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An upload function to change employee status

As a recruitment agency, we have hundreds of staff members that may not work and require to be put on hold.

The current process is highlighting individually one by one and using the global tasks method but this is extremely timeconsuming and scrolling slightly in the wrong place will lose all the staff you have just highlighted.

We would prefer an upload file that will change the status all at once which will take 30 seconds rather than 30 mins +

  • Hi Dawn , 
    the employee status is part of the employee details import so can be changed via a CSV upload.    

    If you export your EEs from Sage50 Payroll to have the base data required , column AW is the status and the inputs are  1 = On hold, blank / 0 is ok. 

    You can then use this as the basis to import on hold EEs.  I would suggest if you create a master data set / export from payroll and edit them, However if you edit in excel it will change sort codes to dates (excel not sage) so might be worth removing unwanted data and only keep minimum required which can be found on the EE Details CSV template (required heading are Blue)

    If you require any further information please contact me

    Regards

    Steven Watmore