Employee import fields
Looking to import employee data? Find out more
<BLANK> means leave the field blank.
| Field name | Notes |
| Payroll Code | |
| Status | Former or Current |
| NI Number | |
| NI Table | |
| Tax Code | |
| W1M1 | True or False <BLANK> = False |
| Gender | Male or Female |
| Date of Birth | DD/MM/YYYY |
| Marital Status | Single, Married, Divorced, Widowed, Civil Partnership or Unknown |
| Join Date | DD/MM/YYYY |
| Starter Declaration | A, B, C or Unknown |
| Student Loan A government loan that students can use to help pay for their education. | <Blank>, Plan One, Plan Two or Plan Four |
| Postgrad Loan | True or False <BLANK> = False |
| Director Start Date | DD/MM/YYYY |
| Director End Date | DD/MM/YYYY |
| Director NI Alt Method | True or False or <BLANK> |
| Dept Code | Department Code created for company. Tip: If it does not exist, will be created and assigned to employee. |
| Dept Name | Department Name created for company. Tip: If it does not exist, will be created and assigned to employee |
| Cost Centre Code | Cost centre Code created for company. Tip: If it does not exist, will be created and assigned to employee |
| Cost Centre Name | Cost centre Name created for company. Tip: If it does not exist, will be created and assigned to employee |
| Left Date | DD/MM/YYYY |
| Title | Free text (Max 30 characters) Tip: Avoid punctuation |
| First Name | Free text (Max 34 characters) Tip: Avoid punctuation |
| Middle Name | Free text (Max 34 characters) Tip: Avoid punctuation |
| Surname | Free text (Max 34 characters) Tip: Avoid punctuation |
| Free text (Max 100 characters) | |
| Telephone | Free text (Max 30 characters) |
| Mobile | Free text (Max 30 characters) |
| Passport Number | Free text (Max 24 characters) |
| Addr1 | Free text (Max 100 characters) Tip: Avoid punctuation |
| Addr2 | Free text (Max 100 characters) Tip: Avoid punctuation |
| Addr3 | Free text (Max 100 characters) Tip: Avoid punctuation |
| Addr4 | Free text (Max 100 characters) Tip: Avoid punctuation |
| Addr5 | Free text (Max 100 characters) Tip: Avoid punctuation |
| Postcode | |
| Country | England, Scotland, Wales, Northern Ireland, Outside of the UK, United Kingdom or <BLANK> |
| Email Payslip A statement provided by an employer to an employee, detailing their wages, deductions, and net pay for a specific pay period.This is a legal requirement under the employment rights act and should be received on or before the pay date. | True or False <BLANK> = False |
| PDF Password | Free text (Max 100 characters) - Password type should be Custom |
| PDF Password Type | NiNumber, InitialsAndDob, Custom or <BLANK> |
| Hours Normally Worked | Less than 16, More than 16, More than 24, More than 30, Not Regular or <BLANK> |
| On Hold | True, False or <BLANK> |
| Paid Pension | True, False or <Blank> |
| Annual Pension Amount | Value (Max 2 decimal places) |
| Paid due to bereavement | True, False or <BLANK> |
| Apprentice A person who is employed to learn a skilled trade, and who will typically work alongside experienced professionals in their chosen field. | True, False or <BLANK> |
| Foreign Tax Credits UK residents are usually able to claim a credit for foreign taxes suffered on overseas income or gains that are taxable in the United Kingdom. | True, False or <BLANK> |
| Withhold Tax Refund | True, False or <BLANK> |
| Seconded from an over seas employer | True, False or <BLANK> |
| Seconded Status | Intends to live in UK for 183 days or more, Intends to live in UK for less than 183 days & Will be working both in and out of the UK but living aboard |
| EEA | True, False or <BLANK> |
| EPM6 | True, False or <BLANK> |
| Employers NI not payable (Secondary class 1 Employees under State Pension age earning more than the threshold a week from one job - they’re automatically deducted by the employer. NICS not payable) | True, False or <BLANK> |
| Continuous Start Date | DD/MM/YYYY |
| P45 A P45 is a document issued by an employer to an employee when they leave a job. It shows details about the's employment, including their start and end dates, how much they were paid, and how much tax they paid during their employment. The is made up of four parts: Part 1 is sent to HM Revenue & Customs (HMRC), Part 1A is kept by the employer, and Parts 2 and 3 are to the employee as a record of their earnings and tax paid. The P45 is an important document that employees need to give to their new employer when they start a new job as it provides information about their tax code and previous earnings, which helps the employer calculate their tax and National Insurance contributions. Marked as sent | True, False or <BLANK> |
| Irregular Payment Pattern An RTI employer can set the Irregular payment pattern indicator on an employee’s FPS to indicate that payments will be made to the individual on an ‘irregular’ or infrequent basis. The setting of this indicator will stop the automatic cessation of the individual’s employment record should the employer stop sending FPS for a period of time. | True, False or <BLANK> |
| Off-Payroll Worker | True, False or <BLANK> |
| Exclude from RTI Real Time Information is the current method for reporting PAYE to HMRC, comprising FPS and EPS submissions. Submissions | True, False or <BLANK> Blank = False |
| Non-Individual | True, False or <BLANK> |
| Working in a Freeport A designated area in the UK where businesses can benefit from certain tax incentives and customs rules. | True, False or <BLANK> |
| Veteran's first civilian employment | True, False or <BLANK> |
| Previous Payroll Code | |
| Last Payment Date | DD/MM/YYYY |
| Payment Method | Cash, Cheque, Credit or Direct Debit |
| Pay Frequency | Based on the Pay Schedule |
| Pay Schedule Ordinal | 1, 2, 3, 4, 5 etc Based on the Pay Schedule |
| Pay Basis |
Monthly = Based on a monthly rate / annual salary Hourly = Based on an hourly rate Daily = Based on a daily rate |
| Pay Amount | Value (Max 5 decimal places) |
| Pay Amount Multiplier | Value (Max 5 decimal places) |
| NMW | True, False or <BLANK> |
| Annual Pay Amount | Value (Max 2 decimal places) |
| Base Hourly Rate | Value ( Max 2 decimal places) |
| Bank Name | Free text (Max 100 characters) Note: May be truncated by the bacs output format |
| Bank Branch | Free text (Max 100 characters) Note: May be truncated by the bacs output format |
| Bank Ref | Free text (Max 100 characters) Note: May be truncated by the bacs output format |
| Bank Account Name | Free text (Max 100 characters) Note: May be truncated by the bacs output format |
| Bank Sort Code | Warning: Excel will change sort codes to dates. If this happens add a ' before the sort code. |
| Bank Account No | |
| Bank Note | |
| Building Society Roll Number | |
| AE Opt Out | True, False or <BLANK> |
| AE Opt Out Date | DD/MM/YYYY |
| AE Exempt | |
| AE Exempt Reason | |
| AE Assessment Deferred | |
| AE Assessment Deferred Is Months | |
| AE Assessment Postponement Letter Sent | |
| Pension Start Date | DD/MM/YYYY |
| Pension Membership Number | |
| Pension is AE Qualifying | True, False or <BLANK> |
| Pension Scheme | Name of pension fund. Tip: Must match exactly |
| Pension Worker Group A group of employees who have the same pension contribution level and other settings. | Name of pension worker group. Tip: Must match exactly |
| Auto Enrolled | True, False or <BLANK> |
| Worker Status | Eligible jobholder, Non-eligible jobholder, Entitled worker or <BLANK> |
| Pension AVC | |
| Pension Employer Contribution | Value (Max 2 decimal places) |
| Pension Employee Contribution | Value (Max 2 decimal places) |
| Contribution Level Type | |
| Override Worker Group Contributions | |
| Pension Tier | |
| Pension Joiner Action Reported | True = Already reported False<BLANK> = Will use the normal logic |
| Pension Leaver Action Reported | True = Already reported False<BLANK> = Will use the normal logic |
| Not New Starter | |
| Gross | Value (Max 2 decimal places) |
| Tax | Value (Max 2 decimal places) |
| Student Loan Recovered | Value (Max 2 decimal places) |
| Postgrad Loan Recovered | Value (Max 2 decimal places) |
| Employee NI | Value (Max 2 decimal places) |
| Employer NI | Value (Max 2 decimal places) |
| NI Gross Earnings | Value (Max 2 decimal places) |
| NI Earnings to LEL Lower Earnings Limit (LEL) This is the minimum a person must earn in order to qualify for any state benefits or statutory payments. If an employee's earnings reach or exceed this level, but do not exceed the Primary Threshold, they will not pay NICs but will be treated as having paid NICs when claiming state benefits. | Value (Max 2 decimal places) |
| NI LEL to PT The Primary Threshold is an amount set each year by HMRC at which employees start paying National Insurance. | Value (Max 2 decimal places) |
| NI PT to UEL Upper Earnings Limit is an amount set each year by HMRC at which employees start paying lower rate National Insurance. | Value (Max 2 decimal places) |
| Pension Contribs (Net Pay Arrangment) | |
| Pension Contribs | |
| SMP Statutory Maternity Pay is the pay an employer must give to female employees on maternity leave, for up to 39 weeks. | Value (Max 2 decimal places) |
| SPP Statutory Parental Pay refers to the pay an employer must give to an employee who takes time off to care for their child, or surrogate's child, for up to 2 weeks. | Value (Max 2 decimal places) |
| SAP SAP or Statutory Adoption Pay. If an employee is adopting a child with a partner, one of them may be entitled to SAP and the other may be entitled to Ordinary Statutory Paternity Pay (OSPP). SAP usually follows the same basis as SMP in terms of amounts of length of time. | Value (Max 2 decimal places) |
| ShPP ShPP or Shared Parental Pay. A person claiming SMP or SAP may end their leave early and the remainder used by another parent, this leave will be ShPP. | Value (Max 2 decimal places) |
| SPBP Statutory Paternity Pay is the pay an employer must give to an employee who takes time off to care for their partner, for up to2 weeks. | Value (Max 2 decimal places) |
| Take Home Pay | Value (Max 2 decimal places) |
| P45 Gross | Value (Max 2 decimal places) |
| P45 Tax | Value (Max 2 decimal places) |
| Note 1 Date | DD/MM/YYYY |
| Note 1 Text | |
| Note 2 Date | DD/MM/YYYY |
| Note 2 Text | |
| Note 3 Date | DD/MM/YYYY |
| Note 3 Text | |
| Note 4 Date | DD/MM/YYYY |
| Note 4 Text | |
| Note 5 Date | DD/MM/YYYY |
| Note 5 Text | |
| User Defined Holiday Scheme | |
| Occupational Sickness Policy | |
| Working Pattern Effective Date | DD/MM/YYYY |
| Working Pattern Title | Free text - The title from the Standard working patterns |
| Contracted Hours Per Week | Not imported - used for export |
Example...