The below article is relating to the bulk upload - Contractors which can be found by navigating to Administration -> Company -> Bulk Upload.
The Contractors bulk upload is under the Employees section here:
Once you've selected the Contractors Bulk Upload you'll be directed to this page:
The page includes the following:
Create new records for missing data
If this box is ticked, when the upload is processing if the system finds a CATEGORY which does not already exist in the system it will create a new entry for it. Please note: it will be created EXACTLY as typed.
Suppress notifications for duplicate contractors
If this box is ticket, you will not be shown individual error messages for duplicate contractor records being found. This can be useful if you are refining and correcting errors in an existing CSV upload.
CSV file to upload
This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.
Download help file and instructions
This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.
Download CSV Model
The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.
Editing your CSV
When you download your sample CSV file it will look like this:
The CSV Fields include:
Title - Employee title (e.g. Mr, Mrs, Dr etc.). This field can contain letters and/or numbers. This field is Optional.
Employee surname - The employee's surname / last name. This field can contain letters and/or numbers. This field is Mandatory
Employee first name - The employee's first name. This field can contain letters and/or numbers. This field is Mandatory.
Middle name - Employee middle name or names. This field can contain letters and/or numbers. This field is Optional.
DOB (dd/mm/yyyy) - Employee date of birth. The format will need to be dd/mm/yyyy regardless of localisation settings, if not specified it will default to 01/01/current year. This field is Mandatory.
National Insurance number - Also known as Social Security Number outside of the UK. Can be made up of letters and or numbers but MUST be unique within your company – please note this field is not validated other than for uniqueness If not specified will default to random 9-character string E.g. 012345678X. This field is Mandatory.
Nationality: employee nationality, the accepted values for this field are:
British
Irish
Polish
French
German
Italian
Spanish
American
Chinese
Afghan
Albanian
Algerian
Andorran
Angolan
Antiguans
Argentinean
Armenian
Australian
Austrian
Azerbaijani
Bahamian
Bahraini
Bangladeshi
Barbadian
Barbudans
Batswana
Belarusian
Belgian
Belizean
Beninese
Bhutanese
Bolivian
Bosnian
Brazilian
Bruneian
Bulgarian
Burkinabe
Burmese
Burundian
Cambodian
Cameroonian
Canadian
Cape Verdean
Central African
Chadian
Chilean
Colombian
Comoran
Congolese
Costa Rican
Croatian
Cuban
Cypriot
Czech
Danish
Djibouti
Dominican
Dutch
Dutchman
Dutchwoman
East Timorese
Ecuadorean
Egyptian
Emirian
Equatorial Guinean
Eritrean
Estonian
Ethiopian
Fijian
Filipino
Finnish
Gabonese
Gambian
Georgian
Ghanaian
Greek
Grenadian
Guatemalan
Guinea-Bissauan
Guinean
Guyanese
Haitian
Herzegovinian
Honduran
Hungarian
I-Kiribati
Icelander
Indian
Indonesian
Iranian
Iraqi
Israeli
Ivorian
Jamaican
Japanese
Jordanian
Kazakhstani
Kenyan
Kittian and Nevisian
Kuwaiti
Kyrgyz
Laotian
Latvian
Lebanese
Liberian
Libyan
Liechtensteiner
Lithuanian
Luxembourger
Macedonian
Malagasy
Malawian
Malaysian
Maldivan
Malian
Maltese
Marshallese
Mauritanian
Mauritian
Mexican
Micronesian
Moldovan
Monacan
Mongolian
Moroccan
Mosotho
Motswana
Mozambican
Namibian
Nauruan
Nepalese
Netherlander
New Zealander
Ni-Vanuatu
Nicaraguan
Nigerian
Nigerien
North Korean
Northern Irish
Norwegian
Omani
Pakistani
Palauan
Panamanian
Palestinian
Papua New Guinean
Paraguayan
Peruvian
Portuguese
Qatari
Romanian
Russian
Rwandan
Saint Lucian
Salvadoran
Samoan
San Marinese
Sao Tomean
Saudi
Scottish
Senegalese
Serbian
Seychellois
Sierra Leonean
Singaporean
Slovakian
Slovenian
Solomon Islander
Somali
South African
South Korean
Sri Lankan
Sudanese
Surinamer
Swazi
Swedish
Swiss
Syrian
Taiwanese
Tajik
Tanzanian
Thai
Togolese
Tongan
Trinidadian or Tobagonian
Tunisian
Turkish
Tuvaluan
Ugandan
Ukrainian
Uruguayan
Uzbekistani
Venezuelan
Vietnamese
Welsh
Yemenite
Zambian
Zimbabwean
This field is Optional and Case Sensitive.
Marital status: The marital status of the employee. The only valid options for this field are:
Married
Single
Widowed
Divorced
Living with partner
Separated
Not specified
This field is Optional and Case Sensitive.
Address: Employee home address line 1, this field is Optional.
Address2: Employee home address line 2, this field is Optional.
Town: Employee Town, this field is Optional.
County: Employee County, this field is Optional.
Postcode: Employee Postcode, this field is Optional.
Country: Employee country, the accepted values for this field are:
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia Plurinational State of Bonaire Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo The Democratic Republic of the Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Islamic Republic of Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea
Democratic People's Republic of Korea
Republic of Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia
The Former Yugoslav Republic of Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Federated States of Moldova
Republic of Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Occupied Palestinian Territory
Oman
Pakistan
Palau
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin (French part)
Saint Pierre and Miquelon
Saint Vincent and The Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten (Dutch part)
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich
Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan Province of China
Tajikistan
Tanzania
United Republic of Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Bolivarian Republic of Venezuela
Viet Nam
Virgin Islands British
Virgin Islands U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Home telephone: Employee home telephone number, this field is Optional.
Home mobile: Employee mobile phone number, this field is Optional.
Home email: Employee home email address, this field is Optional.
Gender: Employee gender. This field is Mandatory and Case Sensitive.
Right to work - Does this contractor have the right to work? Valid Options include:
0= No
1= Yes
This field is Optional.
Consider self disabled?: Does the employee consider themselves to be disabled? Valid options include:
0= No
1= Yes
2 = Prefer not to say
This field is Optional.
Currency: Salary currency, the accepted values for this field are:
GBP
EUR
USD
JPY
AUD
CAD
ZAR
SGD
AED
INR
THB
HKD
PHP
IDR
FJD
KES
BWP
BGN
SAR
DKK
MYR
CHF
CZK
CNY
NZD
BHD
EGP
OMR
SAR
XOF
GTQ
COP
SEK
MXN
YEN
This field is Optional.
Pay - Contract Pay. Enter only numbers with no commas or currency symbols e.g. 500. This field is Optional.
Pay period - Contract Pay Period. Valid options are per annum, per hour, per day, per week and per month If salary is specified and period is not specified will default to Per annum.
Location - The base-location for this contractor. This field can contain numbers and/or letters. This field is Optional.
Availability - The contractor's availability. The format will need to be dd/mm/yyyy regardless of your localisation settings. This field is Optional.
Category - The category for this contractor. This field can contain letters and/or numbers. This field is Optional.
Rating - Rating for this contractor. This field can contain letters and/or numbers. This field is Optional.
Comments - Any general comments against this contractor. This field can contain letters or numbers. This field is Optional.
Lara
Comments