To import date effective pay elements go to Employees > Bulk import > + New import
Please use one of the templates attached at the end of the article.
- Your reference (optional) - the name of this import which ill appear in the Employee bulk import list
- New employee behaviour - as you are not creating new employees with this import please select Ignore these records, this will ignore any records which have incorrect/ non existent Employee/ Pay ID
- Existing employee behaviour - leave the default Update system values
| Field / Header | Example | Notes |
| Pay ID / Employee Code | P001 | Can be Employee Code or RTI Payroll ID |
| Pay Element Type | net | Pay Element ID as configured in Company Setup |
| Is Deduction | TRUE/ FALSE | TRUE for a Deduction, FALSE for a Payment |
| Text | Loan | Description displayed on the employee's payslip |
| Quantity | 1 | Quantity or hours. For deductions, always use 1 |
| Amount | 200 | The amount to be paid or deducted |
| Net Target | Only required for net-to-gross payments. Otherwise, leave blank | |
| Cost Code | CCA | Optional cost code used for reporting purposes |
| Date From | 01/04/2026 | Start date of the payment or deduction |
| Date To | 31/03/2027 | End date of the payment or deduction. Leave blank if there is no end date |
| Prorate Start | TRUE/ FALSE | TRUE to prorate the first Payment |
| Prorate End | TRUE/ FALSE | TRUE to prorate the last Payment |
| Earnings Basis | Daily Weekly Bi-weekly Four-weekly Monthly Quarterly Bi-annually Yearly | Defines how the amount should be allocated across pay periods. |
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