Exporting files for payroll with PayCircle custom file exports

To export the files required for PayCircle you can export the whole list by clicking on With All > Export for payroll:

Or use the checkboxes to the left of each shift to select them individually:

Then use With Selected > Export to payroll export function for just those shifts:

There will be 2 files downloaded:

• Payroll: This is the main payroll file to import into PayCirvle which contains the following columns:
  • Tax month
  • Month commencing date
  • Emp Ref (Payroll no.)
  • Title
  • Forename
  • Surname
  • PAYE/Freelance    Location
  • Client name
  • Job ID
  • Date
  • No of Hours
  • Subsistence
  • Break
  • Rate
  • Rate type
  • Expenses
  • Deductions
  • Bonus
  • Wage
  • Wage Subtotal
  • Non-taxable expenses
  • Holiday pay accrue
  • Address 1
  • Address 2
  • Address 3
  • Address 4
  • Address 5
  • Post Code
  • E-mail Address
  • Gender
  • Date of Birth
  • NI Number
  • Payment Frequency
  • Work Start Date
  • Sort Code
  • Bank Account Number
  • Bank Account Name
  • Building Soc Number
  • Job Title
  • P45StarterDeclaration
  • P46Statement
  • Telephone Number
  • Mobile Number
  • Nationality
  • Ethnic Origin
  • Marital Status
  • Previous Surname
• Payroll New Starters: This file contains new starter information to add to PayCircle before being able to run payroll against their Payroll ID. It contains the following information:
  • Payroll No.
  • First name
  • Surname
  • Email
  • Gender
  • Address 1
  • Address 2
  • Address 3    
  • Town/City
  • Postcode    
  • NI No.
  • Date of birth
  • Start date
  • Sort code
  • Account no.    
  • Employee statement
  • Have a Student Loan?
  • Are you repaying your
  • Student Loan directly?
  • Student Loan Type
  • Finish studies before 6 April?

Once you have run your payroll the following will happen:

• The shifts are removed from awaiting payment
• The shifts are marked as Processed in the staffarea and throughout the system with a time/date stamp of this export
• A payment batch is created under Payroll > Payment batches which contains all these shifts that have been exported