Importing sample data into the Evaluation version of the Hosted P11D Organiser

Background

This guide will step you through some of the import routines of the P11D Organiser using some sample data files – this is purely aimed as a demonstration of the import process; it does not attempt to fully expose the power of the import validation process.

Importing Employees

It is not important if you have already manually entered any employee information into the system, the import routines will simply add data to the existing company.

Click the Employer icon on the left tool bar

Then select the Import Wizard icon

Select the Employees tab from the import routines:

Then from the the list that is shown, select 1 Employee Details ADD/UPDATE and click Next and select the Employees.csv file from the list displayed.

You should be presented a screen similar to the one shown below – this confirms that the data in the spreadsheet (shown on the left) is being imported into the correct areas of the P11D Organiser database (shown on the right). Click Next.

The next screen simply previews the import, click Next again and you will be presented a confirmation of the actions about to be undertaken (adding employees). Click Finish and approve the action and the file will be imported.

Congratulations, you will now have around 500 employees in your database – this can be confirmed by clicking on the List Employees icon on the Benefits Toolbar, where the system will build a list of all the employees in the selected company.

Importing Medical Benefits

Follow the same steps as before to select the employer and invoke the import wizard, but this time select section I Private medical treatment or insurance from the Benefits tab and select the file named Medical.csv.

The import process will follow exactly the same process as that for employees including a preview of what medical benefits are being imported.

Once complete you can check that medical benefits have been assigned by following the steps to list all employees (as above), but then double clicking on an employee from the list. This will show all of the employees personal details, but clicking on the little medical icon in the benefits toolbar will display their medical benefits.

Importing Company Cars

Follow the same steps as before to select the employer and invoke the import wizard, but this time select Section F Cars and car fuel from the first screen.

Initially we are going to import the vehicle details – these are the basic calculation points for company cars, such as the fuel type, price and CO2. At this stage we are not telling the system who has used which car, the will be stage two.

Select the Vehicles tab and the send option F - Company Car Details select the Cars.csv file. Step through the import process as you have in the other examples, and you will have imported vehicles into the system.

The next stage is to allocate these cars to the employees. Proceed exactly as the previous import, but at stage two, select F- cars and car fuel – Main Company Car from the Benefits tab, and select the same cars.csv spreadsheet – the P11D Organiser will select the correct allocation data from the sheet and assign the cars. There will be two warnings about dates, answer Yes to both.

Once the process has completed, you can check the allocation of the cars in the same way as you checked Medical, but to view the car allocation, click the Car icon in the Benefits toolbar.

Viewing a P11D

Whilst the employee is selected, you can view the P11D for that employee by clicking on the ‘Reports’ icon in the lower right of the window.

Then select the P11D Facsimile from the list, then Next and leave This Employee selected and click Next again, and finally Finish to see the P11D displayed on screen.