Import and update benefits

You can create or update employee benefits in bulk. This allows you to manage benefits efficiently without manually editing each record.

Use the example files as a starting point.

Example...

Fields for importing cars

  1. Open the required company.

  2. Go to Payroll.

  3. Start the payroll run.

  4. Select Import payments.

    the Payroll Import Payments screen with Import Payments highlighted

  5. Select Benefits.

    Import Data menu with Benefits tab highlighted

  6. Select CSV File.

    Import Data, Benefits tab, with CSV File option highlighted

  7. Drag the file from your device or click to browse.

    Upload Data benefits selected, with Upload CSV File screen

All benefit imports will run asynchronously, allowing you to continue working while imports process in the background.

Employee Benefits Import – Field Reference

Field Name Accepted Values
Type Other, Multiple, CorporateHospitality, Boat, Aircraft, TimeshareAccommodation, HolidayAccommodation
Use of Asset Type Other, Multiple, CorporateHospitality, Boat, Aircraft, TimeshareAccommodation, HolidayAccommodation
Class 1A Employers pay these directly on their employee’s expenses or benefits. Type Other, Multiple, StopLossCharges, NonQualifyingRelocationBenefit, EducationalAssistance, SubscriptionsAndFees
Non Class 1A Type Other, Multiple, LoansWrittenOrWaived, NurseryPlaces, EducationalAssistance, SubscriptionsAndFees
Payment Type Other, SeasonTickets, PrivateCarExpenses, PrivateEducation, AccountancyFees, DomesticBills, Multiple
Benefit to Date Opening Balance 0.00
Is Period Value True, False
Start Date dd/mm/yyyy
End Date dd/mm/yyyy
Use Pro Rata True, False

Fields which can be updated:

  • Type.

  • Declaration Type.

  • Tax Year.

  • Description.

  • Make and Model.

  • Registration.

  • First Registered.

  • Has Approved Emissions Value.

  • Co2 Emissions.

  • Engine Size.

  • Zero Emissions Mileage.

  • Fuel Type.

  • Available From.

  • Available To.

  • Days unavailable.

  • List Price.

  • Non-Standard Accessories.

  • Employee Capital Contributions.

  • Employee Private Contributions.

  • Free Fuel.

  • Fuel Available From.

  • Fuel Available To.

  • Free Fuel Reinstated.

  • Benefit to Date Opening Balance.

  • Start Date.

  • End Date.

  • Use Pro Rata.

Good to know...

Import Rules

  • If a unique identifier is present, the benefit will be updated.

  • If a unique identifier is not present, a new benefit will be created.

  • Payroll Code is mandatory to identify the employee.

  • The import will use the same validation as manual benefit changes.

This template includes the unique identifiers for any existing benefits you’ve already recorded.