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Administrator Guide
Last Updated: 2024-04-05
Steps: Set Up Mass Action Workbooks to Initiate Change Organization Assignments

Steps: Set Up Mass Action Workbooks to Initiate Change Organization Assignments

You can set up mass actions to initiate the
Change Organization Assignments for Worker
 business process in bulk for up to 1000 workers.
  1. Set up mass action workbooks.
  2. 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.
  3. (Optional) Add additional facets to the delivered
    Launch Mass Change Organization Assignments for Worker
     report. To add additional facets, copy the delivered report to a custom report and add any additional filters to the report definition.
  4. (Optional) Create Custom Reports.
    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
    Launch Mass Action Event
     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
    Launch Mass Action Event
     task.
    Ensure that you select
    Launch Mass Action Event
     from the
    Mass Action
     column on the
    Advanced
     tab of the search report.
Access the
Launch Mass Action Event
 task or a configured search report to initiate the
Change Organization Assignments for Worker
 business process.