Bulk Initialize for HR Action Items Add-On

Bulk Initialize for HR Action Items Configuration and Workflow

1. In Employee Tools and Action Item Templates, you can click into the "Bulk Initialize" template. Here, you can grant either User Access or Admin Access to those who should be able to Bulk Initialize Action Items. The User group for access will only be able to see Bulk Initialize items that they create, and the Admin group for access will be able to see all Bulk Initialize Action Items. 
2. Now in Action Items, you can hit the blue "New Action Item" button and select the Bulk Initialize Action Item. Within the Action Item, you can select which template you would like to bulk initialize, as well as the Employee's and/or Employee Groups that you would like to send the Action Item to. 
3. Once complete, you can hit "Submit" to send out the Action Item you selected to the Employee's that you selected. The Action Item will be created by each individual employee, granting them access to complete that specific Action Item. Each Employee will receive an email with a link the Action Item awating completion.