When you have multiple employees to archive, mass archiving will save time.
Important Note
When mass-archiving Supervisors, you must ensure that all subordinates of a Supervisor have already been reassigned to a new Supervisor before that Supervisor can be included in a mass-archiving action.
Mass archiving is possible when you conduct an import and the system processes that there are multiple employees in your system that are not in the csv you imported.
So the first step is to navigate to the import where the system registered this difference.
- Click on Importer in the main nav.
- Click on the appropriate Import upload date that contains the Employees you wish to mass-archive.
- Click on the Not in CSV in the subnav. The number reflects how many Employees in this import are in the BalancedComp system but not in the csv you imported.
You can proceed from this point using one of two options:
Option 1: Mass Archive multiple employees
- Click the green Mass Archive button at the top of the page. The modal that opens will indicate how many non-supervisory employees are to be archived in this action.
- Type archive where prompted on the second page of the modal. As noted above, Supervisors may be archived only after their subordinates have been reassigned to a new Supervisor.
Option 2: You may need to archive Supervisors individually so that you can reassign their subordinates.
- Hover over Actions to the right of the individual’s name.
- Select Archive from the dropdown.
- Enter the required information in the window that appears.
- Type archive where prompted on the second page of the window to archive the employee.
