The bulk actions menu helps you manage your team in just a few clicks. Select one or more people on the People page to bring up the available actions.
Bulk-edit people
There are eight fields that can be edited in bulk.
Role - updates the role for selected team members. If the role has a default hourly rate assigned, it will be displayed next to it. You can decide if you'd like to apply it.
Department - updates the department for selected team members.
Tags - you can add and/or remove people tags for selected team members.
Type - update the user type for selected team members to employee, contractor, or placeholder.
Rate - update the hourly rate or role rate for selected team members.
📝Note: New rates do not override rates set at the project or phase level.
Public holidays - updates the public holidays region for selected team members.
Access - update the access rights for selected team members. This option will only be displayed if all the selected people already have access rights assigned.
📝Note: We do not currently support bulk-assigning access rights.
Manages - update managed departments for selected People Managers. This option will only be displayed if you select multiple People Managers. You can learn more about bulk updating access rights here.
Bulk-assign to project
With Assign to project you can assign multiple team members to a project team. They will then appear on the Team tab on the project menu.
Bulk-archive people
The Archive button removes selected people from the Schedule and frees up their seats on your Float plan. All their historical data is retained. Archived people still appear on the People and Report pages when the Archived filter is applied. You can learn more about archiving team members here.
Bulk-activate people
The Activate button brings the archived people to the active state.
Bulk-delete people
To delete people in bulk, the profiles must be archived first. Deleting team members is permanent, and all scheduled and logged time for these team members cannot be restored. You can learn more about deleting team members here.
