Importing Notes using CSV File

To import payslip notes each pay period, go to Payroll > Import > Import Notes from CSV File:

1) Select a CSV File to upload or enter/paste CSV content on the screen.

2) Select 'Continue'

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 items that are already present on the employees' payslips with the new items being imported in by selecting/de-selecting 'Replace Existing' under 'Options'.
  
  
• Should you wish to remember your column selection for future imports, instruct BrightPay to 'Remember Column Selection' under 'Options'.. 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 notes information.

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

For matching to employee record:

Employee First Name

Employee Surname

Employee Works Number

Employee NI Number

Note Options:

Note

Is For Employer (Does Not Appear On Payslip)

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