13 steps to complete
This feature can be used for mass adjustment addition. Selecting this button will download a .csv file to your computer with a template. Complete the template, save, and upload.
Click Commissions > Payables
On the Pay tab, click the Adjustment button from the right of the page.
Click Import from File.
This will call a pop-up to the page.
Select Download example file.
This will download a .csv file to your computer.
Open the file.
Note: You can do this by opening the file in a Spreadsheet program like Excel or Google Sheets.
Add the adjustment information in the appropriate columns.
Save the file.
Navigate back to the Payables page.
Click Adjustment > Import from file.
This will call the pop-up to the page.
Click Choose File.
This will open up the document search on your computer.
Select the saved adjustment file.
This will start uploading the file.
Note: Once the file is uploaded, the results will appear in the Payable Status – Force Pay section. You can see adjustment details by locating the associate in the Payable Status – Force Pay section, or searching for them using the Associate Search bar. Clicking the arrow next to their name, and hovering over the question mark icon shows the adjustment details.
If there are errors in the file, or missing fields, you will receive an error notification.
To correct the errors, fix and re-save the file, then re-upload.
You now know how to add adjustments via Import From File.