To make it easier for you to set up and manage employees on your account, you can update the following processes and policies for employees in bulk:

• Companies
• Cost objects
• Approval processes
• Travel policies
• Invitations - resend or revoke

You can make changes to multiple employees at the same time without using a CSV or contacting your account manager. 

Bulk update employees’ processes and policies

1. Go to the People page.
2. Use the filters or search to find the people you want to update.
3. Select the people you want to update.
4. Click Edit and select Cost object, Company, Approval process, or Travel policy.
5. Select the company, cost object, approval process, or travel policy you want to add them to.
6. Review the details of the process or policy and click Save.

For companies, cost objects, and travel policies, the selected employees are automatically removed from the original company, cost object, or travel policy and added to the new one.

For approval processes, if the employee is assigned to one travel approval process, they are removed from the original approval process and added to the new one. If the employee is assigned to two or more processes, they are added to the new one and remain in the others.

Bulk resend and revoke invitations

You can resend or revoke invitations in bulk so the activation link in the email won’t work.

1. Go to the People page.
2. Select the Invited tab.
3. Select the people you want to resend or revoke the invitations for.
4. Click Resend invitation to or Revoke invitation.