Import / Export: Pay codes

1. Open the required company.

2. Go to your company name > Settings.

3. Select Departments.

   

4. Select Import.

   

5. Select CSV file.

6. Select the file to import.

   

7. Once complete, you can review the import.

8. Select Restart Import to import the file again or Import Pay Codes to continue.

Example...

• Blank pay code import file. CSV

• Example pay code import file. CSV

Good to know...

• As a minimum the CSV file must have a single column with the header value Code.

• By default the code is imported as an addition, using a fixed value and being subject to NI, tax, Pensions and Attachment Orders.

• Optional columns:

  Header	Fields	Notes
  Description	Text	Is shown on the employees payslip A statement provided by an employer to an employee, detailing their wages, deductions, and net pay for a specific pay period.This is a legal requirement under the employment rights act and should be received on or before the pay date.
  Pay type	System or Custom	Always use Custom for import
  Type	Addition or Deduction
  Calculation Type	Fixed Period Amount or Multiple of Hourly Rate
  Multiplier Type	Days or Hours
  Multiplier Daily Rate	Value
  Multiplier Hourly Rate	Value
  Ni	Y or N	Include in the NI calculation
  Tax	Y or N	Include in the tax calculation
  Pension	Y or N	Include in the pension calculation
  Aeo A legal order that requires an employer to deduct money from an employee's to pay a debt that they owe.	Y or N	Include in the attachment of earnings calculation
  Qualifying Earnings To assess the employee we use the Earnings Trigger for automatic enrolment – This is based on the qualifying earnings elements. This is made up of pay elements like Salary, Hourly Pay, Overtime, Commission, Bonus, Statutory Payments etc. Once the employee has been assessed then that trigger is no longer used.	Y or N	Use in the calculation of qualifying earnings
  Holiday Pay Excluded	Y or N	Exclude from the calculation of holiday pay

• You can include a column heading DefaultValue' to set the default value for the pay code. Use a numeric value with no currency or percentage symbol.