Bulk update folder

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currently to add someone to a folder you need to do it one at a time. We should be able to move multiple people into a folder at a time.

Done Suggested by: Becca VanDerveer (19 Jul, '24) • Upvoted: 16 Sep, '24 • Comments: 2

Comments: 2
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23 Jul, '24
Melanie Wood
All of the bulk changes should be brought back. It is unrealistic to expect our clients to go in an manually update every person when folders change or moves are made. The ability in legacy to select a whole grouping of people and "Update Type", or "Update Folder", etc. was invaluable. We shouldn't be making a "new" system or something we are upcharging for and making it MORE work on the customer.
23 Oct, '24
Michael Caminiti Admin
Hey Becca - thanks so much for sending in this request. I wanted to follow up with you and let you know that you are now able to bulk move uncategorized employees to a folder as well as bulk move employees from one folder to another within PI2.

To bulk move uncategorized employees:

1. Go to the Admin Panel within your account.
2. Click on the 'Folders' tab at the top
3. Click on the 'Uncategorized Employees' sub-section and you will see checkboxes next to each employee for bulk actions, which includes moving to a folder.

To bulk move employees from one folder to another:

1. Go to the Admin Panel within PI2
2. Click on the 'Folders' tab
3. Click the name of the folder where the employees are located.
4. Inside the folder, click the 'Employees' tab.
5. You will see checkboxes next to each employee for bulk actions.

Thanks again for this suggestion!