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# Importing employees from a csv file

Importing multiple employees using a CSV file is easy.

1. From the home page, click on **People** on the left-hand side menu.
2. Click on the **Add Team Members** button on the top right of your screen.
3. Click on **Get Started** inside the **Add multiple employees at the same time** section.
4. 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 - this is not required if the worker is an existing employee |
| 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) |
| Bank Sort Code | The 6-digit sort code for the employee bank account where wages should be paid. If you complete one bank field, you must complete them all. | No | Text | 6-digit sort code (e.g., 121212 or 12-12-12) |
| Bank Account Number | The employee bank account number where wages should be paid. If you complete one bank field, you must complete them all. | No | Text | 8-digit account number |
| Bank Account Name | The name on the employee bank account. This should match the account holder name used by the bank. If you complete one bank field, you must complete them all. | No | Text | Any text value |
| Bank Name | The name of the employee bank or building society where wages should be paid. If you complete one bank field, you must complete them all. | No | Text | Any text value |