Bulk assign paperwork
Assign paperwork to multiple people at once from the People Directory.
Introduction
Bulk Assign Paperwork allows Account Owners to assign paperwork to multiple people in one action. This is ideal when you need to issue the same paperwork to a group of employees — such as policies, documents, certificates, or onboarding requirements.
Instead of assigning items one person at a time, you can select a group of people and assign paperwork in bulk from the People page.
Before You Get Started
You must be an Account Owner to bulk assign paperwork.
Bulk assigning paperwork is useful for:
Rolling out new policies
Assigning compliance documents
Requesting certificates from a group of employees
Refreshing emergency contact information across the business
Getting Started
Go to People from the left-hand menu.
Select the people you want to assign paperwork to by checking the box next to each name.
Open the Bulk Actions menu.
Click Assign Paperwork.
Assign Paperwork in Bulk
You can only bulk assign one type of paperwork at a time
Once you click Assign Paperwork:
Select the paperwork you want to assign.
Review the selected people.
Confirm the assignment.
Worknice will then create the paperwork assignments for each selected person.
What Happens Next
After the paperwork has been assigned:
Each selected person will have the paperwork added to their profile
Each selected person will have a notification sent to them in app and via email
Draft employees will not receive notifications until they are invited to Worknice
Any failures will be notified to the account owner by email.
Best Practices
To make bulk assignment easier:
Filter the People Directory before selecting people
Double-check your selected group before assigning
You’re All Done!
You can now assign paperwork to multiple people at once using the Bulk Actions menu in the People Directory.
If you have any questions, please reach out to our support team at help@worknice.com or through the help section within Worknice.