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Using the Hours and Rate Adjustments CSV file, you can add a batch of adjustments for property. 

Process for importing hours and rate adjustments

  1. (Optional) Export T&A Codes.
  2. Complete the CSV file.
  3. Import the CSV file.

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1. Export T&A Codes

Although exporting the T&A Codes is an optional step, it will help you avoid mistakes when entering values in the Hours and Rate Adjustment CSV file to import. 

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Docs9x:Exporting Time and Attendance Codes
Docs9x:Exporting Time and Attendance Codes

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2. Complete the CSV file

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Note: UniFocus recommends that you first complete a CSV file that includes only your average rate adjustments, then you complete another CSV file that contains hours and rate adjustments that are not average rate adjustments. The first file contains only adjustments for which Y (Yes) is selected for Job Rate Override; the second file contains only adjustments for which N (No) is selected for Job Rate Override. See the field description table below for more information

  1. Open the Import Hours and Rate Adjustment CSV file.

  2. Complete the fields as necessary.
    Fields in the Hours and Rate Adjustment CSV file

    Field/ControlDescriptionNotes
    Start DateDate on which the adjustments begins.REQUIRED.
    End DateDate on which the adjustments ends.REQUIRED.

    Reconcile Code

    T&A Code for the job.

    Tip

    Tip: Copy and paste the Reconcile Code from the exported T&A Codes file.

    		REQUIRED.
    Job Name

    Name of the job to which the adjustment is applied

    Tip

    Tip: Copy and paste the Assignment from the exported T&A Codes file.

    		REQUIRED. You must enter the full path name of the job.
    Amount

    Amount for the adjustment.

    The number can be for either dollar values or hours.

    REQUIRED.

    Numeric only.

    You can enter positive or negative values.

    Adjustment Type (R, H, OT)

    Enter the type of adjustment:

    • RAT—Rate adjustment
    • HRS—Hours adjustment
    • OT—Overtime Adjustment
    		REQUIRED.
    Description

    A brief description of the adjustment.

    Examples:

    • New Rate
    • Remove Vacation
    • Rate Increase
    		 
    NotesA note about the adjustment. 
    Job Rate Override (Y/N)

    Yes (Y) or No (N)—the amount will override the average rate for the job in the selected date range.

    Options include:

    • Y—Yes. The entered amount will override the average rate for the job in the selected date range. If you select Y, you must include all dates in each period to which you applying a new average rate. You cannot apply it to a partial period.
    • N—No. The entered amount is not a job rate adjustment; it is a date range adjustment.
    		REQUIRED.
  3. Save the file to your computer.

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3. Import the CSV file

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Note: UniFocus recommends that you first import a CSV file that includes only your average rate adjustments, then you import another CSV file that contains hours and rate adjustments that are not average rate adjustments. The first file contains only adjustments for which Y (Yes) is selected for Job Rate Override; the second file contains only adjustments for which N (No) is selected for Job Rate Override. See the field description table below for more information

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