How to Import Updated Rates

It is strongly recommended that bulk updating of rates should only be undertaken outside of normal business hours to avoid system performance issues and to prevent rates from failing to update due to any of the following scenarios:

the rates being locked for editing in Rates and Rules or Recruitment Manager
the rates being used for timesheet interpretation by the Interpreter service
the rates being updated in a Back Pay Batch in Rates and Rules.

To import updated rates, follow the procedure below.

1.	Navigate to Rates & Rules > Bulk Rate Update > Import. The Bulk Rate Update Import screen opens.
2.	Click Import Rates. The windows attach file pop up screen is displayed.
3.	Using the file dialog box, navigate to and select the file that contains the updated rates and click Open. The dialog box closes and the system begins to validate the file you have chosen to import. If the initial validation for mandatory columns and valid data types succeeds, A warning message is displayed to warn that bulk rate updates should be carried out outside of normal working hours, move to step 4 below. If the initial file validation fails, an error message will be displayed to indicate that an update batch could not be submitted for processing. For more information, Validation Errors & Exceptions.
4.	Click Yes. Otherwise, to cancel click No. If you selected Yes, a message is displayed to inform you that an import batch has been successfully submitted for processing. An email message is sent to your email address when the import batch has completed processing.

Depending on the volume of rates that need to be updated, the length of time that it will take for the processing of a Bulk Rate Update batch to complete will depend upon on factors such as the size of the file that was imported and the volume of rates that need to be updated. You can use the search functionality on the Import tab of the Bulk Rate Update screen to search for the batch you submitted for processing to check on its status. For more information, see Validation Errors & Exceptions.

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How to Import Updated Rates

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