Working with Many Payees at Once
What's actually available for handling payees in bulk, and where each thing lives
No multi-select checkboxes on the payee list
There's no way to tick a set of payees in the list and apply one action to all of them — no "select all," no bulk status change, no bulk department assignment, no bulk reminder send. Every row action (archive, restore) is one payee at a time, from that payee's own row menu. This page covers what genuinely does let you work with many payees at once instead.
Payee imports, archive/restore actions, and changes to onboarding packets require Admin or Payroll. Chart-of-accounts imports require Admin. Every company role, including Approver, can export the payee list.
Adding many payees at once: CSV import
The real way to get a large roster into Greenroom quickly is the CSV importer on the Payees list (Import CSV). It covers identity, contact info (address included), start date, and payment method for many payees in one file — union, pay rate, bank account numbers, and documents are still set per payee afterward. Full walkthrough, template, and validation rules: Importing Payees.
Exporting many payees at once
Export CSV on the Payees list downloads payees matching the current tab, filters, and search across pages. Without a Bank verification filter, the export includes up to 5,000 matches; with that filter selected, it includes every match across all list pages. Narrow the list to who you want, then export. Details: Exporting Payee Data.
Chart of accounts: also bulk-importable
If you're setting up GL codes for payroll coding, that list has its own import (a CSV or Excel file, or rows pasted from a spreadsheet), separate from the payee importer above. See Chart of Accounts (GL Codes).
Taking a company policy off many packets
If several contractors, loan-outs or vendors don't need your anti-harassment policy or confidentiality agreement (stipend payees, for example), you can take it off all their start-work packets at once. On Packets in the main navigation, the Additional packet documents card has Take off payees' packets on the Anti-harassment policy and Confidentiality agreement rows. It lists your active contractors, loan-outs and vendors who still have that policy left to sign. Tick the ones who don't need it, or Select all, and click Take off N packets.
Employees aren't listed, because they keep both policies, and anyone who has already signed keeps theirs. A payee who hasn't been assigned a packet yet isn't listed either. See Taking documents off an assigned packet for what else can come off, one payee at a time, and how to put a document back.
What's per-payee, not bulk
A few things worth knowing aren't available as a bulk action, so you don't go looking for a button that isn't there:
| Task | How it actually works |
|---|---|
| Archiving | One payee at a time, from that payee's row menu (⋯ → Archive). Archived payees keep their history on past payrolls and can be restored, but can't join new runs. There's no bulk archive or bulk delete. |
| Resending an onboarding invite | Sent from the start-work packet card on that individual payee's own page (Resend to payee) — there's no "send to everyone who hasn't finished onboarding" button. |
| Payroll reminders | Greenroom does send an automatic reminder email ahead of an upcoming payroll date, but that's a system notification about the run itself, sent to your company's owner — it isn't something you trigger per-payee or send to a group of payees. |
| Status or department changes | Made on each payee's own page. There's no screen for changing the same field across several payees in one action. |
Next steps
See Importing Payees to add a roster in bulk, Filters and Search to narrow the list before exporting, or Managing Payee Information for editing one payee at a time.