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 importing
Step 1: Export current data
Under Settings > All Settings > Import & Export, find the Employment Condition Sets option and click Export. This will allow you to download a file containing employee Pay Condition information.
Step 2: Make changes in the CSV file
Once the file has finished downloading, open the document. The fields to update are the Hourly Rate or Annual Salary columns.
When formatting the changes, do not use any values other than numbers and decimal points.
After making the required changes, save the updated document as a CSV file.
Step 3: Import the updated CSV file
On the Import & Export page, select Import to upload the file. From there, add your edited file and click Next.
Step 4: Checking data configuration
Once you've uploaded your updated data, ensure that the data is going to the correct field under the Field Mapping heading.
You can edit this if necessary by clicking Customise Mapping.
Issues with the file will be flagged under Details. If everything looks okay, click Next to continue the process.
Step 5: Finalise the import
Review the changes being made one final time on the Preview page before clicking Next again. This will start uploading the information into staff profiles.