Adjustments Template CSV file

The fields on the exported Adjustments Template CSV file are populated with the job class information for your property.

Caution: If two or more rows contain the same Start Date, End Date, Reconcile Code ID, Adjustment Type, and Description, the duplicate rows will not be imported. Likewise, if you previously created an adjustment with the same Start Date, End Date, Reconcile Code ID, Adjustment Type, and Description, the duplicate rows will not be imported.

Fields on the Adjustments Template CSV file

Column Field Description Notes

A

Start Date

Date on which the adjustments begins.

Required.

Format: MM/DD/YYYY

Default: Year of the working dataset.

B

End Date

Date on which the adjustments ends.

Required.

Format: MM/DD/YYYY

Default: Year of the working dataset.

C

Reconcile Code ID

Reconcile code ID configured for the job class.

Required.

Do not edit.

If there are multiple reconcile code IDs for a job, the field will contain the first ID associated with the job.

D

Job Name

Name of the job to which the adjustment is applied.

Format is the full path name of the job. Example: "Resort\Administration and General\Innkeeper".

Do not edit.

Jobs are sorted alphabetically in the following order: Division, Department, Job.

E

Amount

Amount for the adjustment.

The number can be for either dollar values or hours.

Required.

Numeric only.

You can enter positive or negative values.

F

Adjustment Type (R, H, OT)

Enter the type of adjustment:

  • RAT—Rate adjustment.

  • HRS—Hours adjustment.

  • OT—Overtime Adjustment.

Required.

Format:

  • RAT—Rate adjustment.

  • HRS—Hours adjustment.

  • OT—Overtime Adjustment.

G

Description

A brief description of the adjustment. This description appears with an asterisk ( * ) in the Adjust Hours and Rates screen.

Examples:

  • New Rate

  • Remove Vacation

  • Rate Increase

Required.

Although there is a 50-character limit in the corresponding database, Unifocus recommends that you keep this description as short as possible.

H

Notes

A note about the adjustment.


I

Job Rate Override (Y/N)

Yes (Y) or No (N)—the amount will override the average rate for the job in the selected date range.

Options include:

  • Y—Yes. The entered amount will override the average rate for the job in the selected date range. If you select Y, you must include all dates in each period to which you applying a new average rate. You cannot apply it to a partial period.

    For each override row, the time frame specified in the Start Date and End Date fields must be one of the following options:

    • A complete financial period (or month)—1/1/YYYY – 1/31/YYYY, 2/1/YYYY – 2/28(9)/YYYY, 3/1/YYYY – 3/31/YYYY, …etc.

    • A complete quarter—Q1 is 1/1/YYYY – 3/31/YYYY, Q2 is 4/1/YYYY – 6/30/YYYY, Q3 is 7/1/YYYY – 9/30/YYYY, Q4 is 10/1/YYYY – 12/31/YYYY.

    • A complete year—1/1/YYYY – 12/31/YYYY.

    For more information, see Rate overrides in the Adjustments Template CSV file.

  • N—No. The entered amount is not a job rate adjustment; it is a date range adjustment.

Required.

Format:

  • Y—Yes.

  • N—No.