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Which columns & value do we require for file uploads?
Which columns & value do we require for file uploads?

How to format correctly the columns in your enrolment and contribution files.

Valentina Zanelli avatar
Written by Valentina Zanelli
Updated over a week ago

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, ER ID, Scheme Number, SchemeNumber, AccountNumber, Account Number, SchemeID, Scheme ID, Scheme Code, SchemeCode, ERCode, ER Code

PENXXXXXXXX (where ‘X’ is a digit)

PEN11668244

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 "."

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, ER ID, Scheme Number, SchemeNumber, AccountNumber, Account Number, SchemeID, Scheme ID, Scheme Code, SchemeCode, ERCode, ER Code

PENXXXXXXXX (where ‘X’ is a digit)

PEN11668244

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

  • 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

  • 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

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