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Administrator Guide
Last Updated: 2025-07-25
Steps: Set Up Mass Action Workbooks to Initiate Change Job

Steps: Set Up Mass Action Workbooks to Initiate Change Job

This topic is relevant to the enhanced change job experience. The new change job experience is available to all customers at this time.
You can set up mass actions to initiate the
Change Job
 business process in bulk for up to 1000 workers.
  1. Set up mass action workbooks.
  2. Configure security permissions for the
    Change Job
     and
    Change Job (Mass Action)
     initiating action on the
    Change Job
     business process policy.
    Configure security permissions for the
    Change Organization Assignments for Worker (Mass Action)
     and
    Change Organization Assignment (REST)
     initiating actions on the
    Change Organization Assignments for Worker
     business process policy.
    Ensure that these security groups are also on the
    Mass Action Event
     business process security policy.
    Ensure that you add the
    Complete Mass Action Event
     step and mark it as the completion step.
  3. (Optional) Add additional facets to the
    Start Mass Change Job
     report. To add additional facets, copy the delivered
    Start Mass Change Job
     standard report to a custom report, and add any additional filters to the report definition.
  4. Create or edit a custom report that has a data source containing positions or position restrictions. You can use the report or report filter to populate up to 1000 workers in the workbook using the
    Start Mass Action
     task.
  5. (Optional) Create or edit a search report that has a data source containing positions or position restrictions. You can select workers in the search report to populate up to 1000 workers in the
    Start Mass Action
     task.
    Ensure that you select
    Start Mass Action
     from the
    Mass Action
     column on the
    Advanced
     tab of the search report.
Access the
Start Mass Change Job
 report, the
Start Mass Action
 task, or a configured search report to initiate the
Change Job
 business process in bulk.