How can I handle a bulk change of 'category' by file upload?

The bulk change option will appear during file load when more than one member is changing categories

If you elect to go ahead with a bulk change -> click the ‘Update Members’ button.

The portal executes the bulk change and then brings you back to this screen or automatically moves to the next wizard step (depending on whether there are any other unresolved bulk change notifications).

This continues until you have executed all the bulk changes necessary. 

Note the order you choose to complete bulk changes doesn’t matter as they are treated independently.

Current Bulk change scenarios:

1. Change Scheme A (Cat A) to Scheme A (Cat B)
2. Change Scheme A (Cat A) to Scheme B (Cat B)
3. Change Scheme A (Cat A) to Scheme B (Cat A)

Note:

• If you press next to bypass the bulk change notifications, you cannot return to this screen. Please ensure you are happy with your bulk changes before hitting ‘Next’. If you make a mistake, then delete the file from history and re-upload.
• Employers can skip the bulk update screen and resolve the key data change exceptions in the member matching step.
• A scheme change will effectively involve transferring all members to a new category.
• Only the bulk change part of an exception can be bulk resolved. Other data changes must be resolved individually
• Bulk change members only apply to members that have been matched
• Multi-employer files are supported. Bulk change exceptions are split by employer.