At the start of new financial years, after annual reviews, or for anything else that requires updating multiple pay rates, simplify the process by making changes in bulk.
Note: Before updating and/or changing the employee rates, make sure to lock the historical timesheet data to ensure that the pay rate changes would not reflect on the previous timesheets. We also strongly recommend making the pay rate change at the start of the pay period.
Updating pay rates via CSV import
Step 1: Export current data
Go to Workforce > Staff > Tools > Manage Employment Conditions. Once there, select Export Existing Employment Conditions to CSV.
This will download a file containing the pay condition information for your employees.
Step 2: Make changes in the CSV file
Once the file has finished downloading, open it and locate the Start Date and either the Hourly Rate or Annual Salary columns, depending on the type of employment condition being updated.
When entering the new values, use only numbers and decimal points where applicable. Do not include currency symbols, commas, spaces, or any other formatting.
After making the required changes, save the updated document as a CSV file.
Step 3: Import the updated CSV file
On the same Manage Employment Conditions page, navigate to the Import CSV tab to upload the updated file.
From there, either drag and drop the CSV file into the upload area or select it from your computer to import it.