- 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.
- Drag and drop the file into the Quick Create pricing window as shown here:
Multimedia |
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name | DragAndDropCodes.mp4 |
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autostart | true |
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- Press "Generate Pricing" to have the system build pricing based on the systems configured settings and policies:
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name | PricingProcessMsg.mp4 |
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- While ClientSpace processes your pricing you will receive system updates on what is being processed and any errors found with your submission:
- At the end you will be presented with a synopsis of your pricing:
- Click "Ok" to complete the process.
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