The Bulk Update feature allows you to bulk update and change attributes on multiple member profiles at one time.

Step 1) Select Members on the left sidebar menu

Step 2) Select the Update via CSV

Step 3) Create and upload a CSV file. Download the CSV template here or create your own with the following fields: 

Email and Manager's Email are the only fields required for the upload.

If you want an employee to have multiple roles, include them in the "Roles" column separated by a semicolon (e.g. Manager; reviewer)

Click here to view role permissions.

Step 5: Once you have uploaded your file and are satisfied that you have entered all of the accurate information, press the Update Members button.

Step 6: A loading message will appear where you can navigate away from the page while it loads.

Step 7: If you wait for the file to upload, you will then receive a confirmation message.

We love hearing from you! Support can be reached at support@everlance.com or by phone at(872) 814-6308. Our office hours are 9am-5pm Monday - Friday and 9 am-1 pm EST on weekends.