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Import Payroll and Billable Rates

Import Payroll and Billable Rates

Owned by Melissa Girtz
Last updated: Mar 30, 2022 by Gabrielle Fuchs

Importing billable and payroll hourly rates is a fast way to set up the ‘Hourly Rates’ table in Admin.  As a reminder, payroll rates show in pay period summary reports, while billable rates show in the Road & Bridge reporting. 

  1. While in ‘Administration’ select the ‘Import’ tab.

  2. Select the ‘Hourly Rates’ link to import Payroll employee rates.

  3. Or, select ‘Hourly Rates Billable’ to import Billable employee rates.

  4. Review the instructions on each page to format the import as requested. 

    1. The date field can be formatted in various ways (ie 01/01/01, 1/1/01, 1/1/2001, 01/01/2001, January 1st, 2001)

  5. Browse for and attach the file.

  6. New records will be imported and added to the ‘Hourly Rates’ tab in Administration.