Import employees via CSV

Employee Import via CSV

This feature is available on our business plus plan. 

 

Specifications

 

Name

Field size

Description

Mandatory?

1

EmployeeNumber

15

Custom employee number (optional). System generated if left blank.

N

2

FirstName

30

Employee first name

Y

3

LastName

30

Employee last name

Y

4

MiddleName

30

Employee middle name

N

5

SIN

9

Validated SIN number - Numeric type

Y

6

DOB

 

Date of Birth, format dd/mm/yyyy (must include "/")

Y

7

DOH

 

Date of Hire, format dd/mm/yyyy (must include "/")

Y

8

PayRate

 

Amount based on PayRateUnit, numeric only

Y

9

PayRateUnit

1

Y  = Yearly

H = Hourly

M = Monthly

W = Weekly

Y

10

PaysPerYear

2

52 - 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

11

TD1

 

Personal exemption amount, Federal 

(defaults to base exemption), numeric

N

12

TDP

 

Personal exemption amount, Provincial  (defaults to base exemption), numeric

N

13

Add1

25

Address line 1

Y

14

Add2

25

Address line 2

N

15

City

25

City

Y

16

Province

2

AB = 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

17

Postal

6

Postal code (A1A1A1 format, no space)

N

18

GLAccount

8

Cost account for employee earnings, Numeric

N

19

Phone

10

Contact number, Numeric

N

20

Title

30

Job title within company

N

21

Email

60

Email address

N

22

EmployeeType

1

P = Permanent (default)

S = Subcontractor

T = Temporary

N

23

SalaryType

1

S = Salaried employee

L = Timesheet employee

Y

24

Password

6

Employee password for PayChequer.com access

N

25

Institution

3

For direct deposit - institution number

N

26

Branch

5

for direct deposit - branch. Must be 5 digits

N

27

AccountNumber

12

For direct deposit. Max 12 digits. Canadian banks supported only.

N

28

YTD:RegularEarnings

 

Year to date earnings (numeric)

N

29

YTD:FederalTax

 

Year to date federal tax (numeric)

N

30

YTD:ProvincialTax

 

Year to date provincial tax (numeric). Use for Quebec only - other taxes should go into Federal Tax (column 29 YTD:FederalTax)

N

31

YTD:EI

 

Year to date employment insurance (employee portion) - numeric

N

32

YTD:CPP

 

Year to date Canada Pension Plan contributions (employee portion) - numeric

N

         
         
         

 You can download a sample CSV file below

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