Bulk Update Awards Allowances Rates

To update your operation's/client's allowance rates you can bulk export the rates to a .csv, make your changes and re-import to update.

1. Go to go the full menu and go to Integrations, CSV Import.

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6. Click the 'Select Import Type' dropdown and choose Operation Allowance Rates (From Export).

7. Click Export Allowances From Selected Operations.

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8. This will redirect you into your list of approved operations. Select the checkbox next to specific operations allowances to export, or select all.

9. Click Bulk Actions, Export Rates Book Allowances.

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10. This will export the allowance rates into a .csv. The .csv will contain the following fields:

  • operation id (read only - do not update)
  • operation name (read only - do not update)
  • position title (read only - do not update)
  • allowance date/type/hours (read only - do not update)
  • pay rate
  • charge rate
  • record id (read only - do not update)

Update the pay and charge rates in the .csv as required, and save as a new file ready to import. Do not remove any columns, just update rates as needed. 

11. To import the updates rates, go to go the full menu and go to Integrations, CSV Import.

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6. Click the 'Select Import Type' dropdown and choose Operation Allowance Rates (From Export).

7. Click Choose File, and find the updated csv you have saved. 

9 Click Import CSV.

You will see a loading bar if the upload is working. Otherwise you might receive an error if there is something wrong with the file e.g. not formatted correctly.

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10. Once correctly imported, you can go into the Operations Rates Book > Allowances tab  to check your changes have applied. 

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