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What is the title of the spreadsheet that we will provide for customers? Is it "import_hra.csv"?

Process for importing hours and

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rates adjustments

Follow the steps below to add hours and rates adjustments to the CSV file and import the file to 

Include Page
Docs9x:RMS product name
Docs9x:RMS product name
:

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  1. Open the Import Hours and Rate Rates Adjustment CSV file. Who should users contact to get the CSV file?

  2. In the worksheet, enter each adjustment in a separate row. For each adjustment, complete the fields as necessary.
    Fields in the Hours and Rate Adjustment CSV file

    FieldDescriptionNotes
    Start DateDate on which the adjustments begins.REQUIRED. Format: MM//DD/YYYY
    End DateDate on which the adjustments ends.REQUIRED. Format: MM//DD/YYYY

    Reconcile Code

    Reconcile code (or T&A Code) configured for the job class.

    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
    		REQUIRED.
    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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