Setting up a Payroll Extract

The process is simple in theory, you are looking to extract the key data and pay elements you wish to have show on a payslip. 

It is recommended that you spend the time to set this up properly first time out, so you can streamline your monthly/weekly processing by just downloading the extract each pay period and quickly uploading to our system.

However, please note that each payroll provider's software works differently, so we cannot advise you on how to do this in practice. Some have ready-made downloadable reports that will contain all of the data you require, some have a report builder so you can build your own report, whilst many do not have any downloadable options and you may have to contact the provider in order to attain a new report. 

Below are the fields that you need to and may want to include in your extract: 

Mandatory Data Fields that your extract MUST contain

• ExternalID (the unique indentifier you are using for each employee)
• First name
• Last name
• Date of Birth
• NI Number
• NI Letter
• Net Pay
• Pay Date

Recomended Fields to extract

• Year to Date figures
• Employer Contributions
• Each pay element for the period (bonuses, commission)
• Hourly rates and hours worked per element
• Each deduction for the period
• Total Gross Pay

Notes:

Each time you add a new pay element, or new column to your extract after completing the data mapping setup, you will need to redo your data mapper unless you add it to the end column of your extract