Populated Mass Update Template/Report
For many of our clients I've found it beneficial to populate the mass update template with some detail from the all data report for them to review/update prior to open enrollment.
In this way they catch any new hires/terminations/status changes they may have missed as well as giving them a chance to update the salaries before we too far into the process.
It would be great if a populated copy could be downloaded from either the mass update window or reports tab.
It won't let me upload the excel example so I'll copy the headers I set for my populated version below.
I remove the SSN (remembering to add it back before I upload), I customize the orange headers to clarify or capture the details. Usually there's just a few adjustments, which are easily done manually. If I'm uploading the update I match back to the SSN to ensure the correct employee is updated.
First Name | Last Name | Location-FT/PT | Current
Annual
Salary
| New
Salary
| Salary
Type
| Salary
effective
date
| Employee ID | Employee Street
Address .... |
John | Doe | Subgroup | 32000.00 | [blank] | [drop down] | [blank] | [blank] | address from report |