Bulk Update Work Orders

You must have the bulk.updates.settings
permission.

The

Bulk Update Wizard

enables you to make a single field change across multiple work orders.

From the header, select

Bulk Updates

Click

New Bulk Update

Click

Bulk Update Work Orders

As you select the records to be updated, consider:

Option	Description
Dataset	The dataset referenced when locating the field. Defaults to Work Order .
Field Name	The field one the work order that you want to find or the status of the work order itself.
Condition	The relationship the field name has to the value. When you use the Any Of condition, separate the values by pressing Enter .
Value	The condition of the work order. Can be auto-populated or free form.
(Optional) Add Filter	Enables you to specify another set of criteria.
(Optional) View Results	The Preview Records section displays all work orders that match the selected criteria. You must have the workorder.read permission.

Select an option from the

Select Update Action

field.

Add Checklist Actions	Enable administrators or program teams to bulk add per-contractor or per-work order checklist requirements to active or pending work orders	bulk_operations.jobs_roles.addchecklists checklistactions.add
Change Pay Rate/Markup/Bill Rate	Updates compensation rate structures in bulk.	bulk_operations.workorder.update_rates contractor.billrate.write
End Work Order	Terminates active work orders in bulk, requiring the user to specify an end reason.	workorder.end
Refresh Formulas	Refreshes formula and formula groups on all related work orders. Used when the Workforce Connector workflow fails, to retrigger the refresh formulas to ensure the update processes.	bulk_operations.job.update_formula_group field.formula_group.write
Reopen	Reactivates previously ended work orders, enabling users to enter a new end date, specify a reopen reason, and revise the associated budget in real time	bulk_operations.workorder.reopen
Update Additional Managers	Enables additional users to operates similarly to the assigned resource manager.	bulk_operations.workorder.update_additional_manager field.resource_manager.write
Update Billing Cycle	The period when provided services are recorded and invoiced.	bulk_operations.workorder.update_billing_cycle_def workorder.billing_cycle.write
Update Charge Codes	Charge codes are segmented cost codes used to precisely allocate time and expenses for project tracking and client invoicing.	bulk.operations.workorder.update_charge_codes field.charge_codes.write
Update Custom Fields	Enables the bulk modification of client-defined custom fields on work orders using a CSV file upload.	bulk_operations.workorder.update_custom_fields
Update End Date	The last day of the work order.	bulk_operations.job.update_end_date workorder.end_date.write
Update End Reason	The reason the work order was ended.	bulk_operations.workorder.update_end_reason
Update Fee Profile	Fee profiles are used to add additional markup on types of transactions in VNDLY, where types are represented as service types in a fee profile.	bulk_operations.workorder.update_fee_profile workorder.fee_profile.write
Update Formula Group	The formula group being used to calculate the bill rate or pay rate on the work order.	bulk_operations.jobs.update_formula_group field.formula_group.write
Update Location	Locations specify where a program wants to hire workers or where a job takes place.	bulk_operations.workorder.update_location field.location.write
Update Organization	Enables users to update the Organization Unit on selected work orders.	bulk_operations.workorder.update_organization field.overtime_profile.write
Update Overtime Profile	Indicates the overtime threshold associated with the work order.	bulk_operations.workorder.update_overtime_profile field.overtime_profile.write
Update Premium Rate	Enables you to set rates for workers that may be eligible for an additional premium on top of their base rate.	bulk_operations.workorder.update_premium_rate field.premium_rate.write
Update Program Team Users	Represents program team or MSP users that are associated with work order.	bulk_operations.workorder.update_program_team field.program_team_users.write
Update Reason for Hire	The reason hire for the contingent worker. This field is set based on Job Reason for Hire custom data source or within the default Reasons for Workday connected tenants.	bulk_operations.workorder.update_reason_for_hire field.reason_for_hire.write
Update Resource Manager	The resource manager for the work order. This field may display under the Managers & Team or Organization Unit section, depending on your configuration of the field Show the Resource Manager field .	bulk_operations.workorder.update_resource_manager field.resource_manager.write
Update Select Fields	The following options are available under "Select Fields" Is Exempt? Is Transitioned Work Order Title Standard Hours/Week Expense Type Job Site Worker Classification Job Type Calendar Pay Profile Timekeepers Expense Approvers Source	bulk_operations.workorder.update_misc_fields
Update Shifts	Enables users to assign, replace, modify, or remove shifts and shift differentials on multiple work orders simultaneously.	bulk_operations.workorder.update_shifts field.shifts.update
Update Start Date	The first day of the work order.	bulk_operations.workorder.update_start_date workorder.start_date.write
Update Tax Override	Update tax overrides to ensure accurate tax calculations are used based on your program's unique needs.	bulk_operations.workorder.update_tax_override workorder.tax.update
Update Timesheet Approvers	Grants additional users access to approve timesheets related to the work order.	bulk_operations.workorder.update_timesheet_approvers field.timesheet_approver.write
Update Work Type Profile	Work type profiles use the configured work types to enable you to configure and classify types of work when logging time on timesheets.	bulk_operations.workorder.update_worktypes workorder.worktypeprofile.update

Click

Complete the required fields.

For the descriptions of the fields, see: Update Work Orders.

Enter a

Reason for Bulk Update

Click

Review the records to be updated.

You can:

Uncheck any records that you don't want to update.

Click

Modify Header Fields

to adjust the fields that display.

Click

Export

to download a copy of the fields before they are changed.

Click

Confirm Bulk Update

to run the bulk update.