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Export / Import Operation Rates Books

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Updating rates books in bulk

If your platform has multiple Operations that use the same Awards and Positions, you might find it time-consuming to update the position pay rates in each operation individually.

Using the Operation Rate Book Update CSV Import can facilitate updating these in bulk. With this process, you can update the following position details:

  • Permanent pay rate
  • Permanent charge rate - For labour hire platforms only
  • Casual pay rate
  • Casual charge rate - For labour hire platforms only

In this article, we will cover how to:

  1. Export your Operation rates books
  2. Update the required rates in the CSV
  3. Import the edited rates books back into the platform

  Permission Reminder: To action this CSV Import, you will need to have 'Access CSV Import' enabled in your user permissions.

Export Operation Rates Books

Exporting your Operations rate books doesn't just have to be for the purpose of using this import. It is also a good way to quickly get an overview of the rates applied in all your operations, a CSV file is a lot easier to filter and sort through!

To export your rates book:

  1. Navigate to Operations > Approve Operations and select the Operations whose rates books you want to export.

  2. From the Bulk Actions menu, select Export Rates Book For Selected. Your rates books will be exported and saved to your downloads as a CSV file, for you to review.

     

Update Rates Books CSV

After exporting your selected Operation Rates Books, you can edit your CSV file to update the figures on your platform.

Some key reasons why you would want to use this export are:

  • Quickly update the Charge Rates for each Operation - Labour hire platforms only.
  • Bulk update the rates for specific positions.

   Please Note: This import will not allow you to update your WIC codes or add any additional positions to the rates books.

Before you start editing your CSV, please consider the following tips to make this process smoother for you. 

  • Filter the CSV file. If you're making changes where the same rate will be used for more than 1 position, filtering is going to save you a massive amount of time. 

    In the below example, we have filtered based on the position name (level 1 positions) and also based on the rate label (normal). We can then update all the rates for these positions together. 



  • Make a backup of your export. If you keep a copy of the original export, should you make any errors in the update, rectifying the issue is going to be a relatively simple task. 
Import Updated Rates Books

After having made the changes to your rates book CSV, you are ready to reimport the CSV file. This will be done in a different area of the platform to where you exported them from. 

Import

To import your updated rates book:

  1. Navigate to the main menu > Import/ Export > CSV Import.
  2. From the drop-down menu, select Operation Rate Book Update (From Export).

  3. Select Choose File, and find the updated CSV you have saved. 
  4. Select Import CSV.

 

Review

The next steps are not necessary but if you'd like to confirm that the rates books have been updated:

  1. Navigate back to Operations > Approved Operations > select onto the operation that was updated.

  2. Select the Card tab > open the Rates Book accordion. 

  3. Press Ctrl + F and type in a position name that was updated via the import. This will locate the position and save you from scrolling. 

  4. Note the updated values.  

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