Mass Action

Overview

Mass action functionality allows you to save time on Payable Charge exports larger than 500 records. With this feature you can filter the Payable Charges list for the export, select all matching records, and export them. This action creates a Mass Action Batch record which allows you to track the progress of the export and identify issues.

Before You Begin

In order to use the Mass Action functionality, you will need the proper entitlements on your user types. Contact Bullhorn One Support in order to have those added.

Steps to Create Mass Action Batch

  1. Navigate to Menu > Pay & Bill > Payable Charges.
  2. Filter the Payable Charges list with the criteria needed for the export.
  3. Check the checkbox in the top left to select all of the records on the page.
  4. Click Select all matching records in the notification above the list.

  5. In the Selected dropdown menu, select Export.

  6. Enter the date in the Accounting Date field.
  7. Click Save and Continue. This creates a Mass Action Batch record that will automatically be opened.

Viewing Mass Action Batches

The Mass Action Batch records can be viewed on the Mass Action Batches list.

  1. Navigate to Menu > Pay & Bill > Mass Action Batches.
  2. Here you will find a list of all the Mass Action Batch records that have been created. This list has the following columns available to view:
    • ID
    • Status
    • Initiated By
    • Initiated On
    • Total Processed
    • Total Failed
    • Action Type

  3. Click on the ID number to open a Batch record.

Overview Tab

The Overview Tab contains the following information:

  • Details about the Mass Action Batch, including the Status, who initiated it, and when it was initiated.
  • The Associated Batches card shows the exported batches.
    • If exported to Canvas there will be a link to the report.
    • If exported via webhook there will be a Bullhorn export batch status and count to help with reconciliation.

Issues Tab

The Issues tab will show issues related specifically to the export. For example, if you tried to export a Payable Charge that wasn’t in the status of "Ready to Pay". This helps eliminate the need to review these on the Issues List.

The Issues tab will not show issues returned from a payroll provider for specific Payable Charges or transactions. To view these, navigate to the Issues list.