- Ensure ALL employees have been added to your spreadsheet/file
- Your spreadsheet/file should be in the expected format (i.e. containing no headers, in .csv (comma delimited) format, dates saved in dd/mm/yyyy format)
- Your spreadsheet/file should contain no missing or inaccurate data, no full stops or commas in any text fields
- First Name should contain a name and not just an initial
- Please ensure that numeric fields are set to “0” (zero) if they have no value (do not leave it blank)
- Don’t confirm any employees as “leavers” until they have been issued their P45 • Do not amend payroll reference numbers (without informing the Helpdesk prior to your next upload)
- Don't re-assign any previous payroll reference numbers
- Ensure ALL employees have been added to your spreadsheet/file
- Provide a unique email address for each employee included on your file upload, whether this is one linked to their employment or a personal email address provided by them, that allows us to issue all communications direct to them.
Before uploading your file check that:
- All employees are included in the file including new starters
- All arrears due to the scheme, as stated within the previous payroll report, are included within the contribution amounts on the file
- All headers have been removed and ensure there are no blank rows
- All the fields are generated with employee data (without any special characters i.e. commas, semi colons, etc)
- All employees have a unique Employee reference number
- All employees have an NI Number. If they are still waiting for one, please use the temporary number format (TNddmmyyM or TNddmmyyF)
- All Date of Birth and Joining dates are in the dd/mm/yyyy format
- All Address fields 1 AND 2 have information in them
- All employees have a unique email address where they have been entered
- All contribution amounts on the file are correct