Employees can usually edit their own personal details. However, Admins may also need to update employee information directly on their behalf.
While making small changes individually in an employee’s profile works well, it can become time-consuming when you need to update multiple employees or several fields at once. To make this easier, Gutsy provides the Mass Edit Personal Details feature to allow Admins to update employee information in bulk using an Excel template.
This guide will walk you through how to mass edit employee personal details using this feature.
What can be updated via Mass Edit Personal Details?
Using this function, you can update the following employment information in bulk:
Employee Name, DOB, Gender, Identity type and number, Nationality, Citizenship, Race, Religion, Marital Status, Email, Phone number and Country Code, Address along with the Postal Code, Country, and Address
Steps to mass edit personal details
From the side navigation, go to Employees > All Employees.
Click the three-dot icon next to the Onboard Employees button and select Mass Edit.
Choose Mass Edit Personal Details, then click Next.
Select the relevant (1) company and click (2) Download Excel Template.
Open the Excel file and fill in the required employee details accordingly. Kindly note that the Employee Name field can be selected directly from the dropdown list. For other fields, you may also check whether a dropdown is available, allowing you to select the relevant option easily where applicable.
Once completed, return to the Gutsy page and upload the Excel file.
The system will display a preview comparing:
The Excel headers, and
The corresponding fields in Gutsy.
Click Preview to review the changes.
If there are any errors, the system will highlight them so you can amend the file before proceeding.
Once everything looks correct, click Submit.
Note: Any existing data in Gutsy will be overwritten by the information uploaded in the Excel file.
Important notes
Only update fields that are intended to be changed.
Always review the preview carefully before submitting.
🎉 Great job! You’ve successfully learned how to mass edit employee personal details using Gutsy. This feature helps you save time and manage employee data more efficiently.
Still exploring? Head over to our Help Centre for more in-depth guides and FAQs.
If you have any questions, feel free to reach out to us at support@gutsyhq.com. We'll get back to you from there.