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Making global changes

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There may be times when you need to make changes to many, or all of your employees at the same time. For example, you may want to increase the basic salary for all employees by 5% or assign them a pension scheme.

Your software's Global Changes option helps you to make changes to multiple employees' records quickly and easily, removing the need to amend each record individually.

Tip: Global Changes only affect employees in the company currently open. If you have more than one company, you must perform the changes in each one separately.

You can:

• Make changes to employment details, such as tax codes and NI categories.
• Assign departments, cost centres and pension schemes.
• Make changes to payments and deductions. For example, change the rate of a payment or deduction.
• Change holiday details. For example, set a group of employees on holiday at the same time.
• Record variations to an employee's statement of employment in their Employee Record. For example, you can specify that the employment is for a fixed period, and enter a date that it is due to end.
• Confirm that an employee has agreed to receive their P60 and payslip by email. Set up a structure used to create the email addresses and passwords for you.

For a list of all the global changes you can make, see What changes can be made globally?

Making global changes

From the employee list select the relevant employees > Tasks > Global changes. Select the option required. For example, Departments > Assign Employee(s) to Department.

Depending on the task, the way in which you make the global change varies. Please follow the on-screen instructions.

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