Effective Rate Wizard Guide

  1. 1. Navigate to 'Organisations'

    Navigate to 'Organisations'

  2. 2. Select the required organisation.

    Select the required organisation.

  3. 3. Click 'Organisation Imports'

    Click 'Organisation Imports'

  4. 4. Select the Tax Rates tab.

    You will see the Import from Government of Jersey File section.

    Select the Tax Rates tab.

  5. 5. Click the 'EmpWeb website' link shown in the information panel.

    This will open the Government of Jersey Employer Portal.

    Click the 'EmpWeb website' link shown in the information panel.

  6. 6. Sign in to Empret Portal

    Sign in to Empret Portal

  7. 7. Once logged into your Empret Portal Account, you will see a screen similar to this.

    Please select 'Access Service' next to the 'Effective Rate Wizard' option

    Once logged into your Empret Portal Account, you will see a screen similar to this.

  8. 8. Select 'Next'

    Select 'Next'

  9. 9. Please ensure you select 'Download Csv'

    Please ensure you select 'Download Csv'

  10. 10. Navigate back to Ocerli. Import the CSV File into Ocerli

    Under Import from Government of Jersey File:

    • Tick Only import changed records? if you only wish to update employees whose Effective Rate or Registration Card has changed.

    • Leave the option unticked if you wish to import all records contained in the Government export.

    Click Process Populated File.

    Browse to the CSV file downloaded from Empret and select Open.

    Ocerli will validate and import the data.

    Navigate back to Ocerli. Import the CSV File into Ocerli

  11. 11. Review the Import

    Once the import has completed:

    • Review any validation messages.

    • Confirm that the employee Effective Rates have been updated.

    • Resolve any errors before attempting the import again if required.

    Review the Import

  12. 12. Click 'Apply Selected Items'

    Click 'Apply Selected Items'