Importing employees from a csv file

Importing multiple employees using a CSV file is easy.

From the home page, click on People on the left-hand side menu.
Click on the Add Team Members button on the top right of your screen.
Click on Get Started inside the Add multiple employees at the same time section.
Select from the dropdown menu: Import employees from CSV and follow on-screen instructions to complete the import.

Note: You can download the CSV template by clicking on Click here to download the CSV template right above the dropdown menu. If you prefer to use your own file, you will need to match your columns to our columns (This is done directly on screen).

Required Fields

Field	Description	Required	Data Type	Acceptable Values
Title	The title of the individual, such as Mr., Ms., Dr., etc.	Yes	Text	Any text value (e.g., Mr., Ms., Dr.)
First Name	The first name of the individual.	Yes	Text	Any text value
Last Name	The last name of the individual.	Yes	Text	Any text value
Gender	The gender of the individual (e.g., Male, Female, Other).	Yes	Text	Male, Female, Other
Email	The email address of the individual.	Yes	Text	Any valid email address
Date Of Birth	The birth date of the individual in the format YYYY-MM-DD.	Yes	Date	YYYY-MM-DD
NI Category	The National Insurance category, which determines the rate of NI contributions.	Yes	Text	Any valid national insurance category
Address Line 1	The primary address line, typically the street address.	Yes	Text	Any text value
City	The city where the individual resides.	Yes	Text	Any text value
Postcode	The postal code of the individual's address.	Yes	Text	Any valid postcode
Country	The country where the individual resides.	Yes	Text	Any text value
Payroll ID	A unique identifier for the individual within the payroll system. This will also be used as the unique identifier sent to HMRC.	Yes	Text	Any text or numeric value
Employment Start Date	The date when the individual started their current employment.	Yes	Date	YYYY-MM-DD
Pay Schedule	The name of the pay schedule that this employee will be paid on.	Yes	Text	e.g., Monthly Managers, Weekly Director
Regular Hours	The regular number of hours the individual works per week.	Yes	Number	Numeric value (e.g., 40.00)
Is Director	Indicates whether the individual is a company director (Yes or No).	Yes	Yes or No	Yes, No
Starter Type	The starter type of that employee.	Yes	Text	New employee with P45, New employee without P45 or Existing employee
Starter Declaration	A declaration made by the starter regarding their employment status.	Yes	Text	A, B or C
Tax Code	The tax code used for the individual’s income tax calculation.	Yes	Text	Any valid tax code
Is W1/M1 Basis ?	Indicates if the tax code is on a Week 1/Month 1 basis.	Yes	Yes or No	Yes, No

Optional Fields

Field	Description	Required	Data Type	Acceptable Values
NI Number	The National Insurance number, a unique identifier for individuals in the UK.	No	Text	Any valid national insurance number
Mobile	The mobile phone number of the individual.	No	Text	Any valid phone number
Address Line 2	An additional address line for extra details (e.g., apartment or suite number).	No	Text	Any text value
Annual Salary	The annual salary of the individual, if applicable. You must provide the Annual Salary for a salaried employee or the Hourly Salary for a hourly employee.	No	Number	Numeric value (e.g., 30000.00)
Hourly Salary	The hourly wage of the individual, if applicable. You must provide the Annual Salary for a salaried employee or the Hourly Salary for a hourly employee.	No	Number	Numeric value (e.g., 15.50)
Date Became Director	The date the individual became a director, if applicable.	No	Date	YYYY-MM-DD
Is Using Alternate NI Calculation	Indicates if an alternate National Insurance calculation method is used.	No	Yes or No	Yes, No
Previous Employment Gross Pay	The gross pay from previous employment in the current tax year.	No	Number	Numeric value (e.g., 15000.00)
Previous Employment Tax	The tax paid from previous employment in the current tax year.	No	Number	Numeric value (e.g., 3000.00)
Gross for Tax YTD	The year-to-date gross income subject to tax.	No	Number	Numeric value (e.g., 20000.00)
Tax Paid YTD	The year-to-date income tax paid.	No	Number	Numeric value (e.g., 4000.00)
Gross For NI YTD	The year-to-date gross income subject to National Insurance.	No	Number	Numeric value (e.g., 20000.00)
Earnings at LEL YTD	The year-to-date earnings at the Lower Earnings Limit for National Insurance.	No	Number	Numeric value (e.g., 5000.00)
Earnings at PT YTD	The year-to-date earnings at the Primary Threshold for National Insurance.	No	Number	Numeric value (e.g., 15000.00)
Earnings at UEL YTD	The year-to-date earnings at the Upper Earnings Limit for National Insurance.	No	Number	Numeric value (e.g., 25000.00)
Employee NIC YTD	The year-to-date National Insurance contributions made by the employee.	No	Number	Numeric value (e.g., 1500.00)
Employer NIC YTD	The year-to-date National Insurance contributions made by the employer.	No	Number	Numeric value (e.g., 2000.00)
SSP YTD	The year-to-date Statutory Sick Pay received.	No	Number	Numeric value (e.g., 300.00)
SMP YTD	The year-to-date Statutory Maternity Pay received.	No	Number	Numeric value (e.g., 1200.00)
SPP YTD	The year-to-date Statutory Paternity Pay received.	No	Number	Numeric value (e.g., 200.00)
SAP YTD	The year-to-date Statutory Adoption Pay received.	No	Number	Numeric value (e.g., 800.00)
SPBP YTD	The year-to-date Statutory Parental Bereavement Pay received.	No	Number	Numeric value (e.g., 300.00)
ShPP YTD	The year-to-date Shared Parental Pay received.	No	Number	Numeric value (e.g., 400.00)
Student Loan Deductions YTD	The year-to-date student loan deductions made.	No	Number	Numeric value (e.g., 500.00)
Postgraduate Loan Deductions YTD	The year-to-date postgraduate loan deductions made.	No	Number	Numeric value (e.g., 200.00)
Employee Pension Under Net Pay YTD	The year-to-date employee pension contributions under the net pay arrangement.	No	Number	Numeric value (e.g., 1000.00)
Employee Pension YTD	The year-to-date employee pension contributions.	No	Number	Numeric value (e.g., 1200.00)
Employer Pension YTD	The year-to-date employer pension contributions.	No	Number	Numeric value (e.g., 1500.00)
Payrolled Benefits YTD	The year-to-date taxable benefits processed through payroll.	No	Number	Numeric value (e.g., 600.00)

Updated on: 28/05/2024

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