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File Rules for PAPDIS Uploads
File Rules for PAPDIS Uploads

PAPDIS File rules

Updated over 2 months ago

To process pension contributions and enroll members correctly, your uploaded files must have specific columns and valid data. PAPDIS files are a great choice as they already contain all the necessary information.

There are a few common reasons why your PAPDIS file might fail:

  • Incorrect column names or formatting: Ensure that the column names match the expected format and that the data is in the correct format (e.g., dates as dd/mm/yyyy).

  • Missing required data: Some fields, such as forename, surname, birthdate, national insurance number, email address, postcode, and address1, are mandatory and cannot be left blank.

  • Invalid data: Check that all data is accurate and in the correct format. For example, email addresses and national insurance numbers must be valid.

Columns and values requirements

Here are the details that are required when filling out your PAPDIS file. Making sure these columns are filled will ensure your file upload does not fail:

Columns and values requirements

Here are the details that are required when filling out your PAPDIS file. Making sure these columns are filled will ensure your file upload does not fail:

Required Field

Format

EmployerID

XXXXXXXX (where β€˜X’ is a digit)

National Insurance Number

2 letters, 6 numbers and a final letter.

Employment Start Date

DD/MM/YYYY

Forename

Your forename can only contains letters, spaces and hyphens.

Surname

Your forename can only contains letters, spaces and hyphens.

Birth Date

DD/MM/YYYY

Email Address

A username, an @ symbol, and a domain name

Address 1

Addressees' name, House number and street name

Postcode

5-7 alphanumeric characters

PayPeriodStartDate

DD/MM/YYYY

PayPeriodEndDate

DD/MM/YYYY

PensionProviderID

Also known as the 'Employer Pension Scheme Reference' in the Employer Portal

PensionableEarningsAmount

E.g. 2000

EmployerContributionsPercent

Values as per PAPDIS standard

EmployeeContributionsPercent

Values as per PAPDIS standard

EmployerContributionsAmount

E.g. 60 (minimum of 3% of employee pensionable income)

EmployeeContributionsAmount

E.g. 100

FrequencyCode

Values as per PAPDIS standard

SalarySacrificeIndicator

Values as per PAPDIS standard

PAPDIS file must be compliant with PAPDIS to ensure successful upload. Please refer to this document if you need any help filling out your sheet.


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