Personnel Budgeting - Bulk Import Wage Schedules

Save yourself some time in data entry by using the Bulk Import process for adding Jobs to your Wage Schedules.

Import Wage Schedules

1. Navigate to the Wage Schedule
2. Select Bulk Upload 

3. Download the Wage Schedule Template. The template will have columns for the number of steps you told the Wage Schedule to include. Pro Tip: Before downloading the template take advantage of editing your step names, especially when using Min, Mid, Max steps. Open the template in a spreadsheet application and enter your wage details. Save your file.

• Job Title, Job Code, and Standard Hours are required.
  Note: Job code must be unique.
• Step data is optional but highly recommended. For Salaried roles, enter the annual salary. For hourly roles, enter the hourly rate.
  Note: If your template does not have enough Steps, you may add additional Step columns. You will need to update your Wage Schedule settings to match prior to upload.
• Grade is optional.

4. Select the Upload data from file button and use your file explorer to select your completed import template. You can also drag and drop the file from your computer directly into the Upload data from file dialog box.

5. Next, match the columns in your file to the mandatory categories. 
   Note: If your file has validation errors, you’ll see them listed here. You’ll repair them in the next step.
   1. Use the drop-down menu next to the column name to select the corresponding field.
   2. Select Confirm mapping when you have correctly matched the column.
   3. Select Ignore this column if the column contains extraneous information.
   4. If you have confirmed a mapping or ignored a column in error, select the edit button to make additional changes.
6. After reviewing all columns, select the Continue button.

7. Now it’s time to review your uploaded data.

1. Validation errors are highlighted in red. Hover over them to see an explanation of the error.
2. Select a cell and begin typing to edit the contents.
3. Use the toggles at the top to Only show rows with invalid errors or Show Valid entries to simplify your view.
4. After reviewing your data and correcting any errors, select Continue. Confirm that you are ready to submit your data.

Need to Edit the Imported Jobs? 

Learn more with this article: Manage Existing Jobs in a Wage Schedule