In Tanda you can setup customised rules to handle the variety of ways staff need to be paid.
Rules can be created, edited, and deleted within Tanda under Compliance > Manage Rules. However, if you need to bulk manage rules, doing this via csv may be the easier and more efficient option.
Export to CSV
The exported csv will show you the template for building rules, as well as any existing rules. We'd recommend you duplicate this downloaded csv so you've have a copy of prior rules - in case they're required in the future.
From here, open the exported csv and make adjustments as required, making sure you leave the Header Row intact. Once finalised, download the rules back to .csv to be imported back into the account.
Import from CSV
Before you import your new rules into the live account, we'd recommend you first test these rules using https://staging.tanda.co/. As staging is a copy of your actual account up until the last 24 hours, you can test here and gain a good idea as to how these new rules would affect your account. When you're happy with how the new rules are applying, then import into the live account.
To import, head to Compliance > Manage Rules. and click Import CSV. This will bring up the below page:
Select the updated csv and choose if you want to ‘Delete current rules from your account’. If you choose this option, all existing rules will be replaced with what you upload, so it's important the updated csv contains all rules you want to use going forward - not just the ones you want to add/update.
Additionally, if you are deleting all the current rules in the account, or are uploading newly created rules, ensure that the award_rule_id column is left blank.
Note: Do not click ‘Update Leave Types’ unless you are actively making changes to the Leave Types in the account.
If you are not creating any rules, and are just making changes, you can just make the necessary changes and import (no need to delete current rules or change ids).
Top Tips when editing in Excel/Google Sheets
Freeze the header row so you can change the order of rules (i.e Ascending A-Z) without affecting the import. The Header row needs to be the first row when you download to csv for import.
As Tanda is built to handle a variety of arrangements, there are a lot of Headers in the .csv file. Hide/filter fields to suit yours needs as you make changes.
Find and replace is a great way to updated names/tags quickly.
Formulas are your friends for adjusting rates and multipliers.
Why can’t I upload the file?
If the below comes up when you import the file, the error is likely with the ids of some of the rules you’re uploading, and you’ll need to check the ‘id’ columns in the file:
award_rule_id:
Majority of the time, the above error comes up when you are importing a file with values in the award_rule_id column that do not match up to any of the rules that already exist in the account.
These values need to either match exactly to existing rules, or be left blank. If left blank, it will create a new rule in the account.
award_template_organisation_id:
This number is a value that matches with the account as a whole. This can be an issue if you’re downloading from one account into another. When in doubt, you can leave this column blank (as long as the award_rule_id column is also blank), or export the rules in the account you want to import into to confirm the value of this column.