How to Bulk Create ESS, Move E...

How to Bulk Create ESS, Move Employees, Terminate, and Export Data

1. Go to Employees > Employee List.

2. Use the checkboxes to select the employees you want to apply a bulk action to.

3. On the Top left, open the Bulk Action dropdown and choose one of the following:

   • Create ESS Account

   • Move to Department

   • Move to Region

   • Assign to Project

   • Terminate Employee

4. Follow the prompts to complete the selected action.

How to Export Employee Data

1. Click the Export button at the top right of the Employee List page.

2. Click your desired format: CSV, Excel, or PDF.

3. Select or deselect the fields you want included in the export file under Column Chooser button.

4. Click Export to download the data.