Use this import to update pension data for existing employees, or add it for new employees. Use the template the template TEMPLATE - Flexible Pension.xlsx (download).
- Email: the address of the employee's account.
- Grant amount: the pension amount. Always fill in.
- Pension amount: the same amount if the employee invests with Brand New Day, otherwise 0.
- Salary amount: the same amount if the employee receives it as salary, otherwise 0.
- Selection type: see the explanation below.
- Start date: upload in the month of the start date. If the employee starts on 1 April, upload in April.
Selection Types
When uploading the Flexible Pension file, it's essential to correctly populate the columns based on the Selection Type:
- Withdraw: Standard, use if it will be paid out via salary
- Pension: Use if employee will make use of pension feature
- Split: Use to split the pension amount between pension and salary.
An example
| Selection Type | Salary Amount (column header) | Pension Amount (column header) |
|---|---|---|
| Withdraw | Required amount | 0 |
| Pension | 0 | Required amount |
| Split | Required | Required |
When Selection Type = Withdraw
- Enter the value in the Salary Amount column
- Pension Amount should be 0 or empty
When Selection Type = Pension
- Enter the value in the Grant column
- Enter the same value in the Pension Amount column
- Set Salary Amount = 0
When Selection Type = Split
- Enter the total grant value in the Grant column
- Divide the amount between
- Salary Amount column
- Pension Amount column
Example Rows
| Selection Type | Grant amount | Salary Amount | Pension Amount | Start Date |
|---|---|---|---|---|
| Withdraw | 1000 | 1000 | 0 | 2026-01-01 |
| Pension | 1000 | 0 | 1000 | 2026-01-01 |
| Split | 1000 | 600 | 400 | 2026-01-01 |
Key Points to Remember
- Always match the Selection Type with the correct columns
- Ensure no conflicting values (e.g., salary filled for pension-only cases)
- For pension entries, Salary Amount must always be 0
- If no start date is provided, today’s date is applied automatically
- Double-check totals when using Split, to avoid mismatches