Agreement, standard rates and template rates to be updated in bulk by being exported from FastTrack360 to a spreadsheet file, updated in the spreadsheet file and then bulk imported to FastTrack360. On importing the updated spreadsheet, the following occurs:
the existing rates, which were exported, are automatically end-dated
new rates are created automatically based on the rate values and effective dates that have been specified in the spreadsheet.
This allows many pay and bill rates to be updated simultaneously without the need to manually find, open and edit each agreement, job order or job template in FastTrack360.
The table below explains the type of rates that can be exported, updated and then imported into FastTrack360 via the bulk rate update functionality.
Export Type | Description |
|---|---|
Pay Agreement Rates | Allows updating of agreement pay rates for pay agreements that are configured in the Rates and Rules module. |
Template Pay Agreement Rates | Allows updating of agreement pay rates that have been assigned to job templates in the Recruitment Manager |
module and |
have been edited at the template level. | |
Job Order Pay Agreement Rates | Allows updating of agreement pay rates for agreement-based job orders where the pay rates have been edited at the job order level. |
Bill Agreement Rates | Allows updating of agreement bill rates for bill agreements that are configured in the Rates and Rules module. |
Template Bill Agreement Rates | Allows updating of agreement bill rates that have been assigned to job templates in the Recruitment Manager |
module and |
have been edited at the template level. | |
Job Order Bill Agreement Rates | Allows updating of agreement bill rates for agreement-based job orders where the bill rates have been edited at the job order level. |
Standard Rates | Allows updating of standard rates for standard rates-based job orders, where the standard rates are not linked to a job template. |
Template Standard Rates | Allows updating of standard rates that are assigned to job templates in the Recruitment Manager module |
| Field Name|Description|
Export Type: Pay Agreement Rates and Bill Agreement Rates
Country Name
Country of the agreement to which the rates belong, as specified in the agreement header.
This field defaults to Any Country to allow exporting of agreement rates regardless of the country to which they are assigned.
Agreement Name
. |
Agreement Status
Release status of the agreement.
This field defaults to Released, thereby allowing you to export agreement rates for agreements that have a status of Released and are therefore available to be assigned to job orders. Select Pending if you want to export rates from agreements that are yet to be released or select Any if you want to export rates irrespective of the released status of the agreement to which the rates belong.
The process for updating rates via the Bulk Rate Update functionality is as follows:
Export the relevant rates to a spreadsheet file.
Edit the exported rates in the spreadsheet file.
Import the updated spreadsheet file into FastTrack360 for processing.
Check for and action any processing errors.
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