To import data into a pay run in Shape Payroll, create a CSV file with column headings that match those below.
Include a row for each payment you want to make to each employee. For example, to pay an employee some hours, and expenses, include 2 lines in your file with the same ID, one of Type 'hours' and one of type 'expense'.
If you plan to upload multiple files or need to make corrections by uploading a file again, make use of the Reference column.
"Pay ID" or "Employee Code"
The ID for the employee being paid. If the column header is 'Pay ID' the employee will be looked up by RTI Payroll ID, if Employee Code is used the employee will be looked up by Employee Code.
Optional cost code to use in reports
"salary", "hours", "days", "shifts", "expense", "holiday", "ssp", "smp", "spp", "shpp", "sap", "spbp"
Optional text to display to the employee to describe the salary. If empty, a sensible default will be used.
E.g. 5 for five hours
Payment rate, e.g. 10.20. The total amount paid will be quantity x amount.
Optional unique reference for this import.
Either the RTI Payroll ID (Pay ID) or the Employee Code can be used to find which employee to pay.
Rows are grouped by the ID and if an employee is found a payment is added to the pay run with a line for each matched row in the import file.
The reference column can be used to overwrite previous uploads. For example, if you are managing salaries in Shape, but importing overtime hours from an external system you could add that system's name to the reference column. If you discover a mistake has been made after importing the file, importing another file with the same reference will overwrite the data from the original file.
The cost code can be used to group payments in the costings report, as well as to create rules in the Journal export.
To get started quickly, use one of these example templates: