Importing Periodic Payments using CSV file

To import set basic amounts each pay period, 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.

• To assist with column selection, simply select 'Match Header Row'. BrightPay will try and match as many columns as it can for you
  
  
• Also indicate whether you would like to replace the equivalent pay items that are already present on the employees' payslips with the new amounts being imported in by selecting/de-selecting 'Replace Existing'
  
  
• Should you wish to remember your column selection for future imports, instruct BrightPay to 'Remember Columns'. BrightPay will subsequently remember the column selection used in the previous import when next importing a CSV file.
  
  
• Should you wish to reset your column selection at any time, select 'Reset All Columns'.

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

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

For matching to employee record:

Employee first name

Employee surname

Employee NINO

Employee works number

Payment 1:

Amount

Department

Is tax deductible

Is NIC deductible

Is employee pension deductible

Is employer pension deductible

Contributes to gross for minimum wage

Payment 2:

Amount

Department

Is tax deductible

Is NIC deductible

Is employee pension deductible

Is employer pension deductible

Contributes to gross for minimum wage

Payment 3:

Amount

Department

Is tax deductible

Is NIC deductible

Is employee pension deductible

Is employer pension deductible

Contributes to gross for minimum wage

Payment 4:

Amount

Department

Is tax deductible

Is NIC deductible

Is employee pension deductible

Is employer pension deductible

Contributes to gross for minimum wage

Payment 5:

Amount

Department

Is tax deductible

Is NIC deductible

Is employee pension deductible

Is employer pension deductible

Contributes to gross for minimum wage

A CSV file template for the above can be accessed here .