Importing hours and rate adjustments

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Process for importing hours and rate adjustments

In the toolbar, click the System Setup icon ( ).
From the drop-down list, select Time & Attendance > T & A Codes.
The T & A Codes screen appears.
If necessary, click Filter ( ) and select the types of codes to display on the screen.
Click Export.
A dialog box appears. The message asks whether you would like to export assignments.
Do one of the following:
- Click Yes to export assignments.
- Click No to not export assignments.
Select the destination folder for the exported file.
Click Open.
A dialog box appears to confirm that your file was exported successfully.
Click OK.
The dialog box closes.

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In the toolbar, click the Main Menu icon ( ).
From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab.
In the Adjust Hours and Rates row, click Update.
The Hours and Rates screen appears.
Click Related Tasks and select Import Adjustments from the drop-down list.
The Add New Adjustment dialog box appears.
Click Browse.
Select the file.
Click Open.
The Import File field updates with the selected file.
Click Add.
Click Save ( ).
Click Refresh ( ).
The

Field	Description	Notes
Start Date	The	REQUIRED.
End Date		REQUIRED.
Reconcile Code		REQUIRED.
Job Name	Name of the job to which the adjustment is applied You must enter the full path	REQUIRED.
Amount	Value for the adjustment. The number can be for either dollar values or hours	REQUIRED. Numeric only. You can 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		REQUIRED.
Notes
Job Rate Override (Y/N)		REQUIRED.

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