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

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

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export-ta-codes export-ta-codes

1. Export T&A Codes

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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-filefield-descriptions-hra-csv-fileFields in the 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.

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   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.

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   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.
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   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 PageRequired - FD textRequired - FD text

   Although there is a 50-character limit in the corresponding database, UniFocus recommends that you keep this description as short as possible.

   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.
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   Format:

3. Y—Yes.
N—No.

Expand
title Click here for field descriptions.
Include Page Import Hours and Rate Adjustment CSV file

FieldDescriptionNotesStart DateDate on which the adjustments begins. Include PageRequired - FD textRequired - FD text

Format: MM/DD/YYYY

End DateDate on which the adjustments ends. Include PageRequired - FD textRequired - 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.

 

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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.  

Import Hours and Rate Adjustment CSV file




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

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