Processing employee contributions

After enrolling an employee, you'll need to upload a file for each payslip to process their contributions. Make sure the file contains the required columns and valid values for smooth processing.

What information do we need?

Here’s a list of the required information and the accepted formats:

Required Contributions 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, NI_Number	Two prefix letters, six digits and one final letter. We accept spaces	QQ123456C
Employer Contributions Amount	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, Employer regular contribution amount	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
Employee Contributions Amount	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, Employee regular deduction	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
Pay Period Start Date	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
Pay Period End Date	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

Templates

PAPDIS 1.1.csv

Contributions Report — Penfold.csv