Sapling - Bulk Action Menu

Introduction 

Sapling allows you to use the People Directory to bulk request or assign things to certain employees, making mass edits a breeze.

This article covers the following topics: 

• How this works
  • Assign Individual Documents, Document Packets or Workflows
  • Assign a Profile Template
  • Request Profile Informaiton
  • Change Manager
  • Power Edit
  • Send Emails
  • Delete from Sapling
• 💡Pro tip

 

How this works

To access this feature, navigate from Company > People Directory and select the employees you'd like to assign the updates to. (*note: You can also filter the directory to make sorting and selecting easier).

There are 7 action options in the Bulk Edit menu for you to choose from.

Assign Individual Documents, Document Packets or Workflows 

• Mass assign an individual Document, Document Packet, or Workflow to any selected employees. For example: have the entire company sign an updated NDA, review a packet of Employee Handbook documents, or assign a transition workflow to a team that's moving to a new office.
  Assign a Profile Template

Assign a Profile Template

• When rolling out new profile templates that apply to existing employees, you can quickly update what Profile Fields display in their profile by assigning a template.

Request Profile Information

• Request new or existing profile field information to be updated by selected team members. For example, adding a new profile field for "T-shirt size". (*note: If employees are not allowed to complete the profile fields via permission settings, they will not be able to make any changes.) 

Change Manager

• Bulk edit updates to managers. For example, a new manager joins the San Francisco team, selects all the San Francisco team members, and updates who they report to.
  
  

Power Edit 

(*Note: this is only available to Super Admins - and edits here cannot be undone - so be extra careful with this feature).

• Edit custom job detail fields for employees, either Individually (i.e. the information you edit will be different for each team member you’ve selected) or As a Group (i.e. the information you edit will be the same for all selected team members.) With any Power edits to job information - For example, salary changes during a promotion cycle - the effective date of change must be filled out, and will result in a new row of data in the employee's Job Details table (but will not affect the current line of data). (*Note: leaving some fields empty such as the Manager field will remove the team member's manager)
  
  

Send Emails

• Send an email template to existing members. For example, a yearly birthday email or an anniversary email that you can assign to everyone.
• Re-send an invitation to join Sapling. For example, when you're implementing Sapling and want to invite your whole team to the platform. ‍
  
  

Delete from Sapling

• Remove all team member's data stored in Sapling for one (or multiple) team members. For example, deleting an accidental duplicate account.
  
  

💡Pro tip

You have the option to enable the Bulk Action menu for two permission levels within Sapling:
1) Super Admins or 2) Admins.
To enable admins to view this menu, navigate from Administration Tools > Permissions and add this ability to your desired Admin group (to learn more: check out our help article on Custom Permissions in Sapling).