Creating Employee Rates

You can create employee payroll rates in NetSuite by performing either of the following tasks:

Importing an Employee Rates CSV File

The following template and sample CSV files for importing employee rates are available in the File Cabinet of your NetSuite account:

File name

Path in File Cabinet


SuiteBundles > Bundle 305364 > com.netsuite.payrollallocation > Templates folder


SuiteBundles > Bundle 305364 > com.netsuite.payrollallocation > CSV files folder

Download the template as well as sample files and update the sample CSV file with your employee rates records. The following table shows a CSV file with sample records:

Employee Internal ID

Employee Name

Employee Pay Type

Rate Per Hour


From Date

To Date


John Doe

Direct Salaries and Wages






Stella James

Direct Fringe Benefit






Stella James

Direct FICA Tax






When creating your CSV file, take note of the following:

  • You must enter the Internal ID of the employees in the CSV file. To display the internal ID on the employee record, check the Show Internal IDS box in the Set Preferences page. For more information, read Setting the Show Internal IDs Preference.

  • The date format on your CSV file must follow the date format set on your NetSuite user preference (Home > Set Preference > Date Format). The SuiteApp supports all date formats in the NetSuite user preference except for DD Month, YYYY and D Month, YYYY formats.

After creating the CSV file, import the file in the application.

To import an employee rates CSV file:

  1. Go to Expense Management > Allocate Using Employee Rates > Import Employee Rates CSV > New.

    The Employee Rates CSV page opens.

  2. In the Name field, enter the rate name.

  3. Click the plus icon next to the Employee Rates CSV File field.

    A popup window opens for attaching the CSV file.

  4. From the Folder list, select the folder where you want to save the employee rate CSV file.

  5. Click the Choose File button and attach the employee rates CSV file.

  6. In the popup window, click Save.

  7. In the Employee Rates CSV page, click Save.

  8. To check the status of the import, click Track Status.

    The Employee Rate CSV Status page opens. The Status field displays the status of the import.

Fixing employee rate errors

If the employee rates have errors, fix the errors, and import the employee rates CSV file again.

To fix employee rate errors:

  1. From the Employee Rate CSV Status page, click List.

    The Employee Rate CSV Status List page opens.

  2. In the Error File column, click Download.

    The error file is downloaded.

  3. Open and review the error file.

  4. In the employee rates CSV file, fix the errors.

  5. Import the employee rates CSV file again.

Manually Creating an Employee Rate

From the Employee Rate page, manually create new rates for an employee for a specified period.

To create an employee rate manually:

  1. Go to Expense Management > Allocate Using Employee Rates > Create Employee Rates > New.

    The Employee Rate page opens.

  2. From the Employee ID list, select the employee ID.

  3. In the From Date field, specify the date from which the employee rate is applicable.

  4. In the To Date field, specify the date up to which the employee rate is applicable.

  5. In the Rate Per Hour field, enter the rate.

  6. From the Employee Pay Type list, select the employee pay type.

  7. From the Frequency list, select the frequency of pay.

  8. Click Save.

Related Topics

Setting Up Labor Expense Allocation
Setting Up Employee Pay Types
Creating Employee Pay Frequency
Setting Up Labor Expense Allocation Preferences
Creating Employee Pay Transactions

General Notices