Bulk Actions

Availability: This feature is available to all Hiring Company users. ✅

Overview

Bulk Actions lets you select multiple records and apply changes to all of them at once, instead of updating each record one by one. It's available at both the compliance assignment level and the company directory level.

Selecting records in bulk 🔍

1. Filter your list to narrow down the records you want to change - for example, by location or compliance status.

2. Select individual records, or use Select All to grab the entire filtered list.

3. Apply your changes - they will be applied to every selected record.

What you can change in bulk ✏️

Requirement categories - change the requirement category for multiple records at once.

Assigned location - reassign records to a different project, property, or hotel.

Assigned users - mass-assign users to records. For Self-Service (software-only) users: any task generated for, or tied to, a vendor or tenant will be assigned to that user.

Other fields - click the Edit button to unlock all remaining fields for mass editing.

Activate and Deactivate - mass activate or deactivate records.

Follow records - mass follow records. Coming soon: personalized notifications for records you follow, so you're alerted when they become compliant, noncompliant, or when anything changes. 🔔

Where it works 📍

Bulk Actions is available at the compliance assignment level and at the company (directory) level, where you can make the corresponding changes in bulk.

Tips 💡

Combine filters (e.g., location + compliance status) to precisely target the records you want to update before selecting all.

Use mass user assignment to make sure vendor and tenant tasks always land with the right owner.