Using Bulk Rate Update

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.

Please note that for the country of UK, where Agency Worker Regulations (AWR) have been enabled, and payees are not excluded from AWR, bulk rate update cannot be used to update the rates.

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

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.

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.

FastTrack360 Online Help

Using Bulk Rate Update

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