Mass Update:

You can use a mass update to update multiple employment-related

records with a single request. For example, you can transfer all workers
in a department together as part of Company reorganization. You
manage mass updates in the Mass Updates work area.

Mass Assignment Change

Create a mass assignment change to update multiple worker assignments
at once. The action categorizes the type of assignment change. For a
mass assignment change, you can select from a list of employment-
related actions such as Assignment Change, Transfer, or Promotion.

Mass Assignment Change Using Spreadsheet

You can download your data from the Verification page into a
spreadsheet if there are too many rows and if it is easier to make the
changes in a spreadsheet format. Before you do this, you must:

Install the desktop client Oracle ADF 11g Desktop Integration.

Enable the Trust Center setting Trust access to the VBA project
object in Microsoft Excel.

Using the spreadsheet, you can:

Make the changes offline

Check in the data
Verify the changes from within the spreadsheet

Using personalization, you can add additional attributes on the Changes

page; however, these attributes are hidden when you download the data
into a spreadsheet. To display the hidden attributes in the spreadsheet,
use the Unhide feature in Microsoft Excel. You can check in and verify
the data in the spreadsheet multiple times to accommodate revisions.
After the final check in, you must navigate to the Review page of the
mass assignment change (in the application) to submit the changes.

Note

The mass update transaction saves automatically when you navigate to

the Verification page. The current changes overwrite the earlier mass
update and can't be restored by canceling the current transaction.

Assignments with Future Changes

You can either include or exclude assignments with future changes in the
mass update. If you include assignments with future changes, you must
manually adjust those records whose effective date of change is later
than the mass update date to resolve any conflicts. For those assignments
with changes existing on the same date of the mass assignment change,
the mass update is applied as the last change and previous assignment
changes are retained.

Assignments and Employment Terms

You can include assignments associated with employment terms in the
mass assignment change. If override at assignment level is permitted,
you can update the assignments, but the employment terms are
unaffected. If override at assignment level isn't permitted, you can't
update the associated assignments in the mass assignment change, even
if you include them. However, this restriction applies only to the
attribute values specified on the employment terms; you can still update
the attribute values specified on the assignment. The attributes that you
aren't permitted to update appear disabled in the mass assignment
change.
Creating Mass Transfer: Worked Example

This example illustrates how to update multiple assignments at one time using
mass update. As part of the company reorganization, all workers in the
Applications Support business unit must be transferred to the Global Support
business unit. The transfer involves a change in department and work location.
The following table summarizes key decisions for this scenario.

Decisions to Consider In this Example

Include assignments with No, transfer these assignments separately and not as a
future changes? part of this mass update
Yes

Are any assignments Note

associated with
employment terms? You can include employment terms in the mass
transfer but update only the associated assignments and
not the employment terms themselves.
Department and location
No, the location change doesn't apply to persons
changes applicable to all
working at home
workers?

Creating a Mass Transfer

1. On the Manage Mass Updates page, click Create to open the Create Mass
Assignment Change: Basic Details page.
2. Complete the fields, as shown in this table.

Field Value
Name Reorganization September 2011
Action Transfer
Assignments with Future Changes Show errors and exclude assignments
3. Click Next.
Selecting the Population
1. On the Create Mass Assignment Change: Population page, click Select and
Add to open the Select and Add: Persons page.
2. Click Advanced to open the Advanced Search page.
3. Select the Applications Support department and click Search.
4. Select all the rows in the search results.
5. Click OK to display the search results in the Selected Persons region.
6. Click Next.

Entering the Changes

1. On the Create Mass Assignment Change: Changes page, complete the fields, as shown in this
table.
Field Value
Business Unit Global Support
Department Global Applications Support
Building New Pleasanton Campus
2. Click Next.

Verifying the Changes

1. On the Create Mass Assignment Change: Verification page, in the Proposed
Changes column, delete the Building value New Pleasanton Campus for
those persons working at home.
2. Click Verify Changes and review any errors and warnings.
3. Click Next.
4. On the Create Mass Assignment Change: Review page, review the current
and proposed values.
5. Click Submit.