Payroll Imports: Employee Overtime and Other Rates

This article provides instructions on how to prepare the import template to modify Employee Overtime and Other Rates in Namely Payroll.

OVERVIEW

Employee's wages can be paid at different rates in Namely. These can be adjusted from the employee's Wage tab in Namely Payroll, as detailed in How can I edit an overtime rate in Namely Payroll?. ​​​An overtime rate 1.5x regular rate is automatically created on the employee’s Wage tab in Namely Payroll.



If you need to modify overtime and other rates to employees in bulk, the Namely Service Team can help by completing an Employee Overtime and Other Rates Import. 

TIP:

We recommend importing if you have more than ten lines of data that need updating. If it's fewer than ten lines, it is faster to make the updates manually. For more information, read How can I edit an overtime rate in Namely Payroll?.

 This import will be completed in two business days from the receipt of your completed import template. Import time can vary if we need to follow up to confirm, correct or collect any data provided. Following the steps in this article will ensure the Service Team has all the necessary information to successfully process your import efficiently.  

IMPORT TEMPLATE

• Template: Modify Employee Overtime and Other Rates

  • Fields available for import: Overtime Rate, Other Rate, Client Job (optional.) The Overtime Rate and/or the Other Rate are required for this import to be successful.

  • You must also include one Unique Identifier on your template: EmployeeID (recommended), Social Security Number or Employee Email.

• Reports: The Employee Wage report contains the identifiers needed to complete this import. You can also use this report for.a snapshot of your Overtime rates prior to your import. 

 

SAVE A COPY:

It's always best practice to save a copy of your data prior to processing an import, in case anything goes awry.

     

PREPARING FOR YOUR IMPORT

To prepare the import template:

1. Download the Employee Wage report to collect the employees’ data. 

• In Namely Payroll, click Reports > Date Range > select the appropriate year, period pay date > click Employee Wage report.

TIP:

Use CTRL + F “Employee Wage” to locate the Date Range report. Refer to Payroll Report Guidance (Date Range, Standard, Quarterly and Year End)  for more information.

 

2. Use the information provided from the report and insert it into the import template or manipulate the Employee Wage report by removing columns that are not applicable. You should only include data on employees that need overtime and other rates modified on your template. 

3. Once the employee information has been added to the corresponding fields, save the file as a .csv or .xlxs format.

 

CASE SUBMISSION DETAILS

Once the import file is complete, submit a case in the Help Community and include the file as an attachment.

Product Name: Payroll

Feature: Employee Payroll Profiles & Data

Function: Employee Data Update

TIPS

• Overtime Rate (column F) and/or Other Rate (column G) are required fields so they cannot be left blank.

• To avoid any data discrepancies, it’s recommended that you use the EmployeeID (in column A) as the identifier for the import template.

  • Using EmployeeID instead of a field like Social Security Number also limits the transfer of Personally Identifiable Information (PII.) Any files containing PII cannot be provided to Service though the Help Community - they must be uploaded via Support Files.

• Before you submit, verify the data mentioned below to ensure the data is ready for an import to eliminate any errors that may result in a longer import turnaround time:

  • Your import file cannot exceed 5 MB.

  • The first row of each column should be treated as a header row.

  • Each employee must be listed on a separate row.

  • Each row must have Unique ID to match your records to Namely records.

  • Dates should be formatted: MM/DD/YYYY

  • Remove any filters and ensure the cells are formatted accordingly.