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titleThe Pricing Process
  1. Fill out the pre-formatted quick_create_preload_template.csv (click to download) by adding States, Codes, Pay Frequency, wages employee counts etc... as many as is necessary. This template is also available from the "Pre-load" button on the pricing console if your system administrator has uploaded a copy to ClientSpace. Just click "Get Template" from the Pre-load dialog. If your Admin has not uploaded the file, the "Get Template" button will not appear.
  2. Drag and drop the file into the Quick Create pricing window as shown here:
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  3. Press "Generate Pricing" to have the system build pricing based on the systems configured settings and policies:
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    namePricingProcessMsg.mp4
  4. While ClientSpace processes your pricing you will receive system updates on what is being processed and any errors found with your submission:
  5. At the end you will be presented with a synopsis of your pricing:
  6. Click "Ok" to complete the process.

 

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