Bulk Edit Documents

The bulk edit functionality allows you to make the same edit to a number of documents at once. For example, you can use this feature to add the same tags or comments to multiple documents. If the documents are all the same entity type (for example, pay run, pay group calendar), you can also change which entity the documents are associated with. Otherwise, Dayforce shows a message that you cannot edit the entity.

Currently, only the following entities can be bulk edited:

• Ben Plan
• Ben Plan Option
• HR Policy
• Pay Run
• Pay Group Calendar

To bulk edit documents:

1. Go to Documents > Document Explorer and select the necessary documents. To select multiple items, press and hold the Ctrl key.
2. Click Bulk Edit. Dayforce shows the selected files in the Files Included tab. If you selected any files that you don't have access to update, Dayforce notifies you in the Warnings tab.
3. Verify that the correct files are selected, and then click Next.
4. In the Edit Properties tab, make the required updates.
5. Click Next. Dayforce shows a summary of the changes.
6. Click Next, then click Finish.