There are two ways to import into Custom Fields
Importing Custom Fields In the Employee Profile
To import into the employee profile using the pay ID as the unique identifier, please use the below file for your import.
To import into the employee profile using the employee code as the unique identifier, please use the below file for your import.
In this example, we are using the pay ID import but the principle is the same on each import.
Column Heading | Format Required | Notes |
Pay ID | RTI payroll ID, this is the unique identifier for the employee that will be shared with HMRC | All employees MUST have a unique ID when importing the file. |
Analysis | Please leave blank | |
AN_XXX | The heading should be "AN_" followed immediately after by the name of your custom field |
From our previous example the heading for "Location" would be "AN_Location" and the heading for Job Title would be "AN_Job Title".
Please note you can import into any number of custom fields at the same time as long as the headings match the "CSV_header" field in your custom field page under company settings.
Importing Custom Fields In the Pay Run
To import custom fields into the pay run using the pay ID as the unique identifier, please use one of the payment import templates here: Shape import payment files.
To import custom fields, include additional columns at the end of the import, again with "AN_Custom Field Name" as the heading. You will then be able to import any number of custom fields alongside the hours or pay you're importing.