Bulk update employee records

Anthony_10861832

I am looking for a way to bulk update employee records. We use a separate system for our employees timesheets and import the timesheet data into RAH to process payroll. We need to update the hourly rate for employees each year when the award rates update. Is there any way to do this via a bulk update rather than updating each employee manually.

We are able to import general journals via an IIF file, and we import the timesheets via an IIF file, so I'm hoping there may be similar functionality to update employee pay rates via a similar upload function

Jason_Z

Hi @Anthony_10861832,

Unfortunately, I don't think it's possible yet.

You can export an employee list, including pay rates, by navigating to:
File > Utilities > Export > Lists to IIF Files > Employee List.

You could then edit the employee's pay rate in the IIF file, then import the updated list back into Reckon via:
File > Utilities > Import > IIF Files > [Select your updated file].

This successfully updates the pay rates. However, due to the format of the IIF file, I think using a tool or script may be necessary, especially if you need to make bulk updates.

*Also, make sure to back up your company data file if you try this.

If anyone has other ideas, I'd love to hear them!

Jason_Z

Great to hear it worked out, @Anthony_10861832! 😊
I'm not too familiar with IIF files so I wasn't 100% sure.

If you found the solution helpful, consider marking it as answered (if you haven't already), it helps others with similar questions find answers more quickly.

Cheers,
Jason

Jason_Z

Hi @Anthony_10861832

Thanks for reaching out! As of now, I don’t believe there’s a way to do this, but I’ll double-check with my team to be sure.

In the meantime, I’d recommend submitting this idea to our Ideas & Feature Requests 💡page. Our development team regularly reviews suggestions there when planning future updates.

Acctd4

@Anthony_10861832

@cosmic or @PhuongDo are Reckon Developers who have created custom tools/programs that integrate with Reckon Accounts/Hosted so they may be able to assist with a specific solution ? 🙂

PhuongDo

https://community.reckon.com/discussion/comment/20654880#Comment_20654880

Hi @Anthony_10861832, I think the solution given by @Jason_Z is actually spot on.

Since you're already using IIF for data imports, you're familiar with the format. If it's just about updating rates, the simplest approach is to export the full employee list as an IIF file, update the rates directly in that file, and then re-import it. This method requires minimal effort and works effectively.

Anthony_10861832

Thanks @Jason_Z. We have tested your suggestion and it works. Thank you, this will save a lot of time.