.
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