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Frank Gambino

Ross Hockstedler (Deactivated)

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What is the title of the spreadsheet that we will provide for customers? Is it "import_hra.csv"?  It is a generic interface that will import any csv file as long as it is in the correct format.  I would suppose that we will basically provide a generic file so I suppose import_hra.csv is as good as anything else.  It might not be a bad idea to store a small sample file in this document.

Process for importing hours and rates adjustments

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  1. Open the Import Hours and Rates Adjustment CSV file. Who should users contact to get the CSV file? Let's attached a sample file to this document with a hyper link or advise them to contact their Partner Relationship Manager.

  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. As a CSV.

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import-csv-file
import-csv-file
3. Import the CSV file

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  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
  3. In the Adjust Hours and Rates row, click Update.
    The Adjust Hours and Rates screen appears.
  4. Click Related Tasks and select Import Adjustments from the drop-down list.
    The Add New Adjustment dialog box appears.
  5. Click Browse.
  6. Select the file from your computer.
  7. Click Open.
    The Import File field updates with the selected file name.
  8. Click Add.
  9. Click Save (  ). Are these last two steps necessary? Necessary - Yes
  10. Click Refresh (  ).
    The screen updates and displays your imported adjustments. Not necessary.  If they do this before saving, they will lose data as the refresh goes back to the database and get the information stored in the database, not the local application.