Payable Charge Exports: Mass Action Batch

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.

Steps to Create Mass Action Batch

Each Mass Action Batch can process up to 10,000 transactions. If you select more than 10,000 transactions, additional batches will be created.

  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. Use these steps to find and open an Mass Action Batch.

  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.

Each Mass Action Batch displays details via three tabs: Overview Tab, Issues Tab, and Transactions Tab. Learn more about each tab below.

Overview Tab

The Overview Tab contains high level detail displayed on three cards:

  • Mass Action Details: Includes ID, Action Type, Status, Initiated By, Charges Processed, Charges Failed, Transactions Processed, and Transactions Failed.
  • Export Status: Includes Export Status Percent, Total Unique Candidates, Total Hours/Units, and Total Dollar Amount.
  • Associated Batches: Shows the exported batches with details on Percent In Progress, Percent Completed, and Percent Failed per batch.
    • 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.

In order to use the Mass Action functionality, you will need the proper entitlements on your user types. Contact Bullhorn Support to enable access.

Transactions Tab

The Transactions tab lists all transactions that were included on the Mass Action Payroll Export, giving you visibility during Mass Exports. At the top of the list there are four summary blocks. The summary blocks detail the following information at a glance:
 

  • Unique Candidates: Total of unique candidates exported.

  • Total Transactions: Total Transaction exported.

  • Completed: Total monetary amount successfully exported.

  • Failed to Export: Total monetary amount that failed to export within the export batch.