Import Hours and Rate Adjustment CSV file
- Frank Gambino
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. Â | 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. Â |
| 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:
| Required. Format:
|
| Description | A brief description of the adjustment. This description appears with an asterisk ( * ) in the Adjust Hours and Rates screen. Examples:
| 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:
| Required. Format:
|