Beyond - Mass Update Assignments

In certain scenarios, it is beneficial to update information for multiple assignments. This across-the-board update is especially helpful when multiple assignments are ending on the same day, statuses need to be updated, and/or messages need to be logged. Assignments can be updated, en masse, from the assignment search in BeyondTM.

*Note* In order to access this functionality within Beyond, you will need to be a member of a Permission Security Group that contains the 'mass-update-assignments'  permission. For more information about security permissions see Security Group Administration Form. If you are unable to access this functionality, please reach out to your administrator.

Mass Update Assignments

To begin, click on the Search Assignments button and search for the assignment(s) that is/are going to be updated (this also works with the Advanced Search functionality). Once the assignment(s) has/have been found, confirm the selection with a check mark next to the record(s) being updated. With the selection confirmed, you can either right-click on the selection and choose Mass Update Assignments or click on the drop down next to the selected items button and choose Mass Update Assignments:

Within the Mass Update Assignments window, you will have the option to update the following items:

  • Status (required) - New status that the assignment(s) will receive
  • Message Action - Type of message that will be logged on the assignment(s)
  • Performance Note - Note that will be added within the message logged on the assignment(s)
  • End Date - Actual end date that the assignment(s) will receive
  • Expected End Date - Expected end date that the assignment(s) will receive
  • Customer DNA - Check this if the customer does not want the employee to work for them in the future

Once all of the information has been added that will be updated, select 'Next' and you will be brought to the confirmation window:

In the event that you need to navigate away from this process before submitting the changes, you have the option to save your progress as a draft to be continued at a later time. To do this, click on 'Save as Draft' at the bottom left corner of the window. You will then see the draft is saved at the top left corner of the Activity Panel. Once back within the saved draft, you will have the added options of updating or deleting the draft:

With the changes ready to be submitted, click on 'Submit'. You will see a progress bar along with visual notifiers to show that the assignments have been updated with the intended information:

Finally, click 'Done' and navigate to one of the updated assignments to see the information changed along with a message (if chosen to be added) to see all of the information that has been updated:

Related Articles