Importing Employees - List of Employee Data that can be Imported into BrightPay

Payroll software providers can often differ slightly on the terminology they use within their software - for example, what is known as 'works number' in BrightPay may be known as 'employee number' in another payroll software.

Before performing a CSV import into BrightPay, it is therefore recommended to familiarise yourself with the names of the BrightPay fields below and to find its equivalent in your existing software, if different. This will assist at the import stage, when matching columns to the data it represents.


Fields which can be imported into BrightPay using CSV file format are:

 

Identity:

Name

Surname

Works Number

National Insurance Number

Personal Details:

Title

Middle Name

Gender

Date of Birth

Marital Status

Nationality

Passport Number

 

Contact Details:

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Postcode

Country

Foreign Country Name

Email Address

Phone Number

 

Employment Details:

Tax Code

Week/Month 1 Basis

National Insurance Table

Is a Director

Director Start Date

Director End Date

Is Using Alternate Director NI Calculation

Is Exempt From Employer NICs

Student Loan Plan

Student Loan Start Date

Student Loan Stop Date

Postgraduate Loan

Postgraduate Loan Start Date

Postgraduate Loan Stop Date

Department

Leave Year Start Date

Is Annual Leave Carried Over from Previous Year

Number of Annual Leave Days Carried Over from Previous Year

Number of Annual Leave Hours Carried Over from Previous Year

Number of Days Holiday in Year

Typical Number of Hours in Working Day

Is Monday a Typical Working Day

Is Tuesday a Typical Working Day

Is Wednesday a Typical Working Day

Is Thursday a Typical Working Day

Is Friday a Typical Working Day

Is Saturday a Typical Working Day

Is Sunday a Typical Working Day

Minimum Wage Profile

Typical hours worked per period

 

Starter/Leaver:

Start Date

Starter Declaration

Seconded to Work in UK

Is EEA Citizen

Is EPM 6 Scheme

Taxable Pay in Previous Employment

Tax in Previous Employment

Leave Date

Is Deceased

 

Payment:

Payment Frequency

Payment Calculation Method

Annual Pay Rate

Period Pay Rate

Daily Pay Rate

Hourly Pay Rate

Payment Method

Payment Bank Name

Payment Bank Branch

Payment Bank Sort Code

Payment Bank Account Name

Payment Bank Account Number

Payment Bank Reference

FPS Details:

Payroll ID (RTI)

Contracted Hours Per Week

Is Irregular Payment Pattern

Is Non-Individual

Is Flexibly Accessing Pension Rights

HR:

Job Title

Starting Salary

Next Review Date

Document Password

Medical Information

Notes

 

Additional fields which can be imported if a MID-YEAR setup:

SSP to Date (Mid Year)

SMP to Date (Mid Year)

SPP to Date (Mid Year)

SAP to Date (Mid Year)

ShPP to Date (Mid Year)

SPBP to Date (Mid Year)

Gross Pay to Date (Mid Year)

Taxable Pay (including Free Pay) to Date (Mid Year)

Free Pay to Date (Mid Year)

Tax to Date (Mid Year)

NIC-able Pay to Date (Mid Year) (Current NI Table)

Earnings to LEL to Date (Mid Year) (Current NI Table)

Earnings from LEL to PT to Date (Mid Year) (Current NI Table)

Earnings from PT to UEL to Date (Mid Year) (Current NI Table)

Employee NI Contributions to Date (Mid Year) (Current NI Table)

Employer NI Contributions to Date (Mid Year) (Current NI Table)

Total NI Contributions to Date (Mid Year) (Current NI Table)

National Insurance Table (Preceding)

NIC-able Pay to Date (Mid Year) (Preceding NI Table)

Earnings to LEL to Date (Mid Year) (Preceding NI Table)

Earnings from LEL to PT to Date (Mid Year) (Preceding NI Table)

Earnings from PT to UEL to Date (Mid Year) (Preceding NI Table)

Employee NI Contributions to Date (Mid Year) (Preceding NI Table)

Employer NI Contributions to Date (Mid Year) (Preceding NI Table)

Total NI Contributions to Date (Mid Year) (Preceding NI Table)

Student Loan Deductions to Date (Mid Year)

Postgraduate Loan Deductions to Date (Mid Year)

Employee Pensionable Pay to Date (Mid Year)

Employer Pensionable Pay to Date (Mid Year)

Employee Pension to Date (Mid Year)

Employee Additional Voluntary Pension to Date (Mid Year)

Employer Pension to Date (Mid Year)

Net Pay to Date (Mid Year)

Take Home Pay to Date (Mid Year)

Cost to Employer to Date (Mid Year)

 

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