Update multiple records simultaneously within Vizual Personnel Manager.
Personnel Manager comes with some great time saving tools that many users are not aware of. Two good examples of these are Batch Inputs and Global Updates, allowing you to update multiple records at once to save time.
There maybe times when you need to create the same record for multiple employees or if you want create a new record for a group of people where the information may not be the same for each employee:
The Batch Input tool is designed to do either of these tasks. Here are some examples of what the Batch Input tool could be used for:
- Adding a holiday record for a group of employees during the Christmas company shutdown period
- Adding a record to all employees who attended the same training course
- Adding a Benefit record for employees who have signed up for the company pension scheme
- Creating an absence record for employees who were off sick last week
- Adding timesheets for a team of employees.
The Global Update tool is best used for update multiple records where the information is the same for a group of employees. For example if you decide to restructure parts of the company, you may need to rename some of your departments. The Global Update tool allows you to select all employees within a Department and then rename the department to something else for these employees simultaneously.
Both these tools can be found in the Tools drop down menu at the top of the screen within Vizual Personnel Manager however before using either tool, we recommend you back up your Vizual Personnel Manager databases just in case you make a mistake as their is no undo button once the tool has finished.
If you would like to find out more about how these tools can help save you time using Vizual Personnel Manager, please don’t hesitate to contact us.
AgathonHR have been working on Vizual Personnel Manager and Personnel Director since 1997 and are one of the last companies in the UK to have any experience using or supporting these systems. Additionally we have been working with People Inc. since 2009 and are one the main People Inc. resellers in the UK. This means we can provide the best possible service to ensure the upgrade goes as effectively as possible.
Whilst we can no longer sell Personnel Manager, we do currently provide the following:
- Upgrades to People Inc. including data migration.
- Discounted annual support packages
- Basic training for new users
- Report Writing Training.
- Consultancy – Data tidying, customisation etc.
Dont forget to backup your Vizual Personnel Manager database before using the Batch Input or Global Update tools
- Implementation Difficulty 85% 85%
- Benefit 100% 100%
- Set up Time/Costs 35% 35%
- Ease of use 10% 10%
New Feature Rating
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Note: Features with a Difficulty rating of over 50% will need to be set up by one of our developers.