Follow this guide to collect the files needed to import.
| Data | Format | Optional | Notes |
|---|---|---|---|
| FPS Full payment submission | XML | Required | Per PAYE reference |
| EPS Employer Payment Summary | XML | Optional | EPS Employer Payment Summary |
| Employee | CSV/XLSX | Required | Per PAYE reference |
| Salaries | XLSX | Required | Annual salaries by works_id |
| Pensions | XLSX | Required | Pension contribution rates, Auto Enrolment status and AVCs by works_id |
| Bank | Any | Optional | The file uploaded to the bank or payment provider |
| Pay Elements | XLSX or CSV | Optional | List of all the Pay Definitions required |
| Payslips | Optional | A useful aid |