Importing Employee Payroll Rates From Microsoft Excel

Prepare The Microsoft Excel Import File

  1. Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
  2. The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
  3. Insert data starting at Row 2.
  4. Make sure the sheet name that contains the data is labeled Sheet1.
  5. Save the file in Excel 97-2003 format (*.xls).
  6. Close the file otherwise Sage Construction Management can not import the data.

Import the File

  1. Click the HR icon on the left menu.
  2. Navigate to the Payroll Stats section.
  3. Click the Actions button on the far right.
  4. Click Import Employee Payroll Rates option from the drop-down menu.
  5. Click the Select Excel File button to select the Microsoft Excel import file.
  6. After selecting the file, the data will be imported automatically.

Microsoft Excel Import Sample

ImportHREmployeePayrollItemRates.xls

Microsoft Excel Column Headings (1st Row):

Column Name Required (*) Field Type Comments
Company Text If left blank, account name will be used.
Employee * Text Employee must exist in the system before importing. Employee referenced should match Employee Display Name field.
PayrollCode * Text Labor Code must exist in the system before importing.
ProjectNumber Text Project Number must exist in the system before importing. This field can also be left blank for setting up default rates.
EffectiveDate Date This field can be left blank for setting up default rates.

Recommended date format: DD-MMM-YYYY (example: 15-Oct-2023)

US supported format: MM-DD-YYYY (example: 10/15/2023)

ISO supported format: YYYY-MM-DD (example: 2023-10-15)
HourlyBaseRate * Number
HourlyBurdenRate * Number
HourlyBillRate * Number