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Notice

The following plans include CSV file import for adding team members:

PlanCSV File Import
Green 
Business 
Business+
Acc Starter 
Acc Advanced
EVOLV

To import employees using CSV, download the template from the bottom of this article and fill it in using the file specifications below.

*It is critical that you follow the specification for the file. Failure to do so will result in a failed import. If you would like one of our specialists to review your file for potential errors, we offer this as an add-on service. Let us know if you would like to know more.

Ready To Import

If you have not already done so, please contact us to activate this feature on your account.

Login to your account and go to Employees

Click Import

 

You will receive confirmation of the upload or any issues encountered on screen.

 

Specifications

 

 NameField sizeDescriptionMandatory?
1EmployeeNumber15Custom employee number (optional). System generated if left blank.N
2FirstName30Employee first nameY
3LastName30Employee last nameY
4MiddleName30Employee middle nameN
5SIN9Validated SIN number - Numeric typeY
6DOB Date of Birth, format dd/mm/yyyy (must include "/")Y
7DOH Date of Hire, format dd/mm/yyyy (must include "/")Y
8PayRate Amount based on PayRateUnit, numeric onlyY
9PayRateUnit1Y = Yearly
H = Hourly
M = Monthly
W = Weekly
Y
10PaysPerYear252 - Weekly
26 – Bi-Weekly
12 – Monthly
04 – Quarterly
01 – Yearly
24 - Semi-monthly
22 - 22 Pays a year
13 - 13 Pays a year
10 - 10 Pays a year
Defaults to company default PaysPerYear
N
11TD1 Personal exemption amount, Federal
(defaults to base exemption), numeric
N
12TDP Personal exemption amount, Provincial  (defaults to base exemption), numericN
13Add125Address line 1Y
14Add225Address line 2N
15City25CityY
16Province2AB = Alberta
BC = British Columbia
MB = Manitoba
NB = New Brunswick
NL = Newfoundland and Labrador
NS = Nova Scotia<
NT = Northwest Territories
NU = Nunavut
ON = Ontario
PE = Prince Edward Island
QC = Quebec
SK = Saskatchewan
YT = Yukon
Y
17Postal6Postal code (A1A1A1 format, no space)N
18GLAccount8Cost account for employee earnings, NumericN
19Phone10Contact number, NumericN
20Title30Job title within companyN
21Email60Email addressN
22EmployeeType1P = Permanent (default)
S = Subcontractor
T = Temporary
N
23SalaryType1S = Salaried employee
L = Timesheet employee
Y
24Password6Employee password for PayChequer.com accessN
25Institution3For direct deposit - institution numberN
26Branch5for direct deposit - branch. Must be 5 digitsN
27AccountNumber12For direct deposit. Max 12 digits. Canadian banks supported only.N
28YTD:RegularEarnings Year to date earnings (numeric)N
29YTD:FederalTax Year to date federal tax (numeric)N
30YTD:ProvincialTax Year to date provincial tax (numeric). Use for Quebec only - other taxes should go into Federal Tax (column 29 YTD:FederalTax)N
31YTD:EI Year to date employment insurance (employee portion) - numericN
32YTD:CPP Year to date Canada Pension Plan contributions (employee portion) - numericN

 

If you have custom earnings codes that you need to add the YTD for- go to COMPANY SETTINGS>PAY RULES>EARNINGS.  There is a 2-digit number next to your earnings name, this is the YTD:DIGITCODE you would use on the CSV in a new column.

For Example, YTD for Support from the picture below you would create a column with the header YTD:20

Notes

Please note, while Microsoft Excel does work with CSVs, we suggest using a true CSV editor to edit/create your CSV files. Excel has a tendency to change the format on the user, which will result in a failed import.  There are many free CSV editors available online.

After Importing

Edit any other employee details as needed.   You may need to edit fields under Payroll Details and Rules, Benefits and Deductions.

 You can download a sample CSV file below

 

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