How do I edit important staff dates in bulk?

How do I edit important staff dates in bulk?

To update multiple key dates for a staff member in one step:

  1. Go to the Staff tab and click on the staff member’s name.

  2. Open the Important Dates tab from their profile.

  3. Click the pencil icon at the top-right of the Important Dates section.

In the “Edit Important Dates” popup, you can update:

  • Hire Date

  • CDA Examination Date

  • First Aid / CPR Expiration Date

  • Background Record Check Expiration Date

  • Physical Checkup Date

  • Checkup Status (Due, Scheduled, Overdue, Completed)

  1. Use the calendar picker to select the appropriate dates.

  2. Once all updates are made, click the Save button.

💡 Tip: Keeping these dates updated helps maintain certifications and meet compliance requirements with ease. 



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