Import employee payroll rates from Microsoft Excel

Prepare the Microsoft Excel file

1. Open a blank Microsoft Excel spreadsheet or download the sample file.
2. The first row specifies the column names and must be labeled as shown in the table below.

   Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.

   Make sure that the sheet is labeled as Sheet1.

3. Start entering data from the second row.
4. Save the file in Excel 97-2003 format (*.xls).
5. Close the file to enable Sage Construction Management to import the data.

Import the file

1. Go to Time & Expenses
2. In the Payroll Stats section, select Actions > Import Employee Payroll Rates.
3. Select Choose File and find the file to be imported on your local drive.

The data will be imported automatically.

Microsoft Excel sample file

Employee payroll rates sample file.

Employee payroll rates file fields

Column name / First row	Required (*)	Field type	Comments
Company		Text	If left blank, the account name will be used.
Employee	*	Text	The employee must exist in the system before importing the file. The employee referenced must match the employee display name.
PayrollCode	*	Text	The labor code must exist in the system before importing the file.
ProjectNumber		Text	The project number must exist in the system before importing the file. If you leave this field, you can set up the default rates.
EffectiveDate		Date	Recommended date format: DD-MMM-YYYY (example: 15-Oct-2023) US supported format: MM-DD-YYYY (example: 10/15/2023) ISO supported format: YYYY-MM-DD (example: 2023-10-15)
HourlyBaseRate	*	Number
HourlyBurdenRate	*	Number
HourlyBillRate	*	Number