Import Guidelines

The import guidelines outline the necessary parameters and requirements for successfully importing data into the payroll system. It provides clear instructions on the format, structure, and content needed for each data type, along with sample files to guide users in preparing their data for import.
When preparing data for import, please ensure that Reference Values, Column Names, and Sheet Names are case-sensitive. Additionally, it’s important to avoid adding any extra spaces before or after these elements, as this may result in import errors or failed uploads.
Careful formatting helps ensure a smooth and successful data import process.
For further information, please select one of the following options:- 
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Table of contents
PAYE Worker Import Guidelines
Contractor Worker Import Guidelines
Supplied Worker Import Guidelines
Placement Import Guidelines
Timesheet Import Guidelines
Timesheets from Placements Import Guidelines
Timesheets with Auto Placements Import Guidelines
Perm Placements Import Guidelines
Worker Rate Import Guidelines
Student Loan Import Guidelines
Attachment of Earnings Import Guidelines
Statutory payments Import Guidelines
SICK NOTES
PARENTAL FORMS
Now Pensions Import Guidelines
Static Data Import Guidelines
PAYE Worker Import GuidelinesClick here to download the sample import file →   Paye Sample File ⁠ ﻿
The file should contain one sheet with the title Workers as per the screenshot below:
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Image 1: - Paye Worker ImportImage 1: - Paye Worker Import
The worker's sheet accepts the following headers and the order doesn’t matter:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
W000001A
Title
Required
Mr, Mrs, Miss
Forename
Required
Text
Surname
Required
Text
DateOfBirth
Required
YYYY-MM-DD
Gender
Required
Male or Female
NiNumber
Can be Left Blank if DOB and Gender are provided
SJ123456B
Address1
Required
More than 3 Characters
Address2
Required
More than 3 Characters
Town
Can be Left Blank
Text
County
Can be Left Blank
Text
PostCode
Required
Text
StartDate
Required
YYYY-MM-DD
PayMethod
Required
BACS, Cheque, Manual
Email
Required
﻿ xxxx@test.com ﻿
AccountName
Required
Text
SortCode
Required
6 numbers
AccountNumber
Required
8 numbers
BankName
Not Required/Optional
Text
NiLetter
Required
A, B, C, etc
TaxCode
Can be Left Balnk
1257L, S1257L, C1257L, etc
Tax Code for workers imported with “Starter Declaration” are now defaulted as per the provided “Employee Statement”.
PhoneNumber
Can be Left Blank
Numbers
Apprentice
Can be Left Blank
TRUE or Blank
IsWeek1
Can be Left Blank
1 or Blank
IsWeek1 will default to value as per "EmployeeStatement", if left blank or not provided in the worker import file
YtdGross
Can be Left Blank
Numbers
YtdTax
Can be Left Blank
Numbers
RTINumber
Can be Left Blank
Text
TaxOfficeRefNumber
Can be Left Blank
Text
P45LeavingDate
Can be Left Blank
YYYY-MM-DD
P45Frequency
Can be Left Blank
Numbers
P45Period
Can be Left Blank
Numbers
P45FiguresValid
Can be Left Blank
! Or 0
EmploymentType
Can be Left Blank
0 or Blank
DirectorNi
Can be Left Blank
0 or 1
DirectorStartDate
Can be Left Blank
YYYY-MM-DD
DirectorNiMethod
Can be Left Blank
0 or Blank
EmployeeStatement
Required
A, B, C, Unknown
EmployeeStatement will default to "Statement Unknown" if left blank or not provided in the worker import file
ShiftPattern
Can be Left Blank
WEEKDAYS, WEEKENDS, FullWeek
PensionSchemeMember
Required
Default Pension Scheme
SchemeReference
Required
Scheme 1 etc
ExcludeAutoEnrolment
Can be Left Blank
Blank
HolidayScheme
Can be Left Blank
Holiday Scheme Reference
StarterForm
Required
StartingDeclaration, P45
TaxCode & IsWeek1 are required if StarterForm = P45
LeaverDate
Can be Left Blank
YYYY-MM-DD
LeaverReason
Can be Left Blank
FPJ, CT
BusinessUnit
Can be Left Blank
Business Unit reference (Always in CAPS)
IrregularEmployment
Can be Left Blank
1 or 0
Contractor Worker Import GuidelinesClick here to download the sample import file →  Contractor Sample File⁠ ﻿
The file should contain sheet with the title: workers, as per the screenshot below:
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Image 2: - Contractor Worker ImportImage 2: - Contractor Worker Import
In Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Engagement Type
Required
Engagement Type of Worker - Text
Reference
Required
Worker Reference
Title
Required
Worker Title
Forename
Required
Worker Forename – Text
Surname
Required
Worker Surname – Text
DateofBirth
Required
YYYY-MM-DD
Gender
Required
Male or Female
NiNumber
Required
NI Number
PayMethod
Required
Cash, BACS, CHAPS, Cheque, Manual
AccountName
Required
Bank Account Name - Text
SortCode
Required
Account Sort code – Number
AccountNumber
Required
Account Number – Number
BankName
Can be Left Blank
Text
InternationalBank
Can be Left Blank
1 or 0
IBAN
Can be Left Blank
Alphanumeric
BIC
Can be Left Blank
Alphanumeric
Address1
Required
Alphanumeric
Address2
Can be Left Blank
Alphanumeric
Town
Required
Alphanumeric
County
Required
Alphanumeric
PostCode
Required
Alphanumeric
StartDate
Required
Date in the format – YYYY-MM-DD
Email
Required
Email –  test@email.com 
SettlementTerm
Required
Name of settlement term e.g. Default
IndustryClassification
Required
Alphanumeric
Name
Required
Text
NiLetter
Required
Text
TaxCode
Required
Text
shiftPattern
Required
Text
UniqueTaxPayerReference
Required
Alphanumeric
VatNumber
Required
Numbers
Telephone
Required
Numbers
VatNumberValid
Required
TRUE/FALSE
SupplierWorkerEngagemenetType
Required
Text
Supplier
Required
Text
InvoiceWorkflow
Required
Text
SelfBillExpiryDate
Can Be Left Blank
YYY-MM-DD
FirstSelfBillNumber
Can Be Left Blank
Number
BusinessUnit
Can be Left Blank
Business Unit reference (Always in CAPS)
Supplied Worker Import GuidelinesClick here to download the sample import file →  Supplied Worker Sample File ⁠ ﻿
The file should contain sheet with the title: workers, as per the screenshot below:
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Image 3: - Supplied Workers ImportImage 3: - Supplied Workers Import
in Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Engagement Type
Required
Engagement Type of Worker - Text
Reference
Required
Worker Reference
Title
Required
Worker Title
Forename
Required
Worker Forename – Text
Surname
Required
Worker Surname – Text
DateofBirth
Required
YYYY-MM-DD
Gender
Required
Male or Female
Email
Required
Alphanumeric
NiNumber
Required
NI Number
Address 1
Required
Alphanumeric
Address 2
Required
Alphanumeric
Town
Required
Alphanumeric
County
Required
Alphanumeric
PostCode
Required
Alphanumeric
StartDate
Can be Left Blank
Date in the format – YYYY-MM-DD
Supplier
Required
Alphanumeric
PayMethod
Required
Text
SupplierWorkerEngagementType
Required
Text
SettlementTerm
Required
Text
IndustryClassification
Required
Alphanumeric
Name
Required
Alphanumeric
UniqueTaxReference
Required
Alphanumeric
VatNumber
Required
Number
VatNumberValid
Required
TRUE/FALSE
AccountName
Required
Text
SortCode
Required
Number
AccountNumber
Required
Number
BankName
Can be Left Blank
Text
InternationalBank
Can be Left Blank
1 or 0
IBAN
Can be Left Blank
Alphanumeric
BIC
Can be Left Blank
Alphanumeric
InvoiceWorkflow
Required
Text
SelfBillExpiryDate
Can be Left Empty
YYYY-MM-DD
FirstSelfBillNumber
Can be Left Empty
Number
BusinessUnit
Can be left blank
Business Unit reference (Always in CAPS)
When importing the workers' file you should select ‘Workers’ as the type of upload
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Image 4: - Worker Import TypeImage 4: - Worker Import Type
Placement Import GuidelinesClick here to download the sample import file →  Placement Sample File⁠ ﻿
The file should contain two sheets with the title: Placements and PlacementRates as per the screenshot below:
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Image 5: -Placement ImportImage 5: -Placement Import
The placements Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
PL00001A
Worker
Required
W00001A
Customer
Required
CU00001A, 1234 etc
StartDate
Required
YYYY-MM-DD
EndDate
Required
YYYY-MM-DD
AutoGenReference
Required
FALSE, TRUE - by default set the rows as FALSE and supply the references
BusinessUnit
Can be left blank
Business Unit reference (Always in CAPS)
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Image 6: - Placement ImportImage 6: - Placement Import
PlacementRates Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
Should match the reference from the placement sheet
PayRate
Required
0.00
Bill Rate
Required
0.00
RateReference
Required
1000, 10001, etc
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Image 7: -Placement Rates ImportImage 7: -Placement Rates Import
If the AutoGenReference column is set to FALSE then the Reference field will need to be specified to import the records with the references provided.
If the AutoGenReference column is set to TRUE then the Reference field can be specified as per the screenshots below. This will auto-generate the placement references after the import. Ensure the reference numbers are consistent in both sheets to link the records
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Image 8: - Placement ReferencesImage 8: - Placement References
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Image 9: - Placement Rates ReferencesImage 9: - Placement Rates References
We recommend you specify the placement references as PLXXXXXA to know which references will be assigned to the worker so it is easy to map the placement to the timesheet file import (as shown on the next page).
When importing the Placement file you should select ‘Placements’ as the type of upload
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Image 9: - Placement Import TypeImage 9: - Placement Import Type
Timesheet Import GuidelinesTimesheets from Placements Import GuidelinesClick here to download the sample import file →  Timesheet (from Placement) Sample File⁠ ﻿
The file should contain two sheets with the title: Timesheets, TimesheetRates, BackingData and ConsultantSplit as per the screenshot below:
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Image 10: - Timesheet ImportImage 10: - Timesheet Import
The timesheet Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
TS00001A
Placement
Required
PL00001A
TotalTaxes
Required
by Default 0
WorkedDate
Required
YYYY-MM-DD
WorkPeriodId
Required
20220800010
AutoGenReference
Required
FALSE, TRUE - by default set the rows as FALSE and supply the references. If you don’t know the last reference used then set it to TRUE and supply reference as 1,2,3 etc
BusinessUnit
Required
Business Unit reference (Always in CAPS)[1]
TimesheetRates Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
should match the reference from the timesheets sheet
PayRate
Required
0.00
BillRate
Required
0.00
RateReference
Required
10000, 10001 etc
Units
Required
0.00
﻿
Image 11:- Timesheet Rates ImportImage 11:- Timesheet Rates Import
If the AutoGenReference column is set to FALSE then the Reference field will need to be specified to import the records with the references provided.
If the AutoGenReference column is set to TRUE then the Reference field can be specified as per the screenshots below. This will auto-generate the timesheet references after the import. Ensure the reference numbers are consistent in both sheets to link the records.
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Image 12: - Timesheets ImportImage 12: - Timesheets Import
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Image 13:- Timesheet ReferencesImage 13:- Timesheet References
BackingData Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
should match the reference from the timesheets sheet
HasConsultantSplits
Required
True or False
BackingData
Optional
BackingData value
CustomBackingData
Optional
10000, 10001 etc
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Image 14: - Timesheet Backing Data ImportImage 14: - Timesheet Backing Data Import
ConsultantSplits Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
should match the reference from the timesheets sheet
Consultant
Required if BackingData has ConsultantSplits = True
Consultant Reference
Percentage
Required if BackingData has ConsultantSplits = True
Consultant Split Percentage
Please refer to the screenshot below to understand what values are accepted for importing backing data
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Image 15: - Backing Data GuidelinesImage 15: - Backing Data Guidelines
When importing the Timesheet file, you must select ‘Timesheets’ as the import type
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Image 16: - Timesheet Import TypeImage 16: - Timesheet Import Type
Timesheets with Auto Placements Import GuidelinesClick here to download the sample import file →   Timesheet (with Auto Placements) Sample File⁠ ﻿
The file should contain two sheets with the title: Timesheets, TimesheetRates, BackingData and ConsultantSplit as per the screenshot below:
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Image 17: -Timesheets with Auto placementImage 17: -Timesheets with Auto placement
In order to import timesheets using Auto-create placements, users will first need to enable this in the configuration {Account -> Configuration -> Payroll Setup -> Auto Create Placements = “Enable”}
Perm Placements Import GuidelinesClick here to download the sample import file →   Perm Placement Sample File⁠ ﻿
The file should contain two sheets with the title: PermPlacements and PermPlacementRates as per the screenshot below:
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Image 18: - Pem Placements ImportImage 18: - Pem Placements Import
The PermPlacements Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Customer
Required
Customer Reference – Alphanumeric
Reference
Required
Alphanumeric
CandidateName
Required
Alphabets
JobTitle
Required
Alphabets
HiringManager
Required
Alphabets
StartDate
Required
Date in Format – DD/MM/YYYY
AutoGenReference
Can be left blank
TRUE/FALSE
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Image 19:- Perm Placements Rates ImportImage 19:- Perm Placements Rates Import
The PermPlacementRates Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
PermPlacementReference
Required
Alphanumeric
RateReference
Required
Number
VATCode
Required
V0/V1/V2
Description
Required
Alphabets
Salary
Required
Decimal
CommisionRate
Required
Number
BillRate
Can be left blank
Decimal
If the AutoGenReference column is set to FALSE then the Reference field will need to be specified to import the records with the references provided.
If the AutoGenReference column is set to TRUE then the Reference field can be specified as per the screenshots below. This will auto-generate the PermPlacement references after the import. Ensure the reference numbers are consistent in both sheets to link the records
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Image 20: -Perm Placement Auto RefrenceImage 20: -Perm Placement Auto Refrence
When importing the PermPlacement file you should select ‘PermPlacements’ as the type of upload
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Image 21: - Perm Placement Import TypeImage 21: - Perm Placement Import Type
Please Note: The PurePro application does not support importing Backing Data for “Perm Placements”. Users can manually add backing data by editing required Perm Placement(s) in the system
Worker Rate Import GuidelinesClick here to download the sample import file →   Worker Rate Sample File⁠ ﻿
The file should contain two sheets with the title: WorkerRates and Transactions as per the screenshot below:
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Image 22: - Worker Rates Import Image 22: - Worker Rates Import 
WorkerRates Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
if AutoGenReference is TRUE then Reference can be set as 1,2,3 etc else set as WR00001A etc
Description
Required
text
Rate
Required
1001 etc
Worker
Required
Worker Reference
WorkerRateType
Required
Payment, Deduction
AutoGenReference
Required
FALSE, TRUE
﻿
Image 23:- Worker Rates Import HeadersImage 23:- Worker Rates Import Headers
Transactions should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
WorkerRate
Required
Should match the reference from the worker rate sheet
EffectiveDate
Required
YYYY-MM-DD
ExpiryDate
Required
YYYY-MM-DD
NumberOfUnits
Required
0.00
RateValue
Required
0.00
Replace
Can be Left Blank
1 or Blank
Recurring
Can be Left Blank
1 or Blank
CalculationBasis
Can be Left Blank
1 or Blank
﻿
Image 24: -Worker Rates Import HeadersImage 24: -Worker Rates Import Headers
If the AutoGenReference column is set to FALSE then the Reference field will need to be specified to import the records with the references provided.
If the AutoGenReference column is set to TRUE then the Reference field can be empty or specified as per the screenshots below. This will auto-generate the transaction references after the import. Ensure the reference numbers are consistent in both sheets to link the records.
WorkerRate import file can be used for the following type of rates:
Salary Payments
Other Payments
Mileage Expenses Payments
Holiday Payments
Other Deductions
When importing the WorkerRate file you must select ‘Worker Rates’ as the import type
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Image 25:- Worker Rates Import TypeImage 25:- Worker Rates Import Type
Student Loan Import GuidelinesClick here to download the sample import file →   Student Loan Sample File⁠ ﻿
The file should contain sheets with the title: StudentLoans as per the screenshot below:
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Image 26: - Student Loan ImportImage 26: - Student Loan Import
StudentLoans sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
if AutoGenReference is TRUE then Reference can be set as 1,2,3 etc else set as WR00001A etc
Rate
Required
2003, 2004 etc
Description
Required
text
Worker
Required
Worker Reference
Plan1
Required
1 or 0
Plan2
Required, can be left blank
1 or 0
PostGraduateLoan
Required, can be left blank
1 or 0
StartDateStudentLoan
Required
YYYY-MM-DD
EndDateStudentLoan
Required, can be left blank
YYYY-MM-DD
StartDatePostgraduateLoan
Required
YYYY-MM-DD
EndDatePostgraduateLoan
Required, Can be left blank
YYYY-MM-DD
AutoGenReference
Required
FALSE, TRUE
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Image 27: - Student Loan Import HeadersImage 27: - Student Loan Import Headers
If the AutoGenReference column is set to FALSE then the Reference field will need to be specified to import the records with the references provided.
If the AutoGenReference column is set to TRUE then the Reference field can be empty or specified as per the screenshots below. This will auto-generate the references after the import. Ensure the reference numbers are consistent in both sheets to link the records.
When importing the StudenLoan file you must select ‘Statutory’ as the import type
﻿
Image 28: - Student Loan Import TypeImage 28: - Student Loan Import Type
Attachment of Earnings Import GuidelinesClick here to download the sample import file →  Attachments of Earnings Sample File⁠ ﻿
The file should contain sheets with the title: WorkerRates, Transactions, and AttachmentOfEarningsOrder as per the screenshot below:
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image 29: - Attachment of Earnings mportimage 29: - Attachment of Earnings mport
WorkerRates Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
if AutoGenReference is TRUE then Reference can be set as 1,2,3 etc else set as WR00001A etc
Description
Required
text
Rate
Required
7001, 7002 etc
Worker
Required
Worker Reference
HasTriggerRate
Required
TRUE, FALSE
TriggerRateValue
Required
1 or Blank
IsPriority
Can be Left Blank
1 or 0
ThirdPartyPaymentReference
Required
Reference
ThirdPartyReference
Required
Reference Name
WorkerRateType
Required
Payment, Deduction
AutoGenReference
Required
FALSE, TRUE
﻿
Image 30: -Attachment of Earnings headersImage 30: -Attachment of Earnings headers
Transactions Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
WorkerRate
Required
Should match the reference from the worker rate sheet
EffectiveDate
Required
YYYY-MM-DD
ExpiryDate
Required
YYYY-MM-DD
NumberOfUnits
Required
0.00
RateValue
Required
0.00
Replace
Can be Left Blank
1 or Blank
Recurring
Can be Left Blank
1 or Blank
CalculationBasis
Can be Left Blank
1 or Blank
﻿
Image 31: - Attachment of Earnings HeadersImage 31: - Attachment of Earnings Headers
AttachmentOfEarningsOrder sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
WorkerRate
Required
if AutoGenReference is TRUE then Reference can be set as 1,2,3 etc else set as WR00001A etc
AttachmentOfEarningsType
Required
CouncilTax, CourtOrder etc
TotalAmountToBeDeducted
Required
0.00
WeeklyAmountToBeDeducted
Required, Can be left blank
0.00
IsProtectedEarningPercentage
Required, Can be left blank
0.00
ProtectedEarningValue
Required, Can be left blank
0.00
IsHigherRate
Required, Can be left blank
1 or Blank
IsFixedRate
Required, Can be left blank
1 or Blank
FixedRateValue
Required, Can be left blank
0.00
﻿
Image 32: - Attachment of Earnings HeadersImage 32: - Attachment of Earnings Headers
When importing AttachmentOfEarningsOrders you must select ‘Attachment Of Earnings’ as the import type
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Image 33: - Attachment of Earnings Import TypeImage 33: - Attachment of Earnings Import Type
Statutory payments Import GuidelinesDifferent Statutory Payments can be imported as: - 
SICK NOTESClick here to download the sample import file →  Sick Notes Sample File⁠ ﻿
The file should contain sheets with the title: SickNotes as per the screenshot below:
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Image 33: - Sick Notes ImportImage 33: - Sick Notes Import
SickNotes Sheet should include the following headers in this order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
if AutoGenReference is TRUE then Reference can be set as 1,2,3 etc else set as WR00001A etc
Description
Required
text
Rate
Required
2100
Worker
Required
Worker Reference
StartDate
Required
YYYY-MM-DD
EndDate
Required
YYYY-MM-DD
Reason
Required
Text
FitForWorkDate
Required
YYYY-MM-DD
StartType
Required
FullDay
EndType
Required
FullDay
ShiftPattern
Required
Full_Week
OverrideWeeklyEarnings
Can be left blank
Decimal
OverrideLELValidations
Can be left blank
1 or 0
AutoGenReference
Required
FALSE, TRUE
When importing Parental Form or Sick Pays you must select ‘Statutory’ as the import type
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Image 34: -Statutory Imports TypesImage 34: -Statutory Imports Types
PARENTAL FORMSCreate an Excel file and save it as ParentalForm.xlsx
The file should contain sheets with the title: ParentalForms as per the screenshot below:
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Image 35:- Parental Forms ImportsImage 35:- Parental Forms Imports
Click  here⁠  to access sample import file.
ParentalForms sheet should include the following headers in this order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
Reference
Required
if AutoGenReference is TRUE then Reference can be set as 1,2,3 etc else set as WR00001A etc
Description
Required
text
Rate
Required
2104
Worker
Required
Worker Reference
StartDate
Required
YYYY-MM-DD
EndDate
Required
YYYY-MM-DD
EventDate
Required
YYYY-MM-DD
FormReference
Required
text
HasSeenForm
Required
1 or 0
PartnerForename
Required
text
PartnerSurname
Required
text
PartnerNiNumber
Required
text
AutoGenReference
Required
FALSE, TRUE
Statutory Payments of type: - Statutory Maternity Pay (SMP), Statutory Adoption Pay (SAP), Statutory Paternal Pay (SPP), Shared Statutory Parental Pay (SSPP) & Statutory Paternal Bereavement Pay (SPBP) use the same format at “parental Forms” for importing data into the PurePro application.
When importing Parental Form or Sick Pays you must select ‘Statutory’ as the import type
﻿
Image 36: -Statutory Imports TypesImage 36: -Statutory Imports Types
Now Pensions Import GuidelinesClick here to download the sample import file →  Parental Forms Sample File⁠ ﻿
The file should contain sheet with the title: in, as per the screenshot below:
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Image 37: - Now Pension ImportsImage 37: - Now Pension Imports
In Sheet should include the headers in the following order:
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
ER Code
Required
ER Code in the system
Payroll Code
Required
Payroll code in the system
Employee Number
Required
Worker Reference
Surname
Required
Worker Surname – Text
Forename
Required
Worker Forename – Text
NINO (NI Number)
Required
NI Number
Opt In Indicator
Can be left Blank
Indicator value as “I”
Opt In Date
Can be left Blank
Date in the format – YYYY-MM-DD
Opt Out Indicator
Can be left Blank
Indicator value as “O”
Opt Out Date
Can be left Blank
Date in the format – YYYY-MM-DD
OO Last Date
Can be left Blank
Date in the format – YYYY-MM-DD
EE Contrate
Required
Whole Numbers
ER Contrate
Required
Whole Numbers
AVC Rate
Required
Whole Numbers
AVC Rate Indicator
Can be left Blank
Indicator value as “I”
Total EE Rate
Required
Whole Numbers
Category
Can be left Blank
Postponement Date
Can be left Blank
Date in the format – YYYY-MM-DD
AE Date
Can be left Blank
Date in the format – YYYY-MM-DD
When importing Now Pensions file you must select ‘Now Pensions EAF’ as the import type
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Image 38: -Now Pension Import TypesImage 38: -Now Pension Import Types
The "Now Pensions EAF" import type is only available if a worker is assigned to "Nest Pension"
Static Data Import GuidelinesClick here to download the sample import file →  Static Data Sample File⁠ ﻿
The file should contain sheet with the title: Sheet 1, as per the screenshot below:
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Image 39: - Static Data ImportsImage 39: - Static Data Imports
Static Data Imports can be used to import the following types of static data
Tax Code Change
Tax Basis
NI Letter
Previous Pay
Previous Tax
Student Loan Plan Type
Student Loan Start & End Date
Pension Scheme
Pension Effective Date
Sheet 1 in the StaticDataImport.xlsx should include the following columns: -
Title
Title
Title
Column Name
Required/Can be Left Blank
Accepts the format
BusinessUnitReference
Required
Business Unit Reference
WorkerReference
Required
Worker Reference
ExternalReference
Can be left Blank
External Reference
Forenames
Can be left Blank
Worker Forename – Text
Surname
Can be left Blank
Worker Surname – Text
Property
Required
What needs to be changed – Text e.g. TaxCode
Change
Can be left Blank
Description – Text
NewTaxCode
Can be left Blank
Valid Tax Code
NewTaxBasis
Can be left Blank
Valid Tax Basis
NewNILetter
Can be left Blank
Valid NI Letter
NewPreviousPay
Can be left Blank
Decimal
NewPreviousTax
Can be left Blank
Decimal
SLPlanType
Can be left Blank
Valid Student Loan Type
SlStart
Can be left Blank
Date YYYY-MM-DD
SLStop
Can be left Blank
Date YYYY-MM-DD
PensionChange
Can be left Blank
Valid Pension Scheme
PensionEffectiveDate
Can be left Blank
Date YYYY-MM-DD
Static Data Imports can be used to update employee's pension status; These changes can be made using the following columns in the import file:- 
Property
PensionChange
Pension
OptIn
Pension
OptOut
Pension
CeaseMembership
Please note, the corresponding dates in the PensionEffectiveDate cannot be backdated, i.e. the provided dates should reflect the current tax period in the account.
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Please refer to our  🤝Data Import Templates⁠  for sample import files.
Data Import references are case sensitive.
Please note if no Business Unit has been specified against the Data in the import file, data will be imported against the Business Unit selected on the Data Import page prior to importing.
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