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Import my employee data via an FPS (Full Payment Summary) file upload FAQ

Available for the following Payroll plans: Free Payroll, Core Payroll
Available for the following user access levels: Admin

Question

How do I import my employee data via an FPS (Full Payment Summary) upload?

Answer

You can use the Employee Importing feature within the Payroll Settings module to import in bulk your employee payroll data via an FPS file. You will need to undertake the below steps via your Employment Hero Payroll classic platform.

Import my employee data
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the  Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Import Employees button.
  5. Select the FPS File Upload option in the Import Employees From drop-down.

  6. Click the Select File button.

    Helpful Hint

    The file type needs to be xml.

    FPS__UK__1.jpg

  7. Click the Confirm Upload button.
    FPS__UK__2.jpg

     

    Helpful Hint

    You will now see on your screen a status message showing the successful uploading of your employee data into your payroll platform.

    FPS__UK__3.jpg

Further information

The fields updated: Employee details
FPS Column Name. Payroll Platform Field Name. 
Title.Title.
Forename.First name.
Surname.Surname.
Address 1.Residential address line 1.
Address 2.Residential address line 2.
Address 3.Residential city.
Post code.Residential post code.
Gender.Gender.
Date of birth.Date of birth.
Tax code.Tax code.
WK1Mth1 basis.Tax calculation method.
NI category.National insurance category.
Employee statement.Default This employee has previously been reported selected.
Payroll ID.RTI Payroll ID.
NI number.National insurance number.
Director status.Company director.
Payment frequency.Pay schedule.
Start date.Start date.
End date.End date.
The fields updated: Opening balances
FPS Column Name. Payroll Platform Field Name. 
Gross pay for tax.Gross earnings.
Total tax TD.PAYE amount.
Gross pay for NIC.Total NIable Pay.
Ees NIC TD.NI employee contribution.
Ers NIC TD.NI employer contribution.
NIC to LEL.NIable pay at the LEL.
NIC to PT.NIable pay LEL to PT.
NIC to UEL.NIable pay PT to UEL.
Ees Pens to TD.Employee pension contribution.
Studant loans TD.Student loan amount.
Postgraudate loadns TD.Postgrad loan amount.
Statutory sick pay TD.Statutory sick pay (Pay category).
Statutory maternity pay TD.Statutory maternity pay (Pay category).
Statutory parental pay TDStatutory paternity pay (Pay category).
Statutory adoption pay TD.Statutory adoption pay (Pay category).
Statutory shared parental pay TD.Statutory shared parental pay (Pay category).
Statutory parental bereavement TD.Statutory parental bereavement pay (Pay category)

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