Files Bulk Actions

Assign many files to many users, delete many files at once, and more.

Bulk actions for files can be found in the company-files section of People by Wagepoint, or an individual's files section in an employee profile. To use bulk actions, hover over a file and check the box that appears. A blue bar will appear at the bottom of your screen. You can check many boxes and complete the action with many files at once.

Company files bulk actions:

In company files, you can select many files to send completion reminders to employees assigned to those files, change the file category, share files, or delete files.

To send reminders, click the first icon, and then "send reminders." An email reminder will be sent to any employee who has yet to complete the file.

To change the category, select the second icon. Then, select an existing category or create a new one to move all of your files selected.

To assign multiple files to multiple users, select the third icon. Choose which employees should receive the documents, and click share files. You can optionally add a message and send an email notification to the employees you select.

To delete many files, select the fourth icon, then click "delete files."

Keep in mind that deleting a company file will delete all copies assigned and completed by employees.

Individual employee files bulk actions:

In an individual employee's files section, you can remind, change due dates, add a comment, or delete many files at once.

Sending reminders and deleting files follow the same process as the company files section. Deleting an individual employee's file will only delete that particular file.