Editing data in the Data Sheet

Depending on your permissions, you can edit a subset of your people data directly from the Data Sheet.

Changes made on the Data Sheet take place immediately. You should use this option for changes to your organization that have already been agreed to by your HR stakeholders. You must have permission to view a field to edit it.

You can edit fields related to jobs within your organization directly from the Data Sheet. Using the Data Sheet to make these changes helps you make changes like updating multiple job titles at once when a department name changes. You can also change a department name. 

People move operations such as transfers, backfills, and so on are also available from the Data Sheet. Learn more.

Not all fields are editable from the Data Sheet. You won't be able to edit fields derived by calculations or that are time-based such as Last Raise Date. Fields that you can edit are highlighted in yellow.

You may need to add columns to your Data Sheet view to ensure the field you want to edit is displayed.

To edit data:

1. Select Edit or double-click the list to enter edit mode. Fields you can edit are highlighted in yellow.
2. Select a field cell to update.
   • Type a new value or choose from a dropdown list of values.
   • To clear a value, select the field and then select the X.
3. Select Save Changes.

You can make changes to multiple people or jobs in the list at the same time. For example, you may need to change the department for a group of employees.

To edit multiple entries:

1. To select more than one row, select one row, then hold the Control (Windows) or Command (Mac) key and select each of the other rows you wish to edit.
2. Select Edit > Bulk Edit.
3. In the Bulk Edit Jobs dialog box, make any changes.
4. Select Save to Primary.