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This document walks you through how to update the insurance rates on your Payroll Items. 

Annuitized types of Insurance

Below are the steps to change rates for annuitized types of insurance:

  1. Download the Annuity Updates.rpd-json file if you don’t currently have it as an option on your Home screen or under Report Manager.
    1. Go to the Report Repository found on NWOCA’s Redesign Wiki.
    2. Click Annuity Updates.rpd-json to download to your PC
    3. In Redesign, go to Reports/Reports Manager.
    4. Click Import Report.
    5. Browse to locate Annuity Updates.rpd-json.
    6. Enter report name, description, and tag (if desired).
  2. Generate the Annuity Updates Report in Excel-FieldNames format for your insurance payroll items.

    Make sure to go to the Query Options tab and enter the code(s) separated by commas.
  3. Open the Annuity Updates Report and make all necessary changes.
    1. Remove lines for employees that have stop dates.
    2. Update rate and employer rate amounts.
    3. Remove all columns not needing updated.
    4. Verify all required column headings are accurate.
      1. employee.number
      2. configuration.code
      3. rate
      4. employerRate

        For a complete list of column headings, click here.

  4. Save the updated spreadsheet in .CSV format.
    1. In the Redesign, upload the .CSV file.
      1. Go to Utilities/Mass Load.
      2. Browse to choose .CSV file.
      3. Select PayrollItem as the Importable Entities.
      4. Click Load.
    2. Review the error file for any errors that may have occurred.

Regular types of Insurance

Below are the steps to change rates for regular types of insurance:

  1. Download the Regular Pay Item Update.rpd-json file if you don’t currently have it as an option on your Home screen or under Report Manager.
    1. Go to the Report Repository found on NWOCA’s Redesign Wiki.
    2. Click Regular Pay Item Update.rpd-json to download to your PC
    3. In Redesign, go to Reports/Reports Manager.
    4. Click Import Report.
    5. Browse to locate Regular Pay Item Update.rpd-json.
    6. Enter report name, description, and tag (if desired).
  2. Generate the Regular Pay Item Update Report in Excel-FieldNames format for your insurance payroll items.

    Make sure to go to the Query Options tab and enter the code(s) separated by commas.
  3. Open the Regular Pay Item Update Report and make all necessary changes.
    1. Remove lines for employees that have stop dates.
    2. Update rate and employer rate amounts.
    3. Remove all columns not needing updated.
    4. Verify all required column headings are accurate.
      1. employee.number
      2. configuration.code
      3. rate
      4. employerRate

        For a complete list of column headings, click here.

  4. Save the updated spreadsheet in .CSV format.
    1. In the Redesign, upload the .CSV file.
      1. Go to Utilities/Mass Load.
      2. Browse to choose .CSV file.
      3. Select PayrollItem as the Importable Entities.
      4. Click Load.
    2. Review the error file for any errors that may have occurred.
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