In order to successfully enrol or process & pay pension contributions the following columns and valid required values must be present in any file uploaded. We recommend using PAPDIS files because they already contain all of the required columns.

Columns and Values For Enrolment

For more information on Enrolment, see this article.

The required details we need to enrol an employee are shown in the table below. Note that these can either be in an enrolment file or a contributions file i.e. an employee can be enrolled automatically and have their contributions paid in the same file.

Required Enrolment Field	Acceptable Column Names	Required Value	Example Value
EmployerID	EmployerId, ER ID, Scheme Number, SchemeNumber, AccountNumber, Account Number, SchemeID, Scheme ID, Scheme Code, SchemeCode, ERCode, ER Code	PENXXXXXXXX (where ‘X’ is a digit)	PEN11668244
National Insurance Number	NationalInsuranceNumber, NINO, NI Number, NINumber, National Insurance, NationalInsurance, National Insurance, Nationalinsurance, NI NO, NI	Two prefix letters, six digits and one final letter. We accept spaces	QQ123456C
Employment Start Date	EmploymentStartDate, EmploymentStart, Employment Start	DD/MM/YYYY, DD-MM-YYYY, DD.MM.YYYY	17/11/2023
Forename	Forename1, First Name, FirstName	Can only contains letters, spaces and hyphens. Must start with a letter, be under 36 characters and can’t contain digits.	Jane, John
Surname	Surname, Last Name, LastName, FamilyName, Family Name	Can only contain letters, spaces and hyphens. Must start with a letter, be under 36 characters and can’t contain digits.	Smith
Birth Date	BirthDate, Date of Birth, D-O-B, DOB	DD/MM/YYYY, DD-MM-YYYY, DD.MM.YYYY	24/12/1985
Email Address	EmailAddress, Email, E-mail, E-mail address	Valid email address containing "@" and "."	penfoldmember@email.com
Address	Address1 , Address Line 1, AddressLine1, PropertyNumber, Add1	Must be no more that 80 characters	51 Penfold Street, London
Postcode	Postcode, PostalCode, Postal Code, Address5, Add5	Must be no more that 11 characters	SE1 4PG

Columns and Values For Contributions

The required details we need to process and pay contributions an employee are shown in the table below.

Required Enrolment Field	Acceptable Column Names	Required Value	Example Value
EmployerID	EmployerId, ER ID, Scheme Number, SchemeNumber, AccountNumber, Account Number, SchemeID, Scheme ID, Scheme Code, SchemeCode, ERCode, ER Code	PENXXXXXXXX (where ‘X’ is a digit)	PEN11668244
National Insurance Number	NationalInsuranceNumber, NINO, NI Number, NINumber, National Insurance, NationalInsurance, National Insurance, Nationalinsurance, NI NO, NI	Two prefix letters, six digits and one final letter. We accept spaces	QQ123456C
EmployerContributionsAmount	Employer Contribution Amount, Employer_Conts, Employer Contribution, Employer Contribution Amount, Employer_Conts, Employer Contribution, ER CONTS, er conts, Er Conts, ER Contribution, ER Contribution Amount, Employer Cont, employer cont, EMPLOYER CONT, ER CONT, Er Conts, Employer Contribution Amount, Employer_Conts, Employer Contribution, Employer pension, Pen ER	If there is a pence amount, use a “.” and not a “,” Any format of £100, £100.00, 100 or 100.00 is acceptable Cannot be 0 because regulations require a minimum of 3% of employee pensionable income	165.23
EmployeeContributionsAmount	Employee Contribution Amount, Employee_Conts, Member Contribution, EE CONTS, ee conts, Ee Conts, EE Contribution, EE Contribution Amount, Employee Cont, employee cont, EMPLOYEE CONT, EE CONTS, ee conts, Ee Conts, Employee Contribution Amount, Employee_Conts, Member Contribution, Employee pension, Pen EE	If there is a pence amount, use a “.” and not a “,” Any format of £100, £100.00, 100 or 100.00 is acceptable	122.58
PayPeriodStartDate	Pay Start, PayStart, Pay Period Start, PayPeriodStart, PRPStartDate, PRPStart, PRP Start Date, PRP Start	DD/MM/YYYY, DD-MM-YYYY, DD.MM.YYYY Must be a valid pay period length: monthly, weekly, two-weekly, four-weekly	1/12/2024
PayPeriodEndDate	Pay End, PayEnd, Pay Period End, PayPeriodEnd, PRPEndDate, PRPEnd, PRP End Date, PRP End	DD/MM/YYYY, DD-MM-YYYY, DD.MM.YYYY Must be a valid pay period length: monthly, weekly, two-weekly, four-weekly	31/12/2024