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To export the T&A Codes screen: Insert excerptDocs9x:Exporting Time and Attendance CodesDocs9x:Exporting Time and Attendance Codesnopaneltrue

1. In the toolbar, click the System Setup icon ( Image Added ).
2. From the drop-down list, select Time & Attendance > T & A Codes.
   The T & A Codes screen appears.
3. If necessary, click Filter ( Image Added ) and select the types of codes to display on the screen.
4. Click Export.
   A dialog box appears. The message asks whether you would like to export assignments.
5. Click No.
6. Select the destination folder for the exported file.
7. Click Open.
   A dialog box appears to confirm that your file was exported successfully.
8. Click OK.
   The dialog box closes.

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2. Complete the CSV files

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1. Open the Import Hours and Rates Adjustment CSV file.
   Click here to open the Import Hours and Rates Adjustment CSV file.

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   Note: If you are unable to open the file or have any problems completing the file, contact your UniFocus Partner Relationship Manager.

2. In the worksheet, enter each adjustment in a separate row. For each adjustment, complete the fields as necessary.
   

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   Fields in the Import Hours and Rate Adjustment CSV file

   Field	Description	Notes
   Start Date	Date on which the adjustments begins.	REQUIRED. Format: MM//DD/YYYY
   End Date	Date 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. You must enter the reconcile code that is configured for the job class. Many clients If you have multiple Reconcile reconcile codes for one job.  We may want to not somewhere here that they , you only need to select one of the many and the interface will work as long as the reconcile code is linked to the correct job.  codes.
   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. Example: "Resort\Administration and General\Innkeeper".
   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. Format: RAT—Rate adjustment HRS—Hours adjustment OT—Overtime Adjustment
   Description	A brief description of the adjustment. This description appears with an asterisk ( * ) in the Adjust Hours and Rates screen. Examples: New Rate Remove Vacation Rate Increase	REQUIRED. Although there is a 50-character limit in the corresponding database, UniFocus recommends that you keep this description as short as possible.
   Notes	A 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. Format: Y—Yes. N—No.

3. Save the file to your computer as a CSV file.

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