Workforce: Bulk Categorise Staff

Group categorise or tag staff with Locations, Teams and Award Tags

Updated over a week ago

If you need to apply a new Location, Team or Award Tag to a large group or all of your staff, it may be easier to use the Bulk Actions tool in Tanda, as opposed to updating each individual employee profile.

To use the Bulk Actions tool, go to Workforce > Staff:

On the right, click on Tools > Bulk actions:

This will take you to the Bulk Actions page. From here you can filter staff in a number of ways.

Step 1 - Filtering Staff

The first option is if you would like to apply a Location, Team or Award Tag to all staff.

To do this click Select All on the left-hand side of the screen to apply to all staff:

The second option is to select the staff by clicking in the tick next to their name:

The third option is to filter by Teams. For example, by filtering to 'Front of House':

The fourth option is to filter the staff by Award Tag. For example, 'Full Time':

Step 2 - Select an Action

Using this tool you can either:

  • Add an employee to a Team or add an Award Tag to an employee profile;

  • Remove employee from a Team or remove an Award Tag from an employee profile; OR

  • Deactivate staff.

Step 3 - Select the Field that is to be Changed

  • To apply a new Team to the staff selected, click the relevant team located under the Locations and Teams heading:

  • Change Manager Permissions using the Manager of tab:

  • To apply a new Award Tag to the Staff selected, click next to the relevant Tag:

  • When multiple Pay Groups exist, you can add staff to a new Pay Group by selecting it under the Next Pay Group tab.

Then click the Submit button at the bottom to make the changes. You'll then see confirmation of who you made changes to. You can press Click here to tag more staff to continue with more.


If you would like further assistance please contact Tanda Support by clicking on the blue chat icon in the bottom right corner or by emailing support@tanda.co.

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