Organisation & Reporting Year
Tell us about your organisation so the tool can calculate the correct snapshot date and submission deadline.
Quality Assurance Checklist
Confirm that your payroll data meets the statutory requirements before uploading. Both checklists must be completed.
Upload Payroll Data & Map Variables
Upload a CSV or Excel file containing your payroll data. Map your column headers to the required fields, then map your data values to standard categories.
Data format guidance
Your file must have one row per employee with a header row. Column names can be anything — you will map them to the standard fields below. Required fields must be present; optional fields are needed only for ethnicity and disability pay gap reporting.
| Field | Required? | Format | Example values |
|---|---|---|---|
| Employee ID | Required | Text or number | 12345 EMP001 |
| Hourly pay | Optional* | Decimal number (£) | 15.50 22.00 |
| Annual salary | Optional* | Whole number (£) | 32000 45500 |
| Contracted weekly hours | Optional* | Decimal number (hrs) | 37 22.5 |
| Sex | Required | Any text — you will map values | Male / Female M / F |
| Pay status on snapshot date | Optional | Any text — you will map values | Full pay Maternity leave Nil pay |
| Bonus amount | Required | Decimal number (£); use 0 for no bonus | 500.00 1250 0 |
| Ethnicity | Optional | Any text — you will map values | White British Asian Mixed |
| Disability status | Optional | Any text — you will map values | Yes / No Disabled |
| Reporting year | Optional† | Any consistent text label | 2023/24 2024/25 |
* Provide Hourly pay, or Annual salary + Contracted weekly hours, or all three. If all three are provided the tool cross-checks that the calculated rate matches the supplied hourly rate within 5%. No separate Bonus received (Y/N) column is needed — bonus participation is derived from amount > 0. † Required only if Module 7 multi-year analysis is enabled (set in Step 1).
Pay Equity Action Plan
Select the actions your organisation is taking or planning to close its pay gaps. For each action, record who is responsible, key dates and how you will measure success.