NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

Creating Pricing In ClientSpace Next

Owned by Tony Hayes
Last updated: Apr 24, 2017
2 min read

Summary

Creating pricing in ClientSpace Next is now just a drag and drop away. Instead of manually entering your pricing data you can simply drag and drop a preformatted .csv file containing the pricing information onto the pricing console and let ClientSpace do the work for you. The following document describes the process of generating pricing in the pricing console. 

 


The 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:
  3. Press "Generate Pricing" to have the system build pricing based on the systems configured settings and policies:
  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.

 









DragAndDropCodes.mp4

PricingProcessMsg.mp4

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm