To import pay rates in bulk users can utilize the payrate batch import function.

Importing Pay Rates

To import pay rates in bulk, a file called “Employee_rates.csv” should be created from the source system and placed in the designated sftp site so that the B360 system can pick it up, and process it, overnight.  The system expects only one file at the  sftp site with this  name.

The file format, validation rules and the processing logic are identical to that of the interactive rate import function on the B360 user interface screen under Manage Employees.  For more information, please see
https://bytecurve.freshdesk.com/a/solutions/articles/44002193315.

After the file is pulled into B360 from the SFTP site, the file is renamed at the source to Employee_rates.csv.processed.

Viewing the results of the batch import

To view the results of the bulk import, navigate to Admin > Notifications: Payroll functions.

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There are three possible outcomes which will be displayed under the Status column.

  1. Failed - File level validations failed, and the entire file was rejected.
  2. Succeeded - entire file was processed successfully
  3. Processed with errors - some of the records in the file failed to pass record level validations and hence errored out

Under the Action column select the  icon for a detailed look into the import log to see what all errors exist, if any, as well as which employee record they are linked to.

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The details from this pop-out window can also be exported to csv, by clicking “Export log”

The option to download a copy of the original file that was to be imported is available by selecting “Download full rate import file”

When a file processes with errors, the user needs to investigate the cause of the failure and address it.  For example, if the employee id in the rate file does not exist yet in B360, the employee will first need to be added before the rate record can be re-processed.  The user can either process the record manually or send the record in the following day's file.  The system does not currently include any provision to manually re-run the import process.