Applies To

Only users with the admin (or higher) permission access will be able to export and import employee positions.

Setting Default Hourly Rates

We recommend setting default hourly rates by position in your settings page under the "Positions" Menu. There is a field for a default hourly rate per position. This is most useful when importing employees into your account the first time or anytime you add a new employee. The position(s) added to such employees will already have a default hourly rate assigned, which can be tweaked on their profile at anytime.

However, it is far easier to edit all employees' pay rates by the positions they hold via an export. Keep reading and give it a try in your own account - don't be shy to run that export, open it in your spreadsheet-editor of choice and have a go!

Export Positions

From the Employees tab, click Employees to access the Active Employees page.

Under the OPTIONS dropdown menu, choose EXPORT POSITIONS.

A link to download the exported file will be available under your name on the My Downloads page once the file is processed. A link will also be sent to your email to download the file as well.

Edit in Excel (or equivalent)

You can edit the Code or Hourly Rate columns in the exported sheet. DO NOT edit any information under the column headers in pink including: user_id, first_name, last_name, email, employee_position_id, or position. This information will not be modified during the import process.

Code can be any text or number combination. For numbers with a leading zero, put a single apostrophe in front of the number(s) to force Excel to treat this as text. For example, '012345.

Save your modified excel template. You may wish to Save As... so you have an original and modified version of your file.

Import Positions

From the Employees tab, click Employees to access the Active Employees page.

Under the OPTIONS dropdown menu, choose IMPORT POSITIONS.

Use the CHOOSE FILE button to locate the file on your desktop.

Click IMPORT.

Once the file has been processed, you will receive an email with the results of the import process. Any errors will be listed at the top along with a list of successful updates made with their new values.

Did this answer your question?