Overview: Administrators can bulk activate or deactivate Locations, Departments, or Positions from the Buddy Punch website. This feature helps save time when managing large sets of codes, making it easy to quickly update availability for use in scheduling, reporting, and time tracking.
Important! Only Administrators can bulk activate or deactivate Locations, Departments, or Positions.
Instructions:
How to Activate/Deactivate Locations
1. First, we'll need to navigate to your Locations by selecting Settings from the top navigation, and then Locations:
2. Once you're taken to your list of Locations, use the checkboxes on the right side to select the Locations you want to deactivate. Once they've been selected, click Deactivate:
Note: Deactivated Location Codes will no longer appear as a dropdown option when running reports.
3. After your Locations have been deactivated, they can be found on the Inactive tab and reactivated by checking their boxes and clicking Activate:
How to Activate/Deactivate Departments
1. First, we'll need to navigate to your Departments by selecting Settings from the top navigation, and then Department Codes:
2. Once you're taken to your list of Departments, use the checkboxes on the right side to select the Departments you want to deactivate. Once they've been selected, click Deactivate:
Note: Department Codes that are deactivated will no longer show up as a dropdown option when running reports.
3. After your Departments have been deactivated, they can be found on the Inactive tab, and reactivated by checking their boxes and clicking Activate:
How to Activate/Deactivate Positions
1. First, we'll need to navigate to your Positions by selecting Settings from the top navigation, and then Positions:
2. Once you're taken to your list of Positions, use the checkboxes on the right side to select the Positions you want to deactivate. Once they've been selected, click Deactivate:
Note: Positions that are deactivated will no longer show up as a dropdown option when running reports.
3. After your Positions have been deactivated, they can be found on the Inactive tab and reactivated by checking their boxes and clicking Activate:
FAQs
Q: Why can't I see my deactivated locations/departments/positions in the drop down when I run reports?
A: Once a location/department/position has been deactivated, it is no longer available to select for reporting. If you need to run a report on a code that is currently deactivated, you'll need to reactivate it temporarily using the steps above.