The functionality to bulk end appointments and process employees as leavers exists in Back Office on the Bulk Update Leaver screen. To use this functionality, follow the steps below.
📌Note: The above screen remains open for customers in the back office until the equivalent functionality is created in the portal.
Go to CorePersonnel, then click Maintenance.
Select Bulk Update Processing - Main Screen, then select Leaver from the dropdown for the Select Action field.
On the next screen (Bulk Update Leaver) search for employees by filters.
Under Search Results, select the relevant employees with their appointments by ticking the Select checkbox or using the Select All button.
Click on the Update Selected button, enter the leaving details and click Update.
The tool then processes as follows.
If an employee has only 1 commenced appointment the tool will process the employee as a leaver once their record is selected under Search Results.
If an employee has multiple commenced appointments then:
if all appointments are selected under Search Results, the tool will end them and process the employee as a leaver,
if not all appointments are selected under Search Results, the tool will only end the selected appointments and the rest will remain commenced/open, the employee won't be processed as a leaver.