Certain elements of multiple tallies can be edited in bulk. These elements mostly deal with equalization and include equalization start date, future request stop date, FTE%, and catch-up tally.
To edit tallies in bulk, first navigate to Administration>Setup and click on the Tallies tab. Then check the box next to each tally that needs to be edited.
From there, select the Take action drop-down menu and select the desired action.
Details of each action can be seen below:
- Modify Equalization Start Date: Allows editing of the date from which selected tallies will be equalized from.
- Modify Future Request Stop Date: Allows a stop date for future requests to be set for all selected tallies.
- Modify FTE% for Personnel: Displays a new window that shows each personnel included in the selected tallies. FTE percentages can be changed in this window for each personnel.
- Modify Catch-Up Tally for Personnel: Displays a new window that shows each personnel included in the selected tallies. Catch-Up Tally totals can be changed in this window for each personnel.