In this article you will learn:
Please note: you need admin access to do this, and you must have created your Pay Rule in advance of taking this action.
How to Update a Pay Rule with a Rate in Bulk
To update employee profiles in bulk to add a Pay Rule for either Overtime or Public Holidays, you need to add a new Pay Record in bulk.
Login to Bizimply as an Admin
In the top right corner, click on your name/email, and in the dropdown menu, select Settings
On the left-hand side, select Employees
In the Employees settings, select Update Employee Profiles
Where there is the option to "Choose field to update" select "Add Pay Record - Hourly"
An option to then Download Active Employee List will appear in the blue box. Click on this button and a list of your active employees in a file formatted for updating pay records will be emailed to you
In the file you receive you will see the option for the new Pay Rule you have created with a Rate, as it will clearly say "Rate" beside the name of the Rule you created
In this file, you should enter in the Rate you wish to apply for this Pay Rule for each employee listed in the file. You will need to but in an Effective From date, for the rule to log
PLEASE NOTE: If you are already tracking labour costs in Bizimply and have an existing Pay Record for an employee, this will replace that Pay Record. So it's important to put in ALL other pay information needed for the employee e.g. Hourly Rate and Sunday Rate and Overtime Rates/Rules.
If you do not wish to replace the pay record, you should manually edit the existing record to add the new Pay Rule
Update the file as needed, making sure to keep the file formatting,and save it to your device as a csv file.
On the same page on Bizimply, you now click "Choose File" and select the file you just saved with the updated information for each employee.
Click "Import"
All pay records edited in the file will now update.
How to Update a Pay Rule with no Rate (e.g. Public Holiday Entitlement rules)in Bulk
Many of the Pay Rules in Bizimply will not require a rate to be entered into the employee profile for accurate costing e.g. any Rule with a Multipier or specific Entitlement. There is a slight difference in how to apply that rule to an employee.
Login to Bizimply as an Admin
In the top right corner, click on your name/email, and in the dropdown menu, select Settings
On the left-hand side, select Employees
In the Employees settings, select Update Employee Profiles
Where there is the option to "Choose field to update" select "Add Pay Record - Hourly"
An option to then Download Active Employee List will appear in the blue box. Click on this button and a list of your active employees in a file formatted for updating pay records will be emailed to you
In the file you receive you will see the option for the new Pay Rule you have created with the type of rule it is highlighted, eg. Multiplier or type of Entitlement
In this file, if you wish to apply a rule to an employee, you should enter in 'y' under the column for the particular rule. If you dont' want the rule to be applied, leave the cell blank
PLEASE NOTE: If you are already tracking labour costs in Bizimply and have an existing Pay Record for an employee, this will replace that Pay Record. So it's important to put in ALL other pay information needed for the employee e.g. Hourly Rate and Sunday Rate and Overtime Rates/Rules.
If you do not wish to replace the pay record, you should manually edit the existing record to add the new Pay Rule
Update the file as needed, making sure to keep the file formatting,and save it to your device as a csv file.
On the same page on Bizimply, you now click "Choose File" and select the file you just saved with the updated information for each employee.
Click "Import"
All pay records edited in the file will now update.
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