How to Update Employee Managers in Bulk on PaidHR

This section covers how to update managers for multiple employees at once using the Bulk Update Employees feature on PaidHR.

Instead of updating each employee's manager individually, administrators can download the employee spreadsheet, make the necessary changes, and upload the completed file back to PaidHR.

Step 1: Navigate to Bulk Update Employees

1. Log in to your PaidHR account.
2. Navigate to People from the left-hand menu.
3. Select Employees.
4. Click the Manage button at the top-right corner of the page.
5. Select Bulk Update Employees from the dropdown menu.

Step 2: Select Employees

1. Under Choose Employees, select the employee category you want to update.
2. You can select "All Employees" or any specific group.
3. If applicable, tick Include exited employees to include employees who have exited the organisation.

Step 3: Download the Employee Spreadsheet

1. Click Download under the Download Spreadsheet section.
2. Open the downloaded Excel spreadsheet.
3. Locate the employees whose managers you want to update.

Step 4: Update the Manager Column

1. In the spreadsheet, locate the Manager column.
2. Identify the employees whose reporting managers need to be updated.
3. Enter the new manager's details in the corresponding employee row.
4. Ensure the manager's details match the employee record on PaidHR. The template displays managers in the format of Employee ID followed by their name.

For example: ID5031 (Yewande Sarumoh)

5. Repeat this process for all employees whose managers need to be changed.

Important:

• Ensure you assign the correct manager to each employee.
• Do not change the structure of the spreadsheet by adding, deleting or renaming columns or worksheets.
• Do not modify other employee information if you are only updating managers.
• Delete rows for employees who do not require updates.
• Ensure there are no empty rows between employee records being updated.

Step 5: Upload the Completed Spreadsheet

1. Return to the Bulk Update Employees page on PaidHR.
2. Navigate to the Upload Spreadsheet section.
3. Click Choose File or drag and drop the completed spreadsheet into the upload area.
4. Ensure the uploaded file is in XLSX format and does not exceed the maximum file size of 2MB.
5. Submit the spreadsheet for processing.

Step 6: Confirm the Updates

1. Allow the system to process the uploaded spreadsheet.
2. Review the upload response to confirm whether the update was successful.
3. Once successful, navigate to People > Employees.
4. Open the relevant employee profiles and check their Employment Details to confirm that the new managers have been assigned correctly.