For the complete documentation index, see llms.txt. This page is also available as Markdown.

Bulk Operations

Selecting multiple positions and performing bulk edits in Scenario Directory

Bulk operations in Directory let you select multiple positions and apply changes simultaneously. Available in Scenario Directory only — not in Main Org Directory (view-only).

Selecting Positions

  • Single — Click a row to select it

  • Multiple — Check the checkboxes in the first column

  • All visible — Check the header checkbox — selects all rows matching current filters only (not hidden rows). Always filter to your intended subset before using Select All.

  • RangeShift+click to select a range of rows

Bulk Edit Actions

After selecting positions, click Bulk Edit to apply changes:

  • Department, Location, Pay Grade, Manager, custom fields — Change the value for all selected positions simultaneously

  • Salary adjustments — Apply a flat amount or percentage increase to all selected positions

  • Close positions — Mark multiple positions as closed (RIF reason); tracked in the OpEx Panel as cost savings

A preview shows which positions will change and their old/new values — review before confirming.

Common Workflows

Move a team to a new manager — Filter by Manager = [old manager] > Select All > Bulk Edit > Manager > [new manager]

Apply merit increases by pay grade — Filter by Pay Grade = 10 > Select All > Bulk Edit > Salary > +3% > repeat for other grades

Close positions for RIF — Filter by department + criteria > select target positions > Bulk Close > RIF reason > verify cost impact in OpEx Panel

Relocate a remote team — Filter to Department + Location = Remote > Select All > Bulk Edit > Location > [office city]

Change Tracking

All bulk changes are tracked in the OpEx Panel — change type, old and new values, and timestamp. Review there after applying bulk edits to verify the expected impact.

Troubleshooting

Problem
Solution

No checkboxes / Bulk Edit button missing

Must be in Scenario Directory — Main Org Directory is view-only

Select All doesn't select everyone

Only selects visible (filtered) rows — clear filters to expand selection

Bulk edit applied wrong changes

Use Undo immediately, or restore from a scenario duplicate made before the operation

Changes not in OpEx Panel

Refresh the tracker panel; verify changes were applied by reviewing positions individually

Last updated

Was this helpful?