Skip to content
  • There are no suggestions because the search field is empty.

Bulk update employees

Perform actions on multiple employees at once

 

Table of Contents

 

Roles and access

The bulk actions available to you depend on your role and level of access in Huma:

Available actions Roles
Full access to all bulk actions System role: User management
Add tasks, new meeting, upload files, configure eNPS and insights exclusions, export competence data — for employees you have been granted access over

User role
Add tasks, new meeting, and upload files All employees

 

💡 Some actions are unavailable for deactivated users.

 

How to use bulk actions

  1. Go to the People module

  2. Select the employees you want to update. Use the checkbox next to each person, or select all

  3. Click the blue action bar that appears at the bottom of the screen

  4. Choose the action you want to perform

 

 

Available bulk actions

Actions

  • Add tasks — assign a task to each selected employee individually

  • New meeting — schedule a meeting with the selected employees

  • Upload files — upload a document to multiple employee profiles at once

  • Add to contacts — add selected employees to your device's contact list, including name, email, phone number, job title, and avatar photo

Edit

  • Add to groups — add selected employees to one or more teams or locations

  • Configure eNPS surveys exclusion — exclude or include selected employees from receiving eNPS surveys. Excluded employees will not receive surveys, but any earlier responses will still be included in reports

  • Configure insights exclusion — exclude or include selected employees from the Insights module. Excluded employees will not count towards any statistics

Export

  • Equipment — export equipment data for selected employees

  • Competence — export competence data for selected employees

  • Absence — export absence data (summary, balance, and/or details) for selected employees

  • Users — export a spreadsheet with user data for selected employees (CSV, Excel, or PAXml format)

 

 

Bulk update National ID numbers

 

Access Role
Upload bulk update file System role: Users → User management
Update National ID numbers on employee profiles User role: See and edit → Personal info: Identifications

 

You can update National ID numbers for multiple employees at once using a separate bulk update template. This is done through a different flow than the standard bulk actions above.

  1. Go to the People module

  2. Click the person icon to the left of the "Add people" button

  3. Click "Bulk update template" to download the empty template

  4. Fill in the template with the relevant National ID numbers

  5. Upload the completed file

  6. Click "Update"

 

💡 At the moment, only National ID numbers can be updated using this bulk update template.