BrightPay facilitates the importing of employee information in CSV format. Therefore if your current payroll software allows the export of employee information in CSV format (or to Excel, which can subsequently be converted to CSV format), BrightPay's import utility can be used.
A CSV import of both employee and their mid-year pay information can be performed in BrightPay at any point in the tax year (should your current software allow the export of such information).
Should your current payroll software not allow the export of employee information, then employee details will need to be set up manually within BrightPay.
To import employee data into BrightPay from a CSV file, go to File > Import/ Export Data > Import Employees from a CSV File.
1) Browse to the location of your Employee CSV File
2) Select the required file and click 'Open'
3) Your employee information will be displayed on screen. For each column, choose the employee 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.
Please note: should you have employee CSV files to import for more than one company e.g. you are moving a number of companies across from a previous software, simply instruct BrightPay to 'Remember Columns'. BrightPay will subsequently remember the column selection used in the previous import when next importing a new employee CSV file.
Alternatively, should you wish to reset your column selection, select 'Reset All Columns'.
4) Click Import to complete the import of your employee information.
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
Workplace Postcode
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)
SNCP 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)
Mandatory Fields
Name
Surname
Gender
Date of Birth
A CSV template is available for download below: