NOTE: You are viewing documentation for a previous tax year version of BrightPay. Click here to view the documentation for the current 2019/20 tax year version.

Importing Employees from a CSV File

To access this utility, 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:

 

 

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

 

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

 

Title

Name

Middle Name

Surname

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Postcode

Country

Foreign Country

Gender

Date of Birth

Marital Status

Nationality

Passport Number

Phone Number

Email Address

Works Number

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

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

Tax Code

Week/Month 1 Basis

National Insurance Number

National Insurance Table

SCON

Is a Director

Director Start Date

Director End Date

Is Using Alternate Director NI Calculation

Is Exempt From Employer NICs

Is Student Loan Deductible

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

Payroll ID (RTI)

Contracted Hours Worked

Is Irregular Payment Pattern

Job Title

Starting Salary

Employment Arrangements

Next Review Date

Document Password

Medical Information

Notes


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

Mid Year Cumulative SSP

Mid Year Cumulative SMP

Mid Year Cumulative OSPP

Mid Year Cumulative ASPP

Mid Year Cumulative SAP

Mid Year Cumulative Gross Pay

Mid Year Cumulative Taxable Pay (including free pay)

Mid Year Cumulative Free Pay

Mid Year Cumulative Tax

Mid Year Cumulative NIC-able Pay (Current NI Table)

Mid Year Cumulative Earnings to LEL (Current NI Table)

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

Mid Year Cumulative Earnings from PT to UAP (Current NI Table)

Mid Year Cumulative Earnings to UAP to UEL (Current NI Table)

Mid Year Cumulative Total NI Contributions (Current NI Table)

Mid Year Cumulative Employee NI Contributions (Current NI Table)

National Insurance Table (Preceding)

SCON (Preceding)

Mid Year Cumulative NIC-able Pay (Preceding NI Table)

Mid Year Cumulative Earnings to LEL (Preceding NI Table)

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

Mid Year Cumulative Earnings from PT to UAP (Preceding NI Table)

Mid Year Cumulative Earnings to UAP to UEL (Preceding NI Table)

Mid Year Cumulative Total NI Contributions (Preceding NITable)

Mid Year Cumulative Employee NI Contributions (Preceding NI Table)

Mid Year Cumulative Student Loan Deductions

Mid Year Cumulative Pensionable Pay

Mid Year Cumulative Employee Pension

Mid Year Cumulative Employee Additional Voluntary Pension

Mid Year Cumulative Employer Pension

Mid Year Cumulative Net Pay

Mid Year Cumulative Take Home Pay

Mid Year Cost to Employer

 

Need help? Support is available at 0345 9390019 or support@brightpay.co.uk.

Installing BrightPayImporting Details From The Previous Tax YearImporting details from another payroll packageEmployer DetailsEmployee DetailsProcessing PayrollPayslip TranslationsMaking Corrections to PayrollPre-paying an EmployeeScheduling Future PaymentsSwitching an Employee's Pay FrequencyRTICommon HMRC Error MessagesHMRC PaymentsAnalysisStartersLeaversStudent Loan DeductionsStatutory PaymentsPensionsAttachment of EarningsPayroll GivingDirectorsEmployee CalendarHolidaysTaxNational InsuranceEmployment AllowanceRates & Thresholds at a GlanceYear EndBacking Up/ Restoring Your PayrollGeneralBrightPay Licence Terms and ConditionsAutomatic EnrolmentConstruction Industry Scheme (CIS)