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Update Employee Information for All Employees

Now you can make changes to multiple employees simultaneously for employment data, values, codes, positions, earnings, and deductions/benefits by re-applying employment defaults.

When applying these changes, you can update employees in a specific default group or update employees across different default groups.

This article will guide you through updating employees in different employment default groups, even if you’ve never used default groups before.

Only want to update employees in a specific Employment Default Group? Go to Employment Defaults.

How to Adjust the Employment Default Group

This section will guide you through updating an Employment Default Group.

Additional Information
This will not update individual employees. Once the default group is updated with the new value, you can apply it to the desired employees.

Step 1: Open Maintain Employment Defaults in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >>Employer Payroll Tables >> Employment Defaults.

Step 2: Select an Employment Default Group to change. Select Modify.

Step 3: Adjust the code/value you want updated.

Step 4: Select OK to save your Changes

Step 5: Repeat Step 2 - 4 for each Employment Default Group.

Congratulations! You have updated the Employment Default Group. You can now use this default group to update your employees.

How to Select the Employment Defaults to Re-Apply

This section will guide you through selecting which information will be updated on the employees' profile.

Step 1: Open Re-Apply Employment Defaults in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >>Employer Payroll Tables >> Employment Defaults.

Additional information
Any payrolls in progress must be canceled or updated before you can re-apply employment defaults.

Step 2: Select the updated Default Group.

Step 3: Select the Reapply to all filtered employees.

Additional Information
If this is selected, employees across all employment groups will be updated based on the filter criteria entered. If this is not selected, only the employees in the selected default group will be updated.

More information on creating the filters can be found in Filter Employees.

Step 4: Select the code/value you updated.

Additional Information
Information that is on the Employment Defaults tab in Employee Profile can be selected on the Values tab.

How to Filter Employees

Filter Employees will guide you through selecting which employees to update. Only employees that meet the filter criteria will be updated.

Important Information
All employees will be updated if no filter is added, including those that are inactive.

Step 1: Select Filter.

Step 2: If you are not filtering on the Employee Profile field, select the correct tab.

  • Employee Work Groups - Filters the work group assigned to the employees.

  • Employee Earnings and Deductions - Filters the earning or deductions/benefit codes assigned to the employee.

Step 3: Select Insert.

Step 4: Select the field that determines which employees will be updated.

Step 5: Select the limiting circumstance of the filter for the condition from the following options:

<                      Less than.
>                      Greater than.
=                      Equal or exactly as.
<=                   Less than or equal to.
>= Greater than or equal to.
<>                   Not equal to.
Like               Includes employees that match the value, when the value has wildcards (*).
Not Like        Excludes employees that match the value, when the value has wildcards (*).
In                     Includes any employees matching one of the values in the list.
Not In            Excludes any employees matching one of the values in the list.

Step 6: Select the value from the list of available options. The employee must match the value based on the conditions to have the new value applied.

Additional Information
If the condition is ‘Like’ or ‘Not Like’, characters in the value can be replaced with wild cards (*). The condition will be met if all the characters, except wild cards, match the value.

Step 7: Specify how multiple filter lines relate to the next filter line by selecting either And or Or in Conjunction.

And        Filtered results meet all criteria defined.
Or           Filtered results meet one or the other criteria defined.

Step 8: Select OK to save the filter.

Step 9: Repeat Steps 2 to 7 until the filter removes all the employees not being updated.

Additional Information
If there are filters on multiple tabs, an employee must meet the filters on each tab to be updated.

Step 10: Select Exit.

How to Review Employees and Apply the Update Value

This will guide you through reviewing the employees that will be updated, then updating the employees.

Step 1: Select Report Changes Only, then OK.
This displays the employees that will be updated based on your current filters, without updating the employees.

Step 2: Confirm whether the correct employees are listed.

  • If the incorrect employees are listed, select Exit, and adjust the Filter.

Step 3: Once you are satisfied the listed employees are correct, Select Exit.

Step 4: Select Report And Apply Changes, then OK.

Step 5: Select OK.

Step 6: Select OK to update employees.

Step 7: Select Print to keep a copy of updated employees for reference. From here, you can either print or save as a file.

Congratulations! Your employees are now updated.

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