You can add or remove menu profiles to employees in bulk via the Bulk Assign Access feature.
Firstly, the system needs to know what employee records to update. This is identified using an Insight report. The report runs from the Bulk Assign Access screen and returns the required employees on screen, ready to be updated.
Follow these steps to update access for a group of employees in bulk:
📌Note: The default menu profile in PeopleXD is a single, non-conditional setting. If you want menu profile assignments to be determined by the Menu Profile Matrix, you must deactivate the default menu profile. This ensures that the system assigns profiles solely based on the criteria defined in the matrix.
Create an Insight report to retrieve the list of employees to be updated
the Person Reference column from the Hr Person Master (Personnel) view needs to be included in the report
any other columns that you add to the report are not displayed in the Bulk Assign Access screen but may be useful to you to add to the report to ensure that the correct set of data is being retrieved e.g. name, department, etc.
Go to Data Centre, click View All, and open the Bulk Assign Access option
Once the Select Report pop-up appears, select your report from the Insight Reports drop-down list and click Apply
The screen updates to display the employees in the report
Note: The screen does not display the full report data. The columns displayed on the screen are fixed. The Insight report is only used to confirm what employee records display.
Toggle on/off the Selected switch for the employees that you want to include in the bulk update
Click the Assign Access button - the Assign Access screen opens
Select the Date Effective that access is to be granted from
Select the Menu Profiles tab from the list available on the left-hand side of the screen - once selected, the screen updates to display the list of menu profiles
Click ADD or REMOVE next to the menu profiles that you want to assign or unassign to employees selected on the previous screen.
⚠️Important: Automatic menu profile assignment in PeopleXD applies only to new starters or Employee role specific . For employees already in the system, you must perform a one-time bulk assignment of the menu profile. Once this is completed, new starters will automatically receive the assigned menu profile based on the configured rules.