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1 · Pay month & load
2 · Readiness
The roster is the only way crosswalk rows are maintained — personal columns are stripped automatically.
View crosswalk ↗
Role changes — an effective date is required for each
A roster is a snapshot: it says what a title is, never when it changed, and the Rippling export carries no effective-date column. Look each title change up in Rippling's job history — do not guess, and do not use today. A row marked Role override is a manual exception rather than a Rippling change: date it from when the exception should start applying.
Effective dates are recorded and queryable. Whether the payroll engine applies them retroactively is pending confirmation from the data team.
Payable
$0
Held (review)
$0
Catch-up (in payable)
$0
Reconciles?
—
Exceptions (must clear before export)
Per-site review
Held $ — review & sign off
Check preview (one row per employee)
3 · Export
Upload to Rippling manually — that step is a control and stays manual. This is a separate file from the GloFox instructor import; never merge them.