Using the Import Hours and Rates Adjustments CSV file, you can add a batch of hours and rates adjustments for a property.  

Process for importing hours and rates adjustments

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

RMS

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

1. Export T&A Codes

Although exporting the T&A Codes is an optional step, it will help you avoid mistakes when entering values in the Hours and Rates Adjustment CSV import file. 

To export the T&A Codes screen:

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 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.

2. Complete the CSV files

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

   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.
   
   

    Click here for field descriptions.

   Fields for 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: 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. 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: 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.

3. Import the CSV file

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 (  ). 
   The screen updates and displays your imported adjustments.