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1. In the toolbar, click the System Setup icon (  ).
2. From the drop-down list, select Time & Attendance > T & A Codes.
   The T & A Codes screen appears.
3. If necessary, click click the Filter  icon (  ) 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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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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   field-descriptions-hra-csv-file field-descriptions-hra-csv-file

   Fields in the Import Hours and Rate Adjustment CSV file

   Field	Description	Notes
   Start Date	Date on which the adjustments begins.	Include Page Required - FD text Required - FD text Format: MM/DD/YYYY
   End Date	Date on which the adjustments ends.	Include Page Required - FD text Required - FD text 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.	Include Page Required - FD text Required - FD text You must enter the reconcile code that is configured for the job class. If you have multiple reconcile codes for one job, you can enter any one of the 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.	Include Page Required - FD text Required - FD text 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.	Include Page Required - FD text Required - FD text 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.	Include Page Required - FD text Required - FD text 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	Include Page Required - FD text Required - FD text 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.	Include Page Required - FD text Required - FD text Format: Y—Yes. N—No.

   
   

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

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