If you have a large number of pay rate templates you need to update, you can export them to a csv file, bulk update them in excel and then import them to update the rates.
You can export pay rate templates by following these steps:
- Click on the Management tab > Payroll > Payroll Settings > Pay rate templates
- From the dropdown menu, select which pay rate templates you wish to update.
- From the pay rate templates screen, click on the Import/export tab:
- Select EXPORT to download your current Pay Rate Templates.
From the Export screen, select which pay Rate Templates you wish to export.
Next click then select from Excel or CSV download. Either file can be uploaded.
Select DOWNLOAD.
We recommend keeping a copy of this original download, and making a copy on which you can update the rates that you wish to be reimported back into the system.
- After updating the rates, please go back to Management tab > Payroll > Payroll Settings > Pay rate Templates, and select Import.
- The next overlay will ask you to attach/select your updated file
- If you want to the new rates to flow through to the employees on those Pay Rate Templates then tick the "Update employee pay rates" tick box
Once you have attached your file select CONFIRM UPLOAD
Once you have updated the pay rates, they will be available to assign to employees.
If you have any questions or feedback please let us know via support@yourpayroll.com
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