This article is about Justworks PEO and Payroll. What product am I using?
The Bulk Updates Center is where you can go to make changes for multiple employees at once.
Access the page by clicking “Bulk updates” under the “HR” header from the left-hand navigation bar in Justworks. There are currently three types of changes that are supported in the Bulk Updates Center:
- Employee exemption status
- Manager
- Compensation
For information on how to update your employees’ managers, and compensation at once, please refer to the sections below:
For information on how to update your employees’ exemption statuses please visit our Help Center article: Employee exemption status
Bulk Updates - Manager
The Bulk Updates - Manager feature allows admins to update multiple members' manager simultaneously, helping them be more efficient and accurate.
The Bulk Updates - Manager feature can accessed from the Justworks dashboard under: HR > Bulk updates
Click ‘UPDATE MANAGER’ and you will be brought to the first step: SELECT DIRECT REPORT & MANAGER.
Select the employees you need to assign to a new manager from here. You can filter by Department, Office, or Member Type to quickly find the employees you need to update.
After selecting the employees you need, select the manager they will report to by typing their name in the Summary box on the right of the page. You can use the “Only show affected employees” toggle in this box to see the employees you’re changing.
Click “CONTINUE” to review your change.
On the following page, review your changes. You’ll see a summary of new and existing direct reports under the new manager. Click “BACK” to edit your changes, or click “SUBMIT” to make the change.
Please note, the change will take effect immediately.
After submitting the update, you’ll see a confirmation, and you can make another manager change or go back to the Bulk Updates Center.
Bulk Updates - Compensation
The Bulk Updates - Compensation feature allows admins to update multiple members' compensation at the same time, helping them be more efficient and accurate.
How Does the Feature Work?
The Bulk Updates - Compensation feature can accessed from the Justworks dashboard under: HR > Bulk updates
Click ‘UPDATE COMPENSATION’ and you will be brought to the ‘Update compensation & title’ overview page. There are four steps outlined at the top of the page:
- Effective Date
- Select Employees
- Upload
- Review
Effective Date
Begin by selecting an effective date at bottom and click ‘CONTINUE’.
Select Employees
Select the check box next to each member that you’d like to update their compensation. There are three ways to find members quicker.
- Sort by Department, Office, Member type
- Search for a member’s name
- Filter by Department, Office, Member type
You can also toggle the switch to 'Only show affected employees'.
When you’re ready, click ‘CONTINUE’
Upload
From this page, you will perform these three steps:
- Download your CSV
- Make updates
- Upload your CSV
Start by selecting ‘DOWNLOAD CSV’.
Use the downloaded spreadsheet to make updates to any of the following items:
- Title
- Pay rate
- Pay basis
- Exemption status
When you’re ready, upload the updated CSV, review the changes highlighted in green, and select ‘CONTINUE’.
Review
You will have one final opportunity to review and edit all of the details before selecting ‘SUBMIT’.
A success message will display the effective date and number of employees that have been updated. You will also have the opportunity to generate a letter and let your employees know when their compensation changes. The letters will be prefilled with employee name, old pay rate, and new pay rate. Letters can be downloaded and will be saved to the employee’s documents as well as to your company documents.
To generate a compensation notification letter, click GET STARTED.
Select a letter template that best suits the reason for an employee’s compensation change. After choosing the first template you have the option to “Copy to all”, or continue selecting individual templates. You may also preview each letter. When you’re ready, click SUBMIT & SAVE.
The compensation change notification letters will be saved to your company documents as well as into each employee’s documents. You can email them to let them know to login and check their document. Please note, Justworks will not notify your employees of this document.
Click “List of employees” to expand the list and download the letters if you’d like.
Alternatively, you can access the letters by clicking Bulk updates from the left-hand Navigation Bar and selecting “Generate letters” within the Compensation section.
Bulk Compensation Updates: Frequently Asked Questions
What permissions do I need to make bulk compensation updates?
Only admins with the “Change Employees” permission can make updates
Who can I update?
Full time, part time, paid-intern, and paid owners are all eligible. To update any other member type, use their individual member profile.
How far in the past can I make the “Effective Date”?
The effective date can be scheduled on any date in the past. If you select a date in the past, no retroactive payment will be made by Justworks on your behalf. We plan for this functionality to be available within the year. Given that any retroactive payments you record in Justworks, but make outside of Justworks, will be processed in the current tax year, and thus will not affect previous tax cycles.
Is there a minimum or maximum number of employees that I can make bulk compensation updates to?
There is no minimum or maximum of employees needed to make updates using this feature.
Do I need to convert the downloaded spreadsheet to a CSV before uploading it?
Yes. You must make sure that you convert the spreadsheet to the .CSV format in order to upload it successfully. Please refer to these support pages if you need help converting your spreadsheet.
Apple (Numbers)
Microsoft (Excel)
How do I indicate that there is no change in the .CSV column?
If any item hasn’t changed, you can leave the empty cell blank.
Disclaimer
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.