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Change several people at once

Tick the people you want to change, then open Bulk Actions. It's greyed out until at least one box is ticked. The box in the heading ticks everyone showing. Beside the button, Tip Sheet counts how many you've ticked, such as 3 selected, and Clear unticks them all.

Three people ticked and Bulk Actions open on Departments

Choose an option to open its list beside it, then choose the value.

OptionWhat it does
Set StatusMoves everyone ticked to another tab. The list only offers the statuses they aren't already on.
Set Tip Points toGives everyone the same tip points. The list runs across the venue's range, in its steps.
Adjust Tip Points byRaises or lowers everyone's tip points by one, two or three steps, keeping the differences between them.
BankingImport Banking Info, Activate Onboarding (sends the bank details invitation) or Cancel Onboarding. See Bank details.
DepartmentsMoves everyone ticked to one department.

On the Active tab, each change asks you to confirm, because it changes the tips in every recent week that isn't locked. The button says what it will do, such as Change 3 people or Set to Inactive. Locked and paid weeks don't change.

Things that stop a bulk change​

  • No department. Nobody can be set Active without a department. Tip Sheet lists who is missing one under Give everyone a department first. Set their department with Bulk Actions → Departments, then set the status.
  • Missing contact details. The bank details invitation needs an email address and a mobile number for every person ticked. If anyone is missing one, Tip Sheet lists them and sends nothing to anyone. Fix those people, or untick them, and try again.
  • The waiting room. At a venue with a waiting room, Set Status on the Incoming tab offers Waiting instead of Active if your role can approve people early.

Status, department and tip point changes are recorded in each person's User Logs and in the admin view's Audit trails.