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Update Earnings Rates from a CSV File

A CSV file can be used to bulk update ordinary earnings rates for employees. This is useful when updating base rates for multiple employees after an annual pay review or similar.

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Requirements

This feature is available for:
  • Users with an active subscription
  • Users in Australia (please contact us if you need this in UK/NZ)

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Accessing Update Rates

Select Update Rates from the menu to open the earnings rate update screen.

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File Format

The CSV file can contain any number of columns, but must include the following columns with a header row:
  • full_name – the full name of the employee
  • rate – the new rate to update on the pay template
If the file has separate columns for first_name and last_name, combine them using a formula in Excel such as =CONCAT(A2," ",B2). Download a sample file

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Updating Earnings Rates

This function only updates the ordinary earnings rate for the employee and does not change any other settings (such as the number of hours or calculation type).
1

Validate file

Select the file and click Validate File.
update_er_file

Update earnings rates file selection

2

Review validation

The validation results are displayed. If there are any errors, those records will not be loaded. To resolve them, update the file and repeat step 1.
update_er_validated

Validation results for earnings rate update

3

Update Xero

Once all records are validated OK, click Update Earnings Rates to update Xero.
update_er_done

Update complete in UpSheets

update_er_xero

Updated rate reflected on employee pay template in Xero

The updated ordinary earnings rate appears on the employee’s pay template in Xero.