Importing and Exporting Pay Rate Templates

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If you have a large number of pay rate templates you need to update, you can export them to a csv file, bulk update them in excel and then import them to update the rates.

You can export pay rate templates by following these steps:

  1. Click on the "Business" menu -> "Settings" and then "Pay Rate Templates"



    QBO users get to Payroll Settings by clicking on the ‘Payroll Settings’ button:



  2. From the Pay Rate Templates screen, click on the "Import / Export" tab:




  3. From the Import / Export screen, click on the 'Export' link and then select from Excel or CSV download:



This will download a CSV file which you can open up in excel to bulk update the rates.

Once you have updated your rates and saved the CSV file, you can upload the rates by clicking on the "Select File" button and selecting the file you wish to upload.

If you also want to update the rates for the employees that are linked to the updated pay rate templates, you can do so by selecting the "Update employee pay rates" option.



Once you have updated the pay rates, they will be available to assign to employees.

 

If you have any questions or feedback please let us know via support@yourpayroll.com

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