Pay rates - Importing and Exporting Pay Rate Templates

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:

1. Click on the Management tab > Payroll  > Payroll Settings > Pay rate templates
2. From the dropdown menu, select which pay rate templates you wish to update.
   
   
   
   
3. After selecting the list of Pay Rate Templates you wish to export, select EXPORT to download your to an excel file. 
   
   
   Next click then select from Excel or CSV download.  Either file can be uploaded.
   
   Select DOWNLOAD.

Please note we strongly recommend updating the rates on a copy of this file so that you retain the original export should you wish to revert to those rates at any time.

• Update the rates on the excel file where required;
• Then please go back to Management > Payroll  > Payroll Settings > Pay rate Templates,  and select Import.
  
• Attach the updated file where indicated;

To update the rates on the employee profiles connected to these pay rate templates, you must; select the  "Update employee pay rates" tick box.



Once you have attached your file select "Confirm upload?" to proceed.

If you have any questions or feedback please let us know via support@yourpayroll.com