Load National Insurance Categories from Spreadsheet
Enables you to load National Insurance categories from a spreadsheet, which has been saved as a comma-separated values (CSV) file. You can upload the CSV file without updating the database to validate the file first, if required.
To access this screen, enter fast path HR480S65.
Rigorous validation of the National Insurance category is undertaken in line with the validation performed in Employee National Insurance Details. A new National Insurance category cannot be loaded if the existing National Insurance category includes information relating to CA2700 or Directors. When a new National Insurance category is imported, the existing National Insurance category is end-dated as of the day before the new National Insurance category's start date and a corresponding National Insurance pay element is created with the same start date.
For Jersey Employees, Jersey Social Security card type can be imported using the following values in the <NICAT> column:
- Enter 'A' for blue cards / standard contributions
- Enter 'C' for red cards / employer only contributions
The CSV file must be structured using row and column keywords to map columns to the National Insurance category fields.
Click 
here to view an example spreadsheet.
| Employee Number | Post ID | Start Date | NI Category |
|---|---|---|---|
|
<DEFN> <EMPID> <DATA> |
|
|
|
| 100101 | EMPLOYEE | 15/10/2013 | A |
| 100102 | ADMIN1 | 21/10/2013 | D |
| <EOD> |
Selection
File On Server
Select this check box if the CSV file you want to load is located on the server or leave blank if the file is on your local PC.
CSV File Name
Enter the name of the CSV file, or click window to display either a file upload window or Select Server File (depending on the file source) where you can browse for the required CSV file.
Process Options
Cut Off Date
Enter a date if you would like to prevent National Insurance categories being loaded for employees who have left before this date.
Report Only
Select this check box to validate the file without updating the database and generate a report detailing the number of records validated, total successes and total errors.
Click Continue to load the CSV file, and update the database or validate the file as indicated. Output Selection is displayed where you can select the report output options and print the errors and update reports.
MD480S65