My Daily Work à
Mass Actions à
Change of Status à
Get External Change of Status
1. This mass action can be utilized to post new values of various changed fields for a certain transaction for a group of employees; via an external Excel sheet.
2. Adjust the names of the excel sheet columns to be the names of the changed fields; for example, ‘Ch0000’, via using the following table.
3. Prepare a relevant excel sheet with the following columns structure; ‘Emp. ID’, ‘Name’, ‘Effective Date’ & the changed field(s). Afterwards, you may specify the value of the ‘Post’ column; either with value (1) for posting or (0) for not posting.
4. Specify change of status details; in terms of transaction name, ‘Status’, ‘Currency’ & ‘Workflow’ document.
5. Choose file to select the predefined excel sheet, then press Import link.
6. Verify & edit imported data at the grid, via Edit link per record to mark □ Post check box.
7. You may utilize; Select All, Deselect All, Select Current Page or Deselect Current Page.
8. Click Post to load a batch of change of status transaction with various details for a group of employees.
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