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pen-to-squareBulk 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).

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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.

  • Range — Shift+click to select a range of rows

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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.

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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]

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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.

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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

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Related Articles

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