NOTE: You are viewing documentation for a previous tax year version of BrightPay. Click here to view the documentation for the current 2024/25 tax year version.

Importing Pay Data from a CSV File

To access this utility, go to Payroll:

 

Importing Periodic Basic Amounts

To import set basic amounts, go to Payroll > More > Import Pay Records from CSV File > Import Weekly/ Monthly/ Fortnightly/ 4-weekly Payments:

 

1) Browse to the location of your CSV File

2) Select the required file and click 'Open'

3) Your employee data will be displayed on screen. For each column, choose the payment data it represents. Ignore any columns and uncheck any rows you do not wish to be imported:


 

4) Click Import to complete the import of your payment information.

 

Fields which can be imported into BrightPay using the Payment Import File are:


Employee First Name

Employee Surname

Employee Works Number

Employee NI Number

Amount

Is Tax Deductible

Is NIC Deductible

Is Employee Pension Deductible

Is Employer Pension Deductible

Department

 

Importing Daily Payments

To import daily paymentsgo to Payroll > More > Import Pay Records from CSV File > Import Daily Payments:

 

1) Browse to the location of your CSV File

2) Select the required file and click 'Open'

3) Your employee data will be displayed on screen. For each column, choose the payment data it represents. Ignore any columns and uncheck any rows you do not wish to be imported:

 

4) Click Import to complete the import of your payment information.

 

Fields which can be imported into BrightPay using the Daily Payments Import File are:

 

Employee First Name

Employee Surname

Employee Works Number

Employee NI Number

Description

Daily Rate

Number of Standard Days

Number of Time and a Half Days

Number of Time and a Third Days

Number of Time and a Quarter Days

Number of Double Time Days

Number of Triple Time Days

Number of Quadruple Time Days

Is Tax Deductible

Is NIC Deductible

Is Employee Pension Deductible

Is Employer Pension Deductible

Contributes to Gross for Minimum Wage

Department

 

 

Importing Hourly Payments

To import hourly paymentsgo to Payroll > More > Import Pay Records from CSV File > Import Hourly Payments:

 

1) Browse to the location of your CSV File

2) Select the required file and click 'Open'

3) Your employee data will be displayed on screen. For each column, choose the payment data it represents. Ignore any columns and uncheck any rows you do not wish to be imported:

 

4) Click Import to complete the import of your payment information.

 

Fields which can be imported into BrightPay using the Hourly Payments Import File are:

 

Employee First Name

Employee Surname

Employee Works Number

Employee NI Number

Description

Hourly Rate

Number of Standard Hours

Number of Time and a Half Hours

Number of Time and a Third Hours

Number of Time and a Quarter Hours

Number of Double Time Hours

Number of Triple Time Hours

Number of Quadruple Time Hours

Is Tax Deductible

Is NIC Deductible

Is Employee Pension Deductible

Is Employer Pension Deductible

Is CIS Deduction Deductible

Accrues Annual Leave

Contributes to Gross for Minimum Wage

Department

 

 

Importing Additions

To import additionsgo to Payroll > More > Import Pay Records from CSV File > Import Additions:

 

1) Browse to the location of your CSV File

2) Select the required file and click 'Open'

3) Your employee data will be displayed on screen. For each column, choose the payment data it represents. Ignore any columns and uncheck any rows you do not wish to be imported:


 

4) Click Import to complete the import of your payment information.

 

Fields which can be imported into BrightPay using the Additions Import File are:

 

Employee First Name

Employee Surname

Employee Works Number

Employee NI Number

Description

Amount

Is Tax Deductible

Is NIC Deductible

Is Employee Pension Deductible

Is Employer Pension Deductible

Contributes to Gross for Minimum Wage

Is Notional

Department

 

 

Importing Deductions

To import deductionsgo to Payroll > More > Import Pay Records from CSV File > Import Deductions:

 

1) Browse to the location of your CSV File

2) Select the required file and click 'Open'

3) Your employee data will be displayed on screen. For each column, choose the payment data it represents. Ignore any columns and uncheck any rows you do not wish to be imported:

4) Click Import to complete the import of your payment information.

 

Fields which can be imported into BrightPay using the Deductions Import File are:

 

Employee First Name

Employee Surname

Employee Works Number

Employee NI Number

Description

Amount

Is Deducted Before Tax

Is Deducted Before NIC

Is Deducted Before Employee Pension

Is Deducted Before Employer Pension

Department

 

 
Importing Notes

To import notes, go to Payroll > More > Import Pay Records from CSV File > Import Notes:

 

1) Browse to the location of your CSV File

2) Select the required file and click 'Open'

3) Your employee data will be displayed on screen. For each column, choose the note data it represents. Ignore any columns and uncheck any rows you do not wish to be imported:

 

 

Fields which can be imported into BrightPay using the Notes Import File are:

 

Employee First Name

Employee Surname

Employee Works Number

Employee NI Number

Note

Is For Employer (Does Not Appear On Payslip)  

Need help? Support is available at 0345 9390019 or [email protected].

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